AI缺的是芯片吗？是电！私募巨头Applo：能源缺口“有生之年难以弥合”

Core Insights - The biggest bottleneck facing the AI revolution may not be chips, but rather electricity [1] - There exists a significant gap between the demand for AI and the current capabilities of the global power grid in generation and transmission [1] - Sustainable energy investors need to accept that renewable energy alone is insufficient to power the AI era [1] Energy Addition vs. Energy Transition - The current global priority is "energy addition," which involves increasing every type of energy source, rather than solely focusing on "energy transition" [1] - Despite the need for energy addition to support AI development, this does not imply abandoning clean energy [1] - Energy storage, transmission, and distribution capabilities are also critical for success [1] Investment in Clean Energy - Investing in clean energy and decarbonization technologies remains a profitable strategy [1] - Since 2022, the company has committed or arranged approximately $60 billion in investments related to energy transition, infrastructure, and sustainability, exceeding half of its $100 billion target set for 2030 [1]