美国数据中心增量电力需求,“电网外方案”解决“1/4到1/3”,其中燃料电池满足“25-50%”

华尔街见闻
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AI的指数级发展正将数据中心变成吞噬电力的“巨兽”,而老化的电网基础设施已不堪重负。传统电网的滞后也为“电网外”(Behind-the-Meter, BTM)供电方案打开了巨大的市场空间。据追风交易台消息,高盛最新研报预测,到2030年,“电网外”解决方案可以满足数据中心增量电力需求的四分之一到三分之一,对应20-25吉瓦(GW)的装机容量。其中,燃料电池技术正凭借其独特优势,将占据“电网外”...

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