Future Tech
抢电、圈地、对赌，深聊科技巨头的千亿美元AI能源大战 - 硅谷101
https://www.youtube.com/watch?v=6vNxFPRdrgs
大家是否意识到，AI发展时的巨大能源消耗？有爆料称微软在帮OpenAI训练GPT-6时，一不小心还把电网搞崩了；使用AI画一张图的电，也足够你充满手机。但这种情况不过是个开始，各大巨头也因AI军备竞赛，纷纷抢建数据中心，从抢芯片变成了抢能源。千亿美元投资背后，释放着怎样的信号？巨头又该如何应对呢？这期视频我们从微软能源战略部、数据中心专家及核电公司CEO三个不同角度进行了采访，深度聊聊生成式AI背后的能源大战和紧迫的用电荒。
你会看到：
00:00 - 01:31 AGI的尽头是能源？巨头拉响能源大战
01:32 - 05:04 AI训练与推理：信息处理的能量成本
05:05 - 09:05 万卡数据中心：芯片与散热堆砌的吞电巨兽
09:06 - 12:23 能源短缺：美国落后基建与飙升的需求
12:24 - 14:41 千亿投资：微软与OpenAI布局吉瓦级超算中心
14:42 - 18:31 优化方案：芯片能效与液冷技术
18:31 - 21:04 现实瓶颈：芯片短缺与激烈竞争
21:05 - 26:04 终极方案：巨头布局可控核聚变
26:05 - 29:57 环境挑战：碳中和成本翻倍？
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