别人淘金我“卖铲”

Core Insights - The article draws a parallel between the historical gold rush and the current surge in artificial intelligence (AI), suggesting that the key to capitalizing on this new "gold mine" lies in the energy sector, particularly electricity [1] Group 1: AI and Energy Consumption - Generative AI models like ChatGPT consume significant amounts of electricity, with daily usage exceeding 500,000 kilowatt-hours, equivalent to the daily consumption of approximately 17,000 American households [2] - The AI industry's electricity consumption is projected to grow exponentially, potentially reaching at least ten times its current level by 2026 [2] - Global data centers, which number over 8,000, consume more than 500 terawatt-hours of electricity annually, with projections indicating that this figure could exceed 1,580 terawatt-hours by 2034 [2] Group 2: Nuclear Energy as a Solution - There is a growing consensus among energy experts on the necessity of developing nuclear power to meet the increasing demand for stable, large-scale, and environmentally friendly electricity [3] - The International Energy Agency reports a renewed global focus on nuclear energy, the highest since the 1970s oil crisis, driven by policy shifts in countries like Germany and Japan, as well as strong growth in nuclear projects in Asia [3] - The article suggests that electricity's role in AI development mirrors the historical significance of shovels during the gold rush, indicating a critical investment opportunity in the energy sector [3]