Nvidia CEO Jensen Huang Backs Nuclear Energy To Power AI's Future: 3 Stocks To Watch
Nvidia CEO Jensen Huang Backs Nuclear Energy To Power AI's Future: 3 Stocks To Watch
Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang is making waves with his endorsement of nuclear energy to meet the surging electricity demands posed by artificial intelligence (AI).
Nvidia公司（納斯達克：NVDA）首席執行官Jensen Huang正以其支持核能來滿足人工智能（AI）帶來的激增電力需求而引起關注。
AI's energy consumption could rival that of a small country within just three years. Speaking to Bloomberg, Huang called nuclear power "a wonderful way forward" for sustaining AI data centers, emphasizing the need for diverse, sustainable energy sources.
AI的能源消耗在短短三年內可能會與一個小國相匹敵。Huang在接受彭博採訪時稱核電爲「一個美好的前進之路」，用以維持AI數據中心的能源需求，強調了多樣化、可持續能源來源的必要性。
Huang's comments come on the heels of Microsoft Corp's (NASDAQ:MSFT) decision to reopen the Three Mile Island nuclear station, a significant step toward addressing the energy demands created by the expansion of AI infrastructure.
在微軟公司（納斯達克：MSFT）決定重新啓動Three Mile Island核電站之後，Huang發表了上述評論，這是解決人工智能基礎設施擴張所帶來的能源需求的重要一步。
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AI, particularly in massive data centers run by tech giants like Google's parent Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) and Meta Platforms Inc (NASDAQ:META), is anticipated to require as much power by 2027 as entire nations such as Sweden or the Netherlands.
人工智能，特別是由谷歌母公司Alphabet Inc（納斯達克：GOOGL）（納斯達克：GOOG）和Meta Platforms Inc（納斯達克：META）等科技巨頭運行的大型數據中心，預計到2027年所需的電力量將達到瑞典或荷蘭等整個國家的水平。
3 Stocks To Watch: With nuclear energy set to play a pivotal role in this transition, we dug out three stocks that could be poised to benefit from the nuclear renaissance:
3支值得關注的股票：隨着核能預計在這一轉變中扮演關鍵角色，我們挖掘出三支股票可能受益於核能復興：
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Constellation Energy Corp (NASDAQ:CEG)
With over 33,000 megawatts of generation capacity, including nuclear, CEG is leading the charge. Shares have surged 125.55% YTD after plans to restart the Three Mile Island plant were announced. Accordingly, Constellation is to Unit 1 of the nuclear plant to provide electricity to power Microsoft's data centers. The 20-year deal is part of Microsoft's effort to reduce its carbon footprint -
NuScale Power Corp (NYSE:SMR)
Specializing in small modular reactors (SMRs), NuScale offers an affordable, scalable solution for nuclear power. Its shares are up nearly 270% YTD, benefiting from growing interest in compact nuclear energy options. -
Centrus Energy Corp (NYSE:LEU)
Centrus, a key supplier of nuclear fuel, recently inked a long-term deal with Korea Hydro & Nuclear Power. This strategic move has bolstered its stock by 60% over the past three weeks.
- 康斯泰侖能源公司（NASDAQ:CEG）
擁有超過33,000兆瓦的發電容量，包括核能在內，CEG正引領該領域。宣佈重啓Three Mile Island核電站計劃後，該股股價年初至今已上漲125.55％。因此，康斯特拉公司將向核電廠的1號機組提供電力，以爲微軟的數據中心供電。這項爲期20年的協議是微軟爲減少碳足跡所做的努力的一部分。 - NuScale Power Corp（紐交所：SMR）
NuScale專注於小型模塊化反應堆（SMRs），提供了一個經濟實惠、可擴展的核電解決方案。其股票今年以來上漲近270%，受益於對緊湊型核能期權越來越濃厚的興趣。 - Centrus Energy Corp（紐交所：LEU）
Centrus作爲核燃料的主要供應商，最近與韓國水電核電公司簽署了一項長期協議。這一戰略舉措使其股價在過去三週上漲了60%。
As AI's energy demands continue to surge, Huang's advocacy for nuclear energy could further propel the sector's growth, making stocks like Constellation Energy, NuScale Power, and Centrus Energy attractive opportunities for investors.
隨着人工智能能源需求持續增長，黃先生對核能的倡導可能進一步推動該行業的增長，使得康斯特能源（Constellation Energy）、NuScale Power和Centrus Energy等股票成爲投資者的吸引機會。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。