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输电基础设施现代化改造
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美能源高管:美国输电基建滞后将拖累AI竞赛
news flash· 2025-06-06 18:32
Core Viewpoint - The outdated transmission infrastructure in the U.S. could hinder the country's competitiveness in the global AI race, according to Michael Polsky, CEO of Invenergy [1] Group 1: Infrastructure Concerns - Polsky warns that urgent modernization of the aging transmission infrastructure is necessary to avoid falling behind in the AI competition [1] - He emphasizes that the construction of new facilities is extremely challenging and requires immediate attention [1] Group 2: Project Details - Invenergy plans to build an 800-mile high-voltage transmission line to transport 5 gigawatts of electricity from Kansas to the Eastern U.S., equivalent to the output of five nuclear reactors [1] - The project aims to connect multiple regional power grids to supply electricity to data centers and onshore manufacturing [1] Group 3: Federal Support and Resources - Polsky calls for federal support for energy infrastructure developers, comparable to the backing received by Elon Musk's space projects [1] - He highlights the need for a national transmission management agency to facilitate the construction of high-voltage transmission lines, similar to the national highway system [1] - The construction of these facilities will require a significant amount of copper, indicating a potential increase in copper prices [1]