Nuclear Stocks Are On The Rise: What's Driving The Surge?
Nuclear Stocks Are On The Rise: What's Driving The Surge?
Alongside these deals, Google also signed an agreement to purchase power from a series of SMRs developed by Kairos Power. The first reactor is expected to be operational by 2030, with additional reactors planned by 2035.Several nuclear-linked stocks such as Oklo Inc. (NYSE:OKLO), Lightbridge Corporation (NASDAQ:LTBR) and Nano Nuclear Energy Inc. (NASDAQ:NNE), are trading higher on continued momentum following recent investments by Amazon Web Services (AWS) and Google into nuclear energy as a power source for data centers.
一些與核能相關的股票，如Oklo公司（紐交所:OKLO）、lightbridge公司（納斯達克:LTBR）和Nano Nuclear Energy公司（納斯達克:NNE），由於亞馬遜網絡服務（AWS）和谷歌最近對核能作爲數據中心電源進行投資，正在繼續勢頭上漲。
Last week, AWS announced three agreements to advance nuclear energy projects, including the development of Small Modular Reactors. This includes a partnership with Energy Northwest in Washington, targeting an initial 320 MW of capacity, with potential expansion to 960 MW. AWS also partnered with Dominion Energy in Virginia to explore SMR deployment near the North Anna nuclear station, aiming to generate at least 300 MW of power in the region.
上週，AWS宣佈三項協議以推動核能項目發展，包括開發小型模塊反應堆。這包括與能源西北公司在華盛頓的合作伙伴關係，旨在實現初步320兆瓦的裝機容量，有可能擴展至960兆瓦。AWS還與弗吉尼亞的Dominion Energy合作，探索在North Anna核電站附近部署SMR，旨在該地區至少發電300兆瓦。
In addition, Amazon has invested in X-energy to support SMR manufacturing, potentially generating five gigawatts of nuclear capacity. Matt Garman, CEO of AWS, stated that nuclear energy aligns with Amazon's Climate Pledge to achieve net-zero carbon emissions by 2040.
此外，亞馬遜還投資於X-energy以支持SMR製造，有望產生五吉瓦的核能裝機能力。AWS首席執行官Matt Garman表示，核能符合亞馬遜2040年實現淨零碳排放的氣候承諾。
Alongside these deals, Google also signed an agreement to purchase power from a series of SMRs developed by Kairos Power. The first reactor is expected to be operational by 2030, with additional reactors planned by 2035.
除了這些交易，谷歌還簽署了一份協議，購買凱洛斯動力公司開發的一系列SMR的電力。第一座反應堆預計將於2030年投入運營，到2035年計劃有額外的反應堆。
Why It Matters: The recent investments by both Amazon and Google underscore a growing trend among tech companies seeking carbon-free energy sources to manage the rising power needs of data centers driven by AI. The announcements have contributed to increased investor optimism across the nuclear energy sector.
爲何重要：亞馬遜和谷歌的最近投資凸顯了科技公司尋求無碳能源的增長趨勢，以應對AI驅動的數據中心不斷增長的電力需求。這些公告是對核能板塊的投資者樂觀情緒增加的貢獻。
Price Action: Oklo shares saw an increase of 6.81%, trading at $19.29. Lightbridge shares rose by 26.1%, reaching $7.48, while Nano Nuclear Energy shares gained 4.79%, trading at $19.27.
股價走勢：Oklo股票上漲6.81%，報19.29美元。lightbridge股價上漲26.1%，達到7.48美元，而Nano Nuclear Energy股票上漲4.79%，報19.27美元。
Image Created Via Midjourney.
通過Midjourney創建的圖片。
譯文內容由第三人軟體翻譯。
