狂飙的智算中心，打开了长时储能新剧本

Core Insights - The article discusses the growing demand for long-duration energy storage (LDES) solutions driven by the rapid expansion of AI data centers (AIDC) and their significant electricity consumption, which is outpacing existing power grid capabilities [1][3][5]. Group 1: Power Supply Challenges - The high energy consumption of AI data centers has led to power outages and grid overloads in various regions of the U.S., highlighting a critical issue in power supply [2][3]. - Microsoft CEO Satya Nadella emphasized that the main challenge for the computing industry is not chip supply but the ability to provide sufficient power to data centers, indicating a bottleneck in infrastructure development [7][11]. Group 2: Long-Duration Energy Storage Solutions - Long-duration energy storage is identified as a necessary solution to stabilize power supply and support the expansion of AI data centers, transitioning from short-term to long-term storage solutions [5][13][14]. - The demand for LDES is expected to grow as renewable energy sources become more prevalent, with projections indicating that when renewable energy generation exceeds 20%, LDES will become essential [18][23]. Group 3: Industry Developments and Innovations - Companies like 海辰储能 (Haitian Energy Storage) are leading the way in LDES technology, having launched the world's first kilowatt-hour level long-duration energy storage battery and system [18][19]. - The company has also introduced innovative solutions such as the "sodium-lithium collaborative" energy storage system, which addresses the unique power demands of AIDC [21][30]. Group 4: Market Trends and Future Outlook - The market for long-duration energy storage is projected to grow significantly, with estimates suggesting that by 2050, LDES could account for 95% of total energy storage capacity [23]. - The advancements in large-capacity battery technology are crucial for the success of LDES, with companies focusing on improving energy density and reducing lifecycle costs [25][26][30].