a16z· @a16z · X·· 2 天前AI 评分63
AI 导读
a16z 转引 @rmcentush 的分析，美国电网今年计划新增 86 GW 装机，其中光伏 43.4 GW、电池储能 24.3 GW、风电 11.8 GW、燃气 6.3 GW、新增核电 0 GW。作者称 AI 实验室规划的是数百吉瓦级电力，光伏是唯一已在该规模生产的电源且大部分产自中国；非燃气的稳定电力扩展更复杂，现有核电机组升级和重启空间有限，真正的潜力在新反应堆。
AI 生成摘要 · 以原文为准
正文
The US grid plans to add 86 gigawatts this year. Here's where it's coming from:
- Solar: 43.4 GW
- Batteries: 24.3 GW
- Wind: 11.8 GW
- Gas: 6.3 GW
- New nuclear: 0 GW
The AI labs are planning for hundreds of gigawatts. Solar is the one source already produced at that scale, and most of it is made in China.
"Scaling firm power that isn't gas is much more complicated. Uprates and restarts can squeeze a little more from the existing nuclear fleet, but the real upside is new reactors."
a16z's @rmcentush on how America powers the next wave of growth: https://www.a16z.news/p/why-texas-is-making-data-centers
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来源：a16z · x.com