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西小口奈文摩尔

2025-12-08

说说你对这篇新闻的看法...

谷歌携手新纪元能源，用配套大型电厂绑定数据中心

西小口奈文摩尔

2025-02-26

$Bitdeer Technologies Group(BTDR)$ 之前23清仓了， 10块再接回来。财报不好很大一部分原因是去年q4 小鹿花钱投片了。这次投片未来会有显著受益，另外jihan解锁的股票不会在这个价格砸盘。他钱够花

西小口奈文摩尔

2024-11-28

$Bitdeer Technologies Group(BTDR)$ 大饼涨价它跟着，饼饼回调它不调

西小口奈文摩尔

2024-11-13

$Bitdeer Technologies Group(BTDR)$ bitdeer发布16.5j/t产品，未来之星

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20:22","market":"us","language":"zh","title":"谷歌携手新纪元能源，用配套大型电厂绑定数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=1136979649","media":"智通财经网","summary":"把“电力供给+算力资源”打包布局。","content":"<html><head></head><body><p style=\"text-align: justify;\">美国科技巨头谷歌旗下的谷歌云计算平台(即Google Cloud)与美国电力供给巨头 <a href=\"https://laohu8.com/S/NEE\">新纪元能源</a>已达成一项重磅协议，双方将共同开发与大型电厂直接100%配套的AI数据中心，这是科技行业与电力行业日益紧密交织的最新例证。</p><p style=\"text-align: justify;\">根据周一发布的一份最新声明，两家公司正在开发三个大型园区，并努力确定更多的潜在大型电厂/配套数据中心选址。今年10月，他们宣布达成一项协议，重启位于爱荷华州的一座沉睡已久的NextEra大型核电站，为谷歌位于附近的正在建设的大型AI数据中心供电。</p><p style=\"text-align: justify;\">数据中心和人工智能所需的堪称天量级别电力已经重塑了美国电力行业，推动其与科技行业建立更紧密的联系。</p><p style=\"text-align: justify;\">新纪元能源周一还表示，该公司已与Facebook母公司 Meta Platforms Inc.(META.US) 签订了约2.5吉瓦的清洁能源合同。1吉瓦大致相当于一座大型核反应堆的发电功率，可为美国大约75万户家庭供电。</p><p style=\"text-align: justify;\">得益于与谷歌和Meta达成的重磅电力供给协议，新纪元能源公司的股价在美国股市常规交易开始前一度上涨约4%。截至上周美股收盘，新纪元能源公司市值高达1730亿美元，今年以来股价涨幅高达20%。</p><p style=\"text-align: justify;\">新纪元能源公司(即NextEra Energy) 是一家“电力公用事业 + 清洁能源开发”双核心的美国巨头，公司一手管传统供电，一手大规模开发风电、光伏、储能等新能源项目。新纪元能源通过子公司 Florida Power &amp; Light(FPL) 向美国佛州约1200万居民和企业供电，是美国规模最大的受监管电力公用事业公司之一;清洁能源与电力基础设施开发方面，通过 NextEra Energy Resources(NEER) 在全美和加拿大开发、建设和运营各类非受监管、竞争性质的大型电站与电网基础设施，所聚焦的电力供给类型包括风电、光伏(全球风光发电龙头之一)、大规模电池储能以及部分天然气、电核电机组等等。</p><p style=\"text-align: justify;\">新纪元能源公司旗下的NextEra Energy Resources(NEER)不是像Florida Power &amp; Light 那样的受监管公用事业公司，而是 “非受监管、竞争性”的电力开发和批发供应商，重点做风电、光伏、储能、核电等清洁能源项目，并和谷歌、Meta 等大客户签长期电力协议(PPA)。</p><p style=\"text-align: justify;\">现在美国科技巨头们和 NextEra 这类能源公司签的电力协议，从合同上看可以非常说是“专属”级别，甚至单独重启一座核电站给自己用;但从物理供电上看，绝大多数项目仍是接入传统电网，通过物理 PPA、虚拟 PPA或者“共址+并网”的方式实现。</p><p style=\"text-align: justify;\">但是，自今年以来，越来越多科技巨头开始寻找那些“真正完全脱离大电网且单独供电的超大规模项目”，美国能源部以及FERC 近期甚至还专门推动“负荷+发电共址并网”的新规则，就是为了给这种 “数据中心自带大型超级电厂，但仍接大电网”的模式开监管绿灯和加速并网。</p><p style=\"text-align: justify;\">全球AI竞赛的本质是AI算力基础设施竞赛，而驱动AI算力集群的核心基础则是稳定且庞大的电力供应体系。正因如此，AI数据中心电力需求正以前所未有的速度疯狂飙升，AI俨然已经化身“电力饕餮”。