{"id":720204,"date":"2026-02-10T13:27:56","date_gmt":"2026-02-10T05:27:56","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=720204"},"modified":"2026-02-10T13:27:56","modified_gmt":"2026-02-10T05:27:56","slug":"ai-%e7%ab%9e%e8%b5%9b%e7%bb%88%e5%b1%80%ef%bc%9a%e7%94%b5%e5%8a%9b%e8%af%b4%e4%ba%86%e7%ae%97%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=720204","title":{"rendered":"AI \u7ade\u8d5b\u7ec8\u5c40\uff1a\u7535\u529b\u8bf4\u4e86\u7b97\uff1f"},"content":{"rendered":"
\n

\u6587 |\u6d77\u8c5a\u7814\u7a76<\/p>\n<\/blockquote>\n

2025\u5e74\uff0cAI\u53d9\u4e8b\u903b\u8f91\u5267\u70c8\u53d8\u5411\uff1a\u968f\u7740\u82f1\u4f1f\u8fbeBlackwell \u67b6\u6784\u53ca\u540e\u7eed\u66f4\u9ad8\u529f\u7387\u7b97\u529b\u96c6\u7fa4\u7684\u5168\u9762\u90e8\u7f72\uff0c\u6570\u636e\u4e2d\u5fc3\u7684\u80fd\u8017\u5bc6\u5ea6\u5448\u6307\u6570\u7ea7\u8dc3\u5347\u3002\u636e\u9ad8\u76db<\/a>\u9884\u6d4b\uff0c\u52302027\u5e74\uff0cAI\u670d\u52a1\u5668\u5355\u4e2a\u673a\u67b6\u7684\u529f\u7387\u5bc6\u5ea6\u5c06\u662f\u4e94\u5e74\u524d\u666e\u901a\u4e91\u670d\u52a1<\/a>\u5668\u7684 50\u500d\u3002<\/p>\n

\u8fd9\u79cd\u6307\u6570\u7ea7\u7684\u529f\u8017\u98de\u8dc3\uff0c\u6b63\u8fce\u5934\u649e\u4e0a\u4e00\u9053\u7531\u6c34\u6ce5\u3001\u94a2\u94c1\u548c\u8001\u5316\u94dc<\/a>\u7ebf\u6784\u6210\u7684“\u5317\u7f8e\u786c\u5899”\uff1a<\/strong><\/p>\n

\u5899\u7684\u4e00\u4fa7\u662f\u6bcf\u79d2\u4e07\u4ebf\u6b21\u7684\u6d6e\u70b9\u8fd0\u7b97\u6e34\u6c42\uff1b\u53e6\u4e00\u4fa7\uff0c\u5219\u662f\u5e73\u5747\u7535\u7f51\u5e74\u9f84\u8d85 40 \u5e74\u3001\u53d8\u538b\u5668\u77ed\u7f3a\u7387\u9ad8\u8fbe 30%\u3001\u6269\u5efa\u5468\u671f\u957f\u8fbe 5-10 \u5e74\u7684\u57fa\u5efa<\/a>\u6ce5\u6f6d\u3002<\/p>\n

\u4e5f\u56e0\u6b64\uff0c\u6d77\u8c5a\u541b\u5bf9\u4e8e\u5317\u7f8e\u7f3a\u7535\u91cd\u70b9\u7406\u89e3\uff1a<\/strong><\/p>\n

1\uff09\u7f3a\u7535\u80cc\u540e\u662f\u662f\u4e00\u4e2a\u4e2d\u77ed\u671f\u7684\u4f9b\u9700\u5dee\uff0c\u8fd8\u662f\u4e00\u4e2a\u957f\u671f\u7684\u7ed3\u6784\u6027\u95ee\u9898\uff1f<\/strong><\/p>\n

2\uff09\u7f3a\u7535\u5982\u4f55\u89e3\u51b3\uff0c\u89e3\u51b3\u7684\u80cc\u540e\u5bf9\u5e94\u7684\u600e\u6837\u7684\u7ec6\u5206\u8d5b\u9053\u7684\u6295\u8d44<\/a>\u673a\u4f1a\uff1f<\/strong><\/p>\n

\u672c\u7bc7\u91cd\u70b9\u63a2\u8ba8\u7b2c\u4e00\u4e2a\u95ee\u9898\uff0c\u91cd\u70b9\u7406\u89e3\u4e00\u4e2a\u9ad8\u5ea6\u6210\u719f\u7684\u56fd\u5bb6\uff0c\u5982\u4f55\u6df7\u5230\u65e0\u7535\u53ef\u7528\u7684\u3002<\/strong><\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u4e00\u3001\u7f8e\u56fd<\/a>\u7528\u7535\u9700\u6c42\uff1a \u5236\u9020\u4e1a\u56de\u6d41\u4e0eAI\u7b97\u529b\u7206\u53d1\u5f00\u542f\u65b0\u4e00\u8f6e\u4e0a\u884c\u5468\u671f<\/strong><\/p>\n

2025 \u5e74\u5e95\uff0c\u7f8e\u56fd\u6700\u5927\u533a\u57df\u7535\u7f51 PJM \u7684\u5bb9\u91cf\u62cd\u5356\u4ef7\u683c\u4ece $28.92\/MW-day \u66b4\u6da8\u81f3 $269.92\/MW-day\u3002\u8fd99\u500d\u7684\u8df3\u6da8\uff0c\u6807\u5fd7\u7740\u5e02\u573a\u5b9a\u4ef7\u5df2\u4ece“\u98ce\u9669<\/a>\u6ea2\u4ef7”\u8f6c\u5411“\u751f\u5b58\u6050\u614c”\u3002<\/p>\n

\u71c3\u6c14\u8f6e\u673a\u8ba2\u5355\u7684\u7206\u53d1\u5f0f\u589e\u957f\u3001\u5361\u7279\u5f7c\u52d2\u4e0e\u4e09\u83f1\u91cd\u5de5\u7684\u6fc0\u8fdb\u6269\u4ea7\uff0c\u672c\u8d28\u4e0a\u662f\u79d1\u6280\u5de8\u5934\u5728“\u5f03\u7f51\u81ea\u4fdd”\uff0c\u8bd5\u56fe\u7528\u81ea\u5907\u7535\u6e90\u7ed5\u8fc7\u762b\u75ea\u7684\u516c\u5171\u7535\u7f51\u3002<\/p>\n

\u5fae\u8f6f<\/a> CEO \u7eb3\u5fb7\u62c9\u76f4\u8a00\uff1a“\u4f9b\u7535\u80fd\u529b\u662f\u5f53\u524d\u6700\u5927\u7684\u74f6\u9888\uff0c\u751a\u81f3\u8d85\u8fc7\u82af\u7247<\/a>\u3002” \u9ec4\u4ec1\u52cb\u66f4\u5b9a\u8bba\uff1a“\u7535\u529b\u7684\u53ef\u7528\u6027\u800c\u975eGPU\uff0c\u5c06\u51b3\u5b9a AI \u7684\u6269\u5c55\u89c4\u6a21\u548c\u901f\u5ea6\u3002” \u81f3\u6b64\uff0cAI \u7ade\u8d5b\u7684\u80dc\u8d1f\u624b\u6b63\u5f0f\u4ece\u82af\u7247\u8f6c\u79fb\u5230\u4e86\u53d1\u7535\u5382\u3002<\/p>\n

\u9762\u5bf9\u80fd\u6e90<\/a>\u7f3a\u53e3\u5bf9\u56fd\u5bb6\u7ade\u4e89\u529b\u7684\u5a01\u80c1\uff0c\u7f8e\u56fd\u8054\u90a6\u653f\u5e9c\u5728 2025 \u5e74\u5f00\u542f\u4e86\u53f2\u65e0\u524d\u4f8b\u7684“\u6218\u5907\u6a21\u5f0f”\uff1a<\/strong><\/p>\n

1\u6708\u767d\u5bab\u975e\u6218\u65f6\u5ba3\u5e03“\u80fd\u6e90\u7d27\u6025\u72b6\u6001”\uff0c\u5c06\u7535\u529b\u4fdd\u969c\u63d0\u5347\u81f3\u56fd\u5bb6\u5b89\u5168\u9ad8\u5ea6\u3002<\/p>\n

4\u6708\u5f3a\u5236\u7535\u7f51\u52a8\u7528\u4e00\u5207\u53ef\u7528\u80fd\u6e90\uff0c“\u51cf\u78b3\u7406\u60f3”\u9636\u6bb5\u6027\u8ba9\u4f4d\u4e8e“\u7b97\u529b\u751f\u5b58”\uff0c\u7164\u7535\u4e0e\u6c14\u7535\u88ab\u91cd\u65b0\u63a8\u5411\u4e00\u7ebf\u3002<\/p>\n

9\u6708\u80fd\u6e90\u90e8\uff08DOE\uff09\u542f\u52a8“\u7535\u529b\u52a0\u901f\u8ba1\u5212”\uff0c\u4ee5\u884c\u653f\u529b\u91cf\u7f29\u77ed\u5927\u578b\u7535\u7f51\u9879\u76ee\u5ba1\u6279\u5468\u671f\u3002<\/p>\n

