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算力太费电或将催生“未来能源”——这正是上海布局的五大未来产业之一 探索解决“AI尽头”的电力难题——“解码上海AI产业链”④
Jie Fang Ri Bao· 2025-06-03 01:40
Core Insights - The article emphasizes the critical role of energy in AI training, highlighting that AI consumes significant power, with ChatGPT's daily energy usage equivalent to that of a typical American household over 40 years [1] - The concept of "computing-energy integration" is explored as a solution for reducing emissions and energy consumption in the AI industry, particularly in Shanghai [1][2] Group 1: Computing-Energy Integration - "Computing-energy integration" and "computing-electricity collaboration" are identified as key terms for breaking through challenges in the AI industry, where AI technology can optimize energy allocation [2] - Successful global examples, such as Google's DeepMind improving the UK's energy grid efficiency by 20%, demonstrate the potential of AI in enhancing energy management [2] - Shanghai's initiatives include using AI to improve grid stability and reduce energy consumption, with a specific case where AI reduced the time for fault handling in substations to under 3 minutes [2] Group 2: Energy Quality and Management - AI industries, such as integrated circuits and data centers, have high demands for energy quality, with even minor voltage fluctuations potentially causing significant financial losses [3] - Shanghai's DaMao Intelligent has developed an energy model that transforms chaotic computing power fluctuations into orderly scheduling tasks, improving energy efficiency in data centers [3] - The energy utilization efficiency at SenseTime's Lingang Intelligent Computing Center improved from 1.74 to below 1.3 due to these optimizations [3] Group 3: Future Energy Solutions - The increasing demand for AI computing power necessitates new energy sources, with Shanghai focusing on advanced nuclear energy and new storage technologies [4] - Long-duration energy storage is seen as a potential solution for stabilizing the supply of renewable energy sources like solar and wind, with a projected market size exceeding 1 trillion yuan by 2030 [4] - Nuclear fusion is highlighted as a promising energy breakthrough for AI, with significant advantages such as unlimited fuel and zero carbon emissions [5] Group 4: Strategic Investments - Shanghai's strategic investment in the China Fusion Energy Company signifies a major move in the future energy sector [6]