AI的尽头是什么?可能和你想的不一样
Shang Hai Zheng Quan Bao·2025-11-30 13:57

Core Viewpoint - The rapid development of AI technology poses significant environmental risks, particularly in terms of energy consumption, water usage, carbon emissions, and resource depletion, which could hinder sustainable development in the AI sector [3][4][5]. Group 1: Environmental Risks - AI's environmental risks are primarily categorized into four areas: electricity consumption, water resource consumption, carbon emissions, and mineral consumption and waste [3]. - Electricity consumption is critical, with AI hardware manufacturing being energy-intensive, especially in chip and data storage device production. The energy consumption during the training of large language models is expected to grow exponentially as model parameters increase from billions to trillions [3][4]. - Water resource consumption is significant due to the cooling requirements of data centers. The water usage for global data centers is projected to rise from 239 billion liters in 2024 to 664 billion liters by 2030, with AI data centers' water consumption increasing from 43 billion liters to 3.38 billion liters during the same period [4]. - Carbon emissions from AI training processes are substantial, with the training of models like GPT-3 resulting in emissions equivalent to that of 480 cars driving 5,000 kilometers annually [4][5]. Group 2: Resource Depletion and Waste - The digital economy relies heavily on physical resources, with AI's growth leading to increased demand for various minerals and metals used in hardware and infrastructure [5]. - Electronic waste has surged by 30% from 2010 to 2022, reaching 10.5 million tons, yet only 24% of this waste was formally collected in 2022 [5]. Group 3: Governance and Ethical Concerns - The initial intent of AI technology is to enhance efficiency and improve quality of life; however, the lack of ethical constraints and legal regulations can lead to misuse and data security issues [5][6]. - Data collection for AI training often raises privacy concerns, as seen in cases where companies collect public images without consent for facial recognition systems [6]. Group 4: Solutions and Recommendations - To mitigate ESG risks, a comprehensive approach is necessary, focusing on reducing high energy, water, and emission levels associated with AI [8][9]. - In hardware, promoting energy-efficient technologies like liquid-cooled servers can significantly reduce electricity consumption [9]. - In technology, innovations such as the MoE architecture can drastically lower energy usage during AI training, with some models consuming only 5.6% of the energy required by others [10]. - Transitioning to a circular economy for AI-related industries is essential, emphasizing the recycling and reuse of old AI equipment to minimize electronic waste [10]. - Establishing standardized environmental footprint accounting and reporting for AI companies is crucial for transparency and accountability [10][11].