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人工智能的真正瓶颈不是芯片，而是电力

全球经济正同时走向数字化和电气化，导致用电量不断攀升

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    • 全球大部分电力基础设施日益老化，难以适应包含分布式可再生能源、双向电流和数字化负载管理的新型电力系统。
    • 全球大部分电力基础设施日益老化，难以适应包含分布式可再生能源、双向电流和数字化负载管理的新型电力系统。 图片来源：PIXABAY

    Hou Wey Fook

    Published Tue, Jul 7, 2026 · 03:30 PM

    本文由AI辅助翻译

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    此前，外界对人工智能的关注大多集中在芯片上：谁制造芯片，谁能买到足够的芯片，以及哪些公司将在这场构建最大模型的竞赛中胜出。在人工智能发展的初期阶段，这种关注不无道理。

    但这可能会让投资者忽略该行业下一个决定性的挑战。

    制约人工智能发展速度的决定性因素已不再是半导体供应，而是电力。Nvidia 首席执行官 Jensen Huang 对此直言不讳。

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