AI热潮驱动美国核能复兴 但新技术和大型反应堆建设面临十年挑战

格隆汇
Nov 12, 2025

据美媒,得益于人工智能贪婪的能源需求,美国对核能的兴趣达到了空前高涨。核能公司是股市的宠儿,特朗普政府最近公布了一项超过800亿美元的承诺,以帮助资助新的反应堆。但股市分析师Chris Gadomski表示,只有一个问题:在未来十年内,几乎没有任何项目可以投入使用。理论上,800亿美元可以购买足够为弗吉尼亚州“数据中心巷”全部供电的反应堆。而现实情况是,传统反应堆需要10年或更长时间来建造,同时备受期待的小型模块化反应堆(SMRs)浪潮尚未产生商业电力。这意味着短期内唯一能投入使用的电厂是少数几个可以重启的关闭设施。有很多事情在酝酿,但没有一件事正在发生。

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责任编辑:钟离

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