\u7ad9\u5728 2026 \u5e74\u7684\u8282\u70b9\uff0cAI\u53d8\u9769\u5df2\u6269\u6563\u5230\u4f20\u7edf\u884c\u4e1a\uff0c\u6f14\u53d8\u4e3a\u4e00\u573a\u6d89\u53ca\u80fd\u6e90\u4e0a\u6e38\u3001\u7535\u529b\u88c5\u5907\u3001\u7535\u7f51\u67d4\u6027\u6539\u9020\u7684\u5168\u4ea7\u4e1a\u94fe\u91cd\u6784\u3002\u63a5\u4e0b\u6765\uff0c\u6211\u4eec\u5c31\u91cd\u70b9\u770b\u4e00\u4e0b\u7528\u7535\u7684\u9700\u6c42\u7aef\u5230\u5e95\u53d1\u751f\u4e86\u600e\u6837\u7684\u53d8\u5316\u3002<\/p>\n

\u7eb5\u89c2\u7f8e\u56fd\u7535\u529b\u53d1\u5c55\u53f2\uff0c\u7ec8\u7aef\u7528\u7535\u91cf\u9700\u6c42\u5448\u73b0\u51fa\u663e\u8457\u7684“\u589e\u957f—\u5e73\u53f0—\u590d\u82cf”\u4e09\u9636\u6bb5\u6f14\u53d8\u7279\u5f81\uff1a<\/strong><\/p>\n

\u9ad8\u901f\u589e\u957f\u671f (1950s-1990s)\uff1a<\/strong>\u53d7\u76ca\u4e8e\u6218\u540e\u7ecf\u6d4e\u7e41\u8363\u3001\u91cd\u5de5\u4e1a\u5316\u6269\u5f20\u4ee5\u53ca\u5c45\u6c11\u7535\u6c14\u5316\u666e\u53ca\uff08\u5982\u7a7a\u8c03\u5bb6\u7535\uff09\uff0c\u7f8e\u56fd\u7528\u7535\u8d1f\u8377\u7ef4\u6301\u9ad8\u4f4d\u589e\u957f\uff08CAGR\u589e\u901f6%\uff09\u3002<\/p>\n

\u5e73\u53f0\u505c\u6ede\u671f (1990s-2020s)\uff1a<\/strong>\u53d7\u4e92\u8054\u7f51\u6ce1\u6cab\u7834\u88c2\u30012008 \u5e74\u91d1\u878d\u5371\u673a<\/a>\u5f71\u54cd\uff0c\u7ecf\u6d4e\u589e\u901f\u6362\u6321\uff0c\u53e0\u52a0\u4ea7\u4e1a\u7ed3\u6784\u8f6c\u578b\uff08\u91cd\u5236\u9020\u5411\u8f7b\u670d\u52a1\u8f6c\u578b\uff09\u4e0e\u8282\u80fd\u6280\u672f\u5e94\u7528\uff0c\u5168\u793e\u4f1a\u7528\u7535\u91cf 15 \u5e74\u95f4\u4ec5\u533a\u95f4\u9707\u8361\uff0c\u51e0\u65e0\u589e\u957f\uff1b<\/p>\n

\u91cd\u542f\u589e\u957f\u671f (2021\u5e74\u81f3\u4eca)\uff1a<\/strong>\u7f8e\u56fd\u7535\u529b\u9700\u6c42\u8fce\u6765\u5386\u53f2\u6027\u62d0\u70b9\u3002\u653f\u7b56\u7aef\uff0c\u62dc\u767b\u653f\u5e9c\u300aIRA \u6cd5\u6848\u300b\u300a\u82af\u7247\u6cd5\u6848\u300b\u5de8\u989d\u8865\u8d34\u4e0e\u7279\u6717\u666e<\/a>\u5236\u9020\u4e1a\u56de\u6d41\u653f\u7b56\u5f62\u6210\u5408\u529b\uff0c“\u518d\u5de5\u4e1a\u5316” \u6218\u7565\u5f3a\u529b\u9a71\u52a8\u5236\u9020\u4e1a\u56de\u6d41\uff1b\u4ea7\u4e1a\u7aef\uff0cAI \u6570\u636e\u4e2d\u5fc3\u7206\u53d1\u5f0f\u5efa\u8bbe\u5e26\u6765\u5de8\u5927\u65b0\u589e\u80fd\u8017\u3002<\/p>\n

\u4e24\u8005\u5171\u632f\u4e0b\uff0c\u7f8e\u56fd\u7528\u7535\u91cd\u56de\u589e\u957f\u901a\u9053\uff0c2021-2024 \u5e74\u5e73\u5747\u589e\u901f\u56de\u5347\u81f3 1.5% \u5de6\u53f3\uff0c\u7535\u4ef7\u4ece 2022 \u5e74\u8d77\u52a0\u901f\u4e0a\u6da8\u3002<\/p>\n

\n

\"AI<\/p>\n

\u8bf7\u8f93\u5165\u56fe\u8bf4<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

\u540c\u65f6\u4ece\u7528\u7535\u7ed3\u6784\u6765\u770b\uff1a<\/strong><\/p>\n

\u5546\u4e1a\u7528\u7535\u662f\u7528\u7535\u7ed3\u6784\u589e\u957f\u7684\u6838\u5fc3\u5f15\u64ce\uff0c\u5176\u4e2d\u6570\u636e\u4e2d\u5fc3\u662f\u7edd\u5bf9\u4e3b\u529b\u3002\u622a\u81f32024\u5e74\u5e95\uff0c\u7f8e\u56fd\u6570\u636e\u4e2d\u5fc3\u8d1f\u8377\u5df2\u8fbe\u7ea6 35G<\/a>W\uff0c\u8f832020\u5e74\u5b9e\u73b0\u7ffb\u756a\u3002<\/p>\n

\u5de5\u4e1a\u7528\u7535\u4e5f\u5728\u540c\u6b65\u590d\u82cf\uff0c\u534a\u5bfc\u4f53\u6676\u5706\u5382\u3001\u52a8\u529b\u7535\u6c60\u5de5\u5382\u7b49\u9ad8\u7aef\u5236\u9020\u4e1a\u56de\u6d41\uff0c\u63d0\u4f9b\u4e86\u575a\u5b9e\u7684\u5e95\u90e8\u652f\u6491\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u6838\u5fc3\u77db\u76fe\uff1a\u4ece“\u603b\u7528\u7535\u91cf”\u5230“\u5cf0\u503c\u8d1f\u8377”\u7684\u6311\u6218<\/strong><\/p>\n

\u6839\u636eNERC\u6570\u636e\u663e\u793a\uff0c\u7f8e\u56fd\u7535\u7f51\u5cf0\u503c\u8d1f\u8377\uff08\u7528\u7535\u8d1f\u8377*\u7528\u7535\u65f6\u95f4=\u7528\u7535\u91cf\uff09\uff0c\u81ea2006\u5e74\u89c1\u9876\u540e\u957f\u671f\u505c\u6ede\uff0c\u5bfc\u81f4\u7535\u7f51\u4fa7\u7684\u6269\u5bb9\u6027\u8d44\u672c\u5f00\u652f\u957f\u671f\u7f13\u6162\uff082024\u5e74\u624d\u9996\u6b21\u7a81\u7834300\u4ebf\u7f8e\u5143\uff09\uff0c\u5317\u7f8e\u7535\u7f51\u8001\u5316\u4e25\u91cd\uff0c\u5e73\u5747\u670d\u5f79\u65f6\u95f4\u5df2\u7ecf\u63a5\u8fd140\u5e74\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u800c AI \u6570\u636e\u4e2d\u5fc3\u7684\u5d1b\u8d77\u5f7b\u5e95\u6539\u53d8\u4e86\u7528\u7535\u683c\u5c40\uff1a\u4f5c\u4e3a\u4e00\u79cd\u5177\u5907“\u8d85\u9ad8\u529f\u7387\u5bc6\u5ea6”\u4e14\u8bad\u7ec3\u65f6\u5019“\u8fd1\u4e4e24\u5c0f\u65f6\u6ee1\u8f7d\u8fd0\u884c”\u7684\u65b0\u578b\u521a\u6027\u8d1f\u8377\uff0c\u7f3a\u4e4f\u4f20\u7edf\u5de5\u4e1a\u8d1f\u8377\u7684\u8c03\u8282\u5f39\u6027\uff08\u96be\u4ee5\u53c2\u4e0e\u9519\u5cf0\u8ba9\u7535\uff09\u3002<\/p>\n

\u4e00\u65e6\u9700\u6c42\u7aef“\u5cf0\u503c\u8d1f\u8377”\u7684\u589e\u901f\u8d85\u8fc7\u4f9b\u7ed9\u7aef“\u6709\u6548\u5bb9\u91cf”\u7684\u5efa\u8bbe\u901f\u5ea6\uff0c“\u5bb9\u91cf\u6027\u7f3a\u53e3”\u5c06\u4e0d\u53ef\u907f\u514d\uff0c\u4ece\u800c\u5f15\u7206\u5317\u7f8e\u7f3a\u7535\u5371\u673a\uff0c\u5e26\u6765\u7535\u4ef7\u4e2d\u67a2\u4e0a\u884c\u53ca\u5927\u89c4\u6a21\u505c\u7535\u98ce\u9669\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u56e0\u6b64\uff0c\u6211\u4eec\u5148\u91cd\u70b9\u6765\u6d4b\u7b972025-2030\u5e74\u5317\u7f8e\u7528\u7535\u8d1f\u8377\u7684\u589e\u91cf\uff1a<\/strong><\/p>\n

