En Finlande, GOOGLE sécurise le nucléaire qui alimentera son développement dans l’IA
Google 计划在 2027 年和 2028 年至少向其芬兰基础设施投入 130 亿欧元，但更关键的是，它已与芬兰能源公司 Fortum 达成一项长期协议：锁定 Loviisa 核电站最高一半的发电能力，合同期限一直延续到 2049 年。对 Google 而言，这不仅是为数据中心争取稳定电力供应，也是在为其人工智能业务扩张提前锁定能源基础。
这笔交易的背景是，微软、Amazon 和 Meta 早已开始将数据中心迁往北欧，利用当地相对低碳、稳定且成本可控的电力资源。随着 AI 训练和推理对算力与电力需求急剧上升，科技巨头对长期、可预测电力来源的争夺正在加剧。Google 此次在芬兰押注核电，意味着其在欧洲的数据中心布局将进一步与能源安全和低碳供电深度绑定。
对 Fortum 来说，这类长期购电安排也强化了核电资产在未来电力市场中的战略价值；对 Google 来说，则是为其在芬兰乃至欧洲的 AI 基础设施扩张，提前锁定了到 2049 年的关键能源保障。
Google is preparing a major expansion in Finland, where it plans to invest at least €13 billion in its infrastructure in 2027 and 2028. But the most strategic part of the move is not the data-center spending itself: the U.S. group has signed an agreement with Fortum securing up to half of the output of the Loviisa nuclear power plant through 2049.
The deal gives Google long-term access to low-carbon electricity at a time when the company is scaling the infrastructure needed for artificial intelligence. Finland has become an increasingly important location for hyperscale cloud and data-center operations, and Google’s move follows similar shifts already underway at Microsoft, Amazon and Meta, which had begun relocating data centers there.
By locking in a large share of nuclear capacity for decades, Google is ensuring a stable power supply for its future growth while reinforcing the energy model required by AI-heavy computing. The agreement also highlights how major tech companies are increasingly tying their expansion plans to long-term access to reliable, carbon-free electricity.
Si Google prévoit d’investir au moins 13 milliards d’euros dans ses infrastructures finlandaises en 2027 et 2028, le groupe américain a surtout conclu avec Fortum un contrat portant sur jusqu’à la moitié de la capacité de la centrale nucléaire de Loviisa jusqu’en 2049. Microsoft, Amazon et Meta avaient déjà commencé à déplacer leurs data centers …
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Google secured long-term access to up to half of the Loviisa nuclear plant capacity in Finland via Fortum, underpinning data-center power for its AI infrastructure as it plans major Finnish investment through 2027–2028.
Google — builds AI and cloud/data-center infrastructure; US-based.
Fortum — Finnish energy producer/operator; Finland-based.
Microsoft — cloud/data-center operator increasing capacity; US-based.
Amazon (AWS) — cloud and data-center operator scaling compute; US-based.
Meta — social/AI compute and data-center scaling; US-based.
[Strongly track] — nuclear-to-hyperscaler power deals in Finland can reshape regional energy allocation and AI compute expansion timelines.