美国频繁停电引关注，AI“电老虎”搅动全球能源棋局

Core Insights - The frequent power outages in Seattle and other areas in the U.S. have led to significant public dissatisfaction, highlighting the severe challenges the country faces in maintaining stable electricity supply [1] - The technology sector, particularly companies like Microsoft, is also struggling with power shortages, which has resulted in substantial GPU resources being left idle due to insufficient electricity [1] - The rapidly growing AI industry is identified as a key factor exacerbating the electricity crisis in the U.S., with AI computing power consuming vast amounts of energy that is detracting from resources available for public use [1] - According to estimates from the U.S. Energy Research Institute, the energy consumption for training OpenAI's "Orion" model is equivalent to the annual electricity usage of approximately 1 million American households [1] - The current "electricity gap" in the U.S. has transcended national issues and is evolving into a core variable affecting global strategic dynamics, prompting countries to adjust their energy and technology policies [1] - The AI computing race is driving electricity to become a critical strategic resource, leading to a reconfiguration of global supply chains around "electricity accessibility" [1]