在人工智能数据中心带来的电力需求激增的大趋势下,小型模块化核反应堆(SMR)成为了备受瞩目的清洁能源选择。这也推动了一些SMR开发商股价近期大涨,创下新高。
上周,科技巨头亚马逊和谷歌与SMR开发商达成了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,为其数据中心提供低碳电力。受此影响,SMR开发商Oklo Inc.(OKLO)股价在一周内飙升99%,NuScale Power(SMR)也涨逾37%,创历史新高。
分析人士表示,AI数据中心耗能巨大,传统可再生能源和电池无法满足其对可靠、高效且经济实惠电力的需求,这让SMR应运而生。X-Energy首席执行官Clay Sell就表示,电力供给已成为美国保持人工智能领先地位的唯一桎梏。不过也有人对SMR存在安全性、成本控制等质疑,认为其发展道阻且长。
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