美国电网今年计划新增86吉瓦，太阳能占43.4吉瓦
The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - ...
a16z拆了美国今年86吉瓦新增电力的构成，太阳能占一半还多是国产电池撑不起AI耗电缺口的现实写照。
美国电网今年计划新增86吉瓦发电容量，其中太阳能43.4吉瓦、电池储能24.3吉瓦、风电11.8吉瓦、天然气6.3吉瓦，新建核能为0吉瓦。a16z的Ryan McEntush指出，AI实验室规划的是数百吉瓦级别，太阳能是目前唯一已达到该规模供应量的电源，且大部分产自中国。文章认为除了对现有核电机组进行升级和重启外，真正的增量空间在于新建反应堆。
The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - ...
The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hundreds of gigawatts. Solar is the one source already produced at that scale, and most of it is made in China. "Scaling firm power that isn't gas is much more complicated. Uprates and restarts can squeeze a little more from the existing nuclear fleet, but the real upside is new reactors." a16z's @rmcentush on how America powers the next wave of growth: a16z.news/p/why-texas-is… Ryan McEntush @rmcentush x.com/i/article/2107… 🔗 View Quoted Tweet 💬 4 🔄 3 ❤️ 11 👀 3356 📊 4 ⚡
