人工智能发展对能源需求的推动,成为美国核电行业复兴的重要驱动力。近期,以NuScale Power为代表的开发小型模块化核反应堆(SMR)的公司在资本市场表现亮眼,其股价大幅上涨。
消息显示,包括亚马逊和微软在内的科技巨头纷纷与核能企业达成合作,以期为人工智能数据中心提供能源。由于对人工智能需求的不断增长,这些科技公司能源需求快速上升,寻求无碳能源核电成为重要选择。NuScale Power作为SMR行业的领军企业,受到资本市场青睐,近期夜盘大涨6.25%。
分析指出,SMR因体积小、安全性强、建造周期短等优势备受看好,在大型企业转向清洁能源的大趋势下,SMR或将迎来发展机遇。业内专家也看好以NuScale Power为代表的SMR公司,由于人工智能热潮带来的能源需求与订单,其前景乐观。
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