玻璃基板产业链2026年全景洞察：从技术验证到量产冲刺AI缺电危机：从算力竞赛到结构性瓶颈1. 算力竞赛引爆电力需求“失控增长”全球AI算力军备竞赛进入白热化，电力需求呈指数级攀升。高盛2026年大宗商品展望指出：美国年化电力需求增长率已从2024年的1.8%飙升至近3%，其中72%的数据中心集中在仅占国土面积1%的区域（如弗吉尼亚州、俄勒冈州），导致局部电网“过载红线”频现。摩根士丹利预测，...
Source Link玻璃基板产业链2026年全景洞察：从技术验证到量产冲刺AI缺电危机：从算力竞赛到结构性瓶颈1. 算力竞赛引爆电力需求“失控增长”全球AI算力军备竞赛进入白热化，电力需求呈指数级攀升。高盛2026年大宗商品展望指出：美国年化电力需求增长率已从2024年的1.8%飙升至近3%，其中72%的数据中心集中在仅占国土面积1%的区域（如弗吉尼亚州、俄勒冈州），导致局部电网“过载红线”频现。摩根士丹利预测，...
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