由AI需求驱动的核能复兴刺激了Oklo和Centrus等企业, Nuclear power revival driven by AI demand boosts firms like Oklo and Centrus, but Nano Nuclear's surge is risky amid regulatory and financial hurdles.

核能因其为AI数据中心提供清洁、可靠的电力、推动政府支持和投资Oklo和Centrus Energy等公司而重新引起人们的兴趣。 Nuclear energy is seeing renewed interest due to its clean, reliable power for AI data centers, driving government support and investment in companies like Oklo and Centrus Energy. Oklo开发小型模块化反应堆,尽管存在监管障碍,但仍确保了伙伴关系和联邦支持,而Centrus公司为工管关系提供了关键燃料。 Oklo, developing small modular reactors, has secured partnerships and federal backing despite regulatory hurdles, while Centrus supplies critical fuel for SMRs. 与此同时,纳诺核能的库存因围绕美国-英国技术交易和拟议的反应堆销售的投机而激增,尽管缺乏监管批准,但没有收入,并面临巨大的金融和商业风险。 Meanwhile, Nano Nuclear Energy’s stock surged on speculation around a U.S.-U.K. tech deal and a proposed reactor sale, though it lacks regulatory approval, has no revenue, and faces significant financial and commercial risks. 分析家警告股票估价过高,建议谨慎行事,指出公司不可能直接受益于政府近期提供的资金。 Analysts warn the stock is overvalued and advise caution, noting the company is unlikely to benefit directly from recent government funding.