为了AI，美国正“不惜一切”

Core Viewpoint - The U.S. government is advancing its AI strategy with unprecedented determination, viewing AI as a zero-sum game that could reshape global power dynamics [2][4]. Group 1: AI Strategy and Government Actions - The Trump administration's AI action plan, consisting of 23 pages, emphasizes the phrase "at all costs," indicating a strong commitment to AI development [2][4]. - The action plan aims to accelerate AI growth by relaxing regulations and expanding energy supply for data centers, positioning U.S. technology as the foundation for global AI [4][5]. - The plan identifies AI as an industrial, informational, and cultural revolution, elevating its importance to national security [5]. Group 2: Energy Demand and Infrastructure Challenges - The report highlights that energy supply is the biggest bottleneck for AI development, with data center electricity consumption projected to rise from 4.4% of total U.S. electricity in 2023 to between 6.7% and 12% by 2028, with a median forecast of 12% [7]. - This surge in energy demand will place unprecedented pressure on U.S. power infrastructure, potentially becoming a key constraint on AI development [7]. - To address these energy challenges, the action plan proposes a threefold energy strategy: preventing premature closure of key power plants, upgrading existing transmission systems, and leveraging emerging technologies like enhanced geothermal energy and nuclear fusion [7][8]. Group 3: Investment Opportunities - The implementation of the energy strategy will directly impact investment opportunities across various sectors, including traditional energy, new energy technologies, and grid infrastructure [8].