--- title: "“能源是关键问题”——NANO Nuclear 强调反应堆和浓缩的机遇" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286624120.md" description: "NANO Nuclear 的创始人 Jay Yu 在 Fox Business 上讨论了公司在人工智能数据中心和铀浓缩方面的机会。稳定电源的需求至关重要，因为数据中心几乎需要 100% 的正常运行时间。Yu 的另一项事业 LIS Technologies 正在开发一种经济高效的激光铀浓缩方法，计划在田纳西州建设一座商业设施，以减少对进口俄罗斯铀的依赖" datetime: "2026-05-15T23:42:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286624120.md) - [en](https://longbridge.com/en/news/286624120.md) - [zh-HK](https://longbridge.com/zh-HK/news/286624120.md) --- # “能源是关键问题”——NANO Nuclear 强调反应堆和浓缩的机遇 NANO Nuclear's founder and chairman Jay Yu was on Fox Business to discuss the company's opportunity with data centers, space, and uranium enrichment. Yu took the time to review their recent deal with Supermicro. The combination of AI and nuclear is being seen on **multiple fronts across both industries**. In the past few weeks we've also seen Terrestrial Energy partnering with Riot, and Oklo collaborating with Nvidia. Everyone understands the demand for power coming from the AI data center build out is insatiable. We've covered previous comments from Jensen Huang, the CEO of NVIDIA, remarking on how **energy is the real bottleneck**. He was more recently quoted discussing the scale of the current energy gap with future demand… > 🚨 JENSEN HUANG: “The amount of energy that we need for computing is probably 1,000x more than we currently have.” pic.twitter.com/3F2DJ48Ebq > > — Chief Nerd (@TheChiefNerd) May 14, 2026 The key requirement of the power, though, is stability above all else. Data centers require nearly 100% uptime, something that **cannot be promised by renewable energy sources like wind and solar**. The power source of the highest capacity factor, a measure of how often they put out their nameplate power, is required to meet the demand of the ongoing energy revolution. A massive expansion of nuclear generating capacity is the current goal, but **what good is a fancy new car if there's no gas stations to fill it**? Yu's other business, LIS Technologies, is working to commercialize a novel laser enrichment method to provide the uranium necessary to fuel the incoming fleet of reactors. The laser technology promises to be **significantly cheaper to operate as well as less capital intensive to deploy.** The company is currently working to finance and construct their first major commercial facility in Tennessee. The facility can provide millions of Separative Work Units, the unit of measure for enrichment capacity, that could **eventually displace America's need to import Russian uranium.** ### 相关股票 - [NNE.US](https://longbridge.com/zh-CN/quote/NNE.US.md) - [ENFR.US](https://longbridge.com/zh-CN/quote/ENFR.US.md) - [SMCI.US](https://longbridge.com/zh-CN/quote/SMCI.US.md) - [IMSR.US](https://longbridge.com/zh-CN/quote/IMSR.US.md) - [RIOT.US](https://longbridge.com/zh-CN/quote/RIOT.US.md) - [OKLO.US](https://longbridge.com/zh-CN/quote/OKLO.US.md) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [IMSRW.US](https://longbridge.com/zh-CN/quote/IMSRW.US.md) - [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md) ## 相关资讯与研究 - [NANO Nuclear 的反应堆建设许可证已被接受进行审查](https://longbridge.com/zh-CN/news/287066477.md) - [史上最大规模资本支出周期到来](https://longbridge.com/zh-CN/news/286573143.md) - [黄卫挺：理性看待和务实解决金融 “大而不强” 问题](https://longbridge.com/zh-CN/news/287087946.md) - [英国家庭能源账单 7 月预计涨 13%，或创 2023 年来最大涨幅](https://longbridge.com/zh-CN/news/286899690.md) - [美财长释放乐观论调，称高通胀高收益率仅是短期行情](https://longbridge.com/zh-CN/news/287143530.md)