?AI尽头是电力! 核电资产迎来狂飙时刻 Meta(META.US)锁定创纪录的6.6GW核电

Core Insights - Meta Platforms has announced a significant agreement to secure up to 6.6 gigawatts (GW) of nuclear power supply for its AI data centers by 2035, marking one of the most ambitious collaborations between a major tech company and nuclear power suppliers in the U.S. [1] Group 1: Agreements and Collaborations - Meta has reached a deal with Vistra to purchase power from three existing nuclear plants in Ohio and Pennsylvania, supporting the development of small modular reactors (SMR) with new nuclear developers Oklo and TerraPower [2][4] - The 20-year power purchase agreement with Vistra will provide over 2,600 megawatts (MW) of nuclear energy, including 2,176 MW from operational generation and an additional 433 MW from combined generation output enhancements [3] - Oklo's partnership with Meta will advance the construction of a 1.2 GW power park in Pike County, Ohio, with Meta providing prepayment to enhance project certainty [4] Group 2: Market Dynamics and Demand - The demand for electricity, particularly from nuclear sources, is surging due to the rapid expansion of AI data centers, with the phrase "the end of AI is electricity" gaining traction in investment discussions [6] - Goldman Sachs has revised its forecast for global data center electricity demand by 175% by 2030, indicating a significant increase in power consumption driven by AI models [7] - The International Energy Agency (IEA) predicts that global data center electricity demand will more than double by 2030, with AI applications being the primary driver of this growth [8] Group 3: Industry Trends and Government Support - The U.S. government is showing a renewed commitment to nuclear energy, with recent executive orders aimed at expanding the nuclear energy sector and streamlining project approvals [9] - Major tech companies, including Amazon, Google, and Microsoft, are increasingly favoring nuclear energy for their data centers due to its clean, stable, and efficient characteristics [8]