规模随AI芯片等算力基础设施猛烈需求而呈指数级扩张的高耗能AI数据中心背后离不开电力供应这一核心基础，这也是“AI尽头是电力”这一市场观点的由来。</p><p style=\"text-align: justify;\">华尔街金融巨头高盛近期在一份研究报告中将全球数据中心所驱动的截至2030年庞大耗电需求预测，上修为较2023年耗电量大幅扩张175%(高盛的先前预测为+165%)，相当于再增加一个“全球前十耗电大国”的电力资源负荷。在高盛的策略分析师团队看来，AI大模型的尽头就是电力——该机构强调堪称“吞电巨兽”的AI将带来史无前例的电力“超级牛市行情”。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌携手新纪元能源，用配套大型电厂绑定数据中心</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌携手新纪元能源，用配套大型电厂绑定数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-08 20:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1379054.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国科技巨头谷歌旗下的谷歌云计算平台(即Google Cloud)与美国电力供给巨头 新纪元能源已达成一项重磅协议，双方将共同开发与大型电厂直接100%配套的AI数据中心，这是科技行业与电力行业日益紧密交织的最新例证。根据周一发布的一份最新声明，两家公司正在开发三个大型园区，并努力确定更多的潜在大型电厂/配套数据中心选址。今年10月，他们宣布达成一项协议，重启位于爱荷华州的一座沉睡已久的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1379054.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd1c25e40ae9724c8c24cd6e1bdf4d6d","relate_stocks":{"NEE":"新纪元能源","ICLN":"iShares S&P Global Clean Energy"},"source_url":"https://www.zhitongcaijing.com/content/detail/1379054.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1136979649","content_text":"美国科技巨头谷歌旗下的谷歌云计算平台(即Google Cloud)与美国电力供给巨头 新纪元能源已达成一项重磅协议，双方将共同开发与大型电厂直接100%配套的AI数据中心，这是科技行业与电力行业日益紧密交织的最新例证。根据周一发布的一份最新声明，两家公司正在开发三个大型园区，并努力确定更多的潜在大型电厂/配套数据中心选址。今年10月，他们宣布达成一项协议，重启位于爱荷华州的一座沉睡已久的NextEra大型核电站，为谷歌位于附近的正在建设的大型AI数据中心供电。数据中心和人工智能所需的堪称天量级别电力已经重塑了美国电力行业，推动其与科技行业建立更紧密的联系。新纪元能源周一还表示，该公司已与Facebook母公司 Meta Platforms Inc.(META.US) 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“数据中心自带大型超级电厂，但仍接大电网”的模式开监管绿灯和加速并网。全球AI竞赛的本质是AI算力基础设施竞赛，而驱动AI算力集群的核心基础则是稳定且庞大的电力供应体系。正因如此，AI数据中心电力需求正以前所未有的速度疯狂飙升，AI俨然已经化身“电力饕餮”。规模随AI芯片等算力基础设施猛烈需求而呈指数级扩张的高耗能AI数据中心背后离不开电力供应这一核心基础，这也是“AI尽头是电力”这一市场观点的由来。华尔街金融巨头高盛近期在一份研究报告中将全球数据中心所驱动的截至2030年庞大耗电需求预测，上修为较2023年耗电量大幅扩张175%(高盛的先前预测为+165%)，相当于再增加一个“全球前十耗电大国”的电力资源负荷。在高盛的策略分析师团队看来，AI大模型的尽头就是电力——该机构强调堪称“吞电巨兽”的AI将带来史无前例的电力“超级牛市行情”。","news_type":1,"symbols_score_info":{"NEE":2,"ICLN":1}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407749916238104,"gmtCreate":1740562825277,"gmtModify":1740563634122,"author":{"id":"3563455071290473","authorId":"3563455071290473","name":"西小口奈文摩尔","avatar":"https://static.tigerbbs.com/e4c2e6fd5406ad6486e0591c6f71fd6a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563455071290473","authorIdStr":"3563455071290473"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTDR\">$Bitdeer Technologies 