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2025-10-30 07:48:42
[Huatai Securities: US$80 Billion Nuclear Power Investment Leads AI Infrastructure Development] Huatai Securities points out that the US$550 billion investment and financing in Japan and the US supports power infrastructure, with Westinghouse's US$80 billion nuclear power investment leading the way. We reiterate the driving force of the AI narrative on accelerating the construction of the US power system. On the demand side, the main trend of power shortages and grid expansion in the US continues due to the high demand for data center grid connection. On the supply side, the US$550 billion investment framework in Japan and the US covers the entire process of AI power infrastructure, including baseload power, grid equipment, on-site power, backup power, energy storage, and in-wall power. In terms of construction pace, we predict that the US will postpone the retirement of coal-fired power plants and increase solar-storage SOFC in the short term, fully construct large gas turbines in the medium term, and build nuclear power in the long term. We are optimistic that various sub-sectors of the power new sector will flourish during this process.
