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全国政协委员王坚:电力非我国AI发展瓶颈
中国能源报· 2026-03-08 11:50
Core Viewpoint - The development of artificial intelligence (AI) in China is not hindered by electricity supply, and there is no need to follow the U.S. in expressing concerns about energy shortages. Instead, China should leverage its energy and grid advantages to focus on AI technology innovation and cost reduction, promoting inclusive development of the smart economy [2][3]. Group 1: Energy Supply and AI Development - The U.S. faces anxiety regarding AI development due to outdated power grids and electricity supply pressures, which are not applicable to China due to significant differences in industrial foundations and grid conditions [2]. - China is continuously increasing investment in grid construction, enhancing electricity supply capacity and infrastructure, which provides a solid energy foundation for AI industry development [2][3]. Group 2: Clean Energy and Technological Innovation - China's western region has made significant progress in the development and utilization of clean energy, such as solar energy, which is being scaled up. The use of ultra-high voltage direct current transmission technology allows for efficient cross-regional allocation of clean energy, aligning with the green low-carbon development direction [3]. - AI technology is expected to achieve breakthroughs in "low energy consumption, high computing power," with computing costs gradually decreasing as technology matures and industrial applications scale up. This mirrors the historical transition of residential electricity usage from careful management to widespread accessibility [3]. Group 3: Industrial Power Consumption - China's electricity generation capacity is substantial, with the electricity consumption structure predominantly driven by industrial and commercial use, contrasting sharply with the higher residential electricity consumption in the U.S. This indicates that China has ample space for power supply related to industrial computing needs [3]. - Emphasis should be placed on leveraging advantages in electricity supply, energy structure, and grid construction to focus on AI technology research and industrial implementation, aiming to reduce computing costs and make AI technology accessible to more market participants and the general public [3].