Oklo 首席运营官表示，核废料可为美国供电 150 年。

Oklo 首席运营官表示，核废料可为美国供电 150 年。
Oklo COO Says Nuclear Waste Could Power America For 150 Years

原始链接: https://www.zerohedge.com/energy/oklo-coo-says-nuclear-waste-could-power-america-150-years

Oklo 正致力于通过将乏核燃料从处理负担转化为战略能源资产，从而确立其在先进核能领域的领先地位。首席执行官 Jacob DeWitte 和首席运营官 Caroline DeWitte 强调，美国现有的核废料足以支撑全国 150 年的电力需求。通过利用快中子反应堆回收这些材料，Oklo 旨在绕过铀供应瓶颈并降低长期成本。该公司也正在进入高价值同位素生产市场，以减少西方对俄罗斯供应链的依赖；其位于德克萨斯州的测试反应堆计划于 7 月 4 日实现临界。在能源部支持性监管环境的推动下，Oklo 的增长显著加快，使其建设进度比传统时间表提前了两年。随着 Meta 等人工智能超大规模数据中心面临对可靠基荷电源的迫切需求，Oklo 正在通过建立重大合作伙伴关系来推动 AI 的发展。随着公众舆论转向将核能视为大规模数据中心基础设施的更优替代方案，Oklo 正从一家初创开发企业转变为新一代能源网的积极建设者。

原文

Earlier this week, we covered Oklo’s approval by Chris Wright’s DOE to convert plutonium previously set for disposal into new fuel. “Fuel supply constraints are a key throttle to advanced reactor development,” Oklo CEO Jacob DeWitte said following the announcement.

Jacob’s wife and Oklo’s COO Caroline DeWitte joined ZeroHedge and Radiant Energy Group’s Madison Hilly. Caroline laid out Oklo’s ambitious vision: recycle spent nuclear fuel, build fleets of reactors for AI hyperscalers like Meta, and turn what the industry currently treats as a liability (nuclear waste) into a strategic asset.

And unlike many of the “PowerPoint reactor” startups flooding the space, she says they are already building.

Nuclear Waste And A New Energy Order

One of the company’s core theses is that the U.S. is sitting on a massive untapped energy reserve in the form of spent nuclear fuel already stockpiled around the country.

“It has enough energy in it to power the entire country for 150 years. So let’s use it.”

Unlike conventional light-water reactors, Oklo’s fast reactors are designed to utilize fuel currently treated as waste, potentially bypassing future uranium bottlenecks while lowering long-term fuel costs.

The company is also pushing aggressively into isotope production, a market DeWitte suggested remains critically undersupplied after years of Western dependence on Russian supply chains.

“Some of these isotopes… if you had a kilogram, it might be a trillion dollars.”

Oklo is now racing to bring an isotope test reactor online in Texas and DeWitte says they hope to hit criticality around July 4th.

Silicon Valley’s AI Boom Fast-Tracking Nuclear Energy

The AI infrastructure arms race has abruptly transformed advanced nuclear energy from a niche policy idea into a strategic national priority.

DeWitte said the current policy environment, under Trump’s energy secretary Chris Wright, has dramatically accelerated Oklo’s deployment timelines.

“It’s been a world of difference since about a year ago.”

According to DeWitte, working through a Department of Energy partnership framework allowed Oklo to begin construction activities roughly two years earlier than would have been possible under the traditional Nuclear Regulatory Commission process. And Oklo currently has six DOE projects underway.

The company’s recent deal with Meta highlights where much of the demand is coming from: hyperscale AI infrastructure desperate for reliable baseload electricity.

“Everyone needs as much as they can get as soon as they can get it.”

Public sentiment around nuclear power appears to be shifting as communities increasingly resist giant AI server farms.

“Is there going to be a data center in my backyard?... Oh no, no, no, just a nuclear power plant. And they’re like, ‘Oh, good.’”

Check out the full interview below or listen on our Spotify.