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美AI企业焦虑:美国增加的仅为中国的十分之一,电不够用
Xin Lang Cai Jing·2025-07-23 16:24

Core Viewpoint - The rapid development of artificial intelligence (AI) technology is leading to increased power demand from AI data centers in the U.S., causing concerns about power supply shortages among the Trump administration and American businesses [1][5]. Group 1: Investment and Infrastructure - Multiple AI and energy companies in the U.S. announced investment projects totaling $92 billion aimed at developing energy and technology [1]. - By 2028, the AI industry in the U.S. is projected to require at least 50 gigawatts (GW) of power capacity, but current energy infrastructure is insufficient to meet this demand [1][2]. - The U.S. has lagged behind China in energy production, with China's power capacity increasing by approximately 400 GW last year, while the U.S. only added "tens of GW," about one-tenth of China's increase [1]. Group 2: Regulatory Challenges - Regulatory obstacles are cited as a reason for the slow construction of energy infrastructure in the U.S., particularly regarding transmission lines and interconnection facilities [2]. - In contrast, China is noted for its efficiency in handling similar issues, allowing it to compete effectively in the AI sector without facing the same regulatory hurdles as the U.S. [2]. Group 3: Power Supply Concerns - The U.S. is experiencing a "capacity crisis" in electricity supply due to the surge in power demand driven by AI technology [4]. - The PJM Interconnection, which covers a significant portion of the U.S., has warned that the demand from AI-driven data centers is exhausting grid capacity in the highest-density areas [5]. - Elon Musk has warned that the U.S. could face power supply issues related to AI development by mid-2026 [5]. Group 4: Government Response - The Trump administration has prioritized the U.S.-China AI competition and is preparing a series of executive orders to support the AI industry, including measures to ease the connection of power projects to the grid [5][6]. - A $900 billion investment in energy and technology development was announced during a technology industry meeting in Pennsylvania, which will include funding for data centers and energy infrastructure [5].