Meta豪赌太空发电！锁定Overview Energy未来产能“喂饱”AI数据中心

智通财经04-27

Meta Platforms正寻求利用在太空中收集的太阳能为人工智能(AI)数据中心供电，以一种新颖方式满足其近乎无止境的电力需求。Meta周一表示，已与初创公司Overview Energy达成协议，将获得最多1吉瓦的太空太阳能电力。1吉瓦电力大致相当于一座核反应堆的发电能力。Meta拒绝透露该协议的财务条款。根据协议，Meta将优先获得Overview Energy未来的发电产能。双方表示，...

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Locked in Overview Energy's future capacity to 'feed' AI data centers","themeId":"2c68f4f6b43bd7792ebb12ce6a4fb85a","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a96eb7b49c3e33c385008835701bb68f","symbols_score_info":{"META":1.97,"AAPL":0.6,"AMZN":0.6,"GOOG":0.6,"NVDA":0.6,"TSLA":0.6,"MSFT":0.6},"content_text":"Meta Platforms正寻求利用在太空中收集的太阳能为人工智能(AI)数据中心供电，以一种新颖方式满足其近乎无止境的电力需求。Meta周一表示，已与初创公司Overview Energy达成协议，将获得最多1吉瓦的太空太阳能电力。1吉瓦电力大致相当于一座核反应堆的发电能力。Meta拒绝透露该协议的财务条款。根据协议，Meta将优先获得Overview Energy未来的发电产能。双方表示，预计将在2030年实现商业化供电。Meta能源与可持续发展副总裁Nat Sahlstrom在声明中表示，公司希望Overview Energy能够为其提供清洁、且“不中断的能源”。Overview Energy计划通过环绕地球运行的卫星收集阳光，并将其转换为电力以支持电网运行。该公司所设想的太空发电站——将能源传输回地球——目前仍停留在理论阶段。这家初创公司仍在持续开发和测试其底层技术，并计划于2028年进行首次轨道演示。Overview Energy正押注于“太空中太阳永不落下”的理念。如果其持续收集能源并将其传输回地球接收站的努力取得成功，那么它将提供一种清洁能源解决方案，规避地面太阳能面板的一些局限性，因为地面太阳能发电效率通常会受到天气、昼夜时间以及季节变化的影响。对于Meta而言，这项举措是其大规模AI投资狂潮的一部分。该公司正投入数千亿美元，以确保支持其AI计划所需的能源、基础设施和算力能力。Meta的AI雄心迄今在很大程度上依赖天然气，该公司认为天然气相比某些更清洁的能源形式更稳定、更可靠。Meta目前正在美国路易斯安那州农村地区建设其最大AI数据中心园区，并支持为该园区开发10座新的燃气发电厂。随着近年AI对算力的需求指数级的增长，地面算力中心的“三高”痛点早已成为行业共识：大型数据中心年耗电量相当于中等城市规模，散热成本占总运营费用的30%，偏远地区、海洋、空域的覆盖盲区更是难以突破。而太空环境恰好提供了天然解决方案——无大气遮挡的太阳能利用效率比地面高30%以上，真空环境实现零成本散热，低轨卫星组网可达成毫秒级全球覆盖。但现阶段卫星发射与建设成本较高，尚未有实际落地项目。值得一提的是，Meta并不是唯一试图借助太空满足数据中心能源需求的企业。马斯克、贝索斯等人此前也曾讨论过将计算设施本身部署到轨道上。马斯克此前已宣布将投建芯片项目TeaFab，未来将实现年产能1太瓦(TW)AI算力，计划2027年投产，其中80%的芯片将用于太空算力中心。早在今年年初，马斯克旗下商业航天巨头SpaceX就曾向美国联邦通信委员会(FCC)提交申请，计划部署多达100万颗卫星，意在构建全球首个“轨道数据中心网络”，为AI模型提供太空算力。此外，据报道，贝索斯旗下的太空探索企业蓝色起源(Blue Origin)于上月官宣进军太空AI基础设施领域。报道称，蓝色起源已于3月19日向FCC提交了官方申请文件，寻求监管部门批准其庞大的卫星网络部署计划，计划在地球轨道上部署总计近52000颗具备高度专用性的卫星。与传统的通信或导航卫星不同，这批庞大的卫星群专门为处理复杂的人工智能计算任务而设计，将搭载先进的处理芯片，在太空中直接完成高强度的AI数据运算工作。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation,productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"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":"4.42.2","shortVersion":"4.42.2","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/2630398851","isCrawlerRequest":true}