美国缺电

Core Insights - The article discusses the projected electricity shortfall in the United States, particularly focusing on the impact of GPU clusters from NVIDIA, which are expected to consume a significant amount of power by 2027 [1] - The estimated electricity generation capacity for the U.S. in 2024 is approximately 4,309 TWh, translating to an average generation capacity of around 492 GW [1] - By 2028, the projected electricity shortfall is estimated to be around 50 GW, which represents about 9% of the actual electricity generation [3] Group 1 - In 2027, NVIDIA's GPU clusters are expected to consume between 150-200 GW of electricity, while the total electricity consumption of data centers in 2023 was only 20 GW [1] - The net summer capacity for electricity generation in the U.S. in 2024 is projected to be around 1,230 GW, with a nameplate capacity of approximately 1,325 GW, indicating a significant difference between installed capacity and actual average generation [1] - A previous estimate in 2024 indicated that the electricity shortfall was about 1.1% of the actual generation, which has now increased to 9% by 2028 [2][3] Group 2 - There are issues with electricity transmission in the U.S., particularly highlighted by Texas, where a new 2 GW project has struggled to find more than 1 GW of new supply [4] - The quality of electricity supplied to mining operations is reportedly poor, leading to concerns about the viability of current locations for construction [4][5]