Chubby♨️@kimmonismus · X58
AI 摘要
最大的瓶颈将是能源——很快。 Gartner 2026年预测显示，全球数据中心电力消耗将达到565 TWh，较去年增长26%。AI服务器已占其中的31%，并将于2027年超越传统服务器。 值得注意的是，Gartner给出的制约因素是电力，而非芯片。他们预计到2030年需求将超过1,200 TWh，并警告电网将无法跟上。 因此，竞赛悄然从谁拥有最佳硅片转向谁能真正获得电力来驱动它。
The biggest bottleneck will be energy- very soon.
Gartner's 2026 forecast puts global data center electricity at 565 TWh， up 26% from last year. AI servers already account for 31% of that and pass conventional servers in 2027.
What's worth noting is the constraint Gartner names： it's power， not chips. They project demand above 1，200 TWh by 2030 and warn the grid won't keep up.
So the race quietly shifts from who has the best silicon to who can actually get the electricity to run it.