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.
在星期三的博客發帖中，由凱西·伍德領導的ark預測，儘管電力需求和成本不斷增加，人工智能數據中心的增長和盈利能力仍將保持強勁。
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.
事件回顧：由ark的研究自主技術與機器人部門董事Sam Korus撰寫的博客指出，人工智能公司可以通過獨立的電力生成部分地實現離網運行。
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(臨時代碼)首席執行官埃隆·馬斯克曾使用發電機爲位於田納西州孟菲斯的xAI數據中心供電，繞過完全的電網連接。
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估計，來自人工智能數據中心的額外需求將推動全球電力需求以3.2%的複合年增長率增長，直到2030年。
This is despite the average growth in electricity production globally being around 2.7% annually for the past five years.
儘管全球電力生產的平均增長率在過去五年中大約爲2.7%。
Source: ARK Invest
資料來源：ark
ARK's research also suggested that the time required to build new generation and distribution capacity will not be a limiting factor.
ark的研究還表明，建設新的發電和配電能力所需的時間不會成爲限制因素。
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.
電力占人工智能數據中心總成本的約9%，爲公司投資加速的非電網電力解決方案留下了充足的空間，而不會破壞數據中心的經濟性。
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，滿足額外電力需求所需的增量資本將約爲2350億美元，這大約是ark預計當年在人工智能硬件上支出的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
儘管電力需求和成本上升，人工智能數據中心的增長和盈利能力仍應保持強勁。獨立發電可以讓人工智能公司在一定程度上實現離網運營，加快發展。@skorusark在新的研究博客中詳細介紹。
— ark投資（@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.
爲什麼這很重要：人工智能的電力需求一直以來都是一個令人擔憂的話題，當選總統特朗普曾在與穆斯克的對話中對人工智能的巨大電力需求表示震驚。
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.
早些時候，Oklo Inc.的首席執行官雅各布·德維特也強調了人工智能電力的"令人震驚"的需求，並指出alphabet inc.（谷歌母公司）與Kairos Power的合作僅僅是渴望與大型科技公司合作的核電初創公司的開始。
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月有報道稱，如果能源效率沒有改善，到本世紀末，人工智能數據中心可能佔美國電力需求的四分之一。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分由Benzinga Neuro幫助製作，並經Benzinga編輯審查和發佈。
