Pat Gelsinger：美国电网已成经济增长和 AI 的上限
前 Intel CEO 说美国 15 年没怎么加电力容量，AI 数据中心没电可用的瓶颈讲得挺实在。
前 Intel CEO Pat Gelsinger 表示，过去 10 到 15 年美国退役煤电的速度与新增可再生能源相当，全国能源总容量基本持平，经济产能也随之停滞了 15 年。他说目前美国能源容量年增速仅约 4%，并主张扩建核电作为基荷电源。他同时指出可再生能源对中国供应链存在深度依赖，并警告如果没有电力，就没有必要建新数据中心、买上百万张 GPU，AI 扩张的乐观预期需要打折扣。
Energy capacity = economic capacity, in one chart There are no low electricity, rich countries a16z @a16z "Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" @PGelsinger @RaghuRaghuram @appenz Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 24 🔄 40 ❤️ 175 👀 165076 📊 37 ⚡
