CPT Markets:AI电力需求重塑能源

市场资讯07-10

7月10日，AI数据中心扩张正在把电力供应推向能源投资的核心位置。CPT Markets表示，算力需求不断增长，使稳定电源、输电网络和长期购电协议成为科技企业与能源企业共同关注的关键资源。　　在CPT Markets看来，AI产业竞争不只取决于芯片和模型，也取决于低成本、可持续且可快速接入的电力。若电网建设跟不上负荷增长，部分地区可能面临容量紧张和电价上行，进而影响数据中心选址。　　天然气、...

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