AI大崩溃!电力需求2026年到顶?

格隆汇APP
Oct 25, 2025

深夜的硅谷,数据中心服务器指示灯如星海闪烁,背后是大模型迭代、远程医疗传输等AI驱动场景,每一秒都在消耗海量电力;德国鲁尔区燃气轮机运转,为AI控制的工厂机械臂供电,也为社区供暖。二者底层逻辑高度一致:AI的尽头是电力,没有电力,再先进的AI也只是代码片段。“2026年电力需求将达峰值”的说法近期搅动资本市场,却忽略了AI与电力“需求牵引、技术反哺”的绑定。跳出短期股价波动,从文明演进视角看...

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