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AI电力需求激增 科技行业开始争夺核电供应

Increased demand for AI electrical utilities has led to competition within the technology industry for nuclear power supply.

Zhitong Finance ·  Jul 1 19:10

With the surge in electricity demand for artificial intelligence data centers, the technology industry is trying to ensure stable power supply through nuclear power plants.

According to reports, Amazon Web Services (AWS) is about to reach a direct power supply agreement with Constellation Energy (CEG.US), the owner of about one-third of nuclear power plants in the United States. In March of this year, AWS purchased a nuclear-powered data center park in Pennsylvania.

Vistra (VST.US) and Public Service Enterprise Group (PEG.US) are also negotiating transactions behind the 'meter', whereby large customers obtain electricity directly from power plants.

For the nuclear power industry, the renewed interest is a good sign. The industry has been struggling to compete with other renewable energy and cheap natural gas.

However, data center supply agreements may lead to the transfer of existing power resources, which in turn may increase the electricity prices for other customers. Target of reducing emissions may also be affected as customers switch to natural gas to replace transferred nuclear energy.

Patrick Cicero, a consumer advocate in Pennsylvania, expressed concerns about the cost and reliability of Amazon's purchase of data centers in the state, as 'a large number of energy consumers seem to be the priority.'

The rise of artificial intelligence will drive the soaring demand for power in data centers, but the World Federation of Large Enterprises warns that this may overload the power grid.

The translation is provided by third-party software.


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