日立能源CEO沈瑞博出席重庆市长国际经济顾问团年会

Core Insights - Hitachi Energy's CEO emphasized the importance of leveraging advanced power technologies to help Chongqing seize opportunities in the AI era [1][3] - The rapid growth of AI and data centers is driving a significant increase in global electricity demand, with the International Energy Agency predicting that electricity demand from data centers will more than double by 2030, primarily driven by AI [3] - Countries that can modernize and expand their power grids will lead in the next wave of innovation, as stable and large-scale electricity supply is crucial for unleashing AI's potential [3] Company Developments - Hitachi Energy's manufacturing capabilities are essential for building robust power grid infrastructure, with the modern transformer factory in Chongqing reflecting the company's strategic deployment [4] - Since relocating to Chongqing's Liangjiang New Area in 2023, the factory has seen overall production capacity increase by over 30% through continuous investment and capacity upgrades [4] - The Chongqing transformer production base not only meets domestic market demands but also supports key power projects globally, exporting products to over 30 international markets including Singapore, Australia, and South Africa [6] Strategic Recommendations - The company suggests deploying AI-driven solutions in power sector operations to manage complex electricity systems [6] - It advocates for increased investment in power grid infrastructure to meet the substantial energy demands of AI [6] - The company calls for deeper integration of energy policies with AI visions, expansion of domestic and international cooperation in the AI field, and the cultivation of a high-quality AI talent pool [6]