今年早些时候，谷歌宣布从SMR开发商Kairos Power购买电力，微软更是对可再生能源巨头 Another example of a major US technology giant entering the nuclear power sector!
Overnight,$Amazon (AMZN.US)$Becoming a newly supporting technology company for nuclear energy development, it has signed three related agreements in one go, involving multiple small modular nuclear reactor (SMR) projects.
It is worth noting that not only Amazon,$Microsoft (MSFT.US)$Google is also actively embracing nuclear power:
Earlier this year, Google announced the purchase of electricity from SMR developer Kairos Power, while Microsoft is even more focused on renewable energy giants $Constellation Energy (CEG.US)$ Placing an order to restart the historically symbolic Three Mile Island nuclear power plant to provide power to the datacenter.
Not to mention, chaired by OpenAI founder Altman, $Oklo Inc (OKLO.US)$ is currently working hard to achieve the company's first SMR deployment in 2027.
Overnight, the nuclear power sector once again witnessed a surge, including the nuclear power stocks supported by Altman, the 'Father of ChatGPT' $Oklo Inc (OKLO.US)$ and the developer of small modular reactors $NuScale Power (SMR.US)$ Surged more than 40% overnight.
It is worth noting that nuclear power stocks have had an amazing increase this year, among which,
small modular reactor developer $NuScale Power (SMR.US)$ has surged nearly 480% so far this year, with the stock price doubling in the past 20 days;
emerging nuclear energy company $NANO Nuclear Energy (NNE.US)$ Up more than 436% year-to-date, up nearly 96% in the past 20 days;
Power giant $Vistra Energy (VST.US)$ Up over 255% year-to-date, with a cumulative increase of up to 49% in the past 20 days;
USA's top nuclear reactor operator $Constellation Energy (CEG.US)$ With a high increase of 140% year-to-date, and a cumulative increase of nearly 40% in the past 20 days;
Backed by the nuclear power stock supported by the father of 'ChatGPT', Altman $Oklo Inc (OKLO.US)$ The stock price has risen by 166% in the past 20 days with rapid fluctuations.
In addition to nuclear power stocks, there are also related ETFs in the US stock market— $VanEck Uranium and Nuclear ETF (NLR.US)$Please use your Futubull account to access the feature.$RANGE NUCLEAR RENAISSANCE INDEX ETF (NUKZ.US)$ , with the two ETFs showing impressive year-to-date gains of 31% and 64% respectively.
It is worth noting that Futu News"Did not catch up with the Nvidia train? Wall Street points the way: this sector is expected to ride the AI wave and rise.",Uncover Nvidia's AI ecosystem at full throttle! Who is likely to be the next skyrocketing stock?,A new favorite in Wall Street: can this industry outperform the S&P and surpass Nvidia?,Is nuclear power the ultimate goal of AI? Tech giants are falling one after another, with concept stocks soaring more than 20% overnight.Several articles have pointed out relevant opportunities, mooers who are interested can take a look~
Why is nuclear power back in the spotlight?
According to the latest research report from HSBC, based on the data released by EPRI in May this year, by 2030, data centers may consume 9% of the electricity in the USA, more than twice the current amount. Future electricity shortages may become inevitable, so some technology giants are exploring new power supply options and turning to nuclear energy.
According to data from the US Energy Information Administration (EIA), nuclear power is the most reliable energy source, providing a stable 93% of the maximum power annually without producing carbon dioxide. Its reliability is four times that of solar power and three times that of wind power.
It is worth noting that although most small modular reactors (SMRs) have not yet been approved by regulators, the construction of new nuclear power plants is both time-consuming and costly, often experiencing delays of multiple years and serious budget overruns. Therefore, Kelly Trice, President of Holtec Corporation, suggests that restarting old reactors is much simpler, more economical, and faster than building new ones.
In addition, according to CCTV News, the International Atomic Energy Agency held its 68th general conference and released the 'Energy, Electricity, and Nuclear Power Outlook to 2050,' raising the outlook for nuclear power for the fourth consecutive year.
The International Atomic Energy Agency predicts that, under the high expectation model, by 2050, the world's nuclear power capacity will increase by 2.5 times compared to the current capacity, conforming to the global consensus to accelerate nuclear energy deployment. The International Atomic Energy Agency's forecast considers the potential life extension and power uprates of all reactors in operation, as well as planned closures and constructions in the coming decades. Around 30 countries are considering or advancing plans to introduce nuclear power into their energy mix, while other countries are expanding existing nuclear power plants and extending their lifetimes.
Before this, $NVIDIA (NVDA.US)$CEO Huang Renxun also mentioned recently that nuclear energy may be a viable option to meet the energy demands of AI. He stated,
More and more data centers require renewable energy, and nuclear power is a good choice. Huang Renxun also hinted that Nvidia may be interested in nuclear power, as part of its broader strategy to diversify data center energy sources.
However, he also mentioned that nuclear energy as a type of energy, a sustainable energy, is excellent. But it will not be the only energy source. We will need all sources of energy and balance the availability, cost, and long-term sustainability of energy.
Editor/Somer
