11/03/2024, 01:10 PM UTC
NextEra能源的订单积压为AI增长做好了准备NextEra Energy's Backlog Is Set For AI Growth
1、NextEra能源可以通过与超大规模数据中心共同开发基荷容量项目来实现显著增长；2、管理层可能需要更多地关注核能和SMR的发展，以满足不断增长的需求；3、预计到2030年，数据中心容量将以23%的复合年增长率增长，其中一些数据中心容量可达1GW。1. NextEra Energy can achieve significant growth through co-development projects for baseload capacity to power the hyperscalers' AI factories; 2. Management will likely need to invest more attention into nuclear and SMR development to cater to this growing demand; 3. Data center capacity is forecast to grow at a 23% CAGR through 2030 with some data centers being as large as 1GW in capacity.
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