[新聞] Meta 與三家公司簽署核能供電協議

看板Stock (股票)作者TyuzuChou (潤潤潤)時間1天前 (2026/01/09 20:34)推噓24(24推 0噓 7→)

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原文標題：Meta strikes nuclear power agreements with three companies 原文連結：https://tinyurl.com/27a25xhk 發布時間：January 9, 2026 7:26 PM GMT+8Updated 56 mins ago 記者署名： Reporting by Timothy Gardner and Valerie Volcovici; Editing by Cynthia Osterman 原文內容： WASHINGTON, Jan 9 (Reuters) – Meta Platforms (META.O) said on Friday it struck 20-year agreements to buy power from three Vistra (VST.N) nuclear plants in the U.S. heartland and develop projects with two companies hoping to build small modular reactors. 華盛頓，1 月 9 日（路透）——Meta Platforms 表示，已簽署為期 20 年的協議，將向 Vistra 在美國中部地區的三座核電廠購電，並與兩家計畫建造小型模組化反應爐（SMR ）的公司合作開發相關專案。 Shares of Oklo (OKLO.N) surged nearly 20%, whereas Vistra (VST.N) rose about 8 % in premarket trade. Oklo 的股價在盤前交易中大漲近 20%，而 Vistra 上漲約 8%。 Meta and other Big Tech companies want to secure long-term electricity supplies as artificial intelligence and data centers increase U.S. power demand for the first time in two decades. 隨著人工智慧與資料中心的快速成長，美國電力需求出現二十年來首次顯著上升，Meta 與其他大型科技公司正積極確保長期、穩定的電力供應。 The company said in a blog it will purchase power from Vistra's Perry and Davis-Besse plants in Ohio and Beaver Valley plant in Pennsylvania. Meta 在官方部落格中表示，將向 Vistra 位於俄亥俄州的 Perry 與 Davis-Besse 核電廠，以及賓夕法尼亞州的 Beaver Valley 核電廠購電。 Meta said the deal will help finance expansion at the Ohio plants and lengthen the lifespan of the plants, which are licensed to run through at least 2036 with one of two reactors at Beaver Valley licensed through 2047. Meta 表示，這項協議將有助於為俄亥俄州核電廠的擴建提供資金，並延長核電廠的使用年限；其中這些電廠的運轉許可至少有效至 2036 年，而 Beaver Valley 其中一座反應爐的許可則延至 2047 年。 Meta will also help develop small modular reactors planned by Oklo and TerraPower, the latter of which is backed by billionaire Bill Gates. Meta 也將協助開發 Oklo 與 TerraPower 規劃的小型模組化反應爐；其中 TerraPower 由億萬富豪比爾・蓋茲支持。 SMR backers say the reactors will one day save costs because they can be built in factories instead of on site. Critics say they will struggle to achieve economies of scale similar to current large reactors. SMR 的支持者表示，這類反應爐可在工廠預製，有望在未來降低成本；但批評者認為，它們難以達到現有大型核反應爐的規模經濟。 There are no U.S. SMRs in commercial operations yet and the plants will require permits. 目前美國尚無任何商業運轉中的 SMR，這些電廠仍需取得監管許可。 Joel Kaplan, Meta's chief global affairs officer, said the plans along with its agreement last year with Constellation to keep an Illinois reactor operating for 20 years will "make Meta one of the most significant corporate purchasers of nuclear energy in American history." Meta 全球事務長 Joel Kaplan 表示，這些計畫，加上去年與 Constellation 簽署的協議（讓伊利諾州一座核反應爐再運轉 20 年），將「使 Meta 成為美國歷史上最重要的企業核能採購者之一」。 The agreements will provide up to 6.6 gigawatts of nuclear power by 2035, Meta said. The size of a typical nuclear power plant is about 1 GW. In 2024 Meta sought interest from nuclear power developers for 1 to 4 gigawatts of nuclear power. Meta 表示，這些協議到 2035 年將可提供最多 6.6 吉瓦的核能電力；一般一座核電廠的裝置容量約為 1 吉瓦。Meta 在 2024 年曾向核能開發商徵詢 1 至 4 吉瓦的核電供應。 Meta will help fund TerraPower's development of two reactors to generate up to 690 megawatts of power as early as 2032. The agreement also provides Meta with rights for energy from up to six other TerraPower reactors by 2035. Meta 將協助資助 TerraPower 開發兩座反應爐，最快可於 2032 年發電，總裝置容量可達 690 兆瓦；協議亦賦予 Meta 在 2035 年前取得最多六座其他 TerraPower 反應爐電力的權利。 TerraPower President and CEO Chris Levesque said the agreement will support rapid deployment of reactors. TerraPower 總裁暨執行長 Chris Levesque 表示，這項協議將有助於加速反應爐的部署。 Meta said its partnership with Oklo will help develop up to 1.2 GW of energy in Ohio as early as 2030. The support will help "early procurement and development", said Jacob DeWitte, Oklo’s co-founder and CEO. Meta 表示，與 Oklo 的合作將協助在俄亥俄州開發最多 1.2 吉瓦的電力，最快可於 2030 年實現；Oklo 共同創辦人兼執行長 Jacob DeWitte 指出，這項支持將有助於「早期採購與開發」。心得/評論： AI時代核能是目前唯一能同時滿足：穩定、長期、低碳、大規模的選項 AI的訓練與推論需要天天高負載資料中心無法承受各種不確定性 https://i.urusai.cc/712nx.JPG