一、北美AI“用电荒”，催生A股新主线2026年，全球AI算力大战愈演愈烈，而北美AIDC（人工智能数据中心）却陷入了“用电危机”——一边是ChatGPT、元宇宙等AI应用疯狂吞噬电力，一边是老旧电网不堪重负，用电缺口持续扩大，直接倒逼主电发电方案升级。通俗讲，北美就像一个“AI工厂”，工厂里的机器（AI服务器）24小时不停转，需要巨量电力支撑，但供电的“老电线”（电网）年久失修，供电能力跟不上，...
Source Link一、北美AI“用电荒”，催生A股新主线2026年，全球AI算力大战愈演愈烈，而北美AIDC（人工智能数据中心）却陷入了“用电危机”——一边是ChatGPT、元宇宙等AI应用疯狂吞噬电力，一边是老旧电网不堪重负，用电缺口持续扩大，直接倒逼主电发电方案升级。通俗讲，北美就像一个“AI工厂”，工厂里的机器（AI服务器）24小时不停转，需要巨量电力支撑，但供电的“老电线”（电网）年久失修，供电能力跟不上，...
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