2024年10月21日,小型模块化核反应堆(SMR)开发商Oklo Inc.盘中股价曾大涨25.62%,引发了市场广泛关注。
事实上,这主要是由于亚马逊和谷歌近期分别与SMR开发商达成具有里程碑意义的电力供应协议,支持在美国部署多达12个下一代SMR电站,为其数据中心提供低碳电力。随着人工智能(AI)数据中心规模的快速扩张,传统能源和电池已很难满足它们对可靠、高效且经济实惠电力的巨大需求。
消息一出,市场高度看好SMR作为新兴清洁能源选择的前景,推动了Oklo Inc.等SMR公司股价大涨。周内,Oklo Inc.最高曾涨99%,其竞争对手NuScale Power也创下历史新高。不过,也有专家学者质疑SMR在安全性、成本控制等方面的不确定因素,认为其发展道阻且长。
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