Meta豪购6.6吉瓦核电巨头争相布局

讯石光通讯网01-12

ICC讯去年，Meta（原Facebook）踏上了核电列车，为其数据中心扩张寻求能源。如今，它正全速前进，新签署了三项协议，加上此前的协议，到2035年将使其能够从核电站获得高达6.6吉瓦（GW）的电力。这家超大规模企业的的新交易对象包括新核电领域的一些知名公司——Oklo、Terrapower以及Vistra。该公司表示，其宣布的这些项目将有助于为支持其位于俄亥俄州新奥尔巴尼的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112091349a4b85d4c&s=b><strong>讯石光通讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ICC讯去年，Meta（原Facebook）踏上了核电列车，为其数据中心扩张寻求能源。如今，它正全速前进，新签署了三项协议，加上此前的协议，到2035年将使其能够从核电站获得高达6.6吉瓦（GW）的电力。  这家超大规模企业的的新交易对象包括新核电领域的一些知名公司——Oklo、Terrapower以及Vistra。该公司表示，其宣布的这些项目将有助于为支持其位于俄亥俄州新奥尔巴尼的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112091349a4b85d4c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0553294199.USD","symbol_name":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) 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ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"translate_title":"Meta buys 6.6 GW, nuclear power giants rush to deploy","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1.97,"URA":0.61},"content_text":"ICC讯去年，Meta（原Facebook）踏上了核电列车，为其数据中心扩张寻求能源。如今，它正全速前进，新签署了三项协议，加上此前的协议，到2035年将使其能够从核电站获得高达6.6吉瓦（GW）的电力。  这家超大规模企业的的新交易对象包括新核电领域的一些知名公司——Oklo、Terrapower以及Vistra。该公司表示，其宣布的这些项目将有助于为支持其位于俄亥俄州新奥尔巴尼的Prometheus超级集群的电网供电。  具体而言，Meta表示将帮助资助TerraPower开发两个新的Natrium反应堆，到2032年可提供高达690兆瓦（MW）的电力。该协议还授予其从另外六个Natrium反应堆获得能源的权利，这些反应堆到2035年可生产高达2.1吉瓦（GW）的能源。  与此同时，与Oklo的交易重点是支持在俄亥俄州派克县建设“多个”新的Aurora Powerhouse反应堆，最快于2030年可提供1.2吉瓦（GW）的电力。Meta还承诺从Vistra现有的三座核电站购买2.1吉瓦（GW）的能源。  这些协议是在Meta于2025年6月与Constellation Energy签署的20年电力购买协议之外的新增内容，使其成为超大规模企业中最大的核电买家之一。  新兴的能源巨头  Dell'Oro Group研究总监Alex Cordovil在Linkedin上写道：“像Meta这样的超大规模企业与Vistra Corp.、TerraPower、Oklo Inc.和Constellation等能源企业之间的合作，正迅速成为数据中心发展策略中不可或缺的一部分。大规模数据中心开发现已深度融入能源市场动态，尤其是在AI驱动的负载将并网申请推向前所未有水平的情况下。”  确实，Meta远非推动核能发展的孤例。亚马逊AWS已与Dominion Energy、Energy Northwest和X-Energy签署一系列协议，以确保约1.26吉瓦（GW）的电力，并帮助建设能够提供超过5吉瓦（GW）新核电的小型模块化反应堆（SMR）制造能力。它还签署了一项协议，从Talen Energy位于宾夕法尼亚州的核电站购买1.9吉瓦（GW）的电力。  与此同时，谷歌与Kairos和NextEra达成了总计约1.1吉瓦（GW）核电力的协议。微软与Constellation Energy签署了一项协议，将重启一座能够提供835兆瓦（MW）电力的核电站，并支持了核聚变开发的努力。据报道，甲骨文正在探索小型模块化反应堆技术，但尚未公开宣布任何核能合作伙伴关系或购买协议。  托管服务提供商Equinix也加入了核能竞争，去年与Oklo、Radiant、ULC-Energy和Stellaria建立了合作伙伴关系。Applied Digital的首席执行官Wes Cummins告诉Fierce，该公司也在考虑采用核技术，以补充其计划建设新园区的地区的电网供电。  超大规模企业和托管服务提供商争相在核能领域布局是有充分理由的。电力已成为数据中心扩张的主要瓶颈。正如Cordovil所说：“那些主动与发电资产结盟的运营商——而不是在电网互联队列中等待——将能够在有竞争力的时间表内启动和运行项目。”  时间问题  但正如Cummins指出的，所有这些核能协议开始产生效益可能还需要五年或更长时间。必须有一个短期解决方案来满足数据中心对电力的巨大需求。  这就是为什么天然气也迎来了机遇。我们一直在关注天然气如何准备好在核能到来之前填补这一缺口。  确实，看起来Meta将为其在路易斯安那州Richland Parish的庞大数据中心园区使用天然气。该公司正与公用事业公司Entergy合作建设新的发电设施，预计将于2028年投入运营。天然气公司Energy Transfer的高管在2025年第三季度财报电话会议上表示，该公司签署了一份为期20年的协议，从2028年开始向Entergy的Richland Parish设施供应天然气。  Cummins表示，Applied Digital也在考虑天然气。具体来说，他指出了该公司与巴布科克（Babcock & Wilcox）和西门子能源（Siemens Energy）合作，计划到2028年为Applied Digital的1吉瓦（GW）AI工厂项目建造四座300兆瓦（MW）的天然气发电厂。  他说：“这是我们为近期能源扩张所做的努力。我们所在的地区有丰富的天然气。”  该公司并非个例。Energy Transfer的联合首席执行官Tom Long在上述电话会议中表示，该公司“与甲骨文签署了多项协议，为其三个美国数据中心供应天然气，其中两个位于德克萨斯州。预计首次供气将在今年年底前开始，最终完成则要到2026年中。”  作者：Diana Goovaerts，Fierce Network执行编辑，云、数据中心与AI","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.4","shortVersion":"4.42.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602569109","isCrawlerRequest":true}

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