{"id":808644,"date":"2026-07-02T10:10:44","date_gmt":"2026-07-02T02:10:44","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=808644"},"modified":"2026-07-02T10:10:44","modified_gmt":"2026-07-02T02:10:44","slug":"ai%e7%ae%97%e5%8a%9b%e6%ad%a3%e5%9c%a8%e6%8a%8a%e5%85%a8%e7%90%83%e7%94%b5%e7%bd%91%e9%80%bc%e5%88%b0%e6%9e%81%e9%99%90","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=808644","title":{"rendered":"AI\u7b97\u529b\u6b63\u5728\u628a\u5168\u7403\u7535\u7f51\u903c\u5230\u6781\u9650"},"content":{"rendered":"
\n

\u6587 | \u5f71\u5b50\u5907\u5fd8\u5f55<\/p>\n<\/blockquote>\n

\u8fd1\u671f\uff0cGartner\u53d1\u5e03\u4e86\u4e00\u4efd\u62a5\u544a\uff1a2026\u5e74\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u7528\u7535\u91cf\u5c06\u8fbe\u5230565TWh\uff0c\u540c\u6bd4\u589e\u957f26%\u3002\u52302030\u5e74\uff0c\u8fd9\u4e2a\u6570\u5b57\u5c06\u7a81\u78341200TWh\u3002<\/p>\n

\u6253\u4e2a\u6bd4\u65b9\uff0c\u4ec5\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u4e00\u5e74\u7684\u8017\u7535\u91cf\uff0c\u5c31\u8d85\u8fc7\u4e86\u65e5\u672c<\/a>\u5168\u56fd\u4e00\u5e74\u7684\u7528\u7535\u603b\u548c\u3002<\/p>\n

\u800c\u5c31\u5728\u8fd9\u4e2a\u6570\u5b57\u516c\u5e03\u7684\u540c\u4e00\u5468\uff0c\u7f8e\u56fd<\/a>\u5168\u5883\u81f3\u5c11\u670975\u4e2a\u6570\u636e\u4e2d\u5fc3\u9879\u76ee\u88ab\u53eb\u505c\u6216\u5ef6\u671f\uff0c\u6d89\u53ca\u6295\u8d44<\/a>\u989d\u9ad8\u8fbe1300\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u4ed6\u4eec\u5e76\u4e0d\u662f\u6ca1\u94b1\uff0c\u4e5f\u4e0d\u662f\u6ca1\u82af\u7247<\/a>\u3002<\/p>\n

\u800c\u662f\u6ca1\u7535\u3002<\/p>\n

\u5fae\u8f6f<\/a>CEO\u7eb3\u5fb7\u62c9\u6700\u8fd1\u5728\u4e00\u6863\u64ad\u5ba2\u4e2d\u7f55\u89c1\u5730\u5410\u9732\u4e86\u771f\u5b9e\u7126\u8651\uff1a“\u6211\u4eec\u73b0\u5728\u9762\u4e34\u7684\u6700\u5927\u95ee\u9898\uff0c\u4e0d\u518d\u662f\u8fd0\u7b97\u8d44\u6e90<\/a>\u8fc7\u5269\uff0c\u800c\u662f\u7535\u529b\u80fd\u5426\u591f\u5feb\u5730\u5728\u6709\u6570\u636e\u8bbe\u65bd\u7684\u5730\u65b9\u5b8c\u6210\u5efa\u7f6e\u3002\u5982\u679c\u505a\u4e0d\u5230\u8fd9\u70b9\uff0c\u6211\u4eec\u53ef\u80fd\u4f1a\u6709\u4e00\u5806\u82af\u7247\u8eba\u5728\u4ed3\u5e93\u91cc\u5374\u63d2\u4e0d\u4e0a\u7535\u3002”<\/p>\n

\u8fd9\u53e5\u8bdd\uff0c\u63ed\u5f00\u4e86AI\u7ade\u8d5b\u4e0b\u534a\u573a\u6700\u6b8b\u9177\u7684\u771f\u76f8\uff1a\u5f53\u82af\u7247\u4e0d\u518d\u662f\u74f6\u9888\uff0c\u7535\u529b\u6210\u4e86\u65b0\u7684\u5929\u82b1\u677f\u3002<\/p>\n

\u5de8\u5934\u4eec\u90fd\u5728“\u7f3a\u7535”<\/h3>\n

\u5148\u770b\u4e00\u7ec4\u6570\u636e\u3002<\/p>\n

Gartner\u7684\u9884\u6d4b\u663e\u793a\uff0c2025\u5e74\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u7528\u7535\u91cf\u4e3a447TWh\uff0c2026\u5e74\u8dc3\u5347\u81f3565TWh\uff0c\u4e00\u5e74\u51c0\u589e118TWh\u3002\u66f4\u4ee4\u4eba\u9707\u60ca\u7684\u662fAI\u4f18\u5316\u670d\u52a1\u5668\u7684\u7528\u7535\u91cf\u4ece2025\u5e74\u768495TWh\u66b4\u6da8\u52302026\u5e74\u7684175TWh\uff0c\u589e\u5e45\u9ad8\u8fbe84%\u3002<\/p>\n