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20:22","market":"us","language":"zh","title":"谷歌携手新纪元能源，用配套大型电厂绑定数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=1136979649","media":"智通财经网","summary":"把“电力供给+算力资源”打包布局。","content":"<html><head></head><body><p style=\"text-align: justify;\">美国科技巨头谷歌旗下的谷歌云计算平台(即Google Cloud)与美国电力供给巨头 <a href=\"https://laohu8.com/S/NEE\">新纪元能源</a>已达成一项重磅协议，双方将共同开发与大型电厂直接100%配套的AI数据中心，这是科技行业与电力行业日益紧密交织的最新例证。</p><p style=\"text-align: justify;\">根据周一发布的一份最新声明，两家公司正在开发三个大型园区，并努力确定更多的潜在大型电厂/配套数据中心选址。今年10月，他们宣布达成一项协议，重启位于爱荷华州的一座沉睡已久的NextEra大型核电站，为谷歌位于附近的正在建设的大型AI数据中心供电。</p><p style=\"text-align: justify;\">数据中心和人工智能所需的堪称天量级别电力已经重塑了美国电力行业，推动其与科技行业建立更紧密的联系。</p><p style=\"text-align: justify;\">新纪元能源周一还表示，该公司已与Facebook母公司 Meta Platforms Inc.(META.US) 签订了约2.5吉瓦的清洁能源合同。1吉瓦大致相当于一座大型核反应堆的发电功率，可为美国大约75万户家庭供电。</p><p style=\"text-align: justify;\">得益于与谷歌和Meta达成的重磅电力供给协议，新纪元能源公司的股价在美国股市常规交易开始前一度上涨约4%。截至上周美股收盘，新纪元能源公司市值高达1730亿美元，今年以来股价涨幅高达20%。</p><p style=\"text-align: justify;\">新纪元能源公司(即NextEra Energy) 是一家“电力公用事业 + 清洁能源开发”双核心的美国巨头，公司一手管传统供电，一手大规模开发风电、光伏、储能等新能源项目。新纪元能源通过子公司 Florida Power &amp; Light(FPL) 向美国佛州约1200万居民和企业供电，是美国规模最大的受监管电力公用事业公司之一;清洁能源与电力基础设施开发方面，通过 NextEra Energy Resources(NEER) 在全美和加拿大开发、建设和运营各类非受监管、竞争性质的大型电站与电网基础设施，所聚焦的电力供给类型包括风电、光伏(全球风光发电龙头之一)、大规模电池储能以及部分天然气、电核电机组等等。</p><p style=\"text-align: justify;\">新纪元能源公司旗下的NextEra Energy Resources(NEER)不是像Florida Power &amp; Light 那样的受监管公用事业公司，而是 “非受监管、竞争性”的电力开发和批发供应商，重点做风电、光伏、储能、核电等清洁能源项目，并和谷歌、Meta 等大客户签长期电力协议(PPA)。</p><p style=\"text-align: justify;\">现在美国科技巨头们和 NextEra 这类能源公司签的电力协议，从合同上看可以非常说是“专属”级别，甚至单独重启一座核电站给自己用;但从物理供电上看，绝大多数项目仍是接入传统电网，通过物理 PPA、虚拟 PPA或者“共址+并网”的方式实现。</p><p style=\"text-align: justify;\">但是，自今年以来，越来越多科技巨头开始寻找那些“真正完全脱离大电网且单独供电的超大规模项目”，美国能源部以及FERC 近期甚至还专门推动“负荷+发电共址并网”的新规则，就是为了给这种 “数据中心自带大型超级电厂，但仍接大电网”的模式开监管绿灯和加速并网。</p><p style=\"text-align: justify;\">全球AI竞赛的本质是AI算力基础设施竞赛，而驱动AI算力集群的核心基础则是稳定且庞大的电力供应体系。正因如此，AI数据中心电力需求正以前所未有的速度疯狂飙升，AI俨然已经化身“电力饕餮”。规模随AI芯片等算力基础设施猛烈需求而呈指数级扩张的高耗能AI数据中心背后离不开电力供应这一核心基础，这也是“AI尽头是电力”这一市场观点的由来。</p><p style=\"text-align: justify;\">华尔街金融巨头高盛近期在一份研究报告中将全球数据中心所驱动的截至2030年庞大耗电需求预测，上修为较2023年耗电量大幅扩张175%(高盛的先前预测为+165%)，相当于再增加一个“全球前十耗电大国”的电力资源负荷。在高盛的策略分析师团队看来，AI大模型的尽头就是电力——该机构强调堪称“吞电巨兽”的AI将带来史无前例的电力“超级牛市行情”。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌携手新纪元能源，用配套大型电厂绑定数据中心</title>\n<style 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href=\"https://www.zhitongcaijing.com/content/detail/1379054.