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新建数据中心用电需求飙升,全球未来五年可再生能源发电量料将增超80%
Di Yi Cai Jing· 2025-05-14 14:25
Group 1 - By 2035, the global demand for new power generation capacity to meet data center electricity needs is estimated to be 362 GW [1][2] - The global electricity consumption is projected to increase by 75% by 2050, driven by rapid economic development, rising market share of electric vehicles, accelerated data center construction, and growing cooling demands [1] - Data centers are expected to account for 4.5% of global electricity consumption by 2035, increasing to 8.7% by 2050 [1] Group 2 - The electricity demand from data centers in Asia, the Middle East, and Africa is expected to grow 6-16 times by 2035, reaching 260 TWh [1] - Emerging technologies like AI are becoming critical constraints on the expansion of computing infrastructure, with significant energy consumption associated with AI model training [1][2] - For instance, training the GPT-4 model consumes over 22 MW, while Grok-3 requires 154 MW, equivalent to the annual electricity consumption of 34,000 American households [2] Group 3 - Renewable energy is projected to play a significant role, potentially meeting 67% of global electricity demand by 2050, up from 33% in 2024 [4] - Total investment potential in renewable energy from 2025 to 2035 is estimated to be nearly $6 trillion, and from 2025 to 2050, it is projected to reach $10.55 trillion [5] - Major tech companies are increasingly focusing on nuclear energy, with Microsoft and Google entering long-term agreements to procure power from nuclear facilities [5]