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Sam Altman-led nuclear start-up signs major AI power supply deal 由OpenAI的萨姆•奥尔特曼担任董事长的Oklo声称，其与数据中心运营商Switch达成史上最大清洁电力交易之一。该协议不具约束力。
Contract is the latest between energy developers and technology industry amid soaring demand. 6park.com
由OpenAI的萨姆•奥尔特曼(Sam Altman)担任董事长的核电初创公司Oklo已达成一项重大的企业供电协议。目前业界正忙于满足人工智能(AI)不断激增的电力需求。 6park.com 6park.comThe 20-year agreement with Switch Inc, a large privately held data centre operator, is to build reactors with a total capacity of up to 12 gigawatts — enough in total to power all 7.6mn households in New York state. 6park.com与大型私有数据中心运营商Switch Inc达成的20年协议意味着，Oklo将建造总装机容量高达12吉瓦的反应堆——足以为纽约州所有760万户家庭供电。 6park.com 6park.comOklo claimed the agreement was among the largest clean power deals in history, even though it is non-binding and the company’s technology is years from production. 6park.comOklo声称该协议是史上最大的清洁电力交易之一，尽管它不具约束力，而且该公司的技术距离能够实际应用还有数年时间。 6park.com 6park.comJacob DeWitte, Oklo’s co-founder and chief executive, told the Financial Times that if binding terms are reached, the deal could be worth multiple billions of dollars. 6park.comOklo联合创始人和首席执行官雅各布•德维特(Jacob DeWitte)告诉英国《金融时报》，如果达成约束性条款，这笔交易的价值可能达到数十亿美元。 6park.com 6park.comThe contract is the latest announced between nuclear developers and the technology industry, as the artificial intelligence boom creates a dire need for high-wattage, low-carbon energy supplies. 6park.com该合同是核电开发商与科技行业之间宣布的最新合同。AI热潮带来了对高功率、低碳能源供应的迫切需求。 6park.com 6park.comOklo is developing small modular reactors — new types of advanced nuclear plants with a capacity of 300 megawatts or less, which is about a third of standard facilities. 6park.comOklo正在开发小型模块化反应堆，即装机容量为300兆瓦或更低（约为标准反应堆的三分之一）的新型先进核电站。 6park.com 6park.comBig Tech is increasingly betting that small reactors can deliver enough energy to run AI systems, even though no western company has yet successfully deployed the technology. 6park.com大型科技公司日趋押注小型反应堆可以提供足够能量来运行AI系统，尽管迄今还没有一家西方公司成功部署这类技术。 6park.com 6park.comDeWitt said nuclear was the only power source that could sustainably meet the massive energy demands of the AI revolution. He downplayed critics’ concerns about the risks inherent in nuclear energy, which is highly regulated and has been subject to delays and cost overruns. 6park.com德维特表示，核电是唯一能够持续满足AI革命巨大能源需求的电力来源。他淡化了批评者对核能固有风险的担忧。核能受到严格监管，并且经常遭遇延误和成本超支。 6park.com 6park.com“We are entering a new world due to the size of the energy demand,” DeWitte said in an interview. “You can’t do it with renewables, as you would need a lot of gas back-up capacity and a lot of folks want a clean solution.” 6park.com“能源需求的规模决定了我们正在进入一个新世界，”德维特在接受采访时表示，“你无法用可再生能源来满足需求，因为你会需要巨大的燃气发电装机容量作为后备，而且很多人想要一个清洁的解决方案。” 6park.comOklo is aiming to deploy its first 15MW reactor by late 2027 at the Idaho National Laboratory. Rival US-based nuclear developers X-energy and Kairos Power recently signed power deals with Amazon and Google to provide low-carbon electricity to power their data centres. 6park.comOklo计划最迟在2027年末在爱达荷国家实验室(Idaho National Laboratory)部署其第一座15兆瓦反应堆。与其竞争的美国核电开发商X-energy和Kairos Power最近分别与亚马逊(Amazon)和谷歌(Google)签署了电力协议，将为他们的数据中心提供低碳电力。 6park.com 6park.comMicrosoft also struck a corporate power agreement in September with Constellation Energy that will reactivate the Three Mile Island nuclear plant in Pennsylvania. 6park.com微软(Microsoft)也在9月与联合能源(Constellation Energy)达成一项企业电力协议，将重启宾夕法尼亚州的三里岛核电站。 6park.com 6park.comAdam Stein, director of nuclear energy innovation at The Breakthrough Institute, a Washington think-tank, said Big Tech’s contracts with nuclear developers would give investors confidence to support a nascent industry. 6park.com华盛顿智库——突破研究所(Breakthrough Institute)的核能创新总监亚当•斯坦(Adam Stein)表示，大型科技公司与核电开发商签订的合同将使投资者有信心支持这个新兴行业。 6park.com 6park.com“They are intentionally taking on some of that technology risk, the first-mover risk in their power-purchase agreements,” he said. “This is how new technology gets to market.” 6park.com“他们有意承担一部分技术风险，通过他们的电力购买协议承担先发风险。”他表示，“新技术就是这样进入市场的。” 6park.comBut some analysts are sceptical that the new crop of nuclear start-ups will ever deliver. 6park.com但对于新一批核电初创企业最终能否取得成功，一些分析师表示怀疑。 6park.com 6park.com“These agreements do not appear to be the kinds of serious, substantial, and sustained financial commitments — on the order of many billions of dollars over decades — that would be necessary to fully realise these speculative nuclear projects,” said Edwin Lyman, nuclear power safety director for the Union of Concerned Scientists. 6park.com“这些协议似乎不是那种严肃、重大而持续的财务承诺——达到数十年和数十亿美元的数量级——而那种承诺对于完全实现这类存在风险的核电项目是必要的。”忧思科学家联盟(Union of Concerned Scientists)核电安全主管埃德温•莱曼(Edwin Lyman)表示。 6park.com 6park.comAlthough nuclear power generation does not emit carbon dioxide, some critics deny it is a clean power source, pointing to the radioactive waste it creates, which must be stored indefinitely. 6park.com尽管核能发电不会排放二氧化碳，但一些批评人士不承认它是一种清洁能源，指出它会产生放射性废料，而这些核废料必须无限期储存。 6park.com 6park.comSwitch operates several large-scale data centres in Nevada, Texas and Atlanta using renewable power. To fulfil the maximum terms of the contract, Oklo would have to build hundreds of its small reactors across the US to serve Switch’s facilities. 6park.comSwitch在内华达州、得克萨斯州和亚特兰大运营几个使用可再生能源的大型数据中心。要最大限度履行合同条款，Oklo将必须在全美各地建造数百座小型反应堆来为Switch的设施供电。 6park.com 6park.comOklo, which counts technology entrepreneurs Altman and Peter Thiel among its early investors, listed in New York in March and has a $2.2bn market capitalisation. 6park.comOklo的早期投资者包括科技企业家奥尔特曼和彼得•蒂尔(Peter Thiel)，该公司于3月在纽约上市，目前市值为22亿美元。 6park.com 6park.comChris Wright, Donald Trump’s nominee to become US energy secretary, is a director of the company. DeWitte said Wright would step down from the board if he is confirmed by the US Senate. 6park.com唐纳德•特朗普(Donald Trump)提名的美国能源部长克里斯•赖特(Chris Wright)是该公司董事。德维特表示，如果其任命获得美国参议院确认，赖特将从董事会辞职。
Oklo, a nuclear energy start-up chaired by Open AI’s Sam Altman, has struck a major corporate power supply deal as the industry rushes to meet the surging needs of artificial intelligence. 6park.com
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