7月22日，美股夜盘时段， Oklo Inc.夜盘涨超7%； X-Energy夜盘涨超10%； 超微电脑涨近20%。
先进核反应堆供应商Oklo和X-Energy将参与特朗普政府主导的新一代核电站建设计划，相关项目将联合科技企业共同推进，以满足AI数据中心快速增长的电力需求。
根据泄露文件，该计划总规模约2亿美元，是此前AI能源倡议的一部分，参与方包括微软、英伟达等科技巨头。美国能源部最快将于当地时间周三在AI能源峰会上公布更多细节。
资金安排方面，美国能源部旗下多个国家实验室，以及得克萨斯大学奥斯汀分校等机构，预计将在未来三年分享约6000万美元资金支持，用于推进新一代核能与AI能源基础设施相关研究和落地。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.