As The AI Race Rages On, Depletion Of Energy And Water Resources Poses A New Threat
As The AI Race Rages On, Depletion Of Energy And Water Resources Poses A New Threat
Big Tech's race toward developing artificial intelligence (AI) has devastating, although possibly preventable, effects on the environment.
大型科技公司向发展人工智能 (AI) 的竞赛，虽然有可能是可以预防的，但对环境造成了可怕的影响。
For example, Alphabet Inc's (NASDAQ:GOOGL) (NASDAQ:GOOG) unveiling of Google AI Overviews. The automatically enabled feature eats up an estimated three watt-hours of electricity per search.
例如，Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) 推出的 Google AI Overviews。这个自动启用的功能每次搜索消耗约 3 瓦时电力。
That's 10 times the power consumption of a traditional Google search.
相当于传统 Google 搜索的 10 倍电力消耗。
Additionally, AI facilities and data centers use substantial water to cool their servers and could consume 25% of U.S. power by 2030.
此外，人工智能设施和数据中心需要大量用水来冷却服务器，到 2030 年可能会消耗美国 25% 的电力。
Demand for data center power is projected to more than double by 2030, largely due to AI. Although demand is substantial, energy providers are having difficulty keeping up with the pace, according to an article on Jacobin.
数据中心的耗电需求预计到 2030 年将增长一倍以上，主要是由于人工智能的原因。然而，能源供应商难以跟上步伐，根据 Jacobin 上的一篇文章。
Virginia has a large data center market, powering companies such as Amazon.com Inc, Alphabet and Microsoft Corp (NASDAQ:MSFT). The state's largest electricity company, Dominion Energy Inc (NYSE:D), has scrambled to meet the rapid increase in energy demand for data centers.
弗吉尼亚州有一个庞大的数据中心市场，为亚马逊公司、Alphabet 和微软公司 (NASDAQ:MSFT) 等公司提供支持。这个州最大的电力公司 Dominion Energy Inc (NYSE:D) 忙于满足数据中心能源需求的快速增长。
Market Implications: The substantial increase in energy demand to support AI has prolonged American use of coal amid electrification and sustainability efforts.
市场影响: 支持人工智能的能源需求大幅增长，导致在实现电气化和可持续性方面，美国的煤炭使用时间延长。
Coal company Evergy Inc (NASDAQ:EVRG) services areas in Missouri, seeing increased demand from AI projects. Likewise, Duke Energy Corp (NYSE:DUK) has seen rapid demand growth. Public Service Enterprise Group Inc. (NYSE:PEG) is another name to watch considering it's one of the largest electric companies in the U.S.
煤炭公司 Evergy Inc (NASDAQ:EVRG) 服务于密苏里地区，看到来自人工智能项目的需求增加。同样地，杜克能源公司 (NYSE:DUK) 也看到了快速的需求增长。公共服务企业集团 (NYSE:PEG) 是另一个需要关注的公司，因为它是美国最大的电力公司之一。
Nuclear plant provider Constellation Energy Corp (NASDAQ:CEG) has been a top market performer in 2024 — its share price has nearly doubled — based on speculation of potential partnerships with tech giants.
核电站提供商康斯泰勒能源公司 (NASDAQ:CEG) 在 2024 年是市场的顶级表现者之一——它的股价近乎翻倍——基于可能与科技巨头进行合作的猜测。
Technology Solutions: Microsoft is developing a nuclear fusion generator in Washington state with start-up Helion, according to the Washington Post.
技术解决方案: 据《华盛顿邮报》报道，微软正在华盛顿州开发一台核聚变发电机，与初创企业 Helion 合作。这家位于红木市的公司希望到 2028 年利用这种聚变能源，以减少与人工智能相关的碳排放。
The Redmond, Washington-based company hopes to harness this fusion power by 2028 as a means to reduce AI-related carbon emissions.
微软的一位发言人告诉《华盛顿邮报》：“如果我们合作，我们可以发挥人工智能的颠覆性能力，帮助创造我们迫切需要的净零、气候可持续和积极自然的工作。”
"If we work together, we can unlock AI's game-changing abilities to help create the net zero, climate resilient and nature positive works that we so urgently need," a Microsoft spokesperson told the Post.
微软还表示：“到 2030 年，我们将 100% 的时间将 100% 的电力消耗与零碳能源购买相匹配。”
Microsoft also said that "by 2030, we will have 100% of our electricity consumption, 100% of the time, matched by zero carbon energy purchases."
AI 竞赛: S&P 500 和纳斯达克在 2023 年和 2024 年的上涨，很大程度上归因于投资者对人工智能的乐观。现在十大人工智能股票的市值已占 S&P 500 的逾 28%，较仅 18 个月前加权的 2 倍。
The AI Race: The S&P 500 and NASDAQ's rally in 2023 and 2024 can largely be attributed to investor optimism in artificial intelligence. The ten largest AI stocks now comprise over 28% of the S&P 500, double its weighting in the index from just 18 months ago.
人工智能竞赛：标准普尔500指数和纳斯达克在2023年和2024年的上涨很大程度上归因于投资者对人工智能的乐观态度。现在，十大人工智能股票已占标普500指数的28％以上，是18个月前指数权重的两倍。
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