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黄仁勋,也投核裂变了
NvidiaNvidia(US:NVDA) 虎嗅APP·2025-06-26 13:19

Core Viewpoint - TerraPower, a nuclear power company founded by Bill Gates, has completed a $650 million financing round, with Nvidia entering as a new investor, marking its first foray into the nuclear energy sector. This reflects a growing interest in nuclear energy as a solution to meet the increasing power demands driven by AI advancements [1][5][8]. Group 1: Company Overview - TerraPower was established after Bill Gates read a paper on new nuclear energy technology, focusing on developing fourth-generation nuclear reactors, specifically traveling wave reactors [3][4]. - The company aims to improve the efficiency of uranium use by approximately 30 times and reduce nuclear waste to one-fifth of current levels, enhancing safety and economic viability [4][6]. Group 2: Investment Landscape - TerraPower has attracted a prestigious group of investors, including Bill Gates, Khosla Ventures, and Reliance Industries, with many investors expressing little concern about immediate profitability, believing in the long-term potential of the technology [6][7]. - The recent $650 million financing round included participation from Nvidia's NVentures, highlighting the intersection of AI and nuclear energy as a critical area for future investment [7][8]. Group 3: Industry Trends - The nuclear energy sector is experiencing a resurgence, with companies like Oklo and Helion Energy also securing significant funding, indicating a broader trend of investment in nuclear technology as a response to the growing energy demands of AI [10][11]. - In China, investments in nuclear fusion technology are increasing, with significant funding from state-backed entities, reflecting a strong commitment to advancing next-generation energy technologies [12]. Group 4: Future Outlook - The convergence of AI and nuclear energy is seen as pivotal for future energy solutions, with major tech companies forming partnerships with nuclear firms to secure clean and stable power for data centers [11][12]. - The race for energy innovation is intensifying, with the potential for nuclear technology to play a central role in the next energy revolution, positioning investors who back these advancements for significant future gains [12].