Cathie Wood's Ark Invest Says Energy Bottlenecks Can't Stop AI Growth: Companies Could Go Partially Off-Grid
Cathie Wood's Ark Invest Says Energy Bottlenecks Can't Stop AI Growth: Companies Could Go Partially Off-Grid
ARK estimates that the additional demand from AI data centers will drive the growth in global electricity demand to 3.2% at a compound annual rate through 2030.In a blog post on Wednesday, Cathie Wood-led ARK Invest has projected that the growth and profitability of AI data centers will remain strong, despite increasing power demand and costs.
在星期三的博客发帖中，由凯西·伍德领导的ark预测，尽管电力需求和成本不断增加，人工智能数据中心的增长和盈利能力仍将保持强劲。
What Happened: The blog written by Sam Korus, director of Research Autonomous Technology & Robotics at ARK Invest, indicates that AI companies could partially operate off-grid through independent power generation.
发生了什么：ARk Invest的研究团队Autonomous Technology & Robotics主任Sam Korus撰写的博客指出，AI公司可以部分地通过独立发电进行操作。
For example, Tesla and SpaceX CEO Elon Musk has used generators to power xAI's data center in Memphis, Tennessee, bypassing full grid interconnection.
例如，特斯拉和spacex首席执行官埃隆·马斯克已经使用发电机来为xAI的位于田纳西州孟菲斯的idc概念供电，绕过全面的电网连接。
ARK estimates that the additional demand from AI data centers will drive the growth in global electricity demand to 3.2% at a compound annual rate through 2030.
ARk Invest估计，AI数据中心的额外需求将推动全球电力需求以每年3.2%的复合增长率增长至2030年。
This is despite the average growth in electricity production globally being around 2.7% annually for the past five years.
尽管过去五年全球电力生产的平均增长率约为每年2.7%，这一点仍然存在。
Source: ARK Invest
资料来源：ark
ARK's research also suggested that the time required to build new generation and distribution capacity will not be a limiting factor.
ARK的研究还表明，建设新的发电和配电容量所需的时间不会成为限制因素。
Electricity accounts for approximately 9% of total AI data center costs, leaving ample room for companies to invest in expedited, non-grid power solutions without disrupting data center economics.
电力约占总AI数据中心成本的9%，这为公司投资于加速且非电网依赖的电力解决方案留下了充足的空间，从而不会扰乱数据中心的经济运行。
The research suggested that the incremental capital required to meet the incremental electricity demand would be around $235 billion in 2030, roughly 6% of what ARK expects to be spent on AI hardware that year.
研究表明，到2030年，满足递增的电力需求所需的递增资本大约为2350亿美元，约占ARk预计当年用于AI硬件的支出的6%。
AI data center growth and profitability should remain strong despite rising power demand and costs. Independent power generation could allow AI companies to operate partially off-grid, expediting development. @skorusARK details more in a new research blog.
— ARK Invest (@ARKInvest) November 13, 2024
尽管电力需求和成本不断上升，但AI数据中心的增长和盈利能力应该保持强劲。独立的发电能力可能使人工智能公司部分脱离电网运行，加快发展速度。详细内容请查看@skorusARk在新的研究博客中提供的更多细节。
— ark投资（@ARKInvest）2024年11月13日
Why It Matters: The power demand for AI has been a topic of concern, with President-elect Donald Trump previously expressing shock at AI's substantial electricity demands in a conversation with Musk.
为什么重要：人工智能的电力需求一直是一个关注的话题，特朗普当选总统前曾在与马斯克交谈中表达对人工智能巨大电力需求的震惊。
Earlier, the CEO of Oklo Inc., Jacob DeWitte, also highlighted the "mind-blowing" demand for AI power, noting that Alphabet Inc.—Google's parent company—partnering with Kairos Power is just the beginning for nuclear power startups eager to collaborate with major tech firms.
此前，Oklo Inc.的CEO雅各布·德维特（Jacob DeWitte）也强调了对人工智能电力需求的“令人难以置信”的情况，并指出字母表公司谷歌的母公司Alphabet Inc.与Kairos Power合作只是急于与主要科技公司合作的核能初创企业的开端。
In April 2024, it was reported that if energy efficiency does not improve, AI data centers could account for up to a quarter of U.S. power demand by the decade's end.
2024年4月的报道称，如果能源效率没有提高，到本十年结束时，人工智能数据中心的电力需求可能占到美国总电力需求的四分之一。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：本内容部分由Benzinga Neuro帮助制作，并经Benzinga编辑审查和发布。
