都无所谓，加关税就是跟中国脱钩的意思，上赶着凑也是自讨无趣
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
美国新闻唱衰美国也不是什么新鲜事 
美国新闻跟着川普唱美国最伟大，那是麻烦
所以丽猫担心是有道理的
Coastlines 写了： ↑16 11月 2025, 21:02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 CSTSave
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Takeaways by Bloomberg AIChina'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.”
，欧洲想脱钩，中国上赶着不让？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
电动车去年就加关税了，最近法国在搞shein，德国又在加关税。人家的政策大约和拜登差不多，但是说老实话，对中国来说，这就算好的外交环境了
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
德国汽车撑不住了吧？听说最近西班牙和匈牙利的汽车火了。
百升飞上天，明月照长安。