\u2460 AI \u6570\u636e\u4e2d\u5fc3\uff1a\u8d1f\u8377\u7206\u53d1\u7684\u6838\u5fc3\u9a71\u52a8<\/strong><\/p>\n

\u6211\u4eec\u53ef\u4ee5\u901a\u8fc7“\u81ea\u4e0b\u800c\u4e0a”\u7684\u6a21\u578b\u62c6\u89e3AI\u5e26\u6765\u7684\u65b0\u589e\u5cf0\u503c\u8d1f\u8377\u53ca\u6838\u5fc3\u9a71\u52a8\u56e0\u7d20\uff1a<\/p>\n

a. \u6570\u636e\u4e2d\u5fc3\u65b0\u589e\u63a5\u5165\u5bb9\u91cf\uff08GW\uff09 = GPU\u51fa\u8d27\u91cf × \u5355\u82af\u7247TDP × \u7cfb\u7edf\u529f\u8017\u7cfb\u6570 × PUE<\/p>\n

TDP\uff1a\u5355\u82af\u7247\u7684\u70ed\u8bbe\u8ba1\u529f\u8017\uff1b<\/p>\n

\u7cfb\u7edf\u529f\u8017\u7cfb\u6570\uff1a \u4ee3\u8868\u9664\u6838\u5fc3GPU\u5916\uff0c\u7ef4\u6301\u670d\u52a1\u5668\u8fd0\u884c\u6240\u5fc5\u9700\u7684\u7ec4\u4ef6\u80fd\u8017\uff08CPU\/\u5185\u5b58\/\u7f51\u7edc\/\u7535\u6e90\u635f\u8017\u7b49\uff09\uff0c\u901a\u5e38\u53d6\u503c 1.3-1.5\u3002<\/p>\n

PUE\uff08\u7535\u80fd\u5229\u7528\u6548\u7387\uff09\uff1a \u5373“\u6570\u636e\u4e2d\u5fc3\u603b\u80fd\u8017 \/ IT\u8bbe\u5907\u80fd\u8017”\u7684\u6bd4\u503c\u3002\u5b83\u4ee3\u8868\u4e86\u7528\u4e8e“\u73af\u5883\u7ef4\u6301”\uff08\u5236\u51b7\u3001\u914d\u7535\u3001\u7167\u660e\u7b49\uff09\u7684\u989d\u5916\u7535\u529b\u6210\u672c\uff0c\u662f\u8861\u91cf\u6570\u636e\u4e2d\u5fc3\u80fd\u6548\u7684\u6838\u5fc3\u6307\u6807\uff1b<\/p>\n

b. \u6570\u636e\u4e2d\u5fc3\u65b0\u589e\u5cf0\u503c\u8d1f\u8377 ≈ \u65b0\u589e\u63a5\u5165\u5bb9\u91cf × \u5cf0\u503c\u9700\u91cf\u7cfb\u6570\u3002<\/p>\n

\u5cf0\u503c\u9700\u91cf\u7cfb\u6570\u7528\u4e8e\u8861\u91cf\u6570\u636e\u4e2d\u5fc3\u5728\u5b9e\u9645\u8fd0\u884c\u4e2d\u5bf9\u7535\u7f51\u5bb9\u91cf\u7684\u771f\u5b9e\u5360\u7528\u7387\uff08\u5373\uff1a\u5b9e\u9645\u6700\u5927\u8d1f\u8377 \/ \u8bbe\u5907\u989d\u5b9a\u603b\u529f\u7387\uff09<\/p>\n

\u57fa\u4e8e\u6b64\u903b\u8f91\uff0c\u6211\u4eec\u8fdb\u4e00\u6b65\u590d\u76d8\u5317\u7f8e\u5e02\u573a\u7684\u6838\u5fc3\u589e\u91cf\u53d8\u5316\uff1a<\/strong><\/p>\n

a. \u6838\u5fc3\u9a71\u52a8\uff1a\u5317\u7f8eCSP\u8d44\u672c\u5f00\u652f\u7684\u7206\u53d1\u5f0f\u589e\u957f<\/strong><\/p>\n

\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u6b63\u7ecf\u5386\u7531\u751f\u6210\u5f0fAI\u9a71\u52a8\u7684\u5386\u53f2\u6027\u6269\u5f20\u5468\u671f\uff1a\u4ece\u5efa\u8bbe\u4e3b\u4f53\u770b\uff0c\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u6269\u4ea7\u7684\u7edd\u5bf9\u4e3b\u529b\u662f\u5317\u7f8e\u4e91\u8ba1\u7b97\u5de8\u5934\uff08CSP\uff09\u3002<\/p>\n

\u4ee5\u4e9a\u9a6c\u900a<\/a>\u3001\u5fae\u8f6f\u3001\u8c37\u6b4c\u3001Meta\u4e3a\u4ee3\u8868\u7684\u5317\u7f8e\u56db\u5927CSP\uff0c\u5176\u8d44\u672c\u5f00\u652f\u81ea2023H2\u8d77\u8fdb\u5165“\u519b\u5907\u7ade\u8d5b”\u6a21\u5f0f\u3002\u56db\u5bb6\u5382\u5546\u7684\u603bCapEx\u5df2\u4ece2023\u5e74\u7684\u7ea61500\u4ebf\u7f8e\u5143\uff0c\u98d9\u5347\u81f32025\u5e74\u9884\u8ba1\u7684 4060\u4ebf\u7f8e\u5143\uff08CAGR\u8d8560%\uff09\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u4e0e\u6b64\u540c\u65f6\uff0c\u4e2d\u56fd\u4e92\u8054\u7f51\u5927\u5382\uff08BAT+\u5b57\u8282\uff09\u867d\u7136\u53d7\u9650\u4e8e\u82af\u7247\u4f9b\u5e94\uff0c\u6295\u5165\u4f53\u91cf\u4e0e\u7f8e\u8d44\u5de8\u5934\u5b58\u5728\u5dee\u8ddd\uff082025\u5e74\u9884\u8ba1\u7ea6\u4e3a600\u4ebf\u7f8e\u5143\uff09\uff0c\u4f46\u4e5f\u6784\u6210\u4e86\u5168\u7403AI\u57fa\u5efa\u7684\u53e6\u4e00\u91cd\u8981\u589e\u957f\u6781\u3002<\/p>\n

\u5728\u4e24\u5927\u9635\u8425\u5171\u632f\u4e0b\uff0c\u5168\u7403\u524d11\u5927\u79d1\u6280\u5de8\u5934\u7684\u5408\u8ba1\u8d44\u672c\u5f00\u652f\u5c06\u4ece2023\u5e74\u76841800\u4ebf\u7f8e\u5143\uff0c\u52a0\u901f\u589e\u957f\u81f32025\u5e74\u7684 \u8fd15000\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd“\u519b\u5907\u7ade\u8d5b”\u76f4\u63a5\u5e26\u52a8\u4e86\u4e0a\u6e38AI\u82af\u7247\u7684\u51fa\u8d27\u91cf\u53ca\u6570\u636e\u4e2d\u5fc3\u89c4\u6a21\u7684\u6301\u7eed\u7206\u53d1\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

b. \u6570\u636e\u4e2d\u5fc3\u7b97\u529b“\u66b4\u529b\u7f8e\u5b66“\uff1a \u7b97\u529b=\u7535\u529b<\/strong><\/p>\n

\u968f\u7740\u6469\u5c14\u5b9a\u5f8b\u8d8b\u7f13\uff0cAI\u82af\u7247\u8fdb\u5165 “\u9ad8\u7b97\u529b”\u63a8\u52a8“\u5927\u80fd\u8017”\u7684\u65f6\u4ee3\uff1a<\/p>\n

\u5355\u70b9\u70ed\u5bc6\u5ea6\u98d9\u5347\uff1a<\/strong>\u82f1\u4f1f\u8fbeGPU\u7684\u5355\u82af\u7247TDP\u5df2\u4eceH100\u65f6\u4ee3\u7684700W\uff0c\u8dc3\u5347\u81f3Blackwell\u67b6\u6784\uff08GB200\/GB300\uff09\u7684 1200W-1400W \u91cf\u7ea7\u3002\u800c\u5e02\u573a\u9884\u671f\u4e0b\u4e00\u4ee3 Rubin \u67b6\u6784\u53ca\u5176\u914d\u5957\u7684\u8d85\u7ea7\u82af\u7247\u5e73\u53f0\uff0c\u529f\u8017\u5c06\u8fdb\u4e00\u6b65\u7a81\u7834 2000W+\uff0c\u5bf9\u4f9b\u7535\u4e0e\u6563\u70ed\u80fd\u529b\u90fd\u63d0\u51fa\u4e86\u6781\u81f4\u8981\u6c42\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u96c6\u7fa4\u89c4\u6a21\u6307\u6570\u7ea7\u6269\u5927\uff1a<\/strong>AI\u5927\u6a21\u578b\u7684\u8bad\u7ec3\u548c\u63a8\u7406\u9700\u6c42\u63a8\u52a8\u5355\u4e2a\u6570\u636e\u4e2d\u5fc3\u7684\u90e8\u7f72\u89c4\u6a21\u6b63\u5728\u4ece“\u5343\u5361\u7ea7”\u8fc8\u5411“\u5341\u4e07\u5361\u7ea7”\u8de8\u8d8a\u3002<\/p>\n

