Core Insights - The tech giants in Silicon Valley are engaged in a fierce competition for energy talent, driven by the increasing demand for electricity as a bottleneck for AI expansion [1] - The hiring of energy-related positions in the tech sector is projected to surge by 34% year-on-year in 2024, continuing a trend from the previous year, with recruitment levels 30% higher than before the launch of ChatGPT in 2022 [1] - Major players like Microsoft and Amazon are leading this talent acquisition, with Microsoft adding over 570 energy-related employees and Amazon hiring 605 [2] Group 1: Hiring Trends - The tech industry is experiencing a significant increase in energy-related job recruitment, with a 34% rise expected in 2024 [1] - Microsoft and Amazon are the top recruiters, with Microsoft hiring 570 and Amazon 605 energy professionals, including roles from their subsidiaries [2] - Google has also increased its energy workforce by 340, indicating a competitive push in the AI sector [2] Group 2: Business Model Transformation - Tech companies are not only hiring but also transforming their business models to include energy trading, with Meta, Amazon, Google, and Microsoft seeking to sell excess power back to the grid [4] - The nature of energy roles is shifting towards operational positions in energy procurement and strategy, moving away from traditional sustainability roles [3] - Companies are increasingly willing to invest in and operate energy projects, although they may outsource construction and operations [3] Group 3: Market Dynamics - The surge in electricity demand is reshaping the business models of tech giants, with data centers projected to account for approximately 1.5% of global electricity consumption in 2024 [1] - The competition for energy talent is intensifying, as tech companies offer higher salaries, attracting seasoned professionals from the traditional energy sector [3] - The collaboration between tech companies and utility firms is expected to grow, as tech firms seek support for their energy needs rather than pursuing acquisitions [5]

图片来源：unsplash "建造数据中心的大型科技公司必须自负盈亏！" 当地时间1月12日，美国总统特朗普在社交平台Truth Social上发帖称，美国家庭的平均每月水电费账单 一度大幅上涨超过30%，并将之归咎于前任拜登政府。 近年来，AI浪潮的爆发，数据中心大规模上马，被认为是电费持续面临压力的主要原因。 特朗普表示，"绝不希望美国人因为数据中心而支付更高的电费"，并称，虽然美国是人工智能领域的领 军者，数据中心是该领域繁荣发展的关键，但美国大型科技公司需要对美国人民负责。 "我的政府正在与美国主要的科技公司合作，确保他们对美国人民的承诺，我们将在未来几周内宣布多 项举措，"他进而宣布，微软将首先做出承诺和调整，以确保美国人民不会为更多的电力消耗而买单。 "谢谢，并祝贺微软。更多消息即将发布！"特朗普表示。 截图来自Truth Social 特朗普帖子发布后，微软立即作出响应。 1月13日，微软总裁兼副董事长布拉德·史密斯（Brad Smith）在公司官网发布长文《构建以社区为先的 人工智能基础设施》，宣布启动一项新计划，包括了五项承诺，首要的是"自掏腰包"支付电费，以保证 不因此增加社区居民的账单。 ...

微软表示将推出以社区为核心的AI基础设施新举措。要求公用事业公司和公共委员会将费率设定得足 够高，以覆盖数据中心的电力成本。 1月13日，微软宣布启动全新的 "社区优先"AI基础设施倡议，承诺在美国境内建设数据中心时采取不同 以往的负责任方式。该计划包含五大核心承诺：确保数据中心不增加当地居民电价、实现水资源补充、 为当地居民创造就业、增加地方税收，以及投资当地AI培训和非营利组织。 微软副董事长兼总裁布拉德·史密斯在公告中表示，该倡议旨在成为数据中心所在社区的 "好邻居" ，体 现了公司的公民责任感以及对运营成功AI基础设施所需的长期考量。该计划将在2026年于美国迅速落 地，并随后推广至其他国家。 AI基础设施建设正成为美国继运河、铁路、电网之后的最新大规模基础设施浪潮。国际能源署预计， 到2035年美国数据中心用电需求将增长两倍以上，从200太瓦时增至约640太瓦时。但这种快速扩张已在 多地引发了对电价上涨和水资源紧张的担忧。微软的这一计划试图平衡技术进步与社区利益，为科技行 业在AI时代的基础设施建设树立新标准。 承诺不转嫁电力成本 在电力方面，微软做出四项具体承诺。首先，公司将要求公用事业公司和公共 ...

