没啥不好的，反正马上就逆全球化了。
高盛：到2030年，美国“备用电力”将跌至临界线以下，而中国还有高达400GW
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Re: 高盛：到2030年，美国“备用电力”将跌至临界线以下，而中国还有高达400GW
追风交易台是找不到，bloomberg 原文不长
Goldman Sees China Power Push Giving It Edge Over US in AI Race
Solar panels near Yinchuan, Ningxia autonomous region, China.
Solar panels near Yinchuan, Ningxia autonomous region, China.Photographer: Qilai Shen/Bloomberg
By Dan Murtaugh
November 13, 2025 at 8:02 PM CST
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Takeaways by Bloomberg AI
China's buildout of power generation capacity will give it an advantage over the US in expanding data centers for artificial intelligence, according to Goldman Sachs Group Inc.
China will likely have about 400 gigawatts of spare power capacity by 2030, which is triple the expected needs of the global data center fleet.
Limited spare power capacity in the US could constrain growth in data centers, while China's significant spare capacity is expected to expand further and accommodate growing power demand.
China’s massive buildout of power generation capacity will give it a leg up over the US in the race to expand data centers fueling artificial intelligence, according to Goldman Sachs Group Inc.
The country has been on an electricity construction spree since it was hit by a spate of power shortages in 2021 and 2022, with world-leading rollouts of renewables, coal-burning plants and nuclear reactors. By 2030, it will likely have about 400 gigawatts of spare power capacity, triple the expected needs of the global data center fleet, giving it plenty of room to keep expanding.
“We expect China’s spare capacity to remain sufficient to accommodate” growing power demand from data centers and other industries, Goldman analysts including Hongcen Wei wrote in a research note Thursday.
While China currently houses about a quarter of global data center capacity, it could soon catch up to the US, which leads with 44%.
Data centers already account for about 6% of US electricity demand, and that rapid growth along with a lack of new power plant construction means that eight of the 13 regional grids are already at or below critical spare capacity levels, leaving them vulnerable to price spikes or shortages, according to Goldman. By 2030, such tightness could constrain growth in data centers, which require massive amounts of electricity to run and cool all the computing power housed within them.
“Limited effective spare power capacity could act as a bottleneck for further data center developments in the US,” the analysts said. “In contrast, China already carries significant spare capacity in its power grid, which we expect to expand further.”
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Re: 高盛：到2030年，美国“备用电力”将跌至临界线以下，而中国还有高达400GW
就凭你这句话也就能看出水平了。你还seriously。
这种话题真的远远超出了你的理解能力，你只能看看赢麻了的简中水文，别人给你解释你都看不懂。
Seriously.
好人的底线就是恶的边界
Re: 高盛：到2030年，美国“备用电力”将跌至临界线以下，而中国还有高达400GW
Koolblabla 写了： ↑16 11月 2025, 21:03就凭你这句话也就能看出水平了。你还seriously。
这种话题真的远远超出了你的理解能力，你只能看看赢麻了的简中水文，别人给你解释你都看不懂。
Seriously.
百升飞上天，明月照长安。