美媒：中国在造能源长城！不缺电的中国，为啥一直狂建发电厂？

Core Insights - The article discusses the energy competition between China and the United States, highlighting how China's energy infrastructure is undermining the U.S. technological advancements in AI [1][3]. Group 1: Energy Infrastructure - China's electricity generation capacity is projected to exceed 10 trillion kilowatt-hours in 2024, surpassing the combined output of the U.S., Japan, Germany, and four other countries [5]. - China's ultra-high voltage transmission technology allows for a loss rate of only 1.5% over distances of 1500 kilometers, enabling efficient energy distribution [6]. - The self-healing distribution network in China isolates faults in 0.3 seconds, and the share of renewable energy has surpassed 40%, reducing the risk of power outages in data centers to 1/20 of that in the U.S. [7]. Group 2: Energy Crisis in the U.S. - Silicon Valley is facing an unprecedented energy crisis, with major companies like Microsoft and Google engaging in an energy arms race to secure power supply agreements [3]. - The average age of the 94 nuclear reactors in the U.S. is 39 years, and the fault rate of the power grid has surged by 47% over three years [3]. - Power outages during AI model training can result in losses of hundreds of millions of dollars in research funding, highlighting the critical link between energy stability and technological advancement [3][9]. Group 3: Strategic Implications - China is expanding its energy capacity at a rate equivalent to adding 1.2 times the total power generation of the UK each year, positioning itself strategically for future energy demands [10]. - By 2030, global data center electricity consumption is expected to reach 800 billion kilowatt-hours, equivalent to the annual output of 80 Three Gorges Dams [10]. - The article emphasizes that energy security is becoming a critical factor in national resilience, as demonstrated by energy crises in Spain and Japan [10]. Group 4: Historical Context - The article draws parallels between historical energy revolutions and current geopolitical dynamics, suggesting that energy infrastructure will reshape the order of the AI era [12][13]. - The narrative indicates that while the U.S. focuses on chip technology, China is advancing its energy transmission capabilities, which may take decades to replicate in the U.S. [12]. Group 5: Conclusion - The ongoing energy competition illustrates that the strongest fortresses of hegemony often begin to crumble from within, as seen in the U.S. energy crisis [15]. - China's advancements in energy infrastructure are rewriting the global energy power map, with significant implications for the future of AI and technology [15].