NB洞察丨当AI算力挣脱引力:轨道AI数据中心开启“太空时代”

NB路博迈基金
Feb 06

Evelyn Chow高级研究分析师Paul Martinez投资组合副经理由人工智能驱动的新一轮太空竞赛已然拉开帷幕。为交付人工智能服务而建造的数据中心正如雨后春笋般涌现,其扩张速度与华尔街的融资节奏同步。然而,这些庞大的数字算力设施正在吞噬巨量电力,同时用于冷却所消耗的水资源也相当惊人。地球的物理极限正成为现实约束。太空则提供了截然不同的图景:在轨数据中心能够享受近乎无限的太阳能,并将废热直接...

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