Nvidia(US:NVDA) 财联社·2025-12-12 14:00Core Viewpoint - The article highlights the critical challenge of power supply shortages in the rapidly growing AI industry, with NVIDIA taking proactive steps to address this issue through a closed-door summit aimed at exploring solutions [4][5][8]. Group 1: NVIDIA's Initiatives - NVIDIA is organizing a summit in Santa Clara, California, focusing on the "data center power shortage" problem that could hinder AI development [8]. - The summit will bring together executives from startups in the power and electrical engineering sectors to collaboratively explore potential solutions [6]. - This initiative underscores the importance of energy in the AI race and reflects NVIDIA's strategy to build an ecosystem that supports future growth [7][10]. Group 2: Industry Context - Morgan Stanley has raised its forecast for the cumulative power shortfall in U.S. data centers from 44 GW to 47 GW for the years 2025-2028, equivalent to the power consumption of nine Miami cities or fifteen Philadelphia cities [12]. - Goldman Sachs has noted that the power consumption of AI server clusters is outpacing the expansion of the power grid, indicating that power supply may become the biggest bottleneck in the AI era [12]. - The key to establishing the next wave of data centers will not be faster chips, but rather more innovative power financing solutions [12].