人工智能数据中心掀基建狂潮，储能设备商抢滩千亿新蓝海

Core Viewpoint - Alibaba is actively advancing a three-year plan to invest 380 billion yuan in artificial intelligence (AI) infrastructure, with a focus on enhancing its data center capabilities to support the anticipated arrival of super artificial intelligence (ASI) by 2032 [3][4]. Investment in AI Data Centers - The overall investment in AI data centers (AIDC) in China is projected to increase from 187.5 billion yuan in 2024 to 482.6 billion yuan by 2027 [3]. - Major tech companies like Tencent, ByteDance, Huawei, and Baidu are accelerating their investments in AIDC as AI technology continues to advance [3]. Power Supply and Stability - The stability of power supply is critical for the operation of data centers, with power outages being the leading cause of downtime, accounting for 54% of incidents [6]. - AI training requires unpredictable power loads, which can fluctuate significantly in short time frames, posing challenges for power grid management [6]. Energy Management Initiatives - ByteDance is launching a project to procure large-scale lithium battery storage systems and renewable energy sources to ensure stable power supply for its data centers, aiming to reduce reliance on traditional power grids [7][9]. - The project aligns with China's dual carbon goals, emphasizing the need for data centers to utilize renewable energy sources effectively [9]. Growth of Energy Storage Solutions - The demand for energy storage solutions in data centers is expected to rise due to the need for stable and green power supply, with a target for renewable energy usage in new data centers to exceed 80% by the end of 2025 [9]. - Companies like Sungrow Power Supply have established AIDC divisions, indicating a shift towards integrated energy systems that combine storage and renewable energy solutions [10][11]. Market Trends and Challenges - The AIDC energy storage market is anticipated to grow significantly, with projections indicating a compound annual growth rate exceeding 50% compared to traditional data center storage markets by 2028 [11]. - However, challenges remain in terms of technology, policy, and business models, including energy conversion losses, reliability, and market mechanisms [12].