电力取代 GPU 成为 AI 最大瓶颈，行业高管共议电力基建
几家电力基建公司的高管聊了个反常识观点：卡住 AI 扩张的不是 GPU，是电。想搞懂数据中心为啥难建可以看看。
The Information 举办的主题活动聚焦 AI 电力基础设施。Delta Electronics 能源基建副总裁 William Mao 表示，电力需求激增让原本平淡的电力行业变得抢手。与 ERock 首席商务官 Allan Schurr 和 Cloverleaf Infrastructure 联合创始人 Brian Janous 的讨论指出，当前限制 AI 扩张的是电力供应，GPU 反而不是主要瓶颈。三人围绕如何加快电力接入速度展开讨论。
“For a long time, the electron was not so interesting. Now the space is actually becoming pretty sexy because there’s a lot of demand for the sexy electrons.” William Mao, VP of Energy Infrastructure at Delta Electronics, joined Allan Schurr, CCO of ERock, and Brian Janous, co-founder of Cloverleaf Infrastructure, to discuss why power, not GPUs, is now AI’s biggest bottleneck, and how to get electrons flowing faster.
More from our conversation “AI’s Power Challenge: Building the Infrastructure for the Next Generation of AI” event: https://t.co/rFfMXkHwDR
