📈 신고가 달성 주식 (2026.01.05)
📊 섹터 집계: Financial 48개 | Industrials 34개 | Basic Materials 24개 | Technology 22개 | Consumer Cyclical 12개 | Energy 10개 | Healthcare 7개 | Utilities 3개 | Communication Services 3개 | Real Estate 2개

1. Figure Technology Solutions Inc #FIGR
Financial / USA
종가 53.00 | 상승 🟢 21.17% | 시총 11.34B

2. Vicor Corp #VICR
Technology / USA
종가 134.22 | 상승 🟢 14.86% | 시총 5.99B

3. Hut 8 Corp #HUT
Financial / USA
종가 58.74 | 상승 🟢 14.57% | 시총 6.35B

4. Ondas Holdings Inc #ONDS
Technology / USA
종가 12.33 | 상승 🟢 11.93% | 시총 4.62B

5. AMKOR Technology Inc #AMKR
Technology / USA
종가 47.90 | 상승 🟢 11.60% | 시총 11.84B

6. Nova Ltd #NVMI
Technology / Israel
종가 383.99 | 상승 🟢 10.55% | 시총 11.72B

7. SkyWater Technology Inc #SKYT
Technology / USA
종가 24.67 | 상승 🟢 10.00% | 시총 1.20B

8. Weatherford International plc #WFRD
Energy / USA
종가 88.64 | 상승 🟢 9.59% | 시총 6.36B

9. SLB Ltd #SLB
Energy / USA
종가 43.97 | 상승 🟢 9.38% | 시총 65.69B

10. Alcoa Corp #AA
Basic Materials / USA
종가 61.60 | 상승 🟢 8.95% | 시총 15.95B

11. Halliburton Co #HAL
Energy / USA
종가 32.15 | 상승 🟢 8.60% | 시총 27.06B

12. Endeavour Silver Corp #EXK
Basic Materials / Canada
종가 9.76 | 상승 🟢 8.22% | 시총 2.87B

13. Harrow Inc #HROW
Healthcare / USA
종가 53.91 | 상승 🟢 8.01% | 시총 2.00B

14. Sigma Lithium Corporation #SGML
Basic Materials / Brazil
종가 15.35 | 상승 🟢 8.00% | 시총 1.71B

15. VSE Corp #VSEC
Industrials / USA
종가 195.78 | 상승 🟢 7.98% | 시총 4.58B

16. Century Aluminum Co #CENX
Basic Materials / USA
종가 44.17 | 상승 🟢 7.90% | 시총 4.12B

17. Jumia Technologies Ag ADR #JMIA
Consumer Cyclical / Germany
종가 13.84 | 상승 🟢 7.87% | 시총 1.69B

18. Taseko Mines Ltd #TGB
Basic Materials / Canada
종가 6.02 | 상승 🟢 7.50% | 시총 2.17B

19. Copa Holdings S.A #CPA
Industrials / Panama
종가 130.38 | 상승 🟢 7.01% | 시총 5.37B

20. NOV Inc #NOV
Energy / USA
종가 17.53 | 상승 🟢 6.86% | 시총 6.40B

21. FTAI Aviation Ltd #FTAI
Industrials / USA
종가 223.90 | 상승 🟢 6.44% | 시총 22.97B

22. KLA Corp #KLAC
Technology / USA
종가 1355.27 | 상승 🟢 6.34% | 시총 178.07B

23. Elbit Systems Ltd #ESLT
Industrials / Israel
종가 628.38 | 상승 🟢 6.15% | 시총 29.18B

24. First Majestic Silver Corporation #AG
Basic Materials / Canada
종가 17.03 | 상승 🟢 6.07% | 시총 8.37B

25. FormFactor Inc #FORM
Technology / USA
종가 62.74 | 상승 🟢 5.99% | 시총 4.86B

NVIDIA ANNOUNCES THE ALPAMAYO MODEL FOR THINKING VEHICLES. $NVDA ...

NVIDIA TO DEPLOY DRIVE AV SOFTWARE WITH ENHANCED LEVEL 2 DRIVER ASSISTANCE ON U.S. ROADS; DEBUTS IN MERCEDES-BENZ CLA ...

#원전

하원 에너지·상업위원회가 1월 7일 "미국의 에너지 지배력: 새로운 원자력 시대의 도래"라는 제목으로 청문회를 개최한다고 발표하면서 이러한 관심은 더욱 집중되었습니다.