Core Viewpoint - Microsoft has announced a new initiative aimed at reducing water consumption in its U.S. data centers and mitigating the potential impact of rising electricity costs on the public [1][3]. Group 1: Initiative Details - The company will pay electricity costs sufficient to cover its own usage and will collaborate with local utility companies to expand power supply based on data center demand [1][3]. - Microsoft has committed to achieving "net replenishment" of water resources, meaning that the amount of water replenished will exceed the amount consumed [1][3]. - The company plans to disclose details about water usage and replenishment progress for its U.S. data centers in the future [1][3]. Group 2: Political Context - U.S. political leaders are calling for rapid expansion of data center capacity and new power generation facilities to maintain competitiveness in the AI sector, while local communities express concerns about the high energy consumption of these facilities [1][3]. - President Donald Trump stated that large tech companies must bear the costs of building these facilities, emphasizing the importance of data centers for the growth of the U.S. AI industry [4]. - Microsoft is assisting in developing a new pricing mechanism in Wisconsin to prevent the transfer of data center electricity costs to consumers [4]. Group 3: Community Engagement - Microsoft will provide training for local residents to prepare them for jobs in the construction and operation of data centers, as well as conduct AI knowledge dissemination training in the community [4].

格隆汇1月13日｜微软公司承诺将支付能够覆盖其在美国数据中心运营电力成本的电费，此举正值公众 担忧科技行业在加快人工智能基础设施建设的过程中，消费者可能被迫承担更高电价之际。微软公司总 裁布拉德·史密斯周二表示，微软还将与公用事业公司合作，确保所需电力供应，提高数据中心效率， 并减少设施用水量。 ...

Core Viewpoint - Microsoft is set to launch a community-focused AI infrastructure initiative, emphasizing the need for utility companies and public commissions to set rates high enough to cover the electricity costs of data centers [1] Group 1 - Microsoft aims to enhance its AI infrastructure by prioritizing community involvement [1] - The initiative highlights the importance of sustainable energy costs for data centers [1] - Utility companies are encouraged to adjust their pricing strategies to support the operational costs of AI technologies [1]

Core Insights - Microsoft warns that U.S. AI companies are being surpassed by Chinese competitors, particularly in emerging markets, due to the advantages of low-cost open-source models [1][4] - The research indicates that DeepSeek's R1 model has significantly accelerated AI adoption in global southern countries, leading to a shift in market share towards China [1][5] Group 1: Competitive Landscape - Microsoft President Brad Smith highlights that China now possesses multiple competitive open-source models, contrasting with U.S. companies that maintain strict control over their advanced technologies [1][4] - DeepSeek has captured significant market shares in Africa, with 18% in Ethiopia and 17% in Zimbabwe, showcasing its rapid growth in these regions [3][4] - In countries where U.S. tech products are restricted, DeepSeek holds even larger market shares, such as 56% in Belarus and 49% in Cuba [4] Group 2: Market Dynamics - The application of AI is primarily concentrated in developed countries, with 25% of the population in global northern countries using AI compared to 14% in global southern countries [4] - Smith expresses concern over the widening AI gap, warning that it could exacerbate economic disparities between the global north and south [4] - The need for increased investment from international development banks and financial institutions is emphasized to build data centers and subsidize electricity costs in Africa [3][4] Group 3: Industry Reactions - OpenAI CEO Sam Altman acknowledges the competitive threat posed by DeepSeek and admits that OpenAI's closed strategy may have flaws [6] - Altman praises DeepSeek's latest model as "very good," indicating a potential shift in OpenAI's approach to open-source AI software [6]

