微软超导小火箭，载AI数据中心飞向未来

分布式零碳纪02-13

微软正尝试用能让电流“零损耗”流动的高温超导材料，为数据中心和电网进行一次深层“改线”，以应对生成式AI带来的惊人用电需求和空间压力。公司认为，如果这类高温超导体（HTS）能够走向商业化，将可能彻底改变数据中心本身以及与之相连的输电基础设施的设计方式。在生成式AI推高能耗的背景下，大型科技公司和数据中心在全球多地遭遇反对声音，包括用电量过高、电网接入延迟，以及新建数据中心施工对周边居民生活的影响...

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这种材料已在核磁共振（MRI）设备中广泛使用，并开始在巴黎、芝加哥等大城市的小段电力线路上试点应用。不过，HTS要在能源和数据中心领域大规模推广仍面临技术和成本门槛。 首先，它需要通过液氮等手段被冷却到极低温度才能达到超导状态；其次，常用的超导“带材”多由稀土钡铜氧化物制成，尽管单条电缆用量不大，但相关稀土供应链高度集中在中国，产能与成本都是现实约束。 专家表示，更大的挑战在于如何快速放大这种超导带材的制造能力，使其在价格上具备与铜线竞争的可能。近年来，为满足AI带来的电力需求，科技巨头亦成为核聚变等前沿能源技术的重要投资方，而核聚变装置本身正大量采用HTS材料。 这反过来帮助扩展了HTS的供应链，拉低了成本，为更广泛应用创造条件。 微软系统技术总监Husam Alissa表示，随着聚变研究推动供应与制造多元化，“游戏规则有所改变”，促使公司重新评估这类材料在数据中心中的潜力。Alissa透露，微软看重HTS的两大主要应用场景：一是在数据中心内部，通过更细、更轻的电缆重新布局电力房和机架，提高空间利用率与灵活性；二是通过合作，推动在长距离输电线路中采用超导电缆，从源头改善大型数据中心接入电网的能力。 在微软资助下，总部位于马萨诸塞州的超导公司VEIR去年完成了一项演示，证明在数据中心环境中，HTS电缆在输送同等功率的前提下，其尺寸和重量可比传统方案缩小约10倍。“未来的数据中心将是超导的：功率更高、更高效、更紧凑。”兰卡斯特大学物理系实践教授、超导全球联盟编委Ziad Melhem如是判断。 他同时披露，自己曾就职于为微软量子计算系统提供部件的Oxford Instruments。在数据中心之外，微软也愿意与能源企业合作，通过HTS技术参与长距离输电线路建设。 输电通道扩建一直是制约电网升级、数据中心接入以及新增电源投运的瓶颈之一，跨多个司法辖区审批的流程冗长复杂。 根据微软博客的估算，传统架空高压线路通常需要约70米的走廊宽度，而采用超导电缆后，所需的安全间距有望缩减到约2米，从而在理论上压缩建设周期与土地成本。麻省理工学院核科学与工程教授Dennis Whyte认为，将HTS引入输电与数据中心是一种“显而易见的演进”。 他虽未直接参与微软项目，但正联合推动一台名为SPARC的聚变装置研发，该项目由MIT与获得比尔·盖茨“突破能源”基金投资的Commonwealth Fusion Systems共同推进。 Whyte指出，数据中心应用带来的新增需求，反过来也能帮助核聚变企业以更低成本获得HTS材料，推动聚变能源技术本身的发展，“这形成了一个完整的循环”。微软此前已与另一家在美国华盛顿州建设聚变电站的公司签署购电协议，并计划在未来直接采购聚变电力为数据中心供电。 在AI驱动的能源转型博弈中，超导电缆正被视为压缩物理空间、提高效率并为新型清洁电源“腾路”的关键拼图，而微软希望成为率先将这一实验性拼图拼入现实基础设施的那家公司。来源：cnBeta","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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