Google和Constellation已同意向PJM电网新增890兆瓦的核电。受此消息影响，Constellation的股价最初上涨了约12%，但这样的消息真的会带来实质性的改变吗？
Google and Constellation have agreed to add 890 megawatts of new nuclear power to the PJM grid. Constellation's stock initially jumped by approximately 12% due to this news, but does news like this make a real difference?
美国最大的核电运营商正与全球最大的公司之一达成交易，以增加新的装机容量。现在，这部分新增容量100%来自对现有容量的升级。这些都是现有的核电站，而这约800兆瓦分布在11座反应堆上。
所以他们本质上是在这些升级上投资超过40亿美元。因此，这些是对这些电站的重大改进。它主要涉及蒸汽发生器、涡轮机内部以及其他基础设施和运营要素的现代化改造。
The largest nuclear power operator in the United States is making a deal with one of the world's largest companies to add new capacity. Now, this additional capacity comes 100% through upgrades to the existing capacity.
These are existing nuclear power plants, and that approximately 800 megawatts is distributed across 11 reactors. So what they are essentially doing is investing over $4 billion in these upgrades.
Therefore, these are significant improvements to these stations. It primarily concerns the modernization of steam generators, turbine interiors, and other infrastructure and operational elements at these stations.