Core Insights - Microsoft warns that U.S. AI companies are being surpassed by Chinese competitors in the race for users outside the West, with China's low-cost open-source models being a significant advantage [1][2] - Microsoft's research indicates that DeepSeek's R1 model has accelerated AI adoption in emerging markets, particularly in the Global South, allowing China to surpass the U.S. in the global market share of open-source AI models [1][2] - The competition is intensifying, with DeepSeek achieving significant market shares in countries like Ethiopia (18%) and Zimbabwe (17%) [3] Group 1 - Microsoft President Brad Smith emphasizes the need for international investment in African data centers to compete with heavily subsidized Chinese firms [3][4] - DeepSeek has gained substantial market shares in countries under U.S. sanctions, such as Belarus (56%), Cuba (49%), and Russia (43%) [4] - The application of AI is currently concentrated in developed countries, with only 14% of the population in Global South countries using AI compared to nearly a quarter in Global North countries [4][5] Group 2 - Smith warns that neglecting regions like Africa could lead to the emergence of AI systems that do not align with democratic values [5] - DeepSeek's R1 model was trained at a cost of $5.5 million, significantly lower than the expenses incurred by U.S. companies like OpenAI [5][6] - OpenAI's CEO Sam Altman acknowledges the potential flaws in the company's closed strategy and hints at a possible shift towards more open models in response to competition from DeepSeek [6]

特朗普称，"首先是微软，我的团队一直与该公司合作，本周起，微软将推出重大调整举措，确保美国 人不会因为微软的电力消耗而通过支付更高水电费的形式'买单'。" 凤凰网科技讯1月13日，美国总统唐纳德特朗普在社交媒体发布帖子表示，微软公司将宣布一系列调整 措施，以确保其为满足人工智能需求增长而扩建更多数据中心的过程中，美国民众不会面临水电费上涨 的问题。 特朗普在帖子中提到，拜登执政期间，美国普通家庭每月水电费已经大幅上涨超过30%，自己绝不希望 美国人因为数据中心而支付更高的电费。因此，本届政府正与美国各大科技企业协作，确保它们向美国 民众作出承诺。未来几周，将会有对外公布更多消息。 另据媒体报道，美国参议员伊丽莎白沃伦等人此前致信亚马逊、谷歌、Meta、微软等七家科技巨头， 要求其解释数据中心项目如何避免推高居民电费。 参议员援引数据指出，在数据中心活动密集的地区，过去五年的电费涨幅高达267%。弗吉尼亚州作为 数据中心最集中的地区，预计到2030年平均电费将再上涨25%。 特朗普还强调，建设这些数据中心的大型科技公司必须"自己买单"。 尽管科技巨头公开承诺"不让居民承担成本"，但其实际行动却大相径庭。亚马逊虽 ...

美国总统特朗普将价格管控目标瞄准电力领域，要求科技巨头为数据中心建设承担全部成本，而非转嫁 给普通消费者。 特朗普当地时间周一在Truth Social上表示，美国政府已与微软就此问题展开谈话，强调尽管数据中心对 人工智能繁荣"至关重要"，但建设这些设施的大型科技公司必须"自行买单"。他透露微软将做出"重大 改变"，但未提供具体细节。 美国电价涨幅已超过整体通胀水平，加剧了选民对能源等生活必需品成本的不满。数据中心的快速建设 被广泛视为推高美国电价的原因之一，这一议题已成为民主党在11月中期选举中的关键论点。 特朗普在社交媒体帖文中明确表示，政府正在确保消费者不会为"庞大的数据中心"买单。这一表态直接 针对科技行业在AI热潮中的基础设施扩张，要求企业承担相应的电力成本，而非通过电价上涨转嫁给 普通用户。 特朗普称微软将做出改变，但未透露具体措施或时间表。 微软副董事长兼总裁Brad Smith计划周二在华盛顿的活动中发表公告。在特朗普发帖前，微软在活动声 明中表示："随着美国迎来建国250周年，这个国家正进入一个由AI力量塑造的新机遇时代。这一时刻提 出了关于我们共同构建的未来的根本性问题——谁从AI中受益， ...