没有电池，就没有AGI

Core Viewpoint - The article discusses the implications of Trump's "Great Beautiful Act" on the energy storage sector, particularly how it affects AI data centers and the challenges they face in power management [1] Group 1: Energy Storage and AI Data Centers - Battery storage is essential for managing the power fluctuations associated with AI data centers, which can experience load variations up to ten times greater than traditional cloud data centers [7][10] - The AI data centers' load fluctuations can reach between 10 to 20 megawatts during pre-training phases, posing significant challenges for existing power grids [10][11] - Tesla's Megapack energy storage system is highlighted as a crucial solution for stabilizing power supply to AI data centers, capable of responding to load changes with hundreds of megawatts of power [15][19] Group 2: Legislative Impact on Energy Sector - Recent legislation has avoided imposing additional taxes on renewable energy, allowing for a more favorable environment for energy storage development, which may alleviate some concerns for industry leaders like Musk [3] - The legislation's provisions include delaying subsidy reductions as long as certain conditions are met, providing a temporary reprieve for the energy sector [3] Group 3: Future of Energy Infrastructure - The need for a new power system to support AI data centers is emphasized, as traditional grids struggle to handle the instantaneous load changes caused by AI workloads [4][5] - Google has identified infrastructure, particularly power systems, as a critical area for innovation to support the growing demands of AI technologies [11] - The potential costs of building battery storage systems for future gigawatt-level AI data centers could reach up to $1 billion, raising concerns about the economic viability of such projects [18]