中国在建38座核反应堆，AI算力能源竞赛领先美国
大家都在盯GPU，这条提醒你真正卡脖子的是电。中国在建38座核反应堆约39.8吉瓦，美国还在等小型堆，差距摆在这。
一条推文指出能源将成为AI数据中心的最大瓶颈。中国目前在建38座核反应堆，总装机容量约39.8吉瓦。美国则主要押注未来小型核反应堆，太阳能装机也未纳入对比。推文认为电网扩张与发电规模将决定AI竞赛走向，中国在此领先。
This is the most important graph of the year. Energy will be the biggest bottleneck, there's no doubt about it.
Yes, computing remains a bottleneck, and demand massively exceeds supply. But far more crucial is being able to power the data centers. China is currently building 38 new nuclear reactors with a combined capacity of approximately 39.8 gigawatts. The US, on the other hand, is primarily focusing on small nuclear reactors for the future. And that's not even mentioning solar capacity.
Seriously: the future will be decided by energy. By grid expansion, energy production, and scaling. And China has a clear lead here.
