According to a report from Financial Association on March 12 (Editor: Shi Zhengcheng), the World Nuclear Association announced on Wednesday that it includes$Alphabet-A (GOOGL.US)$、$Amazon (AMZN.US)$、$Meta Platforms (META.US)$Global giants in Technology and Industrial Electrical Utilities have signed a commitment statement to support the goal of tripling global nuclear energy generation by 2050.

As of the time of writing, U.S. stocks.$Nuclear Energy Stocks (IP000028.IP)$Most sectors have risen, and$Talen Energy (TLN.US)$Increased by over 11%.$Vistra Energy (VST.US)$、$Oklo Inc (OKLO.US)$All increased by over 7%.

As background, the "Triple Nuclear Energy Declaration" was passed during the 2023 United Nations Climate Change Conference (COP 28). In September last year, 14 global large financial institutions, including Goldman Sachs, Bank of America, and Morgan Stanley, also signed a commitment to increase support for the nuclear energy industry. This commitment itself lacks binding power but highlights the growing support for nuclear energy from industry giants.

In addition to the three mentioned technology giants, Occidental Petroleum (OXY.US), Dow Inc (DOW.US), and other well-known publicly traded companies also signed agreements on Wednesday. The World Nuclear Association stated that this is the first time major companies outside the nuclear energy industry have publicly united to support large-scale, coordinated expansion of nuclear energy to meet the growing global Energy demand.

As a clean Energy source, nuclear energy is becoming a focus for many countries and large enterprises around the world, especially against the backdrop of long-term and sustained increases in global electricity demand, with the Industry Chain increasingly focused on concepts like 'emission reduction' and 'net-zero carbon.'

According to data from the World Nuclear Association, as of early 2025, there are only about 411 nuclear reactors running globally, with a total installed capacity of about 371 gigawatts, supplying about 9% of the world's electricity. Since COP 28, a total of 8 new nuclear reactors have been connected to the grid globally, and 12 new nuclear power plants are under construction.

Meta's energy director Urvi Parekh stated that the company supports this commitment because constructing expensive nuclear power plants requires extensive coordination between governments, developers, utility companies, and electricity consumers.

She further stated that this commitment aims to encourage the government to simplify regulations for nuclear energy expansion while signaling to the Electrical Utilities Industry that there will be buyers for the electricity they produce.

Meta initiated a bid last year to launch new Nuclear Power projects of 1 to 4 gigawatts in the 2030s.

The revival of nuclear energy is also prompting some countries to change their policies.

The Italian government submitted a draft law to Parliament last month aimed at reintroducing nuclear energy in the country, which had gradually phased out nuclear energy after a referendum in 1987. The Japanese government has also recently expressed a desire to increase the proportion of nuclear energy in its energy structure.

The nuclear energy sector is currently in the early stages of a "new technology emerging". Several Technology giants have signed dozens of non-binding procurement memoranda with so-called Small Modular Reactor (SMR) developers, but only a few companies have provided development funding for the projects.

However, many traditional Energy giants have different views on this matter.

Lawrence Coben, CEO of North America's large power producer NRG, stated that super-large enterprises with extensive Cloud Computing and data businesses do not rely on nuclear energy. Coben emphasized that if their contracts contained measures such as "facing substantial penalties if not delivered before 2035", it might be more promising, but the reality is there are no such clauses.

The highest market cap Global Electrical Utilities holding group.$NextEra Energy (NEE.US)$The CEO John Ketchum also stated that new nuclear power plants will not be completed until at least 2035 or later, and the first viable advanced energy unit still needs to be developed.

Editor/ping