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- 约5.15万字
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- 2026-11-02 发布于河北
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INNOVATION/ENERGYRESOURCES
ThePhysicalRaceforAI
HowControloverElectricity,Water,andCriticalMineralsIsBecomingaDeter-minantofAILeadership
SimonEngelkesAlesiaMakaj
›AI-andcloud-drivendatacentreexpansionis
causingelectricitydemandtogrowmuch
fasterthanoverallpowerconsumption.
›InEurope,slowgridexpansionhasemergedasacriticalconstraintonAIinvestmentsanddigi-talcompetitiveness.
›AIinfrastructureisincreasinglyexpectedtofol-lowavailablepowersources(datamovesto
power),especiallynearrenewableenergygen-eration.
›Larged
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