人工智能发展挑战电力供应 中国加快能源算力统筹布局

Core Insights - The competition in AI development is increasingly becoming a battle for energy resources, as major tech companies invest heavily in data centers and AI infrastructure [2][6] - By 2035, global data centers are projected to consume over 4% of the world's electricity, ranking as the fourth largest electricity consumer globally, behind China, the US, and India [4] - China's energy infrastructure and strategic planning position it advantageously in the global AI race, with significant electricity generation capabilities and advanced transmission systems [7][8] Energy Consumption and Infrastructure - A 1,000 MW data center consumes electricity equivalent to that of a medium-sized city for a year [1] - In 2024, China's electricity generation is expected to exceed 10 trillion kWh, accounting for one-third of global production [8] - The "East Data West Computing" initiative is crucial for optimizing resource allocation, directing data demands from the east to the energy-rich west [9][10] Sustainability and Future Goals - AI's energy consumption poses challenges for carbon emissions, necessitating a shift towards renewable energy sources like wind and solar [11] - China is setting phased goals for integrating AI with energy systems, aiming to enhance energy production safety, optimize grid management, and improve renewable energy planning [12] - The synergy between energy and computing resources is essential for driving a sustainable and efficient future in AI development [12]