为破解电力短缺困局，英伟达将举办闭门峰会

Core Insights - Nvidia is hosting a closed-door summit in Santa Clara, California, to address the "data center power shortage" that may hinder AI development [1] - The summit will include executives from startups focused on power and electrical engineering, including companies that have received equity investments from Nvidia [1] - The power supply issue has led to a significant rise in the power grid equipment sector, highlighting the critical role of energy resources in AI development [1] Industry Analysis - The energy shortage is impacting companies utilizing Nvidia chips to build AI facilities, as their data centers are filled with Nvidia's power-hungry AI server chips [1] - Morgan Stanley has revised the projected cumulative power shortfall for U.S. data centers from 44 gigawatts to 47 gigawatts for 2025-2028, equivalent to the electricity consumption of 9 Miami or 15 Philadelphia [1] - Goldman Sachs noted that the power consumption of AI server clusters is outpacing the expansion of the power grid, suggesting that power supply may become the biggest bottleneck in the AI era [1] - The key factor determining who can build the next wave of data centers is not faster chips, but rather more innovative power financing solutions [1]