Investment Rating - The report suggests a positive outlook for the nuclear power sector, particularly in the context of AI energy consumption, recommending attention to companies involved in nuclear energy and related infrastructure [6]. Core Insights - The U.S. government has reached a cooperation agreement with Westinghouse Electric and shareholders Cameco and Brookfield to develop a nuclear power project valued at $80 billion [4]. - The report highlights a significant increase in electricity infrastructure investment in the U.S., projected to reach $1.4 trillion from 2025 to 2030, which is double the investment of the previous decade [2]. - The demand for data centers is surging, with major companies like OpenAI and Oracle planning to develop large-scale data center facilities, indicating a robust growth trajectory in the sector [9][10]. Summary by Sections Global Infrastructure and Construction Equipment - North America's data center vacancy rate has reached a historic low of 1.6%, driven by high demand and limited power supply [9]. - The average price for data center cabinets has increased significantly, with a 19% rise for deployments over 10 MW [9]. - The U.S. energy market is experiencing a "super cycle" in investment, with rising retail electricity prices and a strong demand for infrastructure upgrades [2]. Global Electrical and Intelligent Equipment - The gas turbine price index in the U.S. increased by 3.43% year-on-year, indicating a stable demand for industrial equipment [3]. - The report notes a significant increase in transformer exports from China, with a 23% year-on-year growth in September 2025 [37]. - Companies like GE Vernova and Siemens Energy are expanding their production capacities to meet the growing demand for electrical equipment [42]. Global Energy Industry - The U.S. government is actively promoting the development of small modular reactors (SMRs) as a key energy solution for AI data centers, with significant investments and regulatory support expected [46][47]. - The report anticipates that by 2028, the total nuclear power capacity in the U.S. will reach 81 GW, with plans for further expansion [48]. - The collaboration between major tech companies and the nuclear sector is expected to enhance the viability and deployment of SMR technology [48]. Global New Materials - The report tracks the price movements of uranium and rare earth materials, noting a 10% increase in uranium prices in September 2025 [5]. - The demand for advanced materials is expected to rise in conjunction with the growth of the energy and technology sectors [5].

来源：环球网 【环球网科技综合报道】10月31日消息，据路透社报道，OpenAI、甲骨文及相关数字公司于日前联合 宣布，将在密歇根州萨林镇共同建设一个计算能力超过1吉瓦的超大规模数据中心园区。 该项目预计将于2026年初动工，建成后将创造超过2500个工会建筑工作岗位。OpenAI工业计算副总裁 彼得·赫舍勒强调，该项目将确保密歇根州成为"构建下一代美国创新AI基础设施的关键部分"。（旺 旺） 据官方公告，这将是"星际之门"计划中首个披露的具体项目，标志着这项雄心勃勃的基建计划正式进入 落地阶段。整个"星际之门"计划的总容量目标为4.5吉瓦，若加上全美其他六个规划站点，总容量将超 过8吉瓦。业界预估，为实现这一宏伟蓝图，相关投资在未来三年内可能超过4500亿美元。 尽管官方仅以"数十亿美元"描述密歇根项目的投资额，但参照行业标准，1吉瓦算力基础设施的成本约 需500亿美元。如此庞大的资本开支，引发了市场对OpenAI融资能力的强烈关注。此前，OpenAI刚刚完 成公司重组，为其脱离非营利架构、并可能启动估值高达万亿美元的IPO铺平了道路，这被视为其应对 天量资金需求的关键一步。 ...