美国效仿中国的策略以应对人工智能的电力需求
在一次对彭博新闻的采访中，电力公司的首席执行官多明戈·德昂圭斯表示，为了满足日益增长的人工智能需求，美国应该借鉴中国的方法。
“中国的AI项目正在规划中，已采取了与我们不同方式。”德昂圭斯解释道。当前，依赖远距离输电线路运送电能的模式不足以支持这个变化。然而，在美国，电力线供应短缺，公用事业部门表示连接设施到电网需要数年的时间。这对于数据中心运营者而言是一个障碍，他们迫切需要即时获取电力。更重要的是，人工智能对国家安全的重要性加剧了这一紧迫性。
德昂圭斯还指出，“Constellation一直在与寻求在大规模数据中心的客户进行讨论。”这些数据中心只能建在发电站所在的地点，“因为只有在那里才能确保电力供应。”
在美国，能源公司正急于应对来自人工智能数据中心、制造工厂和电动汽车等电力需求的激增。几年前专家们认为太阳能和风能足以满足额外电力需求，而现在煤炭工厂正在延长运营时间，公用事业部门规划前所未有的大量新增天然气发电项目，核反应堆也再度受到青睐。
“Constellation”宣布将重启宾夕法尼亚州三里岛核电站的一个反应堆，并将其电力供给微软公司。亚马逊则在3月份同意斥资65亿美元收购该州连接另一个核电站的数据中心校园。
鉴于这些数据处理设施的巨大电力需求，运行稳定的核电厂被认为是向美国大型数据中心供应能源的最佳选择。“人工智能在这里将持久存在”，德昂圭斯在采访中强调，“对于国家安全和经济发展来说，国家必须在AI领域取得成功。”
新闻来源：www.bloomberg.com
原文地址：Constellation CEO Says US Should Copy China to Meet AI Power Use
新闻日期：2024-09-23
原文摘要：
To meet the surging demand for electricity to run artificial intelligence, the US should emulate China, according to the head of the power company that just inked a deal with to reopen the shuttered Three Mile Island nuclear plant.Big technology companies are proposing data centers so massive that they could only function if they’re built alongside power plants, , Chief Executive Officer of , said Monday in an interview with Bloomberg News. China is already taking that approach in the AI projects it’s planning, Dominguez said.That’s a significant shift from the current models that rely on miles and miles of long-distance transmission lines to carry electricity. But there’s a shortage of wires in the US and utilities say it can take years to connect facilities to the grid. The delays are a hurdle for data center operators that need power as soon as possible — and AI’s importance to national security is compounding the urgency, Dominguez said. “Constellation has been part of discussions with customers that are looking at multi-gigawatt data centers,” Dominguez said in an interview Monday at Bloomberg News headquarters in New York. “It could only be done at the location the power is produced.” Read More: Across the US, energy companies are racing to meet a jump in electricity demand from power-hungry AI data centers, manufacturing facilities and electric vehicles. As recently as a few years ago, experts thought that solar and wind output would be sufficient to meet additional power needs. Now coal plants are being kept online longer, utilities are planning record amounts of new natural gas generation and nuclear reactors are popular again.Constellation announced last week that it would restart a reactor at the Three Mile Island plant in Pennsylvania and deliver the power to Microsoft. And Amazon.com Inc. agreed in March to spend $650 million to acquire a data center campus connected to another nuclear plant in the state. Given the enormous power needs, nuclear plants that run around the clock are the best options for delivering energy to outsized US data centers, Dominguez said.“AI is here to stay,” he said Monday during an interview on . “And the country has to be successful on AI from a geopolitical security perspective as well as an economic perspective.”
