算力的尽头是电力。在刚刚结束的一场关于全球电力基础设施的高盛闭门会上,一个共识正在华尔街迅速蔓延:AI基础设施的建设速度太快了,而电网太慢了。当我们在讨论GPU的摩尔定律时,大洋彼岸的美国正在面临一场严峻的“电力荒”。AI数据中心的建设正在倒逼电力系统进行一场史无前例的升级。而在这场长达5-10年的“电力超级周期”中,中国那些具备高压直流技术、极速交付能力以及核心零部件壁垒的供应链企业,正在成为...
Source Link算力的尽头是电力。在刚刚结束的一场关于全球电力基础设施的高盛闭门会上,一个共识正在华尔街迅速蔓延:AI基础设施的建设速度太快了,而电网太慢了。当我们在讨论GPU的摩尔定律时,大洋彼岸的美国正在面临一场严峻的“电力荒”。AI数据中心的建设正在倒逼电力系统进行一场史无前例的升级。而在这场长达5-10年的“电力超级周期”中,中国那些具备高压直流技术、极速交付能力以及核心零部件壁垒的供应链企业,正在成为...
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