이 청문회는 원자로 건설 및 운영에 대한 연방 승인 절차인 원자로 인허가와 원자력 발전소 배치에 초점을 맞출 예정입니다.

"이번 청문회는 우리 원자력 산업의 현황에 대해 논의할 기회를 제공할 것입니다."

https://ts2.tech/en/nuscale-power-stock-jumps-16-as-house-sets-new-nuclear-era-hearing-whats-next-for-smr/#google_vignette

궈밍치) NVIDIA Vera Rubin / VR200 NVL72 핵심 업데이트

(최신 공급망 점검 및 젠슨 황 CEO의 CES 2026 기조연설 내용 통합)

1. 명칭 변경 및 전력 프로필 최적화
NVIDIA는 기존의 VR200 NVL144(다이 기반) 명칭을 VR200 NVL72(패키지 기반)로 변경했습니다.

공급망 확인 결과, VR200 NVL72는 두 가지 전력 프로필인 Max Q와 Max P 모드로 제공됩니다.

Max Q 및 Max P: 동일한 하드웨어 설계를 공유합니다.

Max Q GPU/랙 전력 (TGP/TDP): 약 1.8kW / 190kW.

Max P GPU/랙 전력 (TGP/TDP): 약 2.3kW / 230kW.

이는 GB300 NVL72(1.4kW / 140kW)보다 유의미하게 높은 수치입니다. 두 가지 프로필을 제공함으로써 데이터 센터의 전력 제약 조건에 맞춰 유연하게 배포할 수 있게 되었으며, 이는 NVIDIA가 제품 사양에 실제 물리적 인프라의 한계를 점차 더 많이 반영하고 있음을 시사합니다.


2. 냉각 솔루션 업그레이드
VR200 NVL72는 Max Q와 Max P 모두에서 GPU 열 관리 솔루션을 강화했습니다.

두 모델 모두 마이크로 채널 콜드 플레이(MCCP)와 금도금 리드(Gold-plated lid)를 조합하여 사용합니다.

시장은 GPU TGP가 2.3kW에 도달함에 따라 마이크로 채널 리드(MCL)로의 전환을 예상해 왔으나, MCL의 양산은 2027년 하반기 이전에는 어려울 것으로 보입니다.


3. 성능 비약적 향상 및 전력 인프라 요건 강화
GPU, HBM, NVLink 스위치 업그레이드를 통해 VR200 NVL72는 GB300 NVL72 대비 학습 성능 약 3.5배, 추론 성능 약 5배를 구현하며, 이에 따라 랙 수준의 전력 수요가 급증했습니다.

전력 선반(Power Shelf): GB300 NVL72의 일반적인 구성(81U 33kW, 5.5kW PSU 6개)에서 33U 110kW(18.3kW PSU 6개)로 업그레이드되었습니다.

리던던시: 3+1 설계가 채택되었습니다.

전력 등급: 파워 윕(Power whip) 정격이 100A로 상향(GB300은 60A)되어, 버스웨이(Busway) 및 탭오프 박스(Tap-off box) 등 데이터 센터 전력 인프라 요구 사양이 더욱 까다로워졌습니다.


4. 수랭식 냉각 의존도 심화
컴퓨트 트레이(Compute tray)와 NVLink 스위치 트레이 모두 팬리스(Fanless, 무팬) 설계를 채택했습니다.

랙 수준의 냉각 시스템 유량(TCS flow)은 GB300 NVL72 대비 약 2배(+100%) 증가하여, CDU, 매니폴드, 콜드 플레이, 퀵 디스커넥트(QD) 등의 사양 업그레이드 및 수량 증가 수혜가 예상됩니다.

반면, 랙 공기 흐름(Airflow) 요구량은 GB300 대비 약 80% 감소했습니다.


5. 미드플레인 도입을 통한 '케이블리스' 설계
VR200 NVL72 컴퓨트 트레이에는 처음으로 미드플레인(Midplane)이 도입되어 완전한 케이블리스(Cableless) 설계를 구현했습니다.

주요 사양: 44층(22+22) 기판, M9 CCL(EM896K3) 소재, 크기 약 420×60mm.

젠슨 황은 이 설계를 통해 컴퓨트 트레이 조립 시간을 기존(GB300) 약 2시간에서 약 5분으로 단축할 수 있다고 언급했습니다.


