Global AI competition has exposed two mirrored bottlenecks: the United States faces its most severe structural power shortage and computing capacity constraint since World War II, while Canada — a traditional energy power — remains locked into a narrow range of discounted energy exports. The Nuclear-Computing-Thermal Energy Matrix (NCTM) proposes six standardized supply hubs along the Canada-U.S. border, converting Canada's domestic thorium resources into high-value green power, AI computing capacity, and cross-border industrial and residential heat.
Each hub pairs a thorium molten salt reactor (TMSR) with a 100-Petaflop-class AI computing centre, with waste heat recovered into district heating networks serving surrounding communities and U.S. border cities. Upon completion, the matrix is projected to generate over CAD 10 billion in direct annual revenue and support an average annual GDP growth rate above 3% over the next 10–20 years — positioning Canada at the forefront of G7 economic growth through an asymmetric strategic interdependence with the United States.
Fourth-generation nuclear technology with inherent safety: atmospheric-pressure operation, no meltdown risk, and no large-scale water cooling requirement. Saskatchewan's Athabasca Basin — home to the world's second-largest uranium reserves — provides abundant thorium from mine tailings, securing a fully domestic fuel supply chain.
Six co-located 100-Petaflop-class computing centres adopt an integrated power-computing layout — short-distance distribution minimizes transmission loss, and Canada's cold climate cuts cooling energy consumption. The matrix creates long-term U.S. reliance on Canadian computing services, reshaping the North American AI supply-demand landscape.
High-temperature waste heat from the reactors supplies winter heating and industrial process heat to surrounding areas and U.S. border cities, with surplus energy supporting local wood processing and papermaking industries. More than half the sites sit in Indigenous communities, where residents receive free heat supply.
All six sites — from Creston, British Columbia to the Ontario Great Lakes region — prioritize abandoned quarries, decommissioned thermal plants, and old mines, revitalizing idle land and infrastructure. Each site is evaluated against regional market demand, geological conditions, and ecological sensitivities, with risks candidly documented.
Core assets — six reactors (12 MW total installed capacity) and six computing centres (600 Petaflops) — require an estimated USD 150–270 million, dynamically expandable with demand. Projected direct annual revenue exceeds CAD 10 billion across power, computing services, and thermal energy sales.
全球人工智能竞争暴露出两大互为镜像的瓶颈：美国正面临二战以来最严重的结构性电力短缺与算力瓶颈，而传统能源大国加拿大则长期受困于能源出口品类单一与原油价格折让。核电-算力-热能矩阵（NCTM）计划沿加美边境布局六座标准化综合供应枢纽，将加拿大本土钍资源转化为高价值绿电、AI算力与跨境工业及民用热能。
每座枢纽将钍基熔盐堆（TMSR）与100P级AI算力中心一体化配置，并回收余热构建区域供热管网，服务周边社区与美国边境城市。项目建成后预计每年为加拿大创造逾100亿加元直接收入，支撑未来10至20年年均3%以上的GDP增速——通过与美国形成非对称战略相互依存，助力加拿大领跑G7经济增长。
第四代先进核电技术，具备固有安全性：常压运行、无堆芯熔毁风险、无需大规模水冷。萨斯喀彻温省阿萨巴斯卡盆地拥有全球第二大铀储量，铀矿尾矿中蕴藏丰富钍资源，保障完全本土化的燃料供应链。
六座100P级算力中心与核电站同址共建，采用电算一体布局——短距离配电降低输电损耗，加拿大低温气候优化冷却系统、进一步压缩能耗。矩阵将形成美国对加拿大算力服务的长期依赖，重塑北美AI产业供需格局。
回收熔盐堆高温余热，向周边地区及美国边境城市供应冬季采暖与工业用热，富余电力与热能支持木材加工、造纸等本地产业。半数以上选址位于原住民社区，向当地居民免费供热，夯实民生基础。
六处选址——从不列颠哥伦比亚省克雷斯顿到安大略五大湖区——均优先利用废弃采石场、退役火电厂与旧矿场，盘活闲置土地与既有基础设施。每处选址均综合评估区域市场需求、地质条件与生态敏感性，并如实披露潜在风险。
核心资产——六座反应堆（总装机12兆瓦）与六座算力中心（600P）——估算投资1.5亿至2.7亿美元，并可随市场需求动态扩容。电力、算力服务与热能销售的直接年收入预计逾100亿加元。