\u52302027\u5e74\uff0cAI\u670d\u52a1\u5668\u7684\u7528\u7535\u91cf\u5c06\u6b63\u5f0f\u8d85\u8fc7\u4f20\u7edf\u670d\u52a1\u5668\u3002<\/p>\n

\u7535\u529b\u9700\u6c42\u65b9\u9762\uff0c\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u4ece2025\u5e74\u7684104GW\u98d9\u5347\u81f32026\u5e74\u7684132GW\uff0c\u52302030\u5e74\u66f4\u5c06\u89e6\u53ca290GW\u3002<\/p>\n

\u56fd\u9645\u80fd\u6e90<\/a>\u7f72\u7684\u9884\u6d4b\u66f4\u52a0\u6fc0\u8fdb\uff1a\u52302030\u5e74\uff0c\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u7528\u7535\u91cf\u5c06\u8f832024\u5e74\u589e\u957f\u4e00\u500d\u4ee5\u4e0a\uff0c\u8fbe\u5230\u7ea6945TWh\u3002\u5176\u4e2d\uff0c\u7f8e\u56fd\u548c\u4e2d\u56fd\u5c06\u5408\u8ba1\u5360\u636e\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u7535\u529b\u9700\u6c42\u768480%\u3002<\/p>\n

\u8fd9\u4e9b\u6570\u5b57\u80cc\u540e\u662f\u4e00\u4e2a\u4e0d\u5bb9\u5ffd\u89c6\u7684\u73b0\u5b9e\uff1aAI\u6b63\u5728\u4ee5\u524d\u6240\u672a\u6709\u7684\u901f\u5ea6\u541e\u566c\u7535\u529b\u3002<\/p>\n

\u4e00\u53f0GPU\u670d\u52a1\u5668\u7684\u529f\u8017\u662f\u4f20\u7edf\u670d\u52a1\u5668\u76843\u52305\u500d\u3002\u82f1\u4f1f\u8fbe\u7684Blackwell\u67b6\u6784GPU\u5355\u9897\u529f\u8017\u9ad8\u8fbe1kW\uff0c\u6bd4\u4e0a\u4e00\u4ee3Hopper\u67b6\u6784\u7684700W\u589e\u52a0\u4e8640%\u3002<\/p>\n

\u5f53\u6570\u5341\u4e07\u9897\u8fd9\u6837\u7684\u82af\u7247\u88ab\u90e8\u7f72\u5728\u540c\u4e00\u4e2a\u6570\u636e\u4e2d\u5fc3\u65f6\uff0c\u5bf9\u7535\u7f51\u7684\u51b2\u51fb\u53ef\u60f3\u800c\u77e5\u3002<\/p>\n

OpenAI<\/a>\u5728\u5f97\u514b\u8428\u65af\u5dde\u963f\u6bd4\u6797\u5efa\u8bbe\u7684\u9996\u4e2a“\u661f\u9645\u4e4b\u95e8”\u6570\u636e\u4e2d\u5fc3\uff0c\u7535\u529b\u9700\u6c42\u6700\u9ad8\u8fbe1.4GW\uff0c\u90e8\u7f72\u8d85\u8fc740\u4e07\u9897GPU\u3002<\/p>\n

\u800cOpenAI\u4e0eOracle\u3001\u8f6f\u94f6<\/a>\u5408\u4f5c\u7684\u6574\u4f53“\u661f\u9645\u4e4b\u95e8”\u8ba1\u5212\uff0c\u5c06\u5728\u7f8e\u56fd\u6295\u8d444000\u4ebf\u7f8e\u5143\u5efa\u8bbe\u4e94\u4e2a\u5168\u65b0\u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n

OpenAI\u9ad8\u7ba1\u9884\u4f30\uff0c\u6bcf1GW\u7684AI\u8ba1\u7b97\u80fd\u529b\u90e8\u7f72\u6210\u672c\u7ea6\u4e3a500\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u8fd9\u5df2\u7ecf\u4e0d\u662f\u5728\u76d6\u673a\u623f\uff0c\u800c\u662f\u5728\u9020\u4e00\u5ea7\u53c8\u4e00\u5ea7\u7684\u865a\u62df\u7535\u5382\u3002<\/p>\n