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd1c25e40ae9724c8c24cd6e1bdf4d6d","relate_stocks":{"NEE":"新纪元能源","ICLN":"iShares S&P Global Clean Energy"},"source_url":"https://www.zhitongcaijing.com/content/detail/1379054.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1136979649","content_text":"美国科技巨头谷歌旗下的谷歌云计算平台(即Google Cloud)与美国电力供给巨头 新纪元能源已达成一项重磅协议，双方将共同开发与大型电厂直接100%配套的AI数据中心，这是科技行业与电力行业日益紧密交织的最新例证。根据周一发布的一份最新声明，两家公司正在开发三个大型园区，并努力确定更多的潜在大型电厂/配套数据中心选址。今年10月，他们宣布达成一项协议，重启位于爱荷华州的一座沉睡已久的NextEra大型核电站，为谷歌位于附近的正在建设的大型AI数据中心供电。数据中心和人工智能所需的堪称天量级别电力已经重塑了美国电力行业，推动其与科技行业建立更紧密的联系。新纪元能源周一还表示，该公司已与Facebook母公司 Meta Platforms Inc.(META.US) 签订了约2.5吉瓦的清洁能源合同。1吉瓦大致相当于一座大型核反应堆的发电功率，可为美国大约75万户家庭供电。得益于与谷歌和Meta达成的重磅电力供给协议，新纪元能源公司的股价在美国股市常规交易开始前一度上涨约4%。截至上周美股收盘，新纪元能源公司市值高达1730亿美元，今年以来股价涨幅高达20%。新纪元能源公司(即NextEra Energy) 是一家“电力公用事业 + 清洁能源开发”双核心的美国巨头，公司一手管传统供电，一手大规模开发风电、光伏、储能等新能源项目。新纪元能源通过子公司 Florida Power & Light(FPL) 向美国佛州约1200万居民和企业供电，是美国规模最大的受监管电力公用事业公司之一;清洁能源与电力基础设施开发方面，通过 NextEra Energy Resources(NEER) 在全美和加拿大开发、建设和运营各类非受监管、竞争性质的大型电站与电网基础设施，所聚焦的电力供给类型包括风电、光伏(全球风光发电龙头之一)、大规模电池储能以及部分天然气、电核电机组等等。新纪元能源公司旗下的NextEra Energy Resources(NEER)不是像Florida Power & Light 那样的受监管公用事业公司，而是 “非受监管、竞争性”的电力开发和批发供应商，重点做风电、光伏、储能、核电等清洁能源项目，并和谷歌、Meta 等大客户签长期电力协议(PPA)。现在美国科技巨头们和 NextEra 这类能源公司签的电力协议，从合同上看可以非常说是“专属”级别，甚至单独重启一座核电站给自己用;但从物理供电上看，绝大多数项目仍是接入传统电网，通过物理 PPA、虚拟 PPA或者“共址+并网”的方式实现。但是，自今年以来，越来越多科技巨头开始寻找那些“真正完全脱离大电网且单独供电的超大规模项目”，美国能源部以及FERC 近期甚至还专门推动“负荷+发电共址并网”的新规则，就是为了给这种 “数据中心自带大型超级电厂，但仍接大电网”的模式开监管绿灯和加速并网。全球AI竞赛的本质是AI算力基础设施竞赛，而驱动AI算力集群的核心基础则是稳定且庞大的电力供应体系。正因如此，AI数据中心电力需求正以前所未有的速度疯狂飙升，AI俨然已经化身“电力饕餮”。规模随AI芯片等算力基础设施猛烈需求而呈指数级扩张的高耗能AI数据中心背后离不开电力供应这一核心基础，这也是“AI尽头是电力”这一市场观点的由来。华尔街金融巨头高盛近期在一份研究报告中将全球数据中心所驱动的截至2030年庞大耗电需求预测，上修为较2023年耗电量大幅扩张175%(高盛的先前预测为+165%)，相当于再增加一个“全球前十耗电大国”的电力资源负荷。在高盛的策略分析师团队看来，AI大模型的尽头就是电力——该机构强调堪称“吞电巨兽”的AI将带来史无前例的电力“超级牛市行情”。","news_type":1,"symbols_score_info":{"NEE":2,"ICLN":1}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370685355208848,"gmtCreate":1731513155518,"gmtModify":1731515058113,"author":{"id":"3563455071290473","authorId":"3563455071290473","name":"西小口奈文摩尔","avatar":"https://static.tigerbbs.com/e4c2e6fd5406ad6486e0591c6f71fd6a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563455071290473","idStr":"3563455071290473"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTDR\">$Bitdeer Technologies 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