矽谷在線 EP68. AI 時代的能源危機：資料中心、電網與下一場基礎建設革命 ft. Magnefy 共同創辦人 Joseph Kao

from 數位時代 Business Next · host 數位時代 Business Next

真正決定 AI 能不能繼續擴張的，可能是另一個更基礎的問題：電從哪裡來？這集《矽谷在線》邀請 Magnefy 創辦人 Joseph 高子恆，從美國資料中心快速成長、電網老化、變壓器短缺，聊到HVDC 高壓直流電、小型核能、地熱，甚至太空資料中心。當 AI 讓能源需求暴增，能源不再只是永續議題，而是下一波矽谷基礎建設創新的核心戰場。本集重點：算力需求驅動能源轉型，數據中心正引爆全美 6 至 10 倍的電力增長傳統電網結構面臨老舊與供應鏈斷鏈危機，近七成變壓器瀕臨汰換邊緣擺脫傳統交流電！「高壓直流電（HVDC）」技術回歸，大幅降低長途傳輸耗損法規鬆綁催生「電網後端（Behind the Meter）」商機，分散式儲能打破獨大壟斷未來電網新商機：智慧變壓站全面走向模組化、移動化與雙向電力調配了解更多國際新創圈大小事 👉🏼 https://meetstartup.pse.is/4jhd5u📍鏈結矽谷創新動態，關注Startup Island TAIWAN 矽谷 Hub：https://sv.startupisland.tw/ Powered by Firstory Hosting

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矽谷在線 EP68. AI 時代的能源危機：資料中心、電網與下一場基礎建設革命 ft. Magnefy 共同創辦人 Joseph Kao

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