Electricity=AI
作者：微信文章AI data centers are set to consume 1,600 terawatt-hours of power demand by 2035, equal to 4.4% of global electricity. In other words, power demand from AI data centers is set to QUADRUPLE over the next 10 years. If counted as a country, AI data centers would rank 4th in electricity use, behind only China, the US, and India. In major US markets, data center power demand is growing faster than that of electric vehicles, hydrogen, and other emerging technologies. AI growth will soon be limited by energy。
Massive Gigawatts capacity required to supply AI compute. Funding exists to build these only in USA, China, Europe and Saudi Arabia. Will others be reduced to consumers of AI as a Service exported by the new colonizers? GPUs + Software + Electricity. Bernstein: China is by far adding the largest amount of power capacity, with projections showing an increase of over 500GW of solar and wind installations in 2025 alone. In addition, China is expanding the share of electricity usage across nearly all sectors—including industry, transportation, and households—and it is expected that by 2050, more than half of the country’s total final energy consumption will be supplied by electricity.
The increment part of the electricity share is the chance for us to make wealth.
页:
[1]