AI缺电怎么解决？特朗普政府将提供"数百亿美元"用于建设核电站

Core Viewpoint - The Trump administration plans to allocate hundreds of billions in national funds to finance the construction of new nuclear power plants to meet the significant energy demands of the AI revolution, addressing a critical infrastructure funding gap [1][3][5]. Group 1: Government Initiatives - The U.S. Department of Energy will primarily use the loan funds to support nuclear power plant construction, with a goal of starting dozens of projects within three years [3][5]. - Chris Wright, the U.S. Energy Secretary, emphasized the need for substantial energy infrastructure investment to support the growing power demands from AI data centers, estimating a requirement of at least 36 GW of new power by 2028 [6][7]. - The government aims to act as a "last backstop" for the nuclear industry, facilitating private capital investment through low-cost debt financing, potentially matching private investments at a ratio of up to four to one [7][12]. Group 2: Industry Response - Major tech companies, including Alphabet, Amazon, Meta Platforms, and Microsoft, are investing billions to restart old nuclear plants, upgrade existing facilities, and deploy new reactor technologies in response to government signals [13]. - Westinghouse Electric, a key player in nuclear technology, has reached an agreement with the Trump administration and partners to invest $80 billion in constructing nuclear power plants across the U.S. [13]. Group 3: Challenges and Opportunities - The history of cost overruns in large nuclear projects has created opportunities for more cost-effective alternatives, such as small modular reactors (SMRs) developed by companies like Oklo and Nano Nuclear [14]. - Westinghouse Electric's past challenges with timely and budget-compliant delivery highlight the capital-intensive risks associated with nuclear construction, which may lead to a potential spin-off into an independent public company [14].