Well the world needs more carbon free energy.

世界需要更多的無碳能源。

And this agreement that we signed with Kairos is an important milestone in what's been a 15 year journey at Google to make the transition to clean energy.

我們與 Kairos 簽訂的這份協議是谷歌 15 年來向清潔能源轉型歷程中的一個重要里程碑。

It's our first nuclear energy deal.

這是我們的第一份核能協議。

And we feel that nuclear is a very important technology for going carbon free for offices data centers communities where we operate because it's an always on carbon free energy resource.

我們認為，核能是實現辦公數據中心社區無碳排放的一項非常重要的技術，因為它是一種永久性的無碳能源資源。

I'm very interested in the technology.

我對這項技術非常感興趣。

You know I am.

你知道我是的。

But I'm also interested in the economics and math.

但我也對經濟學和數學感興趣。

Are you able to say even if it's an estimate kind of where you see the dollar per megawatt hour being by 2030 2035 when these come online.

你是否可以說，即使是估算，你認為到 2030 年 2035 年這些設備投入使用時，每兆瓦時的成本是多少？

Well I can't talk about the specifics of this deal.

我不能談論這筆交易的具體細節。

But what's interesting about it is we didn't do a deal for just one reactor.

但有趣的是，我們並沒有只為一個反應堆達成協議。

It's actually for a series of reactors what we call an order book.

這實際上是一系列反應堆的訂單。

And that repeatability helps to drive down costs and helps to take the technology to scale faster.

這種可重複性有助於降低成本，並有助於更快地推廣技術。

Your focus is eliminating carbon emissions by 2030.

你們的工作重點是到 2030 年消除碳排放。

Does this get you there Michael.

邁克爾，這能幫你實現目標嗎？

That's right Caroline.

沒錯，就是卡羅琳。

We have a goal as a company to be 24 7 carbon free in everywhere we operate in every location every hour of the day.

作為一家公司，我們的目標是在我們營運的每個地方，每時每刻都做到全天候無碳排放。

And it's a huge challenge.

這是一個巨大的挑戰。

We've actually been in this space for 15 years in terms of doing wind and solar large deals were one of the largest corporate purchasers of wind and solar on the planet.

實際上，我們在風能和太陽能領域已經有 15 年的歷史，是全球最大的風能和太陽能企業採購商之一。

We signed over 100 deals.

我們簽署了 100 多份協議。

But we know that to get to carbon free 24 hours a day we're going to need more technologies than just wind and solar.

但我們知道，要實現每天 24 小時無碳排放，我們需要的不僅僅是風能和太陽能技術。

The wind doesn't blow all the time.

風不會一直吹。

The sun doesn't shine all the time.

太陽不會一直照耀著大地。

And what's great about technologies like advanced nuclear is that they provide a more always on resource.

而先進核能等技術的最大優勢在於，它們能提供更多隨時可用的資源。

So it's a it's a very big part of our of our path to 24 7 carbon free energy.

是以，它是我們實現全天候無碳能源之路的重要組成部分。

But it takes time.

但這需要時間。

And right now a I generative A.I. the training of it is in the here and now.

而現在，我的人工智能生成器的訓練就在此時此地。

Do you have the energy infrastructure necessary to satisfy that demand.

你們是否擁有滿足這一需求所需的能源基礎設施。

Yes we do.

是的，我們有。

And it's why we're making big bets like we are on nuclear.

這也是為什麼我們要像在核電上那樣下大賭注的原因。

But we're also still betting big on wind and solar and storage.

但我們仍在風能、太陽能和儲能方面下了大賭注。

We signed over four gigawatts of deals just last year.

僅去年一年，我們就簽署了超過 4 千兆瓦的交易。

The most we've ever signed in a single year.

這是我們有史以來簽約最多的一年。

And now we're inking new agreements with utilities to develop a portfolio of technologies that can meet our 24 7 carbon free needs.

現在，我們正在與公用事業公司簽署新的協議，開發能夠滿足全天候無碳需求的技術組合。

So we're both betting short term and long term.