6. 생산 일정 및 출하량 전망
Rubin CoWoS: 2026년 웨이퍼 기준 약 30만~35만 장으로 추산됩니다.

일정: 2026년 1분기 초 파일럿 생산, 2분기 말 양산 시작 예정입니다.

랙 조립: 2026년 3분기 말 양산이 예상되며, 수율 램프업을 고려할 때 2026년 하반기 랙 출하량은 약 5,000~7,000대로 추정됩니다.


7. 차세대 랙 아키텍처 'Kyber'로의 전환 예고
랙 전력이 200kW에 육박함에 따라 기존 54V 전력 분배 방식은 공간(버스바/케이블링) 및 변환 효율 측면에서 한계에 직면했습니다.

따라서 VR200 NVL72는 오베론(Oberon) 랙 아키텍처의 마지막 세대가 될 것으로 보입니다.

지속적인 AI 연산 확장에 따른 전력 수요를 해결하기 위해, 차세대 제품부터는 800V HVDC(고압직류)를 지원하는 카이버(Kyber) 랙 디자인으로 전환될 전망입니다.

https://x.com/mingchikuo/status/2008439734536986852?s=20

전기·에너지·자원산업 인적자원개발위원회, '2025년도 산업인력현황 보고서' 발간
https://www.hankyung.com/article/202601065101O

VC Deals
Utility software startup Kraken Technologies raised $1 billion to be spun out of London-based Octopus Energy. The round was led by D1 Capital Partners, Fidelity, the Ontario Teachers’ Pension Plan late-stage venture growth arm, and others.

Cambium, an advanced materials startup for the defense and aerospace industry, raised a $100 million Series B led by 8VC and backed by Lockheed Martin Ventures, Gaingels, MVP Ventures, and others.

Cleveland-based Champ Titles, a startup providing digital services to motor vehicle agencies, raised $55 million in new funding led by Point72 Ventures, Orix and W. R. Berkley.

Biobeat, a Florida and Israel-based biotech startup developing blood pressure monitoring systems, raised a $50 million Series B led by Ally, OrbiMed, and Elevage.

Belgium-based I-care, a predictive maintenance technology startup, raised $23.2 million in new funding from undisclosed investors at a $1.16 billion valuation.

VC-backed payments company Flutterwave acquired Nigerian open banking infrastructure startup Mono.

PE Deals
Oakley Capital bought a majority stake in Global Loan Agency Service, a London-based debt administration services provider, for £1 billion.

AE Industrial Partners acquired the space propulsion and power systems arm of L3Harris Technologies for $845 million. Florida-based L3Harris will retain a significant minority stake in the business, which is renamed Rocketdyne.

Align Capital Partners purchased Armko Industries, a Dallas-based engineering consultancy.

MidEuropa acquired a majority stake in Romanian Business Consult, an IT system integrator based in Bucharest.

ICG agreed to invest in Navarino, a UK-based maritime technology company.

Portfolio Companies
TDR Capital and CD&R raised £3.3 billion and £3.2 billion, respectively, through the sale of property assets owned by UK supermarket chains Asda and Morrisons, the Financial Times reported.

Exits
The Carlyle Group sold Tescan Group, a Czech manufacturer of electron microscopes, to Shimadzu Corporation, a Tokyo-listed provider of analytical and measuring technologies, for $850 million.

LDC exited its investment in Wireless CCTV, a temporary surveillance leasing provider, through a sale to Arcus Infrastructure Partners, which provided a multiple of 3.3x for LDC.

Amundi-backed SBI Funds Management hired nine banks to explore an IPO, Bloomberg reported.

Fundraising
Goldman Sachs is raising a $500 million-targeting Japan real estate fund, Bloomberg reported.

Antler, an early-stage VC firm based in Singapore, raised $160 million for a new fund, The Wall Street Journal reported.

Eighty-Seven Capital, a VC firm founded by a former general manager for the basketball team of the Philadelphia 76ers, raised $50 million for its second fund, according to SEC filings.

SUPREME COURT TO ISSUE RULINGS ON TARIFFS FRIDAY

THE U.S. SUPREME COURT HAS SET FRIDAY AS AN OPINION DAY, POTENTIALLY MARKING ITS FIRST RULING ON PRESIDENT TRUMP’S GLOBAL TARIFFS. JUSTICES RETURN FROM A FOUR-WEEK BREAK, WITH DECISIONS RELEASED AT 10:00 A.M. ET. A TARIFF DETERMINATION IS CONSIDERED LIKELY. ...

