我早就说美帝AI主要问题是没有足够的电
散仙谷 http://www.webjb.org/webjb/sanxian/
送交者: testtesttest 于 2024-09-09 23:55:01
想建新电网可不是几年能建成的。中国早布局了起码20年！
买NVDA2x的Bubbleheads从6月中已赔了50%+，Margin的肯定被迫赔钱清仓了
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电力是建新的AI数据中心的瓶颈
"波士顿咨询集团认为，到2030年，人工智能和常规数据中心需求将增长到总电力需求的7％。 具体的说，这相当于美国每个家庭企业和工厂照明用的电力。 这是一个巨大的能量。 10年前建造的大多数传统数据中心都在10兆瓦或更低。 今天，看到100兆瓦的数据中心并不罕见。 对于我们的客户，我们谈论的是接近1,000兆瓦的数据中心。 他们需要24/7的电力。 在我看来，这是一个没有得到足够重视的方面"-Constellation Energy首席执行官Joseph Dominguez
Bottlenecks to building out new AI data centers – Power
"Boston Consulting Group believes that AI and regular data center demand will grow to 7% of total electricity demand by 2030. To put this in context, this is the equivalent of the electricity used for lighting in every home business and factory across the United States. It\'s a huge amount of energy. Most traditional data centers that were built 10 years ago were 10 megawatts or less. Today, it\'s not uncommon to see 100-megawatt data centers. And with our clients, we\'re talking about data centers that approach 1,000 megawatts. And they require 24/7 power. This is something that doesn\'t get talked about enough in my opinion " - Constellation Energy CEO Joseph Dominguez
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