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Create: 2025-06-23 Update: 2025-07-07 05:05:32

Nvidia Инвестирует в Ядерную Энергию для AI

Nvidia (через фонд NVentures) вложилась в TerraPower – ядерный стартап Билла Гейтса, разрабатывающий малые модульные реакторы (SMR). Цель – обеспечить энергией растущие аппетиты AI-датацентров. В раунде на $650 млн также участвовал HD Hyundai.

Пилотная АЭС Natrium (345 МВт + 1 ГВт хранилище) в Вайоминге ожидается к 2030 году, но регуляторное одобрение еще не получено. Другие техгиганты (AWS, Google, Microsoft, Oracle) также активно смотрят в сторону SMR. Для Nvidia это логичный шаг: больше энергии – больше проданных GPU.

Однако SMR – технология дорогая, медленная и рискованная (NuScale уже свернули проект). Скептики сомневаются в их экономической целесообразности.

Главное, чтобы SMR не начали "троттлить" из-за перегрева 💥

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Terrapower

TerraPower Announces $650 Million Fundraise

TerraPower announced the close of a $650 million fundraise. This fundraise was comprised of both new investors, including NVentures, and current investors, including Bill Gates and HD Hyundai.

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Nvidia Инвестирует в Ядерную Энергию для AI

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