国际AI工业+能源周报：全球能源价格走强，AI数据中心资本支出激增，开启业务增长新引擎

Key Insights - AI Data Centers: Major US tech companies reported significant increases in capital expenditures for AI data centers in 2024, indicating ongoing investment in AI infrastructure. Amazon plans to increase its capital expenditure to $100 billion in 2025, a 20% year-on-year increase, with $27.8 billion allocated for AI-related spending in Q4. Alphabet intends to invest $75 billion, a 44% increase from the previous year, focusing on AI data center construction. Meta expects expenditures between $60 billion and $65 billion, primarily for generative AI and data center expansion. Microsoft plans to invest $80 billion in FY2025, continuing to support AI cloud service development. These investments enhance data processing capabilities and energy efficiency, becoming a core engine for business growth [2][23][26]. - AI Industrials: In the US, the primary product price index for electric and specialty transformers was 427.437 in January 2025, with a month-on-month increase of 0.1% and a year-on-year increase of 1.74%. The production price index for electric and specialty transformers was 433.246, with a month-on-month increase of 0.14% and a year-on-year increase of 1.73%. The transformer and power regulator production price index was 397.011, with a month-on-month increase of 0.14% and a year-on-year increase of 1.74%. In Europe, the production price index for electric motors, generators, transformers, and distribution was 120 in December 2024, with a month-on-month slight increase and a year-on-year increase of 2.38% [3][45][57]. - Infrastructure: The US is expected to see an average annual investment of $44 billion in the power grid from 2023 to 2030. The New England ISO may face price surges in the next grid capacity auction due to delays in processing interconnection reform proposals. In Europe, the EU is urged to make significant changes to energy security rules amid geopolitical tensions and extreme weather events. In Asia, China's State Grid and Southern Grid are projected to invest over 825 billion yuan in 2025, maintaining a high level of investment [4][32][40][41]. - Energy: The average spot price for electricity in major US regions was $73.29/MWh, up 1.12% from the previous week. Natural gas prices at the Henry Hub increased by 75.54% to $6.46 per million British thermal units. The increase in gas prices is supported by rising demand and lower inventory levels compared to the past five years. In Europe, electricity market prices are also on the rise, while LNG prices in Northeast Asia remain high due to tariff impacts [5][41]. Company Updates - Hitachi has launched a new project in the Czech Republic for its long-term partner CTP, investing €57 million to build a state-of-the-art high-voltage product factory [43]. - Mitsubishi Heavy Industries' subsidiary has launched the fourth "Shio" class auxiliary patrol vessel for the Japan Maritime Self-Defense Force [43]. - Mitsubishi Electric has formed a joint venture with Taiwanese solar developer HD Renewable Energy to focus on solar and battery storage systems [43].