\u9762\u5bf9\u7535\u529b\u5371\u673a\uff0c\u79d1\u6280\u5de8\u5934\u4eec\u7684\u5e94\u5bf9\u65b9\u5f0f\u53ea\u6709\u4e00\u4e2a\u5b57\uff1a\u4e70\u7535\u5382\u3001\u4e70\u6838\u7535\u3001\u4e70\u7eff\u7535\uff0c\u80fd\u4e70\u7684\u5168\u4e70\u3002<\/p>\n

\u5148\u770b2025\u5e74\u7684\u8d44\u672c\u5f00\u652f\u6e05\u5355\uff1a<\/p>\n

\u5fae\u8f6f\u5168\u5e74\u8d44\u672c\u652f\u51fa1200\u4ebf\u7f8e\u5143\uff0c\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u4ec52025\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5355\u5b63\u5c31\u6295\u5165\u63a5\u8fd1350\u4ebf\u7f8e\u5143\u5efa\u8bbeAI\u57fa\u7840\u8bbe\u65bd\uff0c\u7ea6\u5360\u5f53\u5b63\u8425\u6536\u7684\u8fd1\u534a\u3002<\/p>\n

2025\u5e74\u5df2\u5c06AI\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf\u63d0\u5347\u7ea6\u516b\u6210\uff0c\u5e76\u8ba1\u5212\u5728\u672a\u6765\u4e24\u5e74\u5185\u518d\u6b21\u7ffb\u500d\u3002<\/p>\n

\u4e9a\u9a6c\u900a<\/a>\u9884\u8ba12025\u5e74\u8d44\u672c\u652f\u51fa1180\u4ebf\u7f8e\u5143\u3002AWS\u603b\u7535\u529b\u5bb9\u91cf\u5df2\u8f832022\u5e74\u7ffb\u500d\uff0c\u5e76\u8ba1\u5212\u52302027\u5e74\u518d\u7ffb\u500d\u3002<\/p>\n

\u4e9a\u9a6c\u900a\u5728\u5370\u7b2c\u5b89\u7eb3\u5dde\u5efa\u8bbe\u7684\u4e00\u4e2a\u6570\u636e\u4e2d\u5fc3\u56ed\u533a\u8017\u8d44150\u4ebf\u7f8e\u5143\uff0c\u5c06\u6d88\u80172.2GW\u7535\u529b\uff0c\u800c\u8fd9\u4e9b\u7535\u529b\u8db3\u591f\u4f9b\u5e94100\u4e07\u6237\u5bb6\u5ead\u4e00\u4e2a\u6708\u7684\u7528\u7535\u91cf\u3002<\/p>\n

\u8c37\u6b4c\u9884\u8ba12025\u5e74\u8d44\u672c\u652f\u51fa850\u4ebf\u7f8e\u5143\uff0c\u4e09\u5b63\u5ea6\u53c8\u5c06\u9884\u671f\u62ac\u5347\u81f3910\u4ebf\u81f3930\u4ebf\u7f8e\u5143\u3002<\/p>\n

Meta2025\u5e74\u8d44\u672c\u5f00\u652f\u533a\u95f4\u4e0a\u8c03\u81f3700\u4ebf\u81f3720\u4ebf\u7f8e\u5143\uff0c\u5e76\u9884\u544a2026\u5e74\u8fd8\u4f1a“\u660e\u663e\u66f4\u9ad8”\u3002<\/p>\n

\u56db\u5bb6\u5408\u8ba1\uff0c2025\u5e74\u6295\u5165\u7ea64000\u4ebf\u7f8e\u5143\uff0c2026\u5e74\u8fd8\u5c06\u66f4\u9ad8\u3002<\/p>\n

\u4f46\u8fd9\u7b14\u5de8\u8d44\u89e3\u51b3\u7684\u53ea\u662f\u82af\u7247\u5c42\u9762\u7684\u74f6\u9888\u3002\u771f\u6b63\u7684\u96be\u9898\u624d\u521a\u521a\u5f00\u59cb\u3002<\/p>\n

\"AI\u7b97\u529b\u6b63\u5728\u628a\u5168\u7403\u7535\u7f51\u903c\u5230\u6781\u9650\"<\/p>\n

\u4e00\u573a\u4e0d\u5bf9\u7b49\u7684“\u4e0e\u65f6\u95f4\u8d5b\u8dd1”<\/h3>\n

\u5982\u679c\u8bf4\u82af\u7247\u7684\u4f9b\u5e94\u5468\u671f\u662f\u6309\u6708\u8ba1\u7b97\u7684\uff0c\u90a3\u7535\u7f51\u7684\u5347\u7ea7\u5468\u671f\u662f\u6309\u5e74\uff0c\u751a\u81f3\u6309\u5341\u5e74\u8ba1\u7b97\u7684\u3002<\/p>\n

