破解AIDC“能耗巨兽”难题三大路径浮现新“卖水人”

Core Insights - The rise of Artificial Intelligence Data Centers (AIDC) is creating new energy demands, emphasizing safety, economy, and sustainability in energy supply chains [1][3] - Green energy and carbon reduction are identified as two main pathways to address AIDC energy consumption issues, leading to opportunities for energy solution providers [1][4] Industry Developments - Companies are actively investing in virtual power plants, AIDC power support, and energy storage solutions to adapt to the new energy demands of AIDC [1][2] - China Energy Construction has made significant technological breakthroughs in virtual power plants, enhancing system flexibility and reducing operational costs [1] - Yangdian Technology plans to invest 50 million yuan to establish a subsidiary focused on comprehensive power solutions for data centers and AIDC [1] Energy Storage Innovations - Energy storage is crucial for the stable operation of AIDC, with companies like Haicheng Energy launching lithium-sodium collaborative storage solutions to increase green energy usage [2] - Jerry Holdings has made progress in the data center power generation sector, signing contracts with global AI giants for generator sales, indicating a move into the North American high-end power market [2] Energy Demand Projections - The International Energy Agency projects that global data center electricity demand will more than double by 2030, reaching approximately 945 terawatt-hours (TWh), with AIDC demand expected to quadruple [3] - AIDC's unique energy requirements are reshaping the energy industry, necessitating higher power density and cooling solutions [2][3] Policy and Regulatory Framework - The Chinese government is increasing guidance on green and low-carbon development for data centers, aiming for an average energy efficiency of 1.5 or lower by the end of 2025 [4] - New policies will require over 80% of green electricity in newly built national hub data centers by 2025, promoting the use of renewable energy [4] Technological Innovations - Companies are exploring direct current power supply solutions to minimize energy losses and transitioning from traditional diesel generators to diverse energy storage solutions [5] - Various energy storage technologies are being developed, including lead-carbon batteries and modular lithium and sodium batteries, focusing on safety and economic viability [6] Collaborative Energy Management - The concept of "compute-power synergy" is emerging, where data centers can optimize power dispatch and improve overall efficiency through AI-driven load scheduling [6][7] - Major internet companies are utilizing virtual power plant technologies to manage computing power across multiple data centers, optimizing based on electricity costs and carbon footprints [7] Future Outlook - The energy reform focus is shifting towards energy consumption, with expectations for the emergence of unicorn companies in virtual power plants and new energy systems during the 14th and 15th Five-Year Plans [8]