AI电力消耗引关注，把握电网ETF（561380）投资机会

Core Insights - Nvidia's GB200 architecture features two B200 GPUs paired with an Arm-based Grace CPU, forming a powerful GB200 superchip with a total power consumption of 2700W [1] - The demand for electricity from AI data centers is expected to grow significantly, with projections indicating a potential power shortfall of 73.2GW in the U.S. from 2025 to 2030, which could rise to 201GW if data center growth exceeds expectations [4] - The Chinese government is also focusing on building larger data centers, which will increase AI-related power demands, while promoting the construction of a new energy system [4] Industry Implications - The increasing power demands from AI data centers present a historical opportunity for the power grid sector, potentially reshaping performance and valuation metrics [4] - The ongoing electricity shortages in North America may lead to new opportunities for domestic power grid companies, particularly through the concept of "power export," which could enhance profits and long-term valuation [4] - Investors are encouraged to consider power grid ETFs as a means to capitalize on these emerging trends in the energy sector [4]