Fortune | FORTUNE 06月23日 23:58
New York plans to construct a nuclear-power facility, the first in over 15 years
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纽约州政府计划新建一座核反应堆,以满足日益增长的电力需求,特别是为人工智能公司和数据中心提供可靠且经济的电力。州长Kathy Hochul下令电力公司新增至少1吉瓦的核能发电量,这将是美国15年来首个新建的大型核电站。此举旨在吸引企业入驻,并应对数据中心对电力的巨大需求。同时,政府也在加速核能项目的审批流程,以推动核能发展。

💡 纽约州政府宣布将在上州新建一座核反应堆,新增至少1吉瓦的核能发电量,以满足日益增长的电力需求。

🏭 此举旨在吸引企业,特别是人工智能公司和数据中心,并确保电力供应的可靠性和可负担性。

⏳ 该项目是美国15年来首个新建的大型核电站,政府正在加速审批流程,以克服以往核能项目面临的审批难题。

🏢 许多企业,如谷歌和微软,正与核能公司合作,推动核能设施的建设和重启,以满足其数据中心日益增长的电力需求。

⚠️ 数据中心对电力的需求预计将大幅增长,给美国电网带来巨大压力,预计峰值需求将增长38吉瓦,相当于1270万户家庭的用电量。

    New York state is building a new nuclear reactor. Gov. Kathy Hochul tells The New York Times that she has ordered the state’s electric utility to add no less than 1 gigawatt of new nuclear power generation. The facility will be located in upstate New York.

New York state is getting more nuclear reactors as officials look for additional power sources.

Gov. Kathy Hochul tells The New York Times that she has ordered the state’s electric utility to add no less than 1 gigawatt of new nuclear power generation to its collection of older reactors. That could be a lure for corporate development – particularly for those artificial intelligence companies and businesses that host data centers.

“I’m going to lean into making sure that every company that wants to come to New York and everyone who wants to live here will never have to worry about reliability and affordability when it comes to their utility costs,” she said.

The new reactor will be built in upstate New York, but an exact location has yet to be determined.

This will be the first new major nuclear plant built in the U.S. in more than 15 years. The Trump administration has been pushing hard for more nuclear reactors since January, promising to fast track permitting for the projects. Permitting, previously, has been a major hurdle for nuclear facilities, with the process often taking up to a decade.

Since 1991, only five commercial reactors have come online in the U.S. Several more have been retired, resulting in a decline in capacity since 2012.

Many private businesses are partnering to bring nuclear facilities back online. Google, last October, partnered with Kairos Power to back the construction of seven small nuclear reactors in the U.S. That came just weeks after Microsoft announced a partnership with Constellation Energy that will see the undamaged reactor at Three Mile Island, the site of the worst nuclear accident in U.S. history, resume operations to power Microsoft’s AI data centers.

Experts have warned data centers could become a big strain on the U.S. power grid, with the nine-year projected growth forecast for North America essentially doubling from where it stood a year ago. Last year, the five-year forecast from Grid Strategies projected growth of 2.6%. That number has since nearly doubled to 4.7%—and planners expect peak demand to grow by 38 gigawatts. In real-world terms, that’s sufficient to power 12.7 million homes.

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核能 纽约州 电力 数据中心 人工智能
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