Group 1 - Nvidia previously stated that a single gigawatt rack requires up to 500,000 tons of copper, which has been identified as a significant overestimation [1][7] - McKinsey projected that by 2030, the total capacity demand for global data centers will reach 219 gigawatts, necessitating over 100 million tons of copper, while global copper reserves were only 980 million tons as of last year [7] - A recent investigation by Thunder Said Energy revealed that a gigawatt rack should actually require 200 tons of copper, not 500,000 tons, indicating a potential error in Nvidia's calculations [7][8] Group 2 - The corrected copper requirement for data centers, if total demand reaches 219 gigawatts, would be approximately 44,000 tons, which represents only 0.15% of the annual copper mining output [7] - Nvidia's blog has since been updated to reflect the correct figure of 200 tons for a gigawatt rack [8]
英伟达论文搞错单位?悄悄大幅下调数据中心铜使用量需求