北美缺电逻辑持续:数据中心引爆能源投资新机遇

资管网
Feb 11

随着ChatGPT、Sora等大模型狂飙突进,一场无声的能源危机正在北美悄然上演。“如果电力供应跟不上,AI的进化可能突然刹车。”一位数据中心运营商感叹道。过去三年,美国数据中心项目规划装机容量从2023年初的5GW激增至2025年10月的超245GW,增幅近50倍。这种非线性增长正在重塑北美的能源格局。01 电力缺口:AI繁荣下的隐性危机当你与ChatGPT对话时,可能不会想到,每次交互背后是...

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