热点追踪｜AI算力制胜关键，居然是它

Group 1 - The core viewpoint is that China is set to produce more electricity than any other country and is likely to surpass the rest of the world in artificial intelligence (AI) computing capabilities based on current trends [2][4]. - AI requires large-scale data centers for training and inference, which are composed of numerous servers that consume significant amounts of electricity. For instance, training the GPT-3 model consumes 1,287 MWh, equivalent to the energy needed for 3,000 Tesla electric vehicles to travel approximately 320,000 kilometers [3]. - By 2030, global data center electricity consumption is expected to double, highlighting the increasing demand for power driven by AI technologies [3]. Group 2 - China has built the world's largest electricity infrastructure, with a projected power generation exceeding 10 trillion kWh in 2024, accounting for one-third of global electricity production [4]. - The country has established the largest renewable energy system globally, with one-third of its electricity consumption coming from green energy. It is expected to add over 200 million kW of wind and solar power capacity by 2026 [4]. - China's strategic initiative "East Data West Computing" aims to guide data centers to resource-rich western regions, promoting low-carbon and sustainable development while meeting the computational needs of the eastern regions, thus gaining an advantage in the current computing competition [4].