AI尽头是电力！核电资产迎来狂飙时刻，Meta锁定创纪录的6.6GW核电_老虎社区_美港股上老虎

AI尽头是电力！核电资产迎来狂飙时刻，Meta锁定创纪录的6.6GW核电

智通财经01-09

智通财经APP获悉，Facebook与Instagram母公司Meta Platforms(META.US)当地时间周五公布三项重磅协议，计划到2035年为其大型AI数据中心锁定高达6.6吉瓦(GW)的核电电力供应系统，这是迄今美国大型科技巨头与核电供应商之间最为广泛且最具雄心壮志的合作之一。谷歌、微软以及Facebook母公司Meta正在主导的全球AI数据中心新建与扩建进程可谓如火如荼，而这一...

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Meta (META.US) locks in record 6.6 GW of nuclear power","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1.97},"content_text":"智通财经APP获悉，Facebook与Instagram母公司Meta Platforms(META.US)当地时间周五公布三项重磅协议，计划到2035年为其大型AI数据中心锁定高达6.6吉瓦(GW)的核电电力供应系统，这是迄今美国大型科技巨头与核电供应商之间最为广泛且最具雄心壮志的合作之一。谷歌、微软以及Facebook母公司Meta正在主导的全球AI数据中心新建与扩建进程可谓如火如荼，而这一进程愈发凸显出电力资源供给的重要性，这也是为什么“AI的尽头是电力”这一投资主题愈发火热，而当前激增的电力需求中又当属核电需求最为迅猛，兼具清洁、稳定与高效属性的核电系统已经成为科技巨头们最青睐的电力资源。Meta宣布与美国电力巨头Vistra(VST.US)达成交易，将从俄亥俄州与宾夕法尼亚州的三座现有核电站购买电力资源，并且Meta还将支持美国新锐核电开发商Oklo(OKLO.US)与TerraPower计划在未来十年内大规模建设的一种新型核电项目——即小型模块化核反应堆(SMR)项目;这些交易紧随2025年6月宣布的一项重磅核电协议之后，当时Meta旨在从Constellation Energy的一处核电站点获取强劲核电资源供给。1GW是什么概念?大约能供75–85万个美国家庭用电(按平均水平)。EIA(美国能源信息署)给出的2024年全年美国居民月均用电约 865 kWh/户(年约10,380 kWh)。用“1 GW 持续供电”的年电量(约 8.76 TWh)粗算：约84万户左右;考虑现实中并非永远满负荷，给一个更保守的区间 75–85万户更贴近工程语境。受益于Meta最新宣布的庞大核电合作协议，Vistra股价在美股盘前一度暴涨超17%，Oklo股价在美股盘前一度暴涨超22%。Meta与Vistra最新签署的为期20年的购电协议，将从Vistra位于俄亥俄州的Perry核电站与Davis-Besse核电站，以及位于宾夕法尼亚州的Beaver Valley核电站购买电力，合计将提供超过2,600兆瓦(MW)级别的核电能源，其中包括从今年晚些时候开始提供的2,176兆瓦级别在运发电量，以及额外合计433兆瓦的联合发电出力提升。Vistra表示，这将构成美国由企业客户支持的规模最大的核电增容项目。Vistra表示，这些电力购买协议(PPA)为其推进各反应堆后续执照/许可证续期提供了确定性，这将使每项执照延长额外20年;目前，Beaver Valley 1号机组的执照有效期至2036年，Davis-Besse的执照有效期至2037年，Perry的执照有效期至2046年，而Beaver Valley 2号机组的执照有效期至2047年。Oklo方面表示，其与Meta的这项重磅协议大举推进了其在俄亥俄州派克县(Pike County)建设1.2吉瓦(GW)电力园区的计划，并提供一种创新机制，使Meta能够为电力预付款并提供资金，以提升Oklo的Aurora“大型核电发电站(powerhouse)”部署项目的确定性;具体财务条款未披露。