是以，我們既賭短期，也賭長期。

I know you won't give me a dollar per megawatt hour figure but you do expect the SMRs to be competitive and of value versus solar and wind and the other technologies you outlined.

我知道你不會給我每兆瓦時 1 美元的數字，但你確實希望 SMR 與太陽能、風能和你概述的其他技術相比具有競爭力和價值。

Absolutely.

當然可以。

We wouldn't do this if it didn't make sense for our business.

如果對我們的業務沒有意義，我們不會這樣做。

And you know one of the things that I think we ought to really think about and how we value these approaches is the always on nature.

你知道，我認為我們應該真正思考的一件事，以及我們如何重視這些方法，就是始終關注自然。

Exactly.

沒錯。

We're going for hours and it delivers a lot of value and you can put it anywhere.

我們可以連續使用幾個小時，它的價值很高，而且可以放在任何地方。

And so that again is very good for the business.

是以，這對企業來說也是非常有利的。

Can I just jump in really quick and ask you.

我可以直接問你嗎？

Your job is really interesting because you you're you are responsible for the energy needs.

你的工作非常有趣，因為你負責能源需求。

If you're not calculating the cost per megawatt hour do you have a clear figure in your head about the energy need over a five year or 10 year time horizon.

如果不計算每兆瓦時的成本，你是否清楚五年或十年的能源需求？

Yeah well we've been doing this for like I said 15 years.

是啊，我們這樣做已經有 15 年了。

We have a sense of how demand is going to grow.

我們知道需求將如何增長。

We have a good sense of the portfolio of resources that we need and we're making decisions that make sense for the business.

我們對所需的資源組合有很好的認識，我們正在做出對業務有意義的決策。

It makes sense for our growth as a company.

這對我們公司的發展很有意義。

So we feel we're on a good path.

是以，我們覺得我們正走在一條正確的道路上。

It's busy out there in nuclear.

核反應堆外面很熱鬧。

Never have we talked about it more in the Amazon deal for example.

以亞馬遜的交易為例，我們從未像現在這樣談論它。

These are companies that we've not really heard of.

這些都是我們聞所未聞的公司。

Kairos power the private X energy.

凱洛斯為私人 X 能源提供動力。

Are there enough startups enough companies building what you need right now to partner with.

現在是否有足夠多的初創企業，足夠多的公司正在構建您所需要的合作伙伴。

You know it reminds me of the early days of wind and solar.

這讓我想起了早期的風能和太陽能。

We were one of the pioneers and signing corporate PPA agreements to buy these technologies.

我們是先行者之一，簽署了企業購買這些技術的 PPA 協議。

And there were not a lot of players in the early days of those as well.

而且，早期也沒有多少玩家。

But now with this new set of technologies that we're going to need to get to 24 7 carbon free energy it's not just nuclear it's enhanced geothermal it's long duration storage.

但現在，我們需要一套新技術來實現全天候無碳能源，它不僅是核能，也是增強型地熱，還是長期儲存。

And so it's great to see others getting in the game.

是以，很高興看到其他人也加入進來。

The more the merrier.

越多越好。

I'd like to see 100 more companies doing nuclear deals from what we've seen this week.

從本週的情況來看，我希望能再看到 100 家公司進行核交易。

We're running out of time.

我們沒時間了

So you will look at geothermal.

是以，你們會考慮地熱。

And can you give us a proportion of what you see the contribution of nuclear geothermal and solar.

您能告訴我們您認為核能、地熱能和太陽能的貢獻比例嗎？

Yeah actually geothermal was one of the first advanced energy deals that we did.

實際上，地熱是我們最早進行的先進能源交易之一。

We signed a deal in 2021 to do a project in Nevada.

我們在 2021 年簽署了在內華達州開展一個項目的協議。

It's now scaled to a deal that's 25 times bigger than that original project.

現在的交易規模是最初項目的 25 倍。

So we've got experience in dealing with these new technologies and we're super excited about the potential for nuclear.

是以，我們擁有處理這些新技術的經驗，我們對核能的潛力感到非常興奮。