Sou Hu Cai Jing·2025-09-23 19:14Group 1 - The global electricity crisis in 2025 is primarily driven by the explosive growth of artificial intelligence, with significant increases in electricity consumption from data centers [3][6] - In contrast to the crisis faced by many countries, China achieved a historic peak electricity load of 1.5 billion kilowatts without power cuts, thanks to its robust energy system [1][3] - China's clean energy capacity has surpassed traditional coal power, with wind and solar installations exceeding 1.53 billion kilowatts, contributing to one-third of its electricity supply [3][5] Group 2 - China has built over 40 ultra-high voltage transmission lines, enhancing its ability to transport renewable energy from resource-rich areas to demand-heavy regions [5] - The country leads in energy storage and smart scheduling technologies, with the largest scale of pumped storage and electrochemical storage globally [5][6] - Despite its advantages, China faces challenges such as high curtailment rates in regions rich in wind and solar resources, with 60 billion kilowatt-hours of electricity wasted in the first half of 2024 [6][8] Group 3 - The aging infrastructure and imbalanced energy structure in Europe and the U.S. contribute to frequent power supply interruptions, highlighting the risks of single-source energy reliance [6] - The International Energy Agency warns that if AI's electricity consumption continues to grow exponentially, 20% of global data center projects may face delays due to power shortages by 2030 [8] - Questions arise regarding whether current renewable energy strategies can keep pace with the increasing demands of AI, and whether "zero-carbon electricity" is a sustainable solution or merely a temporary fix [8]