Ep 19｜5000亿美元建数据中心，但电从哪来？答案可能让AI信仰者不舒服

from 非共识的20分钟 · host Jason的投资思考

AI模型要算力，算力要数据中心，数据中心要电——大量的电。2024到2026年科技巨头资本开支超过5000亿美元，IEA预测全球数据中心电力需求到2026年底增长超70%。但电从哪来？中国有完整的光伏风电储能产业链。美国呢？面板和电池主要从中国进口，关税超过45%。新能源建不起来，天然气占美国发电的43%，是最大单一来源。同时中东战争损毁了全球最大天然气田之一。上游在收窄，下游在扩大。能源价格的底部正在被系统性抬高。也许AI时代真正的赢家不是写代码的，而是发电的和挖气的。你怎么看？如果你从来没想过AI和化石燃料之间有这层关系，发给一个天天聊AI但不看能源的朋友。 ------ 声明：本节目旨在提供分析框架与历史视角，所有内容均为信息分享与学术探讨，不推荐任何具体投资标的或操作。投资决策请基于个人独立研究。 -- Hosting provided by SoundOn

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Ep 19｜5000亿美元建数据中心，但电从哪来？答案可能让AI信仰者不舒服

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