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#Oklo核能供电布局距离商业化还有多远? 主打 Aurora 钠冷快堆(四代小堆),单机15MW/50MW,定位给AI数据中心提供稳定基荷零碳电力;
模式是 BOO(自建、自有、自运营)+长期PPA购电协议:不卖反应堆设备,直接卖电给大客户,赚长期电费,这是和传统核电最大区别 。
- 目标客户:Meta、Switch等AI算力企业、电网、工业、军方;
- 标志性订单:Meta俄亥俄1.2GW核电园区(非绑定意向+预付款框架,不是正式供电合同),一期最早2030年上线,2034年满负荷
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