中国工厂干冒烟了！马斯克预言电力短缺正席卷全球美科技巨头们疯抢变压器

快科技03-09

快科技3月9日消息，AI浪潮正意外引发全球范围内的变压器短缺危机。马斯克此前关于电力短缺的预言正在席卷全球，电力保障已成为算力竞争背后的核心底座。目前中国厂商的订单量已经排到了2026年，需求极度火爆。为了确保数据中心的稳定运行，谷歌和微软等科技巨头不惜斥资数亿元抢购相关电力设备。作为全球最重要的变压器生产基地之一，中国在这一基础电力设备领域占据着举足轻重的位置。新年伊始，江苏南京多家变压器企业就...

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Musk predicts that power shortages are sweeping the world, and U.S. tech giants rush for transformers","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159146":1.5,"TSYY":0.6,"TSII":0.6,"TSLO":0.6,"XMAG":1.5,"TSLS":0.6,"TSL":0.6,"TSLI":0.6,"TSLT":0.6,"TSLP":0.6,"TSLR":0.6,"TSLG":0.6,"TESL":0.6,"TSLY":0.6,"07766":0.6,"TSLW":0.6,"TSDD":0.6,"CRSH":0.6,"UFO":0.6,"TLA":0.6,"TSLL":0.6,"TSLQ":0.6,"TEST":0.6,"TSLZ":0.6,"DXYZ":1.5},"content_text":"快科技3月9日消息，AI浪潮正意外引发全球范围内的变压器短缺危机。马斯克此前关于电力短缺的预言正在席卷全球，电力保障已成为算力竞争背后的核心底座。目前中国厂商的订单量已经排到了2026年，需求极度火爆。为了确保数据中心的稳定运行，谷歌和微软等科技巨头不惜斥资数亿元抢购相关电力设备。作为全球最重要的变压器生产基地之一，中国在这一基础电力设备领域占据着举足轻重的位置。新年伊始，江苏南京多家变压器企业就密集传出爆单消息，生产线正处于满负荷运转状态。变压器是电力系统的核心设备，被形象地称为电网运行的调节阀。在发电端，它通过升压实现远距离低损耗输电；在配网端，则通过降压将电力安全输送至终端用户。无论是新能源并网还是数据中心落地，变压器都处于不可或缺的关键节点。AI应用的快速普及，带动了数据中心用电需求的爆发式增长，进一步放大了这一设备缺口。根据业内测算，处理一次ChatGPT查询的耗电量大约是传统谷歌搜索的10倍。这种高强度的电力需求，让变压器这一传统电力设备成为了制约AI发展的瓶颈。例如马斯克旗下的xAI在孟菲斯布局的超算中心，运行功率高达70兆瓦。随着全球数据中心数量的持续扩张，预计到2030年，全球投入运营的数据中心将超过8400个。变压器荒的出现，揭示了人工智能竞赛已经从软件和芯片层面的较量，延伸到了能源配套与电力基础设施的深度博弈。这不仅是算力的挑战，更是对基础能源调配能力的巨大考验。也难怪美国专家表示，没有电力保障下的美国，不管多现金的AI、芯片等都是笑谈....","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618061157","isCrawlerRequest":true}

中国工厂干冒烟了！马斯克预言电力短缺正席卷全球 美科技巨头们疯抢变压器

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中国工厂干冒烟了！马斯克预言电力短缺正席卷全球美科技巨头们疯抢变压器