SemiAnalysis@SemiAnalysis_ · XAI 摘要
太阳能和储能每年各新增超过20GW。听起来新增大量电力。但电网在需求高峰时实际能依赖的容量几乎没有变化。这一缺口正是AI数据中心开始自建电力容量，而非排队等待接入电网的原因。(1/3)🧵
Solar and storage are each adding more than 20GW a year. Sounds like a LOT of new power. But the amount the grid can actually count on when demand peaks has barely moved. That gap is why AI datacenters are starting to build their own power capacity instead of waiting in line to connect to the grid. （1/3）🧵