在人工智能(AI)数据中心电力需求不断飙升的大背景下,全球核电产业迎来复兴。作为一家致力于开发小型模块化核反应堆(SMR)的先进企业,NANO Nuclear Energy Inc.(股票代码:NNE)今日盘前大涨5.21%,引发市场关注。
科技巨头为满足AI数据中心的能源需求正在积极与核电公司达成供电协议。据报道,亚马逊已与多家公司达成数十亿美元的核电采购和投资协议,并领投一家开发模块化核反应堆公司5亿美元融资,重点关注小型模块化反应堆。与此同时,微软与一家公用事业公司签署为期20年的核电供应协议,重启了曾发生重大事故的三哩岛核电站。
分析人士认为,小型模块化反应堆具有紧凑、高效及快速建设等优势,为满足AI时代清洁能源需求提供了契机。投资者看好核电产业的发展前景,导致一众核电相关上市公司股价大涨。除NANO Nuclear Energy Inc.外,铀矿公司Cameco、BWX Technologies、模块化反应堆开发商Oklo及Nuscale Power等都出现了不同程度上涨。
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