科技公司对人工智能电力的迫切需求,正在重塑电力设备市场格局。小型涡轮机和燃料电池制造商成为这场供电竞赛中的意外赢家,其股价涨幅远超传统设备巨头。据媒体周四报道,数据中心面临严重的电力缺口。据摩根士丹利估算,到2028年美国数据中心将面临45吉瓦的电力短缺,相当于伊利诺伊州的发电总量。大型天然气涡轮机虽是理想选择,但订单等待期长达数年且建设周期漫长,至少有一家上市开发商Fermi已转向采购通用电气的...
Source Link科技公司对人工智能电力的迫切需求,正在重塑电力设备市场格局。小型涡轮机和燃料电池制造商成为这场供电竞赛中的意外赢家,其股价涨幅远超传统设备巨头。据媒体周四报道,数据中心面临严重的电力缺口。据摩根士丹利估算,到2028年美国数据中心将面临45吉瓦的电力短缺,相当于伊利诺伊州的发电总量。大型天然气涡轮机虽是理想选择,但订单等待期长达数年且建设周期漫长,至少有一家上市开发商Fermi已转向采购通用电气的...
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