\u4f8b\u5982\uff0cOpenAI<\/a>\u4e0eOracle\u89c4\u5212\u5728\u5fb7\u5dde\u5efa\u8bbe\u7684“Stargate”\u9879\u76ee\uff0c\u9884\u8ba1\u5c06\u90e8\u7f72\u8d8545\u4e07\u9897GB200\u82af\u7247\uff0c\u5176\u603b\u7528\u7535\u8d1f\u8377\u6216\u5c06\u7a81\u7834 1.2GW\uff08\u76f8\u5f53\u4e8e\u4e00\u4e2a\u4e2d\u578b\u57ce\u5e02\u7684\u7528\u7535\u91cf\uff09\uff0c\u8fd9\u5bf9\u80fd\u6e90\u4fa7\u548c\u7535\u7f51\u4fa7\u90fd\u5f62\u6210\u4e86\u5de8\u5927\u7684\u6311\u6218\u3002<\/p>\n

\u636e Grid Strategies \u7edf\u8ba1\uff0c\u9884\u8ba1\u52302026\u5e74\u5c06\u670910\u4e2aGW\u7ea7\u6570\u636e\u4e2d\u5fc3\u6295\u5165\u8fd0\u8425\uff1b\u800c\u57282030\u5e74\u53ca\u4e4b\u524d\u89c4\u5212\u5efa\u6210\u7684\u6570\u636e\u4e2d\u5fc3\u91cc\uff0c\u7ea650%\u90fd\u5c06\u8fbe\u5230GW\u7ea7\u89c4\u6a21\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

c. AI\u6570\u636e\u4e2d\u5fc3: \u4ece“\u6f6e\u6c50\u6ce2\u52a8”\u5230“\u521a\u6027\u6ee1\u8f7d”<\/strong><\/p>\n

\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\uff08\u53ef\u8c03\u5ea6\u7684\u5f39\u6027\u8d1f\u8377\uff09\uff1a<\/strong>\u4e1a\u52a1\u4ee5\u4e91\u8ba1\u7b97\u3001\u6570\u636e\u5b58\u50a8\u548c\u7f51\u7edc\u670d\u52a1\u4e3a\u4e3b\uff0c\u5177\u6709\u660e\u663e\u7684“\u6f6e\u6c50\u6548\u5e94”\uff08\u767d\u5929\u5fd9\u3001\u665a\u4e0a\u95f2\uff09\u3002<\/p>\n

\u670d\u52a1\u5546\u901a\u8fc7\u865a\u62df\u5316\u6280\u672f\u4e0e\u8d85\u5356\u7b56\u7565<\/a>\uff0c\u5b9e\u73b0\u591a\u79df\u6237\u95f4\u7684“\u9519\u5cf0\u590d\u7528”\u3002\u8fd9\u4f7f\u5f97\u603b\u4f53\u8d1f\u8377\u66f2\u7ebf\u76f8\u5bf9\u5e73\u7f13\uff0c\u5cf0\u503c\u8d1f\u8377\u7387\u901a\u5e38\u63a7\u5236\u5728 60%\u4ee5\u4e0b\uff0c\u4e3a\u7535\u7f51\u4fa7\u9884\u7559\u4e86\u5145\u8db3\u7684\u8c03\u8282\u4e0e\u7f13\u51b2\u7a7a\u95f4\u3002<\/p>\n

AI\u6570\u636e\u4e2d\u5fc3\uff08\u521a\u6027\u7684\u51b2\u51fb\u6027\u8d1f\u8377\uff09\uff1a<\/strong>\u968f\u7740AI\u8bad\u7ec3\u9700\u6c42\u7684\u7206\u53d1\uff0c\u6570\u636e\u4e2d\u5fc3\u6b63\u8f6c\u53d8\u4e3a\u7535\u7f51\u4e2d\u5fc5\u987b\u4f18\u5148\u4fdd\u969c\u7684“\u521a\u6027\u5de5\u4e1a\u8d1f\u8377”\uff1a<\/p>\n

\u5b8f\u89c2\u4e0a\uff0c\u662f\u91cd\u5851\u533a\u57df\u7535\u529b\u57fa\u8377\u7684“\u5de8\u517d”\uff1a<\/strong>AI\u8bad\u7ec3\u96c6\u7fa4\u8ffd\u6c42\u6781\u81f4\u5e76\u884c\u6548\u7387\uff0c\u4e00\u65e6\u542f\u52a8\u4fbf\u6301\u7eed\u6570\u5468\u751a\u81f3\u6570\u6708\u8fd1\u6ee1\u8f7d\u8fd0\u884c\uff08\u5cf0\u503c\u8d1f\u8377\u7387>90%\uff09\uff0c\u5448\u73b0\u4e00\u6761\u9ad8\u4f4d\u76f4\u7ebf\u3002<\/p>\n

\u4e00\u4e2aGW\u7ea7\u9879\u76ee\u7684\u843d\u5730\uff0c\u7b49\u540c\u4e8e\u51ed\u7a7a\u589e\u52a0\u4e00\u4e2a\u4e2d\u578b\u57ce\u5e02\u7684\u80fd\u8017\uff0c\u77ac\u95f4\u586b\u6ee1\u533a\u57df\u7535\u7f51\u7684\u8f93\u7535\u88d5\u5ea6\uff0c\u8ba9\u540e\u7eed\u5e76\u7f51\u9762\u4e34\u957f\u8fbe\u6570\u5e74\u7684\u6392\u961f\u4e0e\u6269\u5bb9\u74f6\u9888\u3002<\/p>\n

\u5fae\u89c2\u4e0a\uff0c\u662f\u653b\u51fb\u7535\u529b\u7cfb\u7edf\u5fc3\u810f\u7684“\u6beb\u79d2\u523a\u5ba2”\uff1a<\/strong>\u7531\u4e8eGPU\u4efb\u52a1\u7684\u9ad8\u5ea6\u540c\u6b65\u6027\uff0c\u5f53\u96c6\u7fa4\u4ece“\u8ba1\u7b97”\u5207\u6362\u5230“\u901a\u4fe1”\u6216\u4ece“\u7a7a\u95f2”\u8fdb\u5165“\u6ee1\u8f7d”\u65f6\uff0c\u4f1a\u5728\u5fae\u79d2\/\u6beb\u79d2\u7ea7\u65f6\u95f4\u7a97\u53e3\u5185\u4ea7\u751f\u5267\u70c8\u7684\u529f\u7387\u8df3\u53d8\u3002<\/p>\n

NERC\u663e\u793a\uff0c\u67d0\u5927\u578b\u6570\u636e\u4e2d\u5fc3\u8d1f\u8377\u66fe\u572836\u79d2\u5185\u7531450MW\u9aa4\u964d\u81f37MW\uff08\u76f8\u5f53\u4e8e\u77ac\u95f4\u5207\u65ad\u4e86\u4e00\u4e2a\u4e2d\u578b\u53d1\u7535\u5382\uff09\u3002\u8fd9\u79cd\u6781\u9ad8\u7684\u7535\u6d41\u53d8\u5316\u7387\u5982\u540c\u4e00\u628a “\u7535\u529b\u91cd\u9524”\uff0c\u9ad8\u9891\u6b21\u51b2\u51fb\u672c\u6765\u5c31\u8001\u65e7\u7684\u7f8e\u56fd\u7535\u7f51\u3002<\/p>\n

\u8fd9\u79cd\u5267\u70c8\u6ce2\u52a8\u8db3\u4ee5\u5f15\u53d1\u7535\u538b\u95ea\u53d8\u3001\u8c10\u6ce2\u6c61\u67d3\uff0c\u751a\u81f3\u89e6\u53d1\u7ee7\u7535\u4fdd\u62a4\u5bfc\u81f4\u533a\u57df\u505c\u7535\u3002\u56e0\u6b64\uff0c\u90e8\u7f72SVG\/\u8d85\u7ea7\u7535\u5bb9\uff0c\u6216\u50a8\u80fd\u7cfb\u7edf\uff0c\u5df2\u6210\u4e3a\u5e73\u6ed1\u8fd9\u628a“\u7535\u529b\u91cd\u9524”\u7684\u5fc5\u8981\u76fe\u724c\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u800c\u5bf9\u4e8e\u7f8e\u56fd\u65b0\u589e\u6570\u636e\u4e2d\u5fc3\u7684\u5bb9\u91cf\uff0c\u6d77\u8c5a\u541b\u63d0\u4f9b\u51e0\u79cd\u6d4b\u7b97\u601d\u8def\u4f5c\u4e3a\u53c2\u8003\uff1a<\/strong><\/p>\n

a. \u6839\u636e\u5728\u5efa\u548c\u89c4\u5212\u4e2d\u6570\u636e\u4e2d\u5fc3\u6d4b\u7b97\uff1a<\/strong><\/p>\n

\u6839\u636eUBS\u6570\u636e\uff0c\u622a\u81f32025\u5e74\u5e95\uff0c\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u6295\u8fd0\u5bb9\u91cf\u4e3a105 GW, \u540c\u65f6\u670925GW\u7684\u5728\u5efa\u5bb9\u91cf\uff0c\u4ee5\u53ca\u8d85\u8fc7100GW\u5904\u4e8e\u89c4\u5212\u9636\u6bb5\u3002<\/p>\n