People
Edmond de Rothschild Asset Management appointed Anne-Laurence Roucher as group head of private markets.

TSG Consumer has promoted Sam Pritzker and Alec Fogarty to managing director. The investor in consumer brands, which has around $13 billion in assets under management, also promoted Kelly Pease to principal.

VC Deals
Singapore-based DayOne Data Centers, a data center operations and infrastructure startup, raised a $2 billion Series C led by Coatue.

San Francisco-based LMArena, which operates a platform for ranking and feedback of large language models, raised $150 million in new funding led by Felicis and UC Investments.

Photonic, a Canadian quantum computing startup, raised $130 million led by Planet First Partners.

Mountain View-based Lyte, a startup focusing on perception technology for robotics, raised $107 million from Exor Ventures, Fidelity Management, Atreides Management and others.

Boston-based Mediar Therapeutics, a biotech startup focusing on treating fibrosis, raised a $76 million Series B from Amplitude Ventures, Pfizer, Eli Lilly and others.

San Jose-based GSME, which manufactures application-specific semiconductors, raised a $35 million Series B led by Maverick Silicon.

Santa Clara-based Linker Vision a startup focusing on physical and reasoning AI technology, raised a $35 million Serie A led by Abico Group and backed by Nvidia.

PE Deals
KKR plans to buy sports and secondaries asset manager Arctos Partners in a deal that could value it at around $1 billion.

A consortium including Advent International is looking to takeover Poland-based delivery company InPost at an enterprise value of €6 billion, Sky News reported.

Hg is to take private the Michigan-based financial software maker OneStream.

Apollo Global Management made a strategic investment in Seattle-based asset manager Russell Investments that refinances its existing loan.

Middle-market buyout shop Grant Avenue Capital acquired PatientCare EMS Solutions, which provides emergency ambulance services.

Queen's Park Equity invested in Canford Law, a UK specialist legal services provider for the insurance and commercial sectors.

UK-based digital marketplace operator Auction Technology rejected buyout proposals from FitzWalter Capital.

Main Capital Partners acquired Dutch healthcare communication services provider IQ Messenger.

LDC made a minority investment in myHappymind, a UK mental health programs provider for schools.

Inflexion-backed Axiom GRC acquired AssurancePoint, an Atlanta-based audit and advisory services provider.

Portfolio Companies
Retailers The Original Factory Shop and the UK unit of Claire's are on the brink of administration after being acquired by Modella Capital in 2025, Sky News reported.

January 8, 2026 | Read online | Manage your subnoscription
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Good morning. Today's Daily Pitch explores where the crypto IPO market could be headed next, deep-tech VC Lux Capital's road ahead and our debut report on the pace of dealmaking in PE-backed industries.
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PE finds momentum in construction as other sectors stall
By James Ulan, Director of Research, Emerging Technology

PE's most improved player in 2025 was the construction industry, which has seen a steady increase in dealmaking as other segments warmed the bench.

The sector reached an estimated 453 deals and over $31 billion in funding last year—up from 2021-2024's average of 299 pacts and $25.9 billion, according to our debut US Private Equity Momentum Report.

Within construction, the construction tech segment was a huge standout at over $4 billion in PE funding in 2025, compared to $1.2 billion in 2024. Engineering reached an estimated $20.9 billion, compared to an average of $18.5 billion in 2021-2024.

Our analysts believe construction and engineering are benefiting from the delayed impact of the Inflation Reduction Act and Infrastructure Investment and Jobs Act, along with the data center construction boom, some reshoring and declining interest rates.

And PE buyers are gaining experience combining construction assets to improve margins and increase scale.

Where PE investors spent less time was at the doctor’s office, as deal value for physician practice management companies fell by around half relative to their 2022-2024 average.

Other parts of healthcare services, consumer staples, consumer packaged goods, and areas of aerospace and defense were other laggards.


Exit activity told a similar story. Construction exits surged to $92 billion in 2025, far above the $12.7 billion average from 2021 to 2024, while engineering exits rose to $9.2 billion from a $5.9 billion historical average.

By contrast, healthcare services lagged amid policy uncertainty tied to tighter Medicaid eligibility and the loss of enhanced premium tax credit subsidies for health insurance exchanges.

