2026 年核能展望_核能新动向_人工智能、核聚变与未来能源竞赛-APAC 2026 Nuclear Outlook_ What‘s New in Nuclear_ AI, Fusion, and the Race to Power the Future

J P M O R G A N Asia Pacific Equity Research 20 October 2025 APAC 2026 Nuclear Outlook What's New in Nuclear? AI, Fusion, and the Race to Power the Future This year's Nuclear Outlook explores the forces driving continued momentum for reactor build in APAC (which represents 69% of global nuclear power plants under construction) and the US, and introduces the next frontier: nuclear fusion. As digital infrastructure surges (hyperscalers have signed >23GW of new nuclear projects since our update last year) and ...