Group 1 - XPeng aims to achieve mass production of advanced humanoid robots by the end of 2026, with a supply chain preparation timeline set for April 2026 [2] - XPeng will open the SDK of its robot IRON to global developers to build an application ecosystem for humanoid robots, with Baosteel as a partner exploring industrial applications [2] - The fifth-generation humanoid robot from XPeng shares high technical similarities with XPeng's automotive technology, including EEA architecture, three-electric system, and 720° eagle-eye system, indicating strong advantages in hardware, models, and supply chain [2] Group 2 - The AI wave is expected to significantly increase global data center electricity demand, potentially doubling to approximately 945 TWh by 2030, surpassing Japan's current total electricity consumption [3] - SOFC (Solid Oxide Fuel Cell) technology is projected to have vast potential due to its higher energy conversion efficiency compared to gas turbines and existing steam turbines, leading to a significant decrease in electricity costs as capacity is released [3] - BloomEnergy predicts that within the next five years, 35 GW of data center capacity will be announced, which is more than six times the average energy capacity of New York City [3]
科股早知道：AI浪潮推动全球数据中心电力需求激增，SOFC具有广阔空间
Tai Mei Ti A P P·2025-11-07 00:03