\u5728\u6ca1\u6709\u7535\u529b\uff0c\u571f\u5730\u7b49\u5916\u90e8\u74f6\u9888\u7ea6\u675f\u60c5\u51b5\u4e0b\uff0c\u4e00\u4e2aAI\u6570\u636e\u4e2d\u5fc3\u4ece\u89c4\u5212\u3001\u571f\u5efa\u5230IT\u8bbe\u5907\u90e8\u7f72\u5b8c\u6210\u7684\u5b8c\u6574\u5efa\u8bbe\u5468\u671f\u901a\u5e38\u572818-24\u4e2a\u6708\u5de6\u53f3\u3002\u800c\u65b0\u4e91\u5982Coreweave\u5219\u901a\u8fc7\u66f4\u5feb\u80fd\u62ff\u5230\u82f1\u4f1f\u8fbeGPU\uff0c\u53ca\u6a21\u5757\u5316\u9884\u5236\u5316\u5efa\u8bbe\u65b9\u5f0f\u80fd\u5c06\u5efa\u8bbe\u5468\u671f\u7f29\u77ed\u523012-18\u4e2a\u6708\u5185\u3002<\/p>\n

\u5047\u8bbe\u4e0a\u8ff0125GW\u50a8\u5907\u5bb9\u91cf\u57282030\u5e74\u524d\u5168\u90e8\u6295\u5165\u8fd0\u8425\uff0c\u4e14\u4e0d\u518d\u6709\u65b0\u589e\u89c4\u5212\u7684\u5bb9\u91cf\uff0c\u5219\u672a\u67655\u5e74\uff082026-2030\uff09\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u65b0\u589e125GW\u7684\u5bb9\u91cf\u81f32030\u5e74225GW\uff0c5\u5e74\u590d\u5408\u589e\u957f\u7387\u7ea616%\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u800c\u4ece\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u7684\u7f8e\u56fd\u6765\u770b\uff0c\u622a\u81f32025\u5e74\u5e95\uff0c\u7f8e\u56fd\u5728\u8fd0\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf44GW\uff0c\u5728\u5efa10GW, \u6b64\u5916\u8fd8\u6709\u7ea670 GW\u5904\u4e8e\u89c4\u5212\u4e2d\u72b6\u6001\u3002<\/p>\n

\u57fa\u4e8e\u540c\u6837\u5047\u8bbe\uff0c2026-2030\u5e74\u95f4\uff0c\u7f8e\u56fd\u6570\u636e\u4e2d\u5fc3\u5c06\u91ca\u653e80 GW\u65b0\u589e\u5bb9\u91cf\uff08\u5360\u636e\u5168\u7403\u589e\u91cf64%\uff09\uff0c\u603b\u5bb9\u91cf\u589e\u81f3124 GW\uff0cCAGR\u9ad8\u8fbe23%\u3002<\/p>\n

\u8003\u8651\u5230AI\u6570\u636e\u4e2d\u5fc3\u5177\u6709\u9ad8\u5e76\u53d1\u3001\u9ad8\u8d1f\u8f7d\u7279\u5f81\uff0c\u82e5\u5047\u8bbe\u65b0\u589e\u5bb9\u91cf100%\u5168\u90e8\u8f6c\u5316\u4e3a\u5cf0\u503c\u8d1f\u8377\uff0c\u8fd9\u610f\u5473\u7740\u7f8e\u56fd\u7535\u7f51\u5728\u672a\u67655\u5e74\u5c06\u9762\u4e3480 GW\u7684\u65b0\u589e\u5cf0\u503c\u8d1f\u8377\u51b2\u51fb\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

b. \u6839\u636e\u8d44\u672c\u5f00\u652f\u89d2\u5ea6\u6d4b\u7b97\uff1a<\/strong><\/p>\n

\u53c2\u8003\u9ec4\u4ec1\u52cb\u53e3\u5f84\uff0c1GW\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf\u5efa\u8bbe\u6210\u672c\u7ea6500-600\u4ebf\u7f8e\u5143\uff08\u542b\u82af\u7247\u7cfb\u7edf\u7ea6350\u4ebf\u7f8e\u5143\uff09\uff0c\u6d77\u8c5a\u541b\u53d6\u4e2d\u503c 550\u4ebf\u7f8e\u5143\/GW\uff08\u5f53\u6570\u636e\u4e2d\u5fc3\u5168\u4e3a\u82f1\u4f1f\u8fbe\u82af\u7247\uff09\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u4f46\u968f\u7740Google TPU\u7b49\u81ea\u7814\u82af\u7247\u5728\u63a8\u7406\u548c\u7279\u5b9a\u8bad\u7ec3\u573a\u666f\u7684\u6e17\u900f\uff0c\u6210\u672c\u5c06\u663e\u8457\u4e0b\u964d\u3002TPU V7\u4e0d\u4ec5\u5355\u4f4d\u7b97\u529bTCO\u6bd4GB300\u4fbf\u5b9c41%\uff0c\u5176\u5728\u80fd\u8017\u548c\u6563\u70ed\u4e0a\u7684\u4f18\u52bf\u4f7f\u5176Capex\u6709\u671b\u7f29\u51cf\u81f3GPU\u65b9\u6848\u7684\u4e00\u534a\uff08\u7ea6275\u4ebf\u7f8e\u5143\/GW\uff09\u3002<\/p>\n

\u5982\u679c\u6309\u7167\u672a\u67655\u5e74\u6570\u636e\u4e2d\u5fc3\u5e73\u5747“65% GPU + 35% TPU”\u7684\u6df7\u5408\u67b6\u6784\u8ba1\u7b97\uff0c\u5355GW\u7684\u52a0\u6743\u5efa\u8bbe\u6210\u672c\u5c06\u964d\u81f3454\u4ebf\u7f8e\u5143\u3002\u800c\u5982\u679c\u6309\u7167\u672a\u67655\u5e74\u6570\u636e\u4e2d\u5fc380-120GW\u7684\u65b0\u589e\u5bb9\u91cf\u5047\u8bbe\uff0c\u5e74\u5747AI\u7684\u6295\u5165\u5c06\u8fbe\u52307000-1\u4e07\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u82e5AI\u6570\u636e\u4e2d\u5fc3\u76f8\u5173\u652f\u51fa\u5360\u6bd4\u8fbe\u523080%-90%\uff0c\u8fd9\u610f\u5473\u774026-30\u5e74\u95f4CSP\u5e74\u5747\u603b\u8d44\u672c\u5f00\u652f\u5c06\u8fbe\u52309000\u4ebf-1.2\u4e07\u4ebf\u7f8e\u5143\uff082026\u5e74\u7ea66500-7000\u4ebf\u7f8e\u5143\uff09\uff0c\u57fa\u672c\u7b26\u5408\u76ee\u524d\u4ea7\u4e1a\u94fe\u7ef4\u6301\u9ad8\u659c\u7387\u7684\u589e\u957f\u9884\u671f(26-30\u5e745\u5e74CAGR\u7ea625%)\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

c. \u57fa\u4e8e FERC \u76d1\u7ba1\u6570\u636e\u7684\u4f9b\u7ed9\u4fa7\u9a8c\u8bc1\uff1a<\/strong><\/p>\n

\u7f8e\u56fd\u8054\u90a6\u80fd\u6e90\u76d1\u7ba1\u59d4\u5458\u4f1a\uff08FERC\uff09\u8981\u6c42\u6240\u6709\u7535\u529b\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u6bcf\u5e74\u63d0\u4ea4\u7533\u62a5\u6750\u6599\uff0c\u4ee5\u6b64\u76d1\u63a7\u5404\u89c4\u5212\u533a\u57df\u7684\u53d1\u7535\u80fd\u529b\uff0c\u7535\u529b\u4ea4\u6362\u91cf\uff0c\u5cf0\u503c\u8d1f\u8377\u9884\u6d4b\uff0c\u8fd9\u662f\u5168\u7f8e\u7535\u7f51\u89c4\u5212\u6700\u5e95\u5c42\u7684“\u8d26\u672c”\u3002<\/p>\n

\u5317\u7f8e\u7535\u529b\u516c\u7528\u516c\u53f8\u5927\u5e45\u4e0a\u8c03\u4e86\u672a\u67655\u5e74\u7684\u5cf0\u503c\u8d1f\u8377\u9884\u671f\uff0c\u89c4\u5212\u603b\u589e\u91cf\u9ad8\u8fbe 166 GW\u3002\u5728\u8fd9\u6ce2\u7535\u529b“\u8d85\u7ea7\u5468\u671f”\u4e2d\uff0c\u6570\u636e\u4e2d\u5fc3\u662f\u7edd\u5bf9\u7684\u4e3b\u5bfc\u529b\u91cf:<\/p>\n

a. \u6570\u636e\u4e2d\u5fc3\u9884\u8ba1\u8d21\u732e90 GW \u7684\u8d1f\u8377\u589e\u91cf\uff1b<\/p>\n

b. \u5176\u6b21\u662f\u5de5\u4e1a\/\u5236\u9020\u4e1a\u56de\u6d41\uff08\u65b0\u589e30 GW\uff09\uff0c\u4ee5\u53ca\u7ec8\u7aef\u7535\u6c14\u5316\uff08\u65b0\u589e\u7ea630GW\uff0c\u4e3b\u8981\u7531\u4f4f\u5b85\u7535\u6c14\u5316-\u5982\u4f9b\u6696\u70ed\u6cf5\uff0c\u53ca\u7535\u52a8\u6c7d\u8f66<\/a>\u8bbe\u65bd\u7b49\u9886\u57df\u9a71\u52a8\uff09<\/p>\n

c. \u5269\u4f59\u589e\u91cf\u6765\u81ea\u6cb9\u6c14\u91c7\u77ff\u4e1a\uff08\u65b0\u589e10 GW\uff09\uff1b<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

