科技巨头抢夺核电背后的能源困局：AI压力下，美国电力设施已接近极限

Core Insights - The announcement by Meta on June 3 regarding nuclear power procurement highlights the urgent energy demands driven by AI, revealing a mismatch between the rapid growth in energy needs and the slow pace of energy infrastructure development [1][2] - The current nuclear power infrastructure in the U.S. is insufficient to meet the anticipated surge in electricity demand, particularly from data centers, with projections indicating a 15% increase in demand by the end of the decade [1][5] - Major tech companies are actively seeking partnerships to secure nuclear power supplies, indicating a competitive race for energy resources to support AI operations [3][4] Group 1: Energy Demand and Infrastructure - The existing 94 nuclear reactors in the U.S. cannot meet the energy demands posed by the AI boom, with Texas alone requiring the equivalent capacity of 30 traditional nuclear reactors [1][4] - The first wave of AI development is expected to last until 2030-2035, necessitating significant energy resources, which the current nuclear infrastructure cannot provide in time [2][5] - Analysts warn that the slow deployment of nuclear projects may result in a failure to meet the immediate energy needs of large-scale data centers [5][6] Group 2: Corporate Actions and Strategies - Meta has signed a 20-year nuclear power procurement agreement to secure approximately 1.1 gigawatts of power from the Clinton nuclear station, sufficient to power around 1 million homes [4] - Constellation is considering building a second reactor at the Clinton site and is in discussions with multiple potential customers for additional power agreements [4][6] - A coalition of tech giants, including Amazon, Google, and Meta, has committed to doubling global nuclear energy capacity by 2050, reflecting their concerns over energy bottlenecks in the AI computing race [4]