AI數據中心電力需求強勁，馬斯克宣佈100GW美國光伏製造計劃

TaiyangNews

02/05

在啱啱結束的達沃斯世界經濟論壇(WEF)上，埃隆·馬斯克(Elon Musk)宣佈，SpaceX 和特斯拉(Tesla)團隊正分別致力於在未來 3 年內在美國建立年產能達 100GW 的光伏製造產能。馬斯克表示，這一宏大計劃背後的驅動力是利用太陽能為電力需求巨大的 AI 數據中心供電。埃隆·馬斯克在世界經濟論壇上公布了太陽能計劃。圖為WEF網站上發布的視頻截圖。(圖片來源：WEF)馬斯克在達沃斯...

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08:54","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2609131013","market":"us","top_or_hot":-1,"title":"AI數據中心電力需求強勁，馬斯克宣佈100GW美國光伏製造計劃","media":"TaiyangNews","content":"<div>\n<p>在啱啱結束的達沃斯世界經濟論壇(WEF)上，埃隆·馬斯克(Elon Musk)宣佈，SpaceX 和特斯拉(Tesla)團隊正分別致力於在未來 3 年內在美國建立年產能達 100GW 的光伏製造產能。馬斯克表示，這一宏大計劃背後的驅動力是利用太陽能為電力需求巨大的 AI 數據中心供電。埃隆·馬斯克在世界經濟論壇上公布了太陽能計劃。圖為WEF網站上發布的視頻截圖。(圖片來源：WEF)馬斯克在達沃斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205085513a6d4a757&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI數據中心電力需求強勁，馬斯克宣佈100GW美國光伏製造計劃</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205085513a6d4a757&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205085513a6d4a757&s=b\">TaiyangNews</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLQ","symbol_name":"2倍沽空TSLA ETF-Tradr","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, 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amid strong demand for AI data center power","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLT":0.6,"TSLY":0.6,"TSLI":0.6,"TSLZ":0.6,"TSL":0.6,"TSYY":0.6,"TSII":0.6,"TSLW":0.6,"TSLQ":0.6,"FSLR":1.87,"TESL":0.6,"TSLG":0.6,"TSLS":0.6,"TSDD":0.6,"TSLA":1.95,"07766":0.6,"CRSH":0.6,"TSLR":0.6,"UFO":0.6,"TSLO":0.6,"TSLL":0.6,"TSLP":0.6},"content_text":"在啱啱結束的達沃斯世界經濟論壇(WEF)上，埃隆·馬斯克(Elon Musk)宣佈，SpaceX 和特斯拉(Tesla)團隊正分別致力於在未來 3 年內在美國建立年產能達 100GW 的光伏製造產能。馬斯克表示，這一宏大計劃背後的驅動力是利用太陽能為電力需求巨大的 AI 數據中心供電。埃隆·馬斯克在世界經濟論壇上公布了太陽能計劃。圖為WEF網站上發布的視頻截圖。(圖片來源：WEF)馬斯克在達沃斯論壇上與貝萊德(BlackRock)首席執行官 Larry Fink 對話時指出，儘管 AI 的成本正在迅速下降，但能源的可用性已成為制約AI 爆發的瓶頸。他認為太陽能是填補這一缺口的最佳方案，因為在地球上以低成本生產太陽能並不需要佔用大量土地。馬斯克表示，雖然中國擁有 1500GW 的光伏製造年產能，然而由於針對太陽能產品的包括關税在內的各種壁壘，使得在美國和歐洲部署太陽能的經濟成本被「人為地抬高」，導致這些地區增長受限。因此，在美國本土進行大規模光伏製造是一項戰略決策。馬斯克管轄下的太空探索技術公司SpaceX 將對太陽能的興趣延伸到了太空。該公司計劃在未來幾年內發射多達 100 萬顆太陽能驅動的 AI 衞星。據路透社報道，SpaceX 最近已向美國聯邦通信委員會(FCC)提交申請，旨在利用「幾乎恒定的太陽能，且運維成本極低」的優勢，相比地面數據中心具有更低的環境影響。而特斯拉則早在 2016 年就收購了由馬斯克表親創立的 SolarCity，旨在打造結合光伏發電與電池儲能的家庭能源解決方案。特斯拉近期推出了屋頂太陽能組件Tesla Solar Panel TSP-415 和 TSP-420——據報道，特斯拉正在紐約布法羅(Buffalo)的一家年產能為 300MW 的工廠生產組件。","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"}}}