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高盛:人工智能将大幅推动数据中心电力需求增长

Goldman Sachs: Artificial Intelligence will significantly increase the electrical utilities demand for datacenters.

Breakings ·  Jun 20 17:22
Goldman Sachs believes that the amount of electricity used by ChatGPT to process one query is almost ten times that of Google Searches. This difference in electricity usage will bring significant changes to the electrical utilities consumption and cost in the USA, Europe, and even globally. Over the years, even as the workload continues to increase, the data center's demand for electrical utilities has been very stable. However, with the marginal diminishing returns of increasing electricity efficiency and the rise of artificial intelligence, Goldman Sachs research estimates that data center electrical utilities demand will increase by 160% by 2030. Currently, the global data center's electricity consumption accounts for 1-2% of the total electricity, but by the end of this century, this proportion may rise to 3-4%. In the USA and Europe, the increase in electricity demand will drive unprecedented electricity growth; in addition, during the process of increasing electricity demand, the data center's carbon dioxide emissions may increase by more than double between 2022 and 2030.

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