_ 人工智能是否已促进电力需求?
高盛·2024-07-18 05:55
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Note: The following is a redacted version of the original report published 14 May, 2024 [9 pages] Global Markets Daily: Is AI Already Boosting US Power Demand? (Wei/Struyven/Dart) n To see where and how data centers show up in actual US power data, we base our analysis on the fact that the growth of US data centers has been highly concentrated in Virginia, and that it shows up within commercial power consumption data. We document a sharp, 37% rise in commercial power consumption ...