AI数据中心电力需求强劲，马斯克宣布100GW美国光伏制造计划

TaiyangNews

02/05

在刚刚结束的达沃斯世界经济论坛(WEF)上，埃隆·马斯克(Elon Musk)宣布，SpaceX 和特斯拉(Tesla)团队正分别致力于在未来 3 年内在美国建立年产能达 100GW 的光伏制造产能。马斯克表示，这一宏大计划背后的驱动力是利用太阳能为电力需求巨大的 AI 数据中心供电。埃隆·马斯克在世界经济论坛上公布了太阳能计划。图为WEF网站上发布的视频截图。(图片来源：WEF)马斯克在达沃斯...

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数据中心供电。埃隆·马斯克在世界经济论坛上公布了太阳能计划。图为WEF网站上发布的视频截图。(图片来源：WEF)马斯克在达沃斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205085513a6d4a757&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4555","symbol_name":"新能源车","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205085513a6d4a757&s=b","article_id":"2609131013","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205085513a6d4a757&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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power","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLS":0.6,"FSLR":1.87,"UFO":0.6,"TSLL":0.6,"TSLA":1.95,"TSLR":0.6,"TSLQ":0.6,"TSLW":0.6,"CRSH":0.6,"TESL":0.6,"TSLG":0.6,"TSYY":0.6,"TSLY":0.6,"TSLO":0.6,"TSII":0.6,"TSLT":0.6,"TSLZ":0.6,"TSDD":0.6,"07766":0.6,"TSLP":0.6,"TSL":0.6,"TSLI":0.6},"content_text":"在刚刚结束的达沃斯世界经济论坛(WEF)上，埃隆·马斯克(Elon Musk)宣布，SpaceX 和特斯拉(Tesla)团队正分别致力于在未来 3 年内在美国建立年产能达 100GW 的光伏制造产能。马斯克表示，这一宏大计划背后的驱动力是利用太阳能为电力需求巨大的 AI 数据中心供电。埃隆·马斯克在世界经济论坛上公布了太阳能计划。图为WEF网站上发布的视频截图。(图片来源：WEF)马斯克在达沃斯论坛上与贝莱德(BlackRock)首席执行官 Larry Fink 对话时指出，尽管 AI 的成本正在迅速下降，但能源的可用性已成为制约AI 爆发的瓶颈。他认为太阳能是填补这一缺口的最佳方案，因为在地球上以低成本生产太阳能并不需要占用大量土地。马斯克表示，虽然中国拥有 1500GW 的光伏制造年产能，然而由于针对太阳能产品的包括关税在内的各种壁垒，使得在美国和欧洲部署太阳能的经济成本被“人为地抬高”，导致这些地区增长受限。因此，在美国本土进行大规模光伏制造是一项战略决策。马斯克管辖下的太空探索技术公司SpaceX 将对太阳能的兴趣延伸到了太空。该公司计划在未来几年内发射多达 100 万颗太阳能驱动的 AI 卫星。据路透社报道，SpaceX 最近已向美国联邦通信委员会(FCC)提交申请，旨在利用“几乎恒定的太阳能，且运维成本极低”的优势，相比地面数据中心具有更低的环境影响。而特斯拉则早在 2016 年就收购了由马斯克表亲创立的 SolarCity，旨在打造结合光伏发电与电池储能的家庭能源解决方案。特斯拉近期推出了屋顶太阳能组件Tesla Solar Panel TSP-415 和 TSP-420——据报道，特斯拉正在纽约布法罗(Buffalo)的一家年产能为 300MW 的工厂生产组件。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}