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黄仁勋,也投核裂变了
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].
黄仁勋,也投核裂变了
投资界· 2025-06-25 07:02
Core Viewpoint - The article highlights the growing interest and investment in nuclear power, particularly through TerraPower, co-founded by Bill Gates, which is developing advanced nuclear reactor technology. The entry of Nvidia as an investor signifies a shift towards nuclear energy as a critical power source for future technologies, especially AI [1][10]. Group 1: Investment and Financing - TerraPower has completed a $650 million financing round, with Nvidia joining as a new investor, marking its first foray into the nuclear sector [1][10]. - The company has raised over $2 billion in total funding, attracting a range of venture capital and private equity investors who are optimistic about the potential returns from successful nuclear technology [1][8]. - Notable investors include Bill Gates, who has been a significant backer since the company's inception, and other prominent figures from the tech industry [8][10]. Group 2: Technological Development - TerraPower focuses on developing the traveling wave reactor, which utilizes depleted uranium and natural uranium, aiming to improve efficiency and reduce nuclear waste [6][7]. - The company has shifted its research focus to sodium-cooled fast reactors, which are expected to be more cost-effective and suitable for small nuclear power plants [7]. - The first advanced reactor project in the U.S. is set to begin construction in Wyoming, with plans for operation by 2030 [7]. Group 3: Market Trends and Future Outlook - The article notes a surge in nuclear power investments in the past three years, driven by the increasing demand for clean energy solutions to support AI and data centers [2][12]. - A report from Goldman Sachs predicts a 160% increase in global data center electricity demand by 2030, highlighting the need for stable and clean energy sources like nuclear power [13]. - The collaboration between tech giants and nuclear companies indicates a strategic move towards integrating nuclear energy with emerging technologies [14]. Group 4: Global and Domestic Developments - In China, significant investments are being made in nuclear fusion and advanced nuclear technologies, positioning the country as a leader in the next generation of energy solutions [15]. - The article emphasizes that the race for energy innovation is crucial for future economic leadership and global competitiveness [16].