But we expect healthcare services exits to gain momentum in the second half of 2026.
Read the report

Related research: 2026 Industry PE Outlook

Catch Up Quick
• Hg agreed to acquire financial software specialist OneStream in a take-private transaction valued at $6.4 billion. The Michigan-based company has struggled to maintain its valuation since its 2024 IPO. Read more

• Lux Capital sets up for a busy 2026: The VC firm closed a $1.5 billion fund yesterday and backs a crew of high-profile IPO hopefuls, including Anduril, Databricks and Ramp. Go deeper

• With Discord filing confidentially for an IPO, as reported this week, we look back to our analyst's note from October on expectations for the gaming company and its 200 million monthly active users. Will investors support its shift from "freemium" to ads? Read the note

Crypto companies cracked IPO ceiling in 2025—and 2026 could keep pace

Bullish CEO Tom Farley, center, celebrates after ringing the NYSE opening bell on Aug. 13. (Michael M. Santiago/Getty Images)
By Michael Bodley, Sr. Venture Capital Reporter

2025 heated up the crypto IPO market, as well as startup M&A. It was also a banner year for regulatory clarity in the US.

And investors say 2026 is primed for even more significant liquidity, while industry participants are hoping the US government settles some crucial regulatory matters.

Top of mind is a bill addressing crypto's market structure, which has been held up in Congress.

The market saw an unprecedented number of public listings of crypto-related companies, including Bullish, Circle, eToro, Figure and Gemini, while veteran operators like Grayscale Investments and Kraken filed for IPOs.

VC activity, meanwhile, ramped up as Wall Street deepened its crypto ties.

"2025 marked the professionalization of crypto, and the public markets noticed," said Mike Bellin, a PwC partner who leads the firm's US IPO division. "What we've noticed is a lot of money went into crypto, and the early 2020, 2021 market was not ready to take these companies public."

Wall Street startup investors in venture rounds have been especially enamored with stablecoins. Major public players, such as Visa, this year have struck ambitious stablecoin partnerships.

"We were as busy as ever in 2025 on the venture side, and I see no reason the momentum isn't going to continue fully in 2026," said Hoolie Tejwani, head of Coinbase Ventures.

Still, macro factors and startup valuations ballooning too much to become a problem.


Early-stage VC deal value held steady in 2025 over 2024, but growth venture rounds boomed, reflecting growing M&A possibilities for acquirers of mature crypto companies.

Venture growth deal value totaled $7.7 billion last year, up from $65 million in 2024—and breaking 2021's record $6.38 billion.

"We'll continue to see more M&A activity," said Matt Homer, founder and general partner of The Venture Dept., a crypto VC firm. "The question is whether at some point fatigue sets in."

There's also the matter of the mixed performance of 2025 crypto IPOs, with several losing some of their initial stock price gains.

"Based on that, as a growth-stage founder, you're weighing those options until you see post-IPO performance perform well," said Paul Hsu, founder and CEO of VC firm Decasonic. "You may skip this window, as well."
Read more

Related research: Q4 2025 PitchBook Analyst Note: Stablecoins Are Imperfect but Inevitable

Side Letters
Smart reads that caught our eye.

• The Trump administration starts a push to keep large institutional investors from buying up single-family homes, promising a battle with the industry. [Politico]

• Wall Street expects Space X, OpenAI and Anthropic to go public this year—but is it willing to pay what will be sky-high prices? [CNBC]

• Here's a new job for AI: Sorting your trash to find valuable commodities. [The Wall Street Journal]

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People
Keensight Capital appointed Stephane Prats as head of Keensight Performance.

StateSquare Capital appointed Jonathan Ma as partner to lead its European business.

VC Deals
Soley Therapeutics, a San Francisco-based biotech startup focused on developing cell therapies, raised $200 million Series C from Surveyor Capital, Breyer Capital, RWN Management, and others.

Swap, a London-based builder of agentic commerce infrastructure, raised a $100 million Series C led by ICONIQ and DST Global.

Boston-based Corsera Health, a biotech startup focused on cardiovascular health, raised a $80 million Series A led by Forbion and Population Health Partners.

Irvine-based Spiro Medical, a biotech startup developing asthma treatments, raised a $67 million Series A from Northern Light Venture Capital, Supernova Invest, and others.

Boston-based Poplar Therapeutics, a biotech startup developing immunotherapies, raised a $50 million Series A led by SR One, Vida Ventures, and Platanus.

Digital media startup Semafor raised $30 million at a $330 million valuation from investors like Henry Kravis and David Rubenstein.

