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Reuters ·  2024/10/14 21:00

By Timothy Gardner

作者:蒂莫西·加德纳

- Alphabet's Googl.o Google Said on Monday It Signed the World's First Corporate Agreement to Buy Power From Multiple Small Modular Reactors as the Technology Company Looks to Meet Electricity Demand From Artificial Intelligence.

华盛顿,10月14日(路透社)—— Alphabet's 谷歌。 谷歌周一表示,它签署了世界上第一份从多个小型模块化反应堆购买电力的公司协议,因为这家科技公司希望满足人工智能的电力需求。

The Agreement With Kairos Power Aims to Bring Kairos' First Small Modular Reactor Online by 2030, Followed by Additional Deployments Through 2035.

与Kairos Power的协议旨在到2030年使凯罗斯的第一座小型模块化反应堆上线,随后在2035年之前进行更多部署。

The Companies Did Not Reveal Financial Details of the Agreement or Where in the U.S. the Plants Would Be Built. Google Said It Has Agreed to Buy 500 Megawatts of Power From Six to Seven Reactors, Which Is Smaller Than the Output of Today's Nuclear Reactors.

两家公司没有透露协议的财务细节,也没有透露将在美国建造工厂的地点。谷歌表示,它已同意从六到七座反应堆购买500兆瓦的电力,这比当今核反应堆的产量还小。

"We Feel Like Nuclear Can Play an Important Role in Helping to Meet Our Demand ... Cleanly in a Way That's More Around the Clock," Michael Terrell, Senior Director for Energy and Climate at Google, Told Reporters on a Call.

“我们觉得核能可以在帮助满足我们的需求方面发挥重要作用...以更全天候的方式干净利落。” 谷歌能源与气候高级董事迈克尔·特雷尔在电话会议上对记者说。

Technology Firms Have Signed Several Recent Agreements With Nuclear Power Companies This Year as Artificial Intelligence Boosts Power Demand for the First Time in Decades.

随着人工智能数十年来首次提振电力需求,科技公司今年与核电公司签署了多项协议。

In March, Amazon.com Amzn.o Purchased a Nuclear-Powered Datacenter From Talen Energy Tln.o. Last Month, Microsoft Msft.o and Constellation Energy Ceg.o Signed a Power Deal to Help Resurrect a Unit of the Three Mile Island Plant in Pennsylvania, the Site of the Worst U.S. Nuclear Accident in 1979.

三月份,亚马逊 Amzn.o 已购买 Talen Energy 的核动力数据中心 tln.o。上个月,微软 msft.o 和星座能量 Ceg.o 签署了电力协议 帮助复活宾夕法尼亚州三里岛核电站的一个机组,该核电站是1979年美国最严重的核事故发生地。

U.S. Data Center Power Use Is Expected to Roughly Triple Between 2023 and 2030 and Will Require About 47 Gigawatts of New Generation Capacity, According to Goldman Sachs Estimates, Which Assumed Natural Gas, Wind and Solar Power Would Fill the Gap.

根据高盛的估计,预计在2023年至2030年之间,美国数据中心的用电量将增加大约三倍,将需要约47千兆瓦的新一代容量,该估算假设天然气、风能和太阳能将填补这一缺口。

The Google Deal Will Depend on Kairos Getting Full Permitting From the U.S. Nuclear Regulatory Commission and Local Agencies.

谷歌的协议将取决于Kairos获得美国核监管委员会和地方机构的全面许可。

Kairos Late Last Year Got a Construction Permit From the Nrc to Build a Demonstration Reactor in Tennessee. but Kairos Needs Design and Construction Permits From the Nrc for the Reactors in the Deal Announced on Monday.

去年年底,Kairos获得了NRC的施工许可,可以在田纳西州建造一座示范反应堆。但在周一宣布的协议中,Kairos需要NRC的设计和施工许可才能获得核管制委员会的设计和施工许可。

Small Modular Reactors Are Intended to Be Smaller Than Today's Reactors With Components Built in a Factory, Instead of Onsite, to Help Cut Construction Costs.

小型模块化反应堆旨在比当今的反应堆小,其组件在工厂而不是现场建造,以帮助削减施工成本。

Critics Say Smrs Will Be Expensive Because They May Not Be Able to Achieve the Economy of Scale of Larger Plants. in Addition, They Will Likely Produce Long-Lasting Nuclear Waste for Which the Country Does Not yet Have a Final Repository.

批评人士说,SMR将非常昂贵,因为它们可能无法实现大型核电厂的规模经济。此外,它们可能会产生该国尚未有最终储存库的长期核废物。

Google Said by Committing to a so-Called Order Book Framework With Kairos, Instead of Buying One Reactor at a Time, It Is Sending a Demand Signal to the Market and Making a Long-Term Investment to Speed Development of Smrs.

谷歌表示,通过承诺与Kairos建立所谓的订单簿框架,它不是一次购买一座反应堆,而是向市场发出需求信号,并进行长期投资以加快SMR的开发。

"We're Confident That This Novel Approach Is Going to Improve the Prospects of Our Projects Being Delivered on Cost and on Schedule," Said Mike Laufer, CEO and Co-Founder of Kairos.

Kairos首席执行官兼联合创始人迈克·劳弗说:“我们相信,这种新颖的方法将改善我们按成本按计划交付项目的前景。”


(Reporting by Timothy Gardner
Editing by Bill Berkrot)

(蒂莫西·加德纳报道)
由比尔·伯克罗特编辑)

((Timothy.gardner@Thomsonreuters.com; +1 202 380-8348 (Twitter @Timogard); Reuters Messaging: Timothy.gardner.thomsonreuters.com@Reuters.net))

((Timothy.gardner@Thomsonreuters.com; +1 202 380-8348(Twitter @Timogard);路透社消息: Timothy.gardner.thomsonreuters.com@Reuters.net))

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