评论称美国AI最大瓶颈是能源而非芯片，中国核电与光伏领先
有人在讨论Google的太空算力设想，核心观点是美国AI卡在能源上，中国核电光伏已经跑在前面，角度挺有意思。
作者认为美国当前AI发展最大的瓶颈不是芯片，而是能源和老化电网。文中对比：中国正在建造约46座核电站，仅2025年新增光伏装机量就相当于美国过去10-15年的总和。Google提出将推理甚至训练移入太空，用靠近太阳的卫星集群采集能量，效率约为地面的8倍，可同时缓解能源、扩容和电网问题。
As futuristic as Google's project may seem, it solves one of the biggest problems currently facing the US.
Besides the enormous demand for chips, there's an even bigger problem right now: energy.
I often bring this up in conversations: China is currently building (or starting to build) around 46 nuclear power plants and will have installed as much solar capacity in 2025 alone as the US has in the last 10-15 years. In the early 2030s, energy and the aging power grid will become the biggest bottleneck for the US.
Not chips, but energy.
And here, China is currently way ahead in the race. To put it bluntly, they've "solved" the energy problem for themselves, and the US is lagging behind. Moving inference or even training into space and using satellite swarms close to the sun to capture energy (about 8 times more efficiently than on Earth) could solve all the problems at once: energy, scaling, and the grid problem.
