Kukula mwachangu komanso kugwiritsa ntchito AI kukuyendetsa kufunikira kwa mphamvu zama data kuti zikule kwambiri.

Lipoti laposachedwa lochokera ku Bank of America Merrill Lynch equity strategist Thomas (TJ) Thornton akuneneratu kuti mphamvu

Kugwiritsa ntchito kuchuluka kwa ntchito za AI kudzakula pakukula kwapachaka kwa 25-33% m'zaka zingapo zikubwerazi.Lipotilo likutsindika

kuti kukonza kwa AI kumadalira kwambiri ma graphics processing units (GPUs), ndipo kugwiritsa ntchito mphamvu kwa ma GPU kwakhala kukwera.

poyerekeza ndi zakale.

Kugwiritsa ntchito mphamvu kwambiri kwa malo opangira data kumapangitsa kuti pakhale mphamvu yayikulu pa gridi yamagetsi.Malingana ndi zolosera, mphamvu yapadziko lonse ya data center

kufunikira kungafikire 126-152GW pofika chaka cha 2030, ndi mphamvu yowonjezera yowonjezera pafupifupi maola 250 a terawatt (TWh) panthawiyi.

Nthawi, yofanana ndi 8% ya mphamvu zonse zomwe zimafunikira ku United States mu 2030.

Bank of America Merrill Lynch adanenanso kuti kufunikira kwamphamvu kwa malo opangira data omwe akumangidwa ku United States kudzatero

kupitilira 50% yamagetsi ogwiritsa ntchito malo omwe alipo.Anthu ena amaneneratu kuti patatha zaka zingapo pambuyo pa deta iyi

malo atsirizidwa, kugwiritsa ntchito mphamvu kwa malo opangira deta kudzawirikiza kachiwiri.

Bank of America Merrill Lynch akuneneratu kuti pofika 2030, kuchuluka kwapachaka kwamphamvu kwamagetsi aku US kukuyembekezeka.

kukwera kuchokera pa 0.4% m'zaka khumi zapitazi kufika pa 2.8%.

Kuyika ndalama m'malo opangira magetsi kumakulitsanso kufunikira kwa zinthu monga mkuwa ndi uranium

Kuti akwaniritse zosowa zamphamvu za malo opangira data, zida zonse za gridi ndi mphamvu zopangira magetsi zimafunikira ndalama zambiri

mu zowonjezera.

Bank of America Merrill Lynch adanenanso kuti izi zibweretsa mwayi wokulirapo kwa opanga magetsi, ogulitsa zida zamagetsi,

makampani opanga mapaipi ndi othandizira ukadaulo wa grid.Kuphatikiza apo, kufunikira kwa zinthu monga mkuwa ndi uranium kudzateronso

pindulani ndi izi.

Bank of America Merrill Lynch akuneneratu kuti kuchuluka kwa mkuwa komwe kumabwera mwachindunji ndi malo opangira data kudzafika 500,000.

matani mu 2026, ndikuwonjezeranso kufunikira kwa mkuwa komwe kumabwera chifukwa cha ndalama za grid yamagetsi.

Pamsika wa matani 25 miliyoni, (500,000) sangamveke ngati zambiri, koma mkuwa ndi wofunika pafupifupi pafupifupi luso lililonse logwiritsa ntchito.

magetsi.Chifukwa chake, kufunikira kwa msika kukukulirakulira.

Bank of America Merrill Lynch adanenanso kuti kupanga magetsi kwa gasi akuyembekezeka kukhala chisankho choyamba kudzaza

kusiyana kwa mphamvu.Mu 2023, United States idzawonjezera 8.6GW ya mphamvu yopangira magetsi achilengedwe, ndipo 7.7GW yowonjezera

zidzawonjezedwa zaka ziwiri zikubwerazi.Komabe, nthawi zambiri zimatenga zaka zinayi kuchokera kukonzekera kukamaliza kulumikiza magetsi ndi grid.

Kuphatikiza apo, mphamvu ya nyukiliya ilinso ndi mwayi wokulirapo.Kukula kwa malo opangira magetsi a nyukiliya omwe alipo komanso kukulitsa

zilolezo zogwirira ntchito zitha kukulitsa kufunikira kwa uranium ndi 10%.Komabe, malo atsopano opangira magetsi a nyukiliya akukumanabe ndi zovuta zambiri ngati izi

monga mtengo ndi chivomerezo.Ma rector ang'onoang'ono ndi apakatikati (SMRs) akhoza kukhala yankho, koma sapezeka pa

chachikulu mpaka pambuyo pa 2030 koyambirira.

Mphamvu zamphepo ndi mphamvu yadzuwa zimachepetsedwa ndi kusinthasintha kwawo, ndipo ndizovuta kudziyimira pawokha kufunikira kwa mphamvu ya 24/7.

wa data center.Zitha kugwiritsidwa ntchito ngati gawo la yankho lonse.Komanso, kusankha malo ndi kugwirizana grid wa zongowonjezwdwa

malo opangira magetsi amakumananso ndi zovuta zambiri.

Ponseponse, malo opangira ma data akulitsa zovuta za decarbonizing makampani opanga magetsi.

Nenani zowunikira zina

Lipotilo linanenanso kuti chitukuko cha data center chikusuntha kuchokera kumadera osokonezeka kupita kumadera omwe magetsi ndi otsika mtengo komanso

zosavuta kulumikiza gululi, monga chapakati United States kuti nthawi zambiri amakumana zoipa mitengo magetsi chifukwa chochuluka

mphamvu zongowonjezwdwa.

Panthawi imodzimodziyo, chitukuko cha malo opangira deta ku Ulaya ndi China chikuwonetsanso kukula kwabwino, makamaka China,

lomwe likuyembekezeka kukhala dziko lotsogola pakupanga ndi kugwiritsa ntchito data center.

Pofuna kupititsa patsogolo mphamvu zamagetsi, gulu lamakampani a data center likugwiritsa ntchito njira zambiri: kulimbikitsa kafukufuku.

ndi chitukuko ndi kugwiritsa ntchito tchipisi chapamwamba kwambiri, pogwiritsa ntchito matekinoloje apamwamba ozizira monga kuzirala kwamadzimadzi, ndi

kuthandizira mphamvu zongowonjezedwanso zapafupi ndi kusungirako mphamvu.

Komabe, ponseponse, pali malo ochepa oti muwongolere pakuchita bwino kwamphamvu kwa data center.

Bank of America Merrill Lynch adanenanso kuti mbali imodzi, ma algorithms a AI akupita patsogolo mwachangu kuposa kugwiritsa ntchito mphamvu kwa chip;

Kumbali inayi, matekinoloje atsopano monga 5G akupanga zofuna zatsopano zamagetsi apakompyuta.Kupititsa patsogolo mphamvu

Kuchita bwino kwachedwetsa kukula kwa kugwiritsa ntchito mphamvu, koma ndizovuta kuti tisinthe momwe mphamvu yamagetsi ikuyendera

kugwiritsidwa ntchito m'malo opangira data.