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谷歌与Constellation接近达成数十亿美元核电协议Google, Constellation Near Billion-Dollar Deal for Nuclear Power

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谷歌母公司Alphabet Inc.即将达成从星座能源公司购买核能的协议,科技公司竞相为数据中心的繁荣奠定基础。

Google parent Alphabet Inc. is close to an agreement to buy nuclear energy from Constellation Energy Corp., as technology companies race to line up power for the data-center boom.

据知情人士透露,这家科技巨头即将达成协议,在一项多年协议期间向Constellation支付10亿美元或更多,预计该协议最早将于本周宣布。由于信息是私人的,该人士要求不透露姓名。

The tech giant is nearing a deal to pay Constellation $1 billion or more over the course of a multi-year agreement that’s expected to be announced as soon as this week, according to people familiar with the discussions, who asked not to be named because the information is private.

美国最大的反应堆运营商星座公司和谷歌周一拒绝置评。核能力的确切规模和位置无法确定。

Constellation, the biggest US reactor operator, and Google declined to comment on Monday. The exact scale and location of the nuclear capacity couldn’t be determined.

人工智能繁荣所需的大量电力正在帮助恢复对核能的兴趣,核能提供全天候的电力,也是无排放的。最近的交易集中在现有的设施上,因为新的反应堆可能需要十年或更长时间才能获得许可和建造,而下一波裂变技术的广泛部署仍可能需要数年时间。

The immense amount of electricity required for the artificial intelligence boom is helping to revive interest in nuclear energy, which offers around the clock power that’s also emissions-free. Recent deals have focused on existing facilities as new reactors can take a decade or more to permit and build, and the next wave of fission technology is still likely years from widespread deployment.

Amazon.com 上周与星座达成了类似的协议。这家云和电子商务公司同意购买690兆瓦的电力,其中包括升级马里兰州卡尔弗特悬崖核设施的容量。

Amazon.com Inc. struck a similar deal last week with Constellation. The cloud and e-commerce company agreed to buy 690 megawatts of power, including capacity from upgrading the Calvert Cliffs nuclear facility in Maryland.

谷歌已经与原子能生产商签订了多项协议。去年,该公司同意从NextEra Energy Inc.购买电力,该协议将支持电力公司重启爱荷华州杜安·阿诺德反应堆的计划,该反应堆自2020年以来一直关闭。上个月,这家科技公司通过资助两座核电站的升级,从南方公司获得了新的产能。

Google already has multiple agreements with atomic power producers. It agreed last year to buy electricity from NextEra Energy Inc., a deal that will support the power company’s plans to restart its Duane Arnold reactor in Iowa that’s been shuttered since 2020. And last month the tech company lined up new capacity from Southern Co. by funding upgrades at two atomic plants.

微软公司同意于2024年从已关闭的三里岛核电站购买电力。星座计划明年重启宾夕法尼亚州该核电站的反应堆。

And Microsoft Corp. agreed to buy the electricity from the shuttered Three Mile Island nuclear plant in 2024. Constellation is planning to restart its reactor at the site in Pennsylvania next year.

虽然安全风险和严重的成本超支导致世界对原子能产生不满,但过去几年原子能在全球范围内蓬勃发展。除了科技行业对数据中心的需求激增外,核电也被许多国家所接受,作为应对电力消耗激增同时减少排放的一种方式。

While safety risks and heavy cost overruns saw the world sour on atomic energy early last decade, it’s been undergoing a global revival over the last few years. As well as surging demand from the tech sector for data centers, nuclear power is being embraced by many nations as a way to cope with a jump in electricity consumption while cutting emissions.