1980 年以来的全球“缺电史”美国AI 的快速发展使得美国“缺电”的现象越来越严重,由此带来了电价的大幅上涨,市场的关注焦点也开始由此前的AI 开始转向更多的以电力为代表的“泛AI”领域。我们更倾向于认为这将是一次全球的缺电周期,影响会更为广泛且持久,因为电力需求的来源不仅仅是AI,全球制造业活动的复苏、新兴市场/发展中国家基础设施建设和工业化进程加速也会带来更多的电力需求。而全球缺电也并非...
Source Link1980 年以来的全球“缺电史”美国AI 的快速发展使得美国“缺电”的现象越来越严重,由此带来了电价的大幅上涨,市场的关注焦点也开始由此前的AI 开始转向更多的以电力为代表的“泛AI”领域。我们更倾向于认为这将是一次全球的缺电周期,影响会更为广泛且持久,因为电力需求的来源不仅仅是AI,全球制造业活动的复苏、新兴市场/发展中国家基础设施建设和工业化进程加速也会带来更多的电力需求。而全球缺电也并非...
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