Meta还将斥巨资帮助资助TerraPower开发另外两座反应堆，最早可于2032年正式开启发电规模，合计发电能力最高可达690兆瓦(MW)，并赋予Meta到2035年从多达另外六座TerraPower旗舰核反应堆获取核电资源的优先权利;具体财务条款未披露。Meta(最新公布的这些交易紧随首席执行官马克·扎克伯格(Mark Zuckerberg)的“AI雄心壮志”超级蓝图之后，他计划在本十年末期之前(即2030年之前)大举投入数千亿美元用于AI大模型研发/训练工程以及支撑海量级别AI推理工作负载所需的AI算力基础设施。随着ChatGPT横空出世全面引爆全球AI大浪潮，扎克伯格领导下的Meta试图全面整合AI软硬件生态体系，进而一举成为AI大模型、以智能体为主的AI应用软件以及AR+AI智能眼镜领域的最强大领军者。AI尽头是电力!电力中当属核电需求最火爆全球AI竞赛的本质是AI算力基础设施竞赛，而驱动AI算力集群的核心基础则是稳定且庞大的电力供应体系。正因如此，AI数据中心电力需求正以前所未有的速度疯狂飙升，AI俨然已经化身“电力饕餮”。规模随AI芯片等算力基础设施猛烈需求而呈指数级扩张的高耗能AI数据中心背后离不开电力供应这一核心基础，这也是“AI尽头是电力”这一市场观点的由来。华尔街金融巨头高盛近期在一份研究报告中将全球数据中心所驱动的截至2030年庞大耗电需求预测，上修为较2023年耗电量大幅扩张175%(高盛的先前预测为+165%)，相当于再增加一个“全球前十耗电大国”的电力资源负荷。在高盛的策略分析师团队看来，AI大模型的尽头就是电力——该机构强调堪称“吞电巨兽”的AI将带来史无前例的全球范围电力“超级需求周期”与电力股“超级牛市”。谷歌在11月下旬重磅推出Gemini3 AI应用生态之后，这一最前沿AI应用软件随即风靡全球，推动谷歌AI算力需求瞬间激增。Gemini3 系列产品一经发布即带来无比庞大的AI token处理量，迫使谷歌大幅调低Gemini 3 Pro与Nano Banana Pro的免费访问量，对Pro订阅用户也实施暂时限制，叠加韩国近期贸易出口数据显示HBM存储系统以及企业级SSD需求持续强劲，进一步验证了华尔街所高呼的“AI热潮仍然处于算力基础设施供不应求的早期建设阶段”，这也意味着未来电力需求将持续处于激增态势。国际能源署(IEA)一份预测报告显示，到2030年，全球数据中心的电力需求将增长一倍以上，达到约945太瓦时(TWh)，略高于日本目前的总用电量，人工智能应用将是这一增长的最重要驱动力;IEA预计到2030年，聚焦人工智能的数据中心的整体电力需求将至少增长四倍以上。因此在当前以及未来很长一段时间的全球脱碳化大趋势之下，核能这一高效且稳定的清洁能源近年来成为亚马逊、谷歌以及微软等科技巨头最青睐的能源。这种兼具清洁、稳定与高效属性的能源有望为他们无比庞大的数据中心提供24小时不间断的强大电力支持。因此，全球政治家以及科技企业们当前对于核能与核电站的支持可能比20世纪70年代以来的任何时候都要强烈。比如，微软与美国能源巨头Constellation签署长期购电协议以推动三哩岛1号机组(约835MW)重启，亚马逊与Talen锁定大约1.92GW核电为亚马逊旗下的全球最大规模云平台AWS的一大型AI数据中心供电，谷歌也与Kairos规划到2035年部署合计500MW先进核电以匹配数据中心新增负载。最引人注目的莫过于美国政府对核反应堆的态度全面转变，尤其是特朗普重返白宫后大举推进美国核电复兴。美国总统特朗普已经签署多项总统行政命令推动美国核能产业改革，包括扩大美国核能规模、核能产业链、缩短核电项目审批周期等;此举或吹响美国核电复兴号角。受到特朗普签署所谓多项“核电复兴令”所带来的积极影响，这也是为何美股市场的OKLO，以及与核电相关的股票价格持续大涨。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}