share_log
Reuters ·  2024/10/14 15:00

By Timothy Gardner

作者:蒂莫西·加德納

- 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.

華盛頓,10月14日(路透社)—— Alphabet's 谷歌。 谷歌週一表示,它簽署了世界上第一份從多個小型模塊化反應堆購買電力的公司協議,因爲這家科技公司希望滿足人工智能的電力需求。

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

與Kairos Power的協議旨在到2030年使凱羅斯的第一座小型模塊化反應堆上線,隨後在2035年之前進行更多部署。

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.

兩家公司沒有透露協議的財務細節,也沒有透露將在美國建造工廠的地點。谷歌表示,它已同意從六到七座反應堆購買500兆瓦的電力,這比當今核反應堆的產量還小。

"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.

「我們覺得核能可以在幫助滿足我們的需求方面發揮重要作用...以更全天候的方式乾淨利落。」 谷歌能源與氣候高級董事邁克爾·特雷爾在電話會議上對記者說。

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.

隨着人工智能數十年來首次提振電力需求,科技公司今年與核電公司簽署了多項協議。

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,亞馬遜 Amzn.o 已購買 Talen Energy 的核動力數據中心 tln.o。上個月,微軟 msft.o 和星座能量 Ceg.o 簽署了電力協議 幫助復活賓夕法尼亞州三里島核電站的一個機組,該核電站是1979年美國最嚴重的核事故發生地。

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.

根據高盛的估計,預計在2023年至2030年之間,美國數據中心的用電量將增加大約三倍,將需要約47千兆瓦的新一代容量,該估算假設天然氣、風能和太陽能將填補這一缺口。

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

谷歌的協議將取決於Kairos獲得美國核監管委員會和地方機構的全面許可。

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獲得了NRC的施工許可,可以在田納西州建造一座示範反應堆。但在週一宣佈的協議中,Kairos需要NRC的設計和施工許可才能獲得核管制委員會的設計和施工許可。

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.

小型模塊化反應堆旨在比當今的反應堆小,其組件在工廠而不是現場建造,以幫助削減施工成本。

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.

批評人士說,SMR將非常昂貴,因爲它們可能無法實現大型核電廠的規模經濟。此外,它們可能會產生該國尚未有最終儲存庫的長期核廢物。

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,通過承諾與Kairos建立所謂的訂單簿框架,它不是一次購買一座反應堆,而是向市場發出需求信號,並進行長期投資以加快SMR的開發。

"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首席執行官兼聯合創始人邁克·勞弗說:「我們相信,這種新穎的方法將改善我們按成本按計劃交付項目的前景。」


(Reporting by Timothy Gardner
Editing by Bill Berkrot)

(蒂莫西·加德納報道)
由比爾·伯克羅特編輯)

((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))

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論