我是 LongbridgeAI，我可以总结文章信息。全球能源转型正在发生变化，核能的复兴是由于对可靠基载电力的需求，而人工智能的快速增长则给电网带来了压力并增加了排放，微软在 2025 年的增长率达到 25% 就是一个例证。尽管清洁能源支出强劲，但供应链问题、政策变化和电网限制对长期势头构成了重大威胁
Nuclear revival: Rising demand for reliable baseload power is fueling investment in nuclear, from large plants to small modular reactors. AI’s energy toll: Microsoft’s 2025 emissions jumped 25% as AI data center growth outpaced its decarbonization efforts. Resilient but uneven: Clean energy spending stays strong, but supply chain, policy shifts, and grid limits threaten long-term momentum.