a16z：中国发电量从美国一半增至两倍以上
Gelsinger 把 AI 算力焦虑直接换算成电网容量：建数据中心买百万 GPU，电从哪来。
a16z 在 X 上引用前 Intel CEO Pat Gelsinger 的访谈指出，2005 年中国发电量仅为美国的一半，如今已超过美国两倍。Gelsinger 称美国电网在 10 到 15 年间因煤电退役与可再生能源新增相抵而整体停滞。他表示美国目前年发电容量增速约为 4%。他提到核电作为基荷电源值得扩建，但美国可再生能源供应链对中国依赖很深。
China generated half as much electricity as the US in 2005 Today it generates more than 2x a16z @a16z "Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" @PGelsinger @RaghuRaghuram @appenz Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 2 🔄 3 ❤️ 15 👀 2864 📊 3 ⚡
