--- title: "“能源是關鍵問題”——NANO Nuclear 強調反應堆和濃縮的機遇" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286624120.md" description: "NANO Nuclear 的創始人 Jay Yu 在 Fox Business 上討論了公司在人工智能數據中心和鈾濃縮方面的機會。穩定電源的需求至關重要，因為數據中心幾乎需要 100% 的正常運行時間。Yu 的另一項事業 LIS Technologies 正在開發一種經濟高效的激光鈾濃縮方法，計劃在田納西州建設一座商業設施，以減少對進口俄羅斯鈾的依賴" 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) --- # “能源是關鍵問題”——NANO Nuclear 強調反應堆和濃縮的機遇 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.** ### 相關股票 - [NNE.US](https://longbridge.com/zh-HK/quote/NNE.US.md) - [ENFR.US](https://longbridge.com/zh-HK/quote/ENFR.US.md) - [SMCI.US](https://longbridge.com/zh-HK/quote/SMCI.US.md) - [IMSR.US](https://longbridge.com/zh-HK/quote/IMSR.US.md) - [RIOT.US](https://longbridge.com/zh-HK/quote/RIOT.US.md) - [OKLO.US](https://longbridge.com/zh-HK/quote/OKLO.US.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [IMSRW.US](https://longbridge.com/zh-HK/quote/IMSRW.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [NANO Nuclear 的反應堆建設許可證已被接受進行審查](https://longbridge.com/zh-HK/news/287066477.md) - [美國的能源復甦正在拋棄綠色夢想](https://longbridge.com/zh-HK/news/286571543.md) - [AI 經濟改寫美國夢](https://longbridge.com/zh-HK/news/286987974.md) - [越南領導層拍板 新任總理力拚經濟達雙位數成長](https://longbridge.com/zh-HK/news/286658481.md) - [《提振消費》江蘇：培育壯大智能穿戴設備、首發首店經濟、AI 流量消費等新增長點](https://longbridge.com/zh-HK/news/286990613.md)