빅 테크는 왜 원전으로 눈을 돌리나?

Major technology companies such as Amazon, Google, and Microsoft are making large-scale investments in nuclear power. This move is interpreted as a measure to meet the enormous power demand resulting from the expansion of their artificial intelligence (AI) businesses. Microsoft has decided to invest in reactivating the closed Three Mile Island nuclear power plant in Pennsylvania. Amazon and Google have announced that they are focusing on developing small modular reactors. These companies' actions are intertwined with the rapid increase in data centers due to advancements in AI technology. AI operations require significantly more power than traditional IT services, and companies are seeking to meet this demand with zero-emission energy sources. Energy experts predict that small modular reactors will be more economical than existing large-scale nuclear reactors. However, this technology has not yet reached the commercialization stage. This investment decision is a result of the rapid growth of the IT industry coupled with the demand for environmentally friendly energy, and is expected to bring significant changes to the energy industry landscape in the future.

아마존, 구글, 마이크로소프트 등 대형 기술 기업들이 원자력 발전에 대규모 투자를 단행하고 있다. 이는 인공지능(AI) 사업 확장에 따른 막대한 전력 수요를 충족하기 위한 조치로 풀이된다. 마이크로소프트는 펜실베이니아 주의 폐쇄된 스리마일 아일랜드 원자력 발전소 재가동에 투자하기로 했다. 아마존과 구글은 소형 모듈식 원자로 개발에 주력하고 있다고 밝혔다. 이들 기업의 행보는 AI 기술 발전에 따른 데이터 센터의 급증과 맞물려 있다. AI 운용에는 기존 IT 서비스보다 훨씬 많은 전력이 필요하며, 기업들은 이를 무공해 에너지원으로 충당하려 하고 있다. 에너지 전문가들은 소형 모듈식 원자로가 기존의 대형 원자로보다 경제성이 높을 것으로 전망하고 있다. 다만 이 기술은 아직 상용화 단계에 이르지 못했다. 이번 투자 결정은 IT 산업의 급속한 성장과 친환경 에너지 수요가 맞물린 결과로, 향후 에너지 산업 지형에 큰 변화를 몰고 올 것으로 예상된다.

Hungry for Energy, Amazon, Google and Microsoft Turn to Nuclear Power

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