中国加大电力投资以在AI竞赛中领先美国

中国国家电网公司计划到2030年投资4万亿元人民币,用于建设更高效的电力系统,以整合可再生能源并在中美科技竞赛中占据优势。专家表示,在人工智能领域,电力是中国无可争议的优势。

中国拥有全球最大的电力系统,北京正通过创纪录的投资巩固这一优势。国家电网公司宣布,到2030年,该公司的投资将达到4万亿元人民币(约合5740亿美元),这是公司纪录,用于加速建设“新型电力系统”——一种更高效、灵活的电网,旨在整合可再生能源。这一扩张预计将使电力在终端能源消费中的份额提高到35%,每年新增约200吉瓦的风能和太阳能容量。该公司于周四宣布这一计划。

“在AI竞赛中,计算能力归结为芯片、电力和算法——而电力是中国无可争议的优势,”广东省改革社执行主席彭鹏表示,该智库隶属于广东省政府。

这一举措发生在中美科技竞争加剧的背景下,美国在芯片领域施压中国,而中国通过加强电力基础设施来支持AI发展。国家能源局相关关键词包括AI、SpaceX、特斯拉和埃隆·马斯克,但重点在于电力对AI的支撑作用。

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