从目前的全社会用电量增速来看,并没有明显变化,大约4.4%,低于GDP的增速。“AI将耗光电力”是片面夸大的说法,核心原因在于AI能耗增长可控、能效提升持续突破,且AI本身是电力系统节能提效的关键工具,并非单纯的电力消耗者,而且目前算力虚火,应用场景并不多,也未见快速增长迹象。具体来看,一是能耗占比仍处合理区间:即使2030年中国智算中心用电量达最高情景的4300亿度,也仅占2023年全社会用电量...
Source Link从目前的全社会用电量增速来看,并没有明显变化,大约4.4%,低于GDP的增速。“AI将耗光电力”是片面夸大的说法,核心原因在于AI能耗增长可控、能效提升持续突破,且AI本身是电力系统节能提效的关键工具,并非单纯的电力消耗者,而且目前算力虚火,应用场景并不多,也未见快速增长迹象。具体来看,一是能耗占比仍处合理区间:即使2030年中国智算中心用电量达最高情景的4300亿度,也仅占2023年全社会用电量...
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