The Resurgence of Nuclear Power 核能發電的復甦
The resurgence of nuclear power in the U.S. is being driven by the surging electricity demands of AI data centers and, to a lesser extent, Bitcoin mining. AI's massive computational needs—especially for training large language models—are pushing tech giants like Microsoft, Meta, and Amazon to secure long-term nuclear power deals to ensure reliable, carbon-free energy. Meanwhile, Bitcoin mining, though energy-intensive, plays a smaller role compared to AI.
Nuclear power offers 24/7 baseload electricity, making it ideal for data centers, but challenges like slow construction timelines, regulatory hurdles, and reliance on natural gas in the short term remain. Government policies like the ADVANCE Act and investments in small modular reactors (SMRs) aim to accelerate nuclear adoption. However, until new plants come online, fossil fuels will likely fill the gap.
美國核能發電的復甦，主要受到 AI數據中心 及（次要因素）比特幣挖礦 暴增的電力需求所推動。由於AI訓練大型語言模型需要龐大算力，科技巨頭如 微軟、Meta、亞馬遜 紛紛簽訂長期核能供電協議，以確保 穩定、零碳排的能源。而比特幣挖礦雖耗能，影響力已不如AI。
核能的優勢在於能提供 全天候基載電力，非常適合數據中心，但仍面臨 建設緩慢、法規限制、短期依賴天然氣 等挑戰。美國政府通過《ADVANCE法案》並投資 小型模組化反應爐（SMR），試圖加速核能發展。但在新電廠完工前，化石燃料仍將填補電力缺口。
Key Points / 關鍵點
AI > Bitcoin: AI數據中心是核能復興的主因，比特幣挖礦影響較小。
Tech Deals: 科技公司直接簽約核電廠，確保綠能供應。
Challenges: 核電建設需時10年，短期仍靠天然氣。
Future: 小型模組化反應爐（SMR）可能是未來解方。
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