五角大楼与人工智能巨头的共同软肋：亟需中国电池供应

Group 1 - The article highlights the increasing reliance of the U.S. artificial intelligence industry on large-capacity lithium-ion batteries, primarily supplied by China, raising national security concerns [3][4][17] - The U.S. military is also facing a growing demand for batteries to power new technologies such as drones and laser weapons, with a significant portion of these batteries sourced from China [4][12][27] - Experts warn that the dominance of China in the battery supply chain poses a strategic risk, as approximately 6,000 components used in U.S. military weapon systems depend on Chinese suppliers [4][17] Group 2 - The U.S. government is shifting its focus towards developing a domestic battery supply chain to reduce dependence on China, recognizing the critical role of battery technology in various sectors, including defense and artificial intelligence [18][19] - Recent government actions include approving subsidies for battery manufacturers and initiating high-level meetings to discuss battery supply chain strategies [18][19] - The U.S. Department of Energy has announced funding of up to $500 million for battery materials and recycling projects, indicating a commitment to bolster domestic production [18][19] Group 3 - China controls 99% of the global production of lithium iron phosphate battery cells and over 90% of core components, making it a dominant player in the battery supply chain [23][24] - The International Energy Agency compares the global reliance on Chinese batteries to Europe's dependence on Russian natural gas, highlighting the risks of single-source supply chains [23][24] - Experts estimate that U.S. manufacturers will need at least five years to produce lithium iron phosphate battery cells that meet domestic demand, with a complete supply chain taking even longer to establish [23][24] Group 4 - The energy demands of artificial intelligence technologies are significant, with estimates suggesting that a single AI query consumes about ten times the energy of a traditional internet search [25][26] - Data centers are increasingly relying on batteries as backup power sources to maintain operational stability, especially given the volatility of energy demand [25][26] - Companies like Google and Microsoft are transitioning to battery power for their data centers, with Google deploying over 100 million battery cells globally [26][27] Group 5 - The ongoing conflict in Ukraine has underscored the strategic importance of battery supplies in military applications, with many drones relying on batteries made from Chinese materials [27][28] - The U.S. military is experiencing a surge in battery demand due to the modernization of its equipment, necessitating a comprehensive battery strategy [28][29] - The Biden administration is recognizing the national security implications of battery supply chains, leading to increased support for domestic battery production initiatives [29][30]