深夜，全线大涨！美国，突传大消息！

Core Insights - The U.S. government has signed an $80 billion agreement with Westinghouse to build nuclear reactors to meet the increasing electricity demand driven by artificial intelligence [1][2] - Major U.S. tech companies, including Google and Microsoft, are collaborating with energy firms to restart closed nuclear power plants to address the surge in electricity needs [5][6] Group 1: U.S. Nuclear Power Developments - The agreement with Westinghouse involves partnerships with Brookfield Asset Management and Cameco Corp, aiming to accelerate nuclear power deployment across the U.S. [2][3] - Each AP1000 nuclear power plant, equipped with two units, is expected to create or maintain 45,000 manufacturing and engineering jobs across 43 states, with over 100,000 construction jobs nationwide [2][4] Group 2: Tech Companies' Involvement - Google has partnered with NextEra to restart the Duane Arnold Energy Center in Iowa, which has been closed for five years, under a 25-year power purchase agreement [5][6] - Microsoft has also reached a similar agreement with Constellation Energy to restart the Three Mile Island nuclear plant in Pennsylvania [5][6] Group 3: Economic and Employment Impact - The restart of idle nuclear plants is viewed as more cost-effective and quicker than building new facilities from scratch, which is why tech companies are opting for this approach [6] - The Duane Arnold plant's restart is projected to cost over $1.6 billion and is expected to begin supplying power in 2029 [5][6]