人工智能驱动核能复兴，美国初创企业竞逐微型反应堆赛道

Core Insights - The nuclear energy industry is experiencing a revival driven by the surge in AI computational demand and supportive policies from the Trump administration [1] - Over a dozen U.S. startups, including Aalo Atomics, Oklo, and Kairos Power, are competing to develop modular small nuclear reactors [1] Industry Financing - The financing scale of the industry has surpassed $4 billion in 2025, a significant increase from $500 million in 2020 [1] - Aalo Atomics is constructing a 3,700 square meter factory in Texas, aiming for critical testing of a 10 MW micro-reactor by 2026 and power supply by 2027 [1] - Kairos Power has received $303 million in support from the U.S. Department of Energy and is building a 50 MW demonstration reactor in Tennessee [1] - X-energy is developing a gas-cooled reactor with investment from billionaire Kamal Ghaffarian [1] Factors Driving Recovery - The revival of the industry is attributed to three main factors: the surge in electricity consumption by AI data centers (OpenAI estimates a need for 250 GW over eight years) [1] - The Inflation Reduction Act provides a 40% investment tax credit [1] - The acceleration of the approval process by the Nuclear Regulatory Commission [1] Corporate Engagement - Tech giants like Microsoft and Amazon have signed long-term nuclear energy procurement agreements [1] - The Three Mile Island nuclear power plant, which previously experienced an accident, has been renamed Crane Clean Energy Center and is resuming operations [1]