\u5728\u7f8e\u56fd\u5efa\u9020\u4e00\u5ea7\u5927\u578b\u6570\u636e\u4e2d\u5fc3\u5e73\u5747\u9700\u8981\u4e24\u5e74\uff0c\u4f46\u65b0\u5efa\u9ad8\u538b\u7535\u529b\u7ebf\u8def\u9700\u89815\u523010\u5e74\u3002<\/p>\n

\u4e00\u53f0\u53d8\u538b\u5668\u7684\u4ea4\u8d27\u5468\u671f\u4ece12\u4e2a\u6708\u5ef6\u957f\u5230\u4e8624\u4e2a\u6708\u4ee5\u4e0a\u3002<\/p>\n

\u7f8e\u56fd\u7535\u529b\u53d8\u538b\u5668\u7684\u9700\u6c42\u81ea2019\u5e74\u4ee5\u6765\u589e\u957f\u4e86119%\uff0c\u4ef7\u683c\u6da8\u5e45\u8fbe\u523077%\u3002<\/p>\n

\u8fd9\u4e9b\u51b0\u51b7\u7684\u6570\u5b57\u80cc\u540e\uff0c\u662f\u4e00\u4e2a\u6b63\u5728\u5d29\u6e83\u7684\u4f9b\u5e94\u94fe\u7cfb\u7edf\u3002<\/p>\n

\u5f17\u5409\u5c3c\u4e9a\u5dde\u963f\u4ec0\u672c\uff0c\u5168\u7403\u6700\u5bc6\u96c6\u7684\u6570\u636e\u4e2d\u5fc3\u96c6\u7fa4\u6240\u5728\u5730\uff0c200\u591a\u5ea7\u6570\u636e\u4e2d\u5fc3\u624e\u5806\u5728\u65b9\u5706\u51e0\u5341\u516c\u91cc\u5185\u3002<\/p>\n

2025\u5e74\u590f\u5929\uff0c\u8fd9\u91cc\u53d1\u751f\u4e86\u4e00\u4ef6\u8ba9\u6574\u4e2a\u7f8e\u56fd\u7535\u529b\u884c\u4e1a\u634f\u628a\u6c57\u7684\u4e8b\uff1a\u5927\u7ea660\u4e2a\u6570\u636e\u4e2d\u5fc3\u56e0\u4e3a\u5e38\u89c4\u5b89\u5168\u89e6\u53d1\u5668\uff0c\u540c\u65f6\u5207\u6362\u5230\u4e86\u81ea\u5907\u53d1\u7535\u673a\u3002<\/p>\n

\u51e0\u5341\u4e2a\u6570\u636e\u4e2d\u5fc3\u4e00\u8d77\u8131\u7f51\uff0c\u7a81\u7136\u91ca\u653e\u7684\u8fc7\u5269\u7535\u529b\u5dee\u70b9\u628a\u7535\u7f51\u8c03\u5ea6\u6253\u5d29\u3002<\/p>\n

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\u8fd9\u8fd8\u4e0d\u662f\u6700\u8ba9\u4eba\u5934\u75bc\u7684\u3002<\/p>\n

\u51ef\u6377\u7814\u7a76\u96622026\u5e746\u6708\u53d1\u5e03\u4e86\u4e00\u4efd120\u9875\u7684\u62a5\u544a\uff0c\u8c03\u7814\u8986\u76d6\u5168\u7403612\u4f4d\u7535\u529b\u884c\u4e1a\u9ad8\u7ba1\u548c175\u4f4d\u6570\u636e\u4e2d\u5fc3\u9ad8\u7ba1\u3002<\/p>\n

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\u9700\u6c42\u600e\u4e48\u53d8\u8d28\u4e86\uff1f<\/p>\n

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2025\u5e74\uff0c\u5fae\u8f6f\u5df2\u901a\u8fc7\u957f\u671f\u8d2d\u7535\u534f\u8baecontracted\u4e8640GW\u7684\u65b0\u53ef\u518d\u751f\u80fd\u6e90\u4f9b\u5e94\u3002<\/p>\n

Meta\u4e0eBrookfield Renewable\u5408\u4f5c\u5e03\u5c4010.5GW\u53ef\u518d\u751f\u80fd\u6e90\u53d1\u7535\u80fd\u529b\u3002\u8c37\u6b4c\u5219\u5728“24\u5c0f\u65f6\u78b3\u4e2d\u548c<\/a>”\u8def\u5f84\u4e0a\u4e0d\u65ad\u52a0\u7801\uff0c\u63d0\u51fa\u52302030\u5e74\u8ba9\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u5168\u9762\u5b9e\u73b0\u6309\u5c0f\u65f6\u5339\u914d\u7684\u78b3\u4e2d\u548c\u7535\u529b\u4f9b\u5e94\u3002<\/p>\n

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(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p>\n","protected":false},"excerpt":{"rendered":"

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