Is the era of nuclear power generation coming? AI "electrical utilities gluttony" shines on nuclear-related stocks, achieving a fivefold growth in the year to date!
On the 16th, $Amazon (AMZN.US)$Supported by investment in nuclear power, US nuclear power related stocks soared overall.
The US company developing small modular reactor (SMR) technology $NuScale Power (SMR.US)$Has risen 40%, up 479% year-to-date. Early-stage nuclear energy company $NANO Nuclear Energy (NNE.US)$Also rose by 37%, up 436% year-to-date. In addition, companies providing enriched uranium for nuclear fuel and services for the nuclear industry $Centrus Energy (LEU.US)$Recorded a growth rate of over 23%. On the other hand, a new company developing next-generation nuclear power plants with the support of Sam Altman, CEO of OpenAI in the USA $Oklo Inc (OKLO.US)$Shares temporarily surged 44%, approaching a record high of $18.8.
Nuclear Energy ETF $VanEck Uranium and Nuclear ETF (NLR.US)$rose by 7%, $RANGE NUCLEAR RENAISSANCE INDEX ETF (NUKZ.US)$also rose by over 7%.
Developing data centers to meet the increasing demand for artificial intelligence (AI) and cloud computing.Therefore, U.S. tech giants are focusing on nuclear power generation as a clean energy source, and U.S. nuclear power-related stocks have been rising since last month.
With the advancement of AI technology,The demand for electrical utilities in datacenters is expected to increase dramatically.According to a report by HSBC, based on data released by the EPRI institution in May of this year,Datacenters are expected to consume 9% of US electricity by 2030, more than double the current amount.and may be inevitable in the future, some tech giants are currently considering nuclear energy and exploring new options for power supply.
Nvidia's CEO Jensen Huang stated that nuclear power is the optimal solution to meet the energy demands of the explosive growth of datacenters.
$Amazon (AMZN.US)$is funding a feasibility study for the commercialization of the SMR project planned by X Energy in Washington State. $Alphabet-C (GOOG.US)$Google, a subsidiary of
on the 14th, announced that it has signed a power purchase agreement with the emerging company Kyrios Power to construct small modular reactors (SMRs). $Constellation Energy (CEG.US)$also announced that it will restart the Three Mile Island nuclear power plant in Pennsylvania, $Microsoft (MSFT.US)$Signed a contract to supply electricity to the datacenter.
Matt Garman, CEO of Amazon's cloud services division Amazon Web Services (AWS), stated, "It is expected that gigawatts of electricity will be needed in the coming years. Nuclear power is seen as a great opportunity as wind and solar power cannot meet these demands. SMRs can be built safely, inexpensively, and quickly.
Small Modular Reactors (SMRs) are advanced reactors with an output capacity of up to 300 megawatts electric (MWe), which is approximately one-third of the capacity of large conventional reactors.about one-third.する。従来型原子炉より小型化されたため、送電網の近くに建設可能。SMRは従来型に比べて建設コストが低く、より迅速に稼働でき、特定の場所の需要に応じて調整できる。
NERCの最高責任者ジム・ロブ氏は、今後数十年間の需要は、5年前の2倍になると予想している。このようなエネルギー需要を満たすために、原子力エネルギーは重要な選択肢であり、特にデータセンターや人工知能の成長を支えるという意味で、関心が高まっている。
米エネルギー省（DOE）ジェニファー・グランホルム長官はによると、米国は2035年までに100％クリーンな電力を供給するという目標を達成することを目指投資家は過度に楽観視することはできないSMR (Small Modular Reactors)not only to gradually phase out coal-fired power generation, but also to address the increasing demand for electricity from data centers and new factories,stated that it will become 'an important part of the solution'.The U.S. Department of Energy plans to provide $0.9 billion to further deploy such reactors.The U.S. Department of Energy announced that it will provide up to $0.9 billion in funding to support the initial deployment of small modular reactors (SMRs) on June 17.However, it will be some time before the SMRs under development can supply power to the U.S. power grid.
きょうではございません。As early as 2030.Some analysts point out that the generated electricity is only a drop in the bucket compared to the annual consumption of major high-tech companies.
Investment in small modular reactors (SMRs) is increasing globally. In September of this year, 14 major banks and financial institutions worldwide, including Bank of America Corp, Goldman Sachs, declared their enhanced support for nuclear power generation. Various governments and nuclear industries are hoping that funding for new nuclear power plant construction will become easier.
Source: DowJones, RISC-V Association, ESG Journal, EPRI, NIKKEI FT, moomoo
This article uses automatic translation in part.
moomoo news of individual stocks Zoe
This article uses automatic translation in part.
moomoo news of individual stocks Zoe
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マスマス1 : I predict that it will become a global trend, not only in the USA but also around the world, but there are challenges such as safety.