\u56e0\u6b64\uff0c\u7efc\u5408\u4e0a\u8ff0\u7684\u6d4b\u7b97\uff0c\u6d77\u8c5a\u541b\u5bf9\u672a\u67655\u5e74\u5317\u7f8e\u7535\u529b\u9700\u6c42\u505a\u51fa\u4e86\u4ee5\u4e0b\u9884\u6d4b\uff1a<\/strong><\/p>\n

\u2460 AI\u6570\u636e\u4e2d\u5fc3\uff1a\u6211\u4eec\u7ed9\u4e88 80GW \/ 100GW \/ 120GW\uff08\u60b2\u89c2\/\u4e2d\u6027\/\u4e50\u89c2\uff09\u7684\u65b0\u589e\u8d1f\u8377\u9884\u671f\u3002<\/strong><\/p>\n

\u4f46\u6d77\u8c5a\u541b\u9700\u8981\u63d0\u793a\u7684\u662f\uff0c\u6211\u4eec\u7684“\u4e50\u89c2\u60c5\u5f62”\u5728\u79d1\u6280\u5de8\u5934\u7684\u5b8f\u5927\u84dd\u56fe\u9762\u524d\u53ef\u80fd\u4ecd\u663e\u4fdd\u5b88\u3002\u4ee5 OpenAI \u4e3a\u4f8b\uff0c\u5176 2033 \u5e74\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u89c4\u5212\u9ad8\u8fbe 250 GW\uff0c\u8fd9\u610f\u5473\u7740AI\u80fd\u8017\u7684\u5929\u82b1\u677f\u53ef\u80fd\u8fdc\u672a\u6d6e\u73b0\u3002<\/p>\n

\u2461 \u57fa\u7840\u8d1f\u8377\uff1a<\/strong>\u5c3d\u7ba1 FERC \u9884\u6d4b\u7531\u7ec8\u7aef\u7535\u6c14\u5316\u548c\u5236\u9020\u4e1a\u56de\u6d41\u9a71\u52a8\u7684\u65b0\u589e\u8d1f\u8377\u9ad8\u8fbe 76GW\uff0c\u4f46\u8003\u8651\u5230\u7f8e\u56fd\u7535\u52a8\u8f66\u666e\u53ca\u7387\u653e\u7f13\u53ca\u5236\u9020\u4e1a\u56de\u6d41\u5b9e\u9645\u843d\u5730\u7684\u590d\u6742\u6027\uff0c\u6d77\u8c5a\u541b\u9884\u6d4b\u672a\u67655\u5e74\u57fa\u7840\u8d1f\u8377\u589e\u91cf\u4e3a 25GW \/ 40GW \/ 60GW\uff08\u5bf9\u5e94CAGR 0.6%-1.5%\uff09\u3002<\/p>\n

\u603b\u5cf0\u503c\u589e\u91cf\uff1a\u53e0\u52a0\u4e0a\u8ff0\u4e24\u9879\u9a71\u52a8\uff0c\u6d77\u8c5a\u541b\u7ed9\u4e88\u5317\u7f8e\u5e02\u573a\u672a\u6765 5 \u5e74\u603b\u65b0\u589e\u5cf0\u503c\u8d1f\u8377\u5728\u60b2\u89c2\/\u4e2d\u6027\/\u4e50\u89c2\u5047\u8bbe\u4e0b\u5206\u522b\u4e3a 105GW \/ 140GW \/ 180GW \u7684\u9884\u671f\uff08\u5bf9\u5e94CAGR 2.4%\/3.2%\/4%\uff09\u3002<\/strong><\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u4e8c. \u4f9b\u7ed9\u7aef\uff1a\u7f8e\u56fd\u9762\u4e34\u80fd\u6e90\u4fa7\u4e0e\u7535\u7f51\u8bbe\u5907\u4fa7\u53cc\u91cd\u74f6\u9888<\/strong><\/p>\n

2.1 \u80fd\u6e90\u4fa7(\u53d1\u7535\u4fa7)\uff1a\u6709\u6548\u80fd\u6e90\u9000\u5f79\u591a\u3001\u53ef\u9760\u8865\u4f4d\u5c11<\/strong><\/p>\n

\u8fc7\u53bb\u5341\u5e74\uff082014-2024\uff09\uff0c\u7f8e\u56fd\u7535\u529b\u7cfb\u7edf\u5728\u603b\u91cf\u5fae\u589e\uff08CAGR\u589e\u901f\u4ec51.2%\uff09\u7684\u8868\u8c61\u4e0b\uff0c\u53d1\u751f\u4e86\u53d1\u7535\u7ed3\u6784\u7aef\u7684\u5267\u53d8\uff0c\u4e3a\u5f53\u524d\u7684\u7f3a\u7535\u5371\u673a\u57cb\u4e0b\u4e86\u4f9b\u7ed9\u4fa7\u7684\u75c5\u6839\uff1a<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u2460 \u9ad8\u53ef\u9760\u6027\u57fa\u8377\u52a0\u901f“\u5931\u8840”<\/strong><\/p>\n

\u7164\u7535\u52a0\u901f\u9000\u5f79\uff1a<\/strong>\u8fc7\u53bb\u5f88\u957f\u65f6\u95f4\uff0c\u53d7\u73af\u4fdd\u653f\u7b56\u53ca\u5929\u7136\u6c14<\/a>\u6210\u672c\u4f18\u52bf\u53cc\u91cd\u6324\u538b\uff0c\u7164\u7535\u52a0\u901f\u9000\u5f79\uff0c\u88c5\u673a\u91cf\u8fd1\u4e4e\u8170\u65a9\uff08\u4ece2011\u5e74\u7684318GW\u9510\u51cf\u81f32024\u5e74\u7684174GW\uff09\uff0c\u5728\u53d1\u7535\u7aef\u5360\u6bd4\u4e5f\u4ece30%\u840e\u7f29\u81f314%\uff0c\u524a\u5f31\u4e86\u7cfb\u7edf\u7684\u57fa\u7840\u4fdd\u969c\u80fd\u529b\u3002<\/p>\n

\u5929\u7136\u6c14\u7531\u8c03\u5cf0\u80fd\u6e90\u8f6c\u4e3a“\u538b\u8231\u77f3”\uff1a<\/strong>\u51ed\u501f\u7f8e\u56fd\u9875\u5ca9\u6c14\u9769\u547d\u5e26\u6765\u7684\u6210\u672c\u4f18\u52bf\uff0c\u8c03\u5ea6\u7075\u6d3b\u6027\uff0c\u76f8\u6bd4\u7164\u7535\u8f83\u597d\u7684\u6e05\u6d01\u6027\uff0c\u5929\u7136\u6c14\u53d1\u7535\u88c5\u673a\u7a33\u6b65\u589e\u957f\uff0c\u5360\u6bd4\u4e5f\u957f\u671f\u7a33\u5b9a\u572840%\u4ee5\u4e0a\uff0c\u6210\u4e3a\u4e86\u4e3b\u529b\u7535\u6e90\u3002<\/p>\n

\u4f46\u6574\u4f53\u6765\u770b\uff0c\u52302025\u5e74\uff0c\u4ee5“\u706b\u3001\u6c34\u3001\u6838”\u4e3a\u4ee3\u8868\u7684\u4f20\u7edf\u53ef\u8c03\u5ea6\u3001\u9ad8\u53ef\u9760\u57fa\u8377\u80fd\u6e90\u6574\u4f53\u88c5\u673a\u4ecd\u7136\u76f8\u6bd4 2011 \u5e74\u7f29\u51cf\u4e86 77 GW\uff0c\u7cfb\u7edf\u53ef\u9760\u6027\u6839\u57fa\u88ab\u6301\u7eed\u524a\u5f31\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

“\u9ad8\u9f84”\u5371\u673a\uff1a<\/strong>528 GW\uff08\u5360\u6bd4\u8d8550%\uff09\u7684\u4f18\u8d28\u57fa\u8377\u7535\u6e90\uff08\u706b\u3001\u6c34\u3001\u6838\uff09\u670d\u5f79\u5df2\u8d85 30 \u5e74\uff0c\u5bfc\u81f4\u7f8e\u56fd\u81ea 2010 \u5e74\u5373\u8fdb\u5165\u706b\u7535\u9000\u5f79\u9ad8\u5cf0\u3002\u66f4\u4e3a\u4e25\u5cfb\u7684\u662f\uff0c\u6839\u636eEIA\u9884\u6d4b\uff0c2020-2030 \u5e74\uff0c\u6bcf\u4e00\u5e74\u57fa\u8377\u673a\u7ec4\u7684\u9000\u5f79\u91cf\u5747\u5927\u4e8e\u5176\u65b0\u589e\u91cf\uff0c\u8fd9\u610f\u5473\u7740\uff0c\u5728AI\u9700\u6c42\u7206\u53d1\u524d\u5915\uff0c\u7cfb\u7edf\u7684“\u53ef\u9760\u5bb9\u91cf”\u5df2\u5728\u6301\u7eed\u51c0\u6d41\u5931\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