New York-based Blackbird.AI, an enterprise software startup that monitors for company-wide narrative attacks, raised $28 million in new funding led by Ten Eleven Ventures and Dorilton Ventures.

Dutch in-vitro diagnostics startup ShanX Medtech received a €15 million seed investment from investors including Borski Fund, NextGen Ventures and Invest-NL.

Vitrealab, a Vienna-based provider of light engines for AR glasses, raised an $11 million Series A led by LIFTT.

London-based agtech startup Biographica secured a £7 million seed investment led by Faber VC.

German medtech compliance startup CertHub received a €6.2 million seed round led by Cusp Capital.

PE Deals
Houston-based Quantum Capital Group joined Chevron in a bid to buy the international assets of sanctioned Russian oil company LukOil, at a $22 billion valuation, the Financial Times reported.

KKR committed $1.5 billion to Global Technical Realty, a data center developer based in London. As part of the deal, Oak Hill Capital invested $400 million.

Blackstone bought a stake in Air Control Concepts from Madison Dearborn Partners, becoming the sole institutional investor in the business.

Data center services operator Park Place Technologies merged with Warburg Pincus-backed Service Express. As part of the deal, GTCR and Charlesbank exited their holdings in Park Place.

Florida-based airline repair services firm Airway Aerospace has been acquired by CORE Industrial Partners-backed holding company AxioAero.

I Squared Capital bought Ramudden Global, an infrastructure safety company, for almost €2.5 billion from European buyout firm Triton Partners.

TPG is closing in on a deal for Optum UK, the provider of an electronic patient records system to the UK's NHS, for more than £1 billion, Sky News reported.

UK-based PE firm Endless acquired GEO Specialty Chemicals UK and sustainable packaging specialist Waddington Europe.

MidEuropa bought a majority stake in Optika Anda, a Croatian optical retail chain.

Exits
Accenture agreed to acquire VC-backed AI startup Faculty in a deal reportedly valuing the UK-based company at over $1 billion.

Mobileye is buying Mentee Robotics, a humanoid robotics startup, for $900 million.

Amgen bought UK-based biotech startup Dark Blue Therapeutics for up to $840 million.

D-Wave Quantum is purchasing Quantum Circuits, a startup developing quantum computing systems, for $550 million.

LDC exited UK-based internet services provider Wifinity to Arcus Infrastructure Partners.

Fundraising
Warburg Pincus raised $3 billion for its third fund dedicated to making financial services investments, which had an initial target of $2.5 billion.

샌디스크가 재고 확보를 위해 장기 메모리 계약을 파기

샌디스크는 2025년 이후 가격을 자주 인상해 왔는데,
최근 몇몇 고객에게 100% 현금 선결제 조건으로 장기 "주문 확정" 옵션을 제시했습니다.

ALIBABA SHARES RISE AS CHINA PLANS APPROVAL OF H200 IMPORTS ...

메타 x 오클로: 오하이오 1.2GW 원전 개발 파트너십

​1. 핵심 합의 내용
​규모 및 장소: 오하이오주 파이크 카운티(Pike County)에 총 1.2GW 용량의 전력 캠퍼스를 조성합니다.

​자금 지원: 메타는 전력 대금을 선결제하고 자금을 지원함으로써, 오클로가 핵연료를 확보하고 프로젝트의 확실성(Phase 1 가동 등)을 높일 수 있도록 돕습니다.

​목적: 오하이오 지역에 위치한 메타의 데이터 센터(뉴올버니 AI 슈퍼클러스터 포함)에 안정적이고 청정한 기저 전력(Baseload Power)을 공급하기 위함입니다.

​2. 프로젝트 일정
​2026년: 착공 전 준비 및 부지 특성 분석 시작.
​2030년: 1단계 가동(Online) 목표.
​2034년: 1.2GW 전체 목표 용량 달성 및 확장 완료.

​3. 기술 및 부지 정보
​오로라(Aurora) 발전소: 오클로의 차세대 원자로인 '오로라'를 여러 기 건설하여 단계적으로 용량을 확장합니다.
​부지 확보: 과거 미 에너지부(DOE) 소유였던 약 200에이커(약 25만 평)의 부지 매입을 완료했습니다.

