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EconoScope | Powering AI era: Why China is betting on nuclear energy_我的网站

一 |     (ECNS) -- The rapid growth of artificial intelligence is driving a new wave of electricity demand, putting nuclear power back in the spotlight.    China, which has the world's largest nuclear power capacity under construction, is accelerating the development of nuclear energy to provide reliable, low-carbon electricity for its growing economy and emerging AI industries.    According to the National Energy Administration, China has 112 nuclear units in operation or approved, with a combined capacity of 125 million kilowatts — the highest globally. Its nuclear capacity under construction also ranks first worldwide.        As China continues to expand its nuclear power fleet, which province leads the country in nuclear energy? And why is China stepping up investment in the sector?    Guangdong Province has emerged as China's nuclear leader. In the first half of 2026, its nuclear generation reached 57.31 billion kilowatt‑hours, supported by a complete industry chain spanning design, equipment manufacturing, construction and operation.    Guangdong has also developed a complete nuclear power industrial chain spanning design, equipment manufacturing, construction and operation.    The State Council recently approved the third phase of the Taipingling Nuclear Power Plant in Guangdong, marking another major step in the province's nuclear expansion following the approval of five nuclear power projects, including the Taishan project, last year.    With major nuclear power bases including Daya Bay, Ling'ao, Yangjiang, Taishan and Taipingling located along its coastline, Guangdong is expected to see nuclear power generation rise significantly as new units come online, helping meet growing electricity demand from industries such as AI and data centers.    Fujian Province, meanwhile, has the highest share of nuclear power in its electricity generation mix. Nuclear energy accounted for 28.1% of the province's total power generation, according to the NEA, meaning nearly three in every 10 kilowatt-hours generated in Fujian came from nuclear power.    With major nuclear power bases in Ningde, Fuqing and Zhangzhou, nuclear energy has become a key pillar of Fujian's power supply.    The expansion of nuclear power is being driven in part by rapidly growing electricity demand in the age of artificial intelligence.    In the United States, major technology companies are also turning to nuclear energy to secure reliable, low-carbon electricity. Microsoft has signed a 20-year agreement linked to the restart of the Three Mile Island nuclear plant, while Google has announced plans to procure power from small modular reactors.    As AI development drives electricity demand higher, the convergence of artificial intelligence and nuclear power is beginning to reshape the global energy landscape.    China is also part of this growing "AI + nuclear power" trend. As the clean energy transition gathers pace, the country's expanding nuclear power hubs are providing a stable source of electricity to support both its digital economy and broader green transformation.    (By Gong Weiwei)                            。    　　据媒体周二援引知情人士报道，Claude聊天机器人开发商Anthropic 或将向投资者表示，其总可寻址市场（TAM）超过30万亿美元。　　这一数据将超越 SpaceX 此前给出的28.5万亿美元的TAM估算，写下新的记录。　　这个数字有多惊人？据媒体援引FactSet的数据，标普1500指数中191家科技公司去年的营收之和为2.4万亿美元。而Anthropic声称的潜在市场规模是这一总和的12倍以上。

二 | 　　TAM是指在取得100%市场份额的情况下，某项产品或服务所能获得的总营收机会。　　据报道，Anthropic在量化其TAM时，将AI模型能够完成的全部工作量纳入了考量。

三 | 　　庞大的TAM将为Anthropic 的估值和大规模基础设施投入提供支撑，并成为其计划中的IPO 背后增长叙事的核心支柱。而快速成长的科技初创公司通常会在上市时提出TAM，藉此说明未来仍有庞大扩张空间，从而吸引投资者的兴趣。　　马斯克旗下火箭企业SpaceX在今年5 月提交的IPO文件中将其28.5万亿美元的TAM 称作“人类历史上规模最大的TAM”，其中26.5万亿美元来自AI商机。　　回顾历史可以发现，过去十年，大型IPO中的潜在市场规模（TAM）数字经历了大幅膨胀。优步在2019年的IPO中声称其潜在市场规模为6万亿美元，而WeWork在其最终放弃的IPO中也宣称潜在市场规模达3万亿美元。这些数字如今与SpaceX的28.5万亿美元和Anthropic预计的30万亿美元以上相比，显得微不足道。　　需要指出的是，相关估算高度依赖产业数据与投资银行模型，本就带有相当程度的假设。由于AI可能重塑众多产业，预测其长期影响更加困难，这也使Anthropic提出的30万亿美元TAM面临可信度考验。　　史诗级IPO前频释炸裂数据　　在Anthropic进行史诗级的IPO之前，近期释出的一系列数据显示，这家公司的财务状况正爆发式增长。　　据媒体本月早些时候援引知情人士报道，Anthropic内部预计其2028年的营收将达到约1900亿至2000亿美元。

四 | 　　该公司还向投资者披露，截至7月底，其年化营收已突破650亿美元，较今年5月的470亿美元增长约38%。　　此外，据业内人士近日看到的文件，Anthropic在向潜在投资者推介时透露，公司第二季度的营业收入超过115亿美元，较去年同期实现了约14倍的巨幅增长。　　这些数据将为投资者评估Anthropic价值提供关键参考。　　除TAM可能超越SpaceX外，Anthropic的IPO规模与估值也可能刷新纪录。知情人士透露，公司可能寻求募资最高1000亿美元，高于SpaceX的860亿美元，目标估值则约为2万亿美元，也超过SpaceX上市时的1.77万亿美元。　　Anthropic的上市计划仍在讨论，相关数字可能调整。公司预计未来数周公开IPO财务文件，最快可能于9月或10月初挂牌。（文章来源：财联社）。

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