\u2461 \u589e\u91cf\u9519\u914d\uff1a\u98ce\u5149“\u7535\u91cf\u66ff\u4ee3”\u65e0\u6cd5\u586b\u8865“\u5bb9\u91cf\u7a9f\u7abf”<\/strong><\/p>\n

\u800c\u586b\u8865\u7164\u7535\u7a7a\u7f3a\u7684\uff0c\u5e76\u975e\u540c\u4e3a\u9ad8\u53ef\u9760\u7684\u57fa\u8377\u80fd\u6e90\uff0c\u800c\u662f\u4ee5\u98ce\u7535\u3001\u5149\u4f0f\u4e3a\u4e3b\u7684\u95f4\u6b47\u6027\u80fd\u6e90\u3002<\/p>\n

2011-2024\u5e74\u95f4\uff0c\u4e24\u8005\u88c5\u673a\u4ece\u4e0d\u8db3 50 GW \u6fc0\u589e\u903e 5.5 \u500d\u81f3 329 GW\uff0c\u8d21\u732e\u4e86\u540c\u671f 121% \u7684\u88c5\u673a\u51c0\u589e\u91cf\uff0c\u5b9e\u73b0\u4e86\u5728\u53d1\u7535\u91cf\u4e0a\u5bf9\u7164\u7535\u7684\u7535\u91cf\u66ff\u4ee3\u3002<\/p>\n

\u7136\u800c\uff0c\u8fd9\u79cd“\u66ff\u4ee3”\u53ea\u662f“\u7535\u91cf”\u66ff\u4ee3\uff0c\u800c\u975e“\u5bb9\u91cf”\u66ff\u4ee3\uff0c\u5373\u5728\u5929\u6c14\u6674\u597d\u65f6\u4ea7\u751f\u5927\u91cf\u5ec9\u4ef7\u7535\u529b\uff0c\u4e0d\u610f\u5473\u7740\u5728\u7535\u7f51\u6700\u9700\u8981\u7684\u5cf0\u503c\u65f6\u523b\uff0c\u65e0\u6cd5\u4ea7\u751f\u6709\u6548\u7535\u529b\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u2462 \u6ce2\u52a8\u7535\u6e90\u8865\u4f4d\uff0c\u4e0eAI\u521a\u6027\u9700\u6c42\u6839\u672c\u51b2\u7a81<\/strong><\/p>\n

\u8fd9\u79cd“\u9ad8\u53ef\u9760\u57fa\u8377\u5931\u8840\uff0c\u4f46\u9ad8\u6ce2\u52a8\u80fd\u6e90\u8865\u4f4d”\u7684\u73b0\u72b6\uff0c\u4e5f\u662f\u5f53\u524d\u7535\u529b\u5371\u673a\u7684\u7ed3\u6784\u6027\u6839\u6e90\uff0c\u5b83\u4e0eAI\u7684\u7528\u7535\u9700\u6c42\u5f62\u6210\u9519\u914d\uff1a<\/strong><\/p>\n

a. \u98ce\u5149\u6709\u6548\u5bb9\u91cf\u7684“\u6253\u6298”\uff1a<\/strong>\u5728\u7535\u7f51\u89c4\u5212\u4e2d\uff0c\u98ce\u5149\u7684\u6709\u6548\u5bb9\u91cf\u7cfb\u6570\u6781\u4f4e——\u5149\u4f0f\u4ec510-20%\uff0c\u98ce\u753530-40%\uff0c\u800c\u7164\u7535\/\u6c14\u7535\/\u6838\u7535\u7b49\u57fa\u8377\u80fd\u6e90\u666e\u904d\u4e3a80-90%\uff0c\u8fd9\u662f\u7531\u98ce\u5149\u7684\u95f4\u6b47\u6027\u548c\u6ce2\u52a8\u6027\u6240\u5bfc\u81f4\uff0c\u5176\u53ef\u9760\u6027\u8d21\u732e\u8fdc\u4e0d\u53ca\u7a33\u5b9a\u7684\u57fa\u8377\u7535\u6e90\u3002<\/p>\n

b. \u98ce\u5149\u88c5\u7684\u8d8a\u591a\uff0c\u8d8a\u4e0d\u53ef\u9760\uff1a<\/strong>\u98ce\u5149\u7535\u5382\u88c5\u673a\u5728\u540c\u4e00\u533a\u57df\u8d8a\u591a\uff0c\u5176\u6709\u6548\u5bb9\u91cf\u7cfb\u6570\uff08ELCC\uff09\u53cd\u5448“\u8fb9\u9645\u9012\u51cf”\uff0c\u65b0\u589e\u88c5\u673a\u5bf9\u7cfb\u7edf\u9876\u5cf0\u8d1f\u8377\u7684\u4fdd\u969c\u80fd\u529b\u4f1a\u8d8a\u6765\u8d8a\u5f31\u3002<\/p>\n

c. \u7269\u7406\u7279\u6027\u4e0eAI\u521a\u6027\u8d1f\u8377\u7684\u9519\u914d\uff1a<\/strong>AI\u6570\u636e\u4e2d\u5fc3\u4ee3\u8868\u7684\u662f\u9ad8\u5bc6\u5ea6\u3001\u9ad8\u8d1f\u8f7d\u7387\u7684\u521a\u6027\u8d1f\u8377\uff0c\u8981\u6c4224\/7\u7684\u7a33\u5b9a\u4f9b\u7535\u3002<\/p>\n

\u800c\u65b0\u589e\u7535\u6e90\u4e3b\u4f53\uff08\u98ce\u5149\uff09\u5374\u662f\u95f4\u6b47\u3001\u6ce2\u52a8\u3001\u4e0d\u53ef\u63a7\u7684\uff0c\u4e14\u53d7\u9650\u4e8e\u7f8e\u56fd\u8106\u5f31\u7684\u8de8\u533a\u7535\u7f51\u4e92\u8054\uff0c\u4e2d\u897f\u90e8\u4e30\u5bcc\u7684\u98ce\u7535\u65e0\u6cd5\u5b9e\u65f6\u8f93\u9001\u5230\u4e1c\u6d77\u5cb8\u7684AI\u96c6\u7fa4\uff0c\u8fd9\u79cd“\u7a7a\u95f4\u9519\u4f4d”\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u5c40\u90e8\u5730\u533a\u7684\u4f9b\u9700\u65ad\u88c2\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u57fa\u4e8e EIA\u3001NERC \u53ca\u7f8e\u56fd\u80fd\u6e90\u90e8\u7684\u89c4\u5212\u6307\u5f15\uff0c\u6d77\u8c5a\u541b\u5bf9\u672a\u6765\u4e94\u5e74\uff082026-2030E\uff09\u53d1\u7535\u80fd\u6e90\u65b0\u589e\u4f9b\u7ed9\u505a\u4e86\u4ee5\u4e0b\u9884\u6d4b\uff1a<\/strong><\/p>\n

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\u7136\u800c\uff0c\u540c\u671f\u8ba1\u5212\u9000\u5f79\u7684\u673a\u7ec4\u9ad8\u8fbe92GW\uff0c\u4e14\u51e0\u4e4e\u5168\u90e8\u4e3a\u9ad8\u53ef\u9760\u6027\u57fa\u8377\u7535\u6e90\uff08\u7164\u7535\u7ea676GW\uff0c\u6c14\u7535\u7ea613GW\uff09\u3002\u8fd9\u610f\u5473\u7740\uff0c\u5728\u51c0\u65b0\u589e\u7684245GW\u88c5\u673a\u4e2d\uff0c\u7a33\u5b9a\u7535\u6e90\u7684\u51c0\u8d21\u732e\u5fae\u4e4e\u5176\u5fae\uff0c\u7cfb\u7edf\u5728\u6301\u7eed“\u5931\u8840”\u3002<\/p>\n

\u4e14\u7531\u4e8e\u4e0d\u540c\u7535\u6e90\u5728\u7535\u7f51\u9876\u5cf0\u65f6\u523b\u7684\u53ef\u9760\u51fa\u529b\uff08\u6709\u6548\u5bb9\u91cf\uff09\u8d21\u732e\u5dee\u5f02\u5de8\u5927\u3002\u6d77\u8c5a\u541b\u5bf9\u4e0a\u8ff0\u51c0\u589e245GW\u88c5\u673a\u6309\u6709\u6548\u5bb9\u91cf\u7cfb\u6570\u6298\u7b97\uff08\u7164\/\u6c14\/\u6838\/\u6c34\/\u98ce\/\u5149\u5206\u522b\u53d690%\/90%\/95%\/80%\/40%\/10%\uff09\uff0c\u672a\u6765\u4e94\u5e74\u7f8e\u56fd\u7535\u529b\u7cfb\u7edf\u65b0\u589e\u7684\u6709\u6548\u51c0\u5bb9\u91cf\u4ec5\u6709\u7ea628GW\u3002<\/p>\n

\u6362\u8a00\u4e4b\uff0c\u8fd190%\u7684\u540d\u4e49\u88c5\u673a\u589e\u91cf\uff0c\u5728\u7535\u7f51\u6700\u5371\u6025\u7684\u9876\u5cf0\u65f6\u523b\u65e0\u6cd5\u8f6c\u5316\u4e3a\u53ef\u9760\u7684\u7535\u529b\u4fdd\u969c\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u2463 \u4f9b\u9700\u5dee\uff1a\u53ef\u9760\u6027\u7f3a\u53e3\u5de8\u5927\u4e14\u786e\u5b9a<\/strong><\/p>\n