​4. 전략적 의미 및 기대 효과
​AI 전력 수요 대응: AI 인프라 확대로 인한 폭발적인 전력 수요를 충당하기 위해 빅테크가 직접 차세대 원전 건설을 지원하는 비즈니스 모델입니다.
​전력망 안정화: 메타가 민간 자본을 투입해 전력을 직접 생산함으로써 지역 전력망(PJM)의 부담을 줄이고 안정성을 높이는 효과가 있습니다.
​경제적 파급력: 건설 및 운영 단계에서 수천 개의 고학력·고임금 일자리를 창출하고 오하이오주의 청정에너지 인력을 확대할 전망입니다.

​"2년 전 오하이오에 차세대 원자로를 짓겠다는 비전이 현실이 되었습니다. 메타의 자금 지원은 차세대 원자력을 추진하는 데 있어 매우 중요한 진전입니다."
— 제이콥 드위트(Jacob DeWitte), 오클로 CEO

https://www.businesswire.com/news/home/20260109127781/en/Oklo-Meta-Announce-Agreement-in-Support-of-1.2-GW-Nuclear-Energy-Development-in-Southern-Ohio

Chinese tokamak achieves progress in high-density operation
- 중국 연구진, 토카막 이용 자기가둠 핵융합에서의 existence of "a density-free region" 확인
- 내벽 금속(텅스텐)소재의 불순물 제어로 그린왈드한계를 극복 해결했다는 주장

GREENLAND IS CONSIDERING MEETING THE US TO DISCUSS ITS FUTURE, WITHOUT DENMARK, PER REUTERS. ...

Goldman Sachs – Oklo Inc.(OKLO)

Energy, CleanTech & Utilities Conference Key Takeaways

*Goldman Sachs는 1월 7일 마이애미에서 Oklo와 파이어사이드 챗을 진행했으며, 경영진은 (1) 시장 전망, (2) 고객 트랙션, (3) 연료 전략, (4) 인허가에 대해 논의했음.

Key Takeaways

Market outlook
: OKLO는 원자력 에너지에 대한 수요가 여전히 강하다고 보고 있음. 지난 1년간 미국 내 원자력 배치 가속 및 국내 역량 강화를 목표로 한 행정명령 이후 수요가 더욱 강화되었음. 회사는 최근 약 5GW 규모의 추가 비구속(non-binding) 주문을 확보했으며, 총 파이프라인은 약 18GW로 확대되었음. 이 물량은 대부분 데이터센터 고객을 대상으로 함. 2026년에는 아이다호 국립연구소(INL) 내 첫 Powerhouse에 대해 실질적인 건설 착공을 시작하고, 인허가 절차를 지속하며, 확정 고객 계약을 체결하고, 원자로 관련 업데이트된 비용 가정을 시장에 공유할 계획임. 회사는 현재 INL Powerhouse를 2028년에 가동하는 것을 목표로 하고 있음.

Fuel
: 연료는 여전히 회사의 최우선 과제임. OKLO는 연료가 향후 대규모 배치의 제약 요인이 되지 않도록 3축 연료 전략을 추진 중임. 이는 (1) 다운블렌딩된 플루토늄 확보(단기 기회), (2) 연료 재활용 노력, (3) 신규 HALEU 공급 계약을 포함함. OKLO는 무기급 플루토늄 최대 21톤에 대해 RFP를 신청했으며, 이를 다운블렌딩할 경우 약 30개 Powerhouse(약 2~3GW)를 지원할 수 있음. 또한 재활용 시설 부지로 테네시주 오크리지(Oak Ridge)를 이미 식별했으며, 해당 프로젝트에 대한 추가 세부사항을 조만간 공개할 계획임. OKLO는 INL 내 첫 75MW Powerhouse를 40~45MW 수준으로 가동할 수 있는 충분한 연료를 이미 확보했으나, 추가 배치를 위해 더 많은 연료 확보를 추진 중임.

Licensing
: OKLO는 NRC 인허가 대신 DOE 인허가 경로를 선택한 최근 결정을 설명함. 이는 인허가 기간을 단축할 수 있다고 판단했기 때문임. 다만 상업 고객에게 전력을 판매하기 위해서는 최종적으로 NRC 허가로 전환해야 한다는 점을 명확히 했음. 현재 DOE와 NRC는 중복되는 인허가 절차를 줄이기 위한 공동 경로를 마련 중이라고 언급함.

*Source: Goldman Sachs

WALMART PARTNERS WITH ALPHABET’S GOOGLE TO ALLOW SHOPPERS TO PURCHASE PRODUCTS THROUGH GEMINI - STATEMENT ...