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马斯克提出储能电池方案 解决AI用电激增难题
起点锂电·2025-10-11 10:53

Group 1: Solid-State Battery Conference - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2] - The event will include the 2025 CINE Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2] - Key exhibitors and sponsors include Jin Na Technology, Ru Tian Technology, Hai Si Da Sodium Star, and Rong Jie Energy among others [2] Group 2: AI and Energy Crisis - Elon Musk recently stated that the U.S. power grid has a stable output capacity of approximately 1 trillion watts, with daily usage at only 0.5 trillion watts, suggesting that large-scale industrial battery storage could double the annual power generation [3][5] - Concerns about an energy crisis due to the surge in AI computing power are growing, with projections indicating that U.S. AI data centers will add 6-13 gigawatts of electricity demand annually from 2025 to 2026, leading to a fourfold increase in peak load growth [5] - The traditional power generation construction cycle is lengthy, making electrochemical energy storage a key short-term solution to alleviate power shortages and create significant growth opportunities for related industries [5]