哈喽，大家好，我是小玖。 最近美国能源圈出了件颠覆认知的事。 密歇根湖东岸的帕利塞兹核电站，2022年还因为亏本运营黯然关闭。 可短短三年后，这里就挤满了检修工人，机器轰鸣声昼夜不停。 按照计划，它将在2026年初重新发电，成为美国史上第一座"死而复生"的核电站。 这可不是闹着玩的，一座运转半个世纪的老电厂，凭啥突然被拉回"阳间"？ 小玖给大家拆解下AI的"耗电真相"。 训练一个顶尖大模型，数万个GPU得24小时满负荷跑好几个月，这是稳定到吓人的"电力吞金兽"。 而我们刷AI聊天、用图像生成，单次耗电虽少，全球数十亿次请求加起来，能耗堪比中小国家的用电 量。 从弃核到抢核的180度大转弯 帕利塞兹核电站的关闭，曾是美国核电行业的缩影。 运营成本高、民众顾虑多，2022年关闭时，没人觉得它还有重启的可能。 可谁也没料到，AI的爆发式增长会掀起一场电力"饥荒"。 国际能源署的数据显示，过去5年全球数据中心用电量每年增长12%，到2030年需求将翻番，达到945太 瓦时，比现在日本全年用电量还高。 化石能源环保不达标，唯独核电能全年无休供电，还零碳排放。 更关键的是经济账变了。以前核电因为初始投资高被嫌弃"太贵"， ...

Core Insights - The article discusses the unique economic phenomenon in China where seemingly useless items are sold at high prices, indicating a shift in consumer behavior towards emotional spending rather than traditional necessities [2][4]. Group 1: Demographics and Consumer Behavior - The single population in China has reached 240 million, expected to exceed 300 million next year, while the population aged 60 and above has surpassed 310 million, together accounting for nearly half of the country's population [2]. - These demographics represent a significant shift in consumer behavior, as they are the first generation in China with disposable income that can be spent on personal desires rather than family obligations [2][4]. Group 2: Economic and Social Changes - The rise of the single population is attributed to changes in production methods and women's economic independence, leading to a transformation in marriage and family structures [4]. - The emotional consumption trend has emerged, where individuals are willing to spend significantly on non-essential items that provide emotional satisfaction, such as collectibles and pet products [4][5]. Group 3: Market Trends - The pet economy has reached 279.3 billion, projected to exceed 360 billion next year, reflecting the growing trend of emotional spending [5]. - The "one-person economy" is thriving, with products and services tailored to individual lifestyles, indicating a shift in consumption patterns [5]. Group 4: Emotional Value as a New Consumption Trend - Emotional value is identified as a new consumption trend, where products provide psychological satisfaction rather than just material utility [8]. - The emergence of a third type of value, "emotional value," is reshaping the market, driven by changes in economic conditions, consumer independence, and technological advancements [8][9]. Group 5: Implications of Social Change - The silver economy is projected to surpass 12 trillion, with expectations to reach 50 trillion, indicating a significant market opportunity in catering to the elderly population [9]. - The article highlights the societal transformation resulting from the liberation from traditional structures, leading to increased individualism and, consequently, loneliness [9][11]. Group 6: Future Outlook - The article suggests that the future of consumption will focus on emotional products, as the need for emotional fulfillment becomes a primary driver of spending [11]. - The market is adapting to meet the emotional needs of consumers, indicating a shift in the economic landscape towards providing emotional support and companionship [11].

Core Viewpoint - The article discusses the current state of AI search technology, highlighting a significant disconnect between technological advancements and user experience, leading to user dissatisfaction and a perception of regression in AI applications [5][7][11]. Group 1: AI Search Technology Developments - Baidu announced its largest overhaul in a decade during its AI Day, revamping its search product and ecosystem [6]. - Major tech companies, including Apple and Google, are also competing in the AI search space, indicating a trend towards significant changes in search technology [6]. Group 2: User Experience and Perception - Users express disappointment with AI search tools, feeling that they have regressed rather than improved, with high error rates and inaccuracies [10][14]. - A user named Ma Shao reported that AI search tools often provide incorrect information, leading to a loss of trust in these applications [14][25]. Group 3: Disconnect Between Development and User Needs - AI developers are criticized for focusing on commercialization rather than addressing actual user needs, resulting in a gap between product offerings and user expectations [11][12]. - The article emphasizes that many AI products are developed without proper market research, leading to a lack of innovation and relevance for ordinary users [37][40]. Group 4: The Spread of Misinformation - The inaccuracies in AI search results can lead to the spread of misinformation, as users may unknowingly trust incorrect data generated by AI models [28][30]. - An example is provided where a false apology from DeepSeek was circulated, demonstrating the potential for AI-generated misinformation to cause real-world consequences [29][32]. Group 5: Future Directions for AI Development - Experts suggest that for AI to better serve ordinary users, there needs to be a focus on genuine innovation and user-centered design in product development [39][41]. - The article concludes with a call for patience from users, as AI technology is still evolving and may eventually meet user needs more effectively [42].