Sou Hu Cai Jing·2026-02-13 17:03Core Insights - Microsoft is focusing on high-temperature superconducting technology to address power supply bottlenecks in data centers driven by the expansion of artificial intelligence computing power [1] - The company is evaluating the integration of high-temperature superconducting cables into its data center power systems, which can transmit electricity with zero resistance, showing potential for large-scale economic and manufacturing applications [1] Group 1: High-Temperature Superconducting Technology - Traditional data centers rely on copper wires, which face resistance, generate heat, and increase cooling burdens, while high-temperature superconducting cables can operate with zero resistance in low-temperature environments [4] - The use of superconducting cables can significantly enhance the flexibility of power distribution within data centers and reduce land usage for external power transmission [4][6] Group 2: Strategic Innovations - Microsoft's strategy integrates innovations in power, networking, and thermal management, with high-temperature superconducting technology filling a critical gap in power transmission [6] - The cost of superconducting cables remains a major barrier to widespread adoption, primarily due to the expensive materials and the need for continuous liquid nitrogen cooling [6] Group 3: Market Dynamics and Feedback Loops - The demand for high-temperature superconducting materials is increasing due to applications in fusion research, creating a positive feedback loop between data centers and fusion energy development [8] - The intersection of AI computing and fusion energy is establishing a bridge between two seemingly distant technological fields, potentially reshaping the power architecture of data centers and energizing the superconducting materials and clean energy industries [9]