\u6d77\u8c5a\u541b\u5047\u8bbe\u672a\u6765\u7cfb\u7edf\u5907\u7528\u7387\u4e0e2024\u5e74\u6301\u5e73\uff0815%\uff09\uff0c\u7ed3\u5408\u9700\u6c42\u7aef AI \u8d1f\u8377\u7684\u7206\u53d1\uff0c\u6d77\u8c5a\u541b\u9884\u6d4b\u52302030 \u5e74\uff0c\u7f8e\u56fd\u7535\u529b\u7cfb\u7edf\u5c06\u51fa\u73b0\u5de8\u5927\u7684\u53ef\u9760\u6027\u7f3a\u53e3\u3002\u4f4e\u3001\u4e2d\u3001\u9ad8\u9700\u6c42\u60c5\u666f\u4e0b\u7684\u7f3a\u53e3\u89c4\u6a21\u9884\u8ba1\u5c06\u5206\u522b\u8fbe\u5230 109GW\u3001149GW\u548c195GW\u3002<\/p>\n

(\u6ce8\uff1a\u50a8\u5907\u88d5\u5ea6 = (\u6709\u6548\u603b\u5bb9\u91cf - \u5cf0\u503c\u8d1f\u8377) \/ \u5cf0\u503c\u8d1f\u8377\u3002 \u884c\u4e1a\u57fa\u51c6\u7ebf\u901a\u5e38\u8bbe\u5b9a\u4e3a 15%\uff0c\u65e8\u5728\u786e\u4fdd\u7cfb\u7edf\u5728\u673a\u7ec4\u6545\u969c\u3001\u9700\u6c42\u9884\u6d4b\u8bef\u5dee\u6216\u6781\u7aef\u6c14\u5019\u7b49“\u6700\u5dee\u60c5\u666f”\u4e0b\uff0c\u4ecd\u5177\u5907\u8db3\u591f\u7684\u53ef\u9760\u6027\u5bb9\u91cf\u4f5c\u4e3a\u7f13\u51b2\u3002)<\/em><\/p>\n

\u7531\u6b64\u53ef\u89c1\uff0c\u7f8e\u56fd\u7535\u529b\u7cfb\u7edf\u6b63\u9677\u5165\u4e00\u4e2a“\u8d26\u9762\u7e41\u8363\uff0c\u5b9e\u5219\u865a\u5f31”\u7684\u56f0\u5883\uff1a<\/strong><\/p>\n

\u98ce\u5149\u88c5\u673a\u7684\u540d\u4e49\u5bb9\u91cf\u9ad8\u901f\u589e\u957f\uff0c\u521b\u9020\u4e86“\u7eff\u8272\u8f6c\u578b”\u7684\u8868\u8c61\uff0c\u4f46\u5176\u6781\u4f4e\u4e14\u9012\u51cf\u7684\u6709\u6548\u5bb9\u91cf\uff0c\u65e0\u6cd5\u586b\u8865\u4f20\u7edf\u57fa\u8377\u9000\u5f79\u7559\u4e0b\u7684 “\u53ef\u9760\u6027\u7a9f\u7abf”\uff0c\u66f4\u65e0\u6cd5\u652f\u6491AI\u9a71\u52a8\u7684\u9876\u5cf0\u8d1f\u8377\u7206\u70b8\u5f0f\u589e\u957f\u3002<\/p>\n

\u8fd9\u5bfc\u81f4\u4e86\u7cfb\u7edf\u53ef\u9760\u5bb9\u91cf\u7684\u7edd\u5bf9\u77ed\u7f3a\uff0c\u6784\u6210\u4e86\u5f53\u524d\u7f3a\u7535\u5371\u673a\u7684\u4e3b\u8981\u6839\u6e90\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

2.2 \u7535\u7f51\u4fa7\uff08\u8f93\u7535\u4fa7\uff09\uff1a<\/strong><\/p>\n

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\u2460 \u7269\u7406\u74f6\u9888——\u8001\u5316\u7684\u7535\u7f51\u65e0\u529b\u627f\u53d7“\u7528\u7535\u5de8\u517d”<\/strong><\/p>\n

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\n

\"AI<\/p>\n<\/figure>\n

\u7535\u7f51\u6295\u8d44\u7aef\uff1a\u957f\u671f\u4f4e\u4f4d\uff0c\u6269\u5bb9\u610f\u613f\u4f4e<\/strong><\/p>\n

\u7531\u4e8e\u7f8e\u56fd\u7528\u7535\u91cf\u57282000\u5e74\u540e\u589e\u957f\u7f13\u6162\uff0c\u800c\u672c\u571f\u7535\u529b\u8bbe\u5907\u5236\u9020\u4ea7\u4e1a\u7a7a\u5fc3\u5316\uff08\u53d8\u538b\u5668\u7b49\u5173\u952e\u90e8\u4ef6\u9ad8\u5ea6\u4f9d\u9760\u8fdb\u53e3\uff0c\u4e14\u9762\u4e34\u5173\u952e\u6280\u5de5\u77ed\u7f3a\u95ee\u9898\uff09\uff0c\u7f8e\u56fd\u7535\u7f51\u6240\u6709\u6743\u5206\u6563\uff08\u4ee5\u79c1\u8425\u4f01\u4e1a\u4e3a\u4e3b\uff09\uff0c\u5bfc\u81f4\u7f8e\u56fd\u5bf9\u4e8e\u7535\u7f51\u6295\u8d44\u957f\u671f\u4f4d\u7f6e\u8f83\u4f4e\u6c34\u5e73\uff08\u8fc7\u53bb10\u5e74\u5e74\u5747\u7ea6200\u4ebf-300\u4ebf\u7f8e\u5143\uff0c2024\u5e74\u624d\u7a81\u7834300\u4ebf\u7f8e\u5143\uff09\u3002<\/p>\n

\u4e14\u6295\u8d44\u65b9\u5411\u4e5f\u504f\u5411\u6295\u8d44\u4e3b\u8981\u6d41\u5411 “\u8001\u5316\u57fa\u7840\u8bbe\u65bd\u66f4\u6362” \u548c “\u5de9\u56fa\u7535\u7f51\u53ef\u9760\u6027”\uff0c\u7531 “\u8d1f\u8377\u589e\u957f” \u9a71\u52a8\u7684\u6269\u5bb9\u6027\u6295\u8d44\u5360\u6bd4\u6781\u4f4e\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

\u7535\u7f51\u5efa\u8bbe\u7aef\uff1a\u7f3a\u53e3\u5de8\u5927<\/strong><\/p>\n

2013\u5e74\u540e\u7f8e\u56fd\u65b0\u589e\u9ad8\u538b\u8f93\u7535\u7ebf\u8def\u5e74\u91cc\u7a0b\u5df2\u7ecf\u5927\u5e45\u7f29\u51cf\uff0c2024 \u5e74\u4ec5\u65b0\u589e888 \u82f1\u91cc345KV \u53ca\u4ee5\u4e0a\u7684\u9ad8\u538b\u8f93\u7535\u7ebf\u8def\uff0c\u4e0d\u8db3\u7f8e\u56fd\u80fd\u6e90\u90e8\uff08DOE\uff09\u5e74\u5747\u89c4\u5212\u9700\u6c425000\u82f1\u91cc\u768420%\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u7535\u529b\u53d8\u538b\u5668\uff1a\u7535\u7f51\u6269\u5efa\u7684“\u74f6\u9888”<\/strong><\/p>\n

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\u5728\u7f8e\u56fd\uff0c\u672c\u571f\u4f9b\u5e94\u5546\u76ee\u524d\u4ec5\u80fd\u6ee1\u8db3\u7ea6 30% \u7684\u9700\u6c42\uff0c\u5373\u4fbf\u5305\u542b\u5df2\u5ba3\u5e03\u7684\u6269\u4ea7\u8ba1\u5212\uff0c\u5230 2027 \u5e74\uff08\u9884\u6d4b\uff09\u4e5f\u4ec5\u80fd\u6ee1\u8db3\u7ea6 40%\uff0c\u8fd9\u5bfc\u81f42025 \u5e74\u6b27\u76df<\/a> \/ \u7f8e\u56fd\u7535\u529b\u53d8\u538b\u5668\u77ed\u7f3a\u7387\u7ea6 30%\uff0c\u5173\u952e\u53d8\u538b\u5668\u7684\u4ea4\u4ed8\u5468\u671f\u5df2\u4ece\u8fc7\u53bb\u76846-9\u4e2a\u6708\u66b4\u6da8\u81f32-3\u5e74\uff0c\u76f4\u63a5\u5c01\u6b7b\u4e86\u7535\u7f51\u5feb\u901f\u6269\u5bb9\u7684\u53ef\u80fd\u6027\u3002<\/p>\n

\n

\"AI<\/p>\n<\/figure>\n

\u2461\u65b0\u589e\u51b2\u51fb——“\u52a3\u8d28\u8d1f\u8377”\u538b\u57ae\u6700\u540e\u4e00\u6839\u7a3b\u8349<\/strong>
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\n

\"AI<\/p>\n<\/figure>\n

\n

\"AI<\/p>\n<\/figure>\n

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