As The AI Race Rages On, Depletion Of Energy And Water Resources Poses A New Threat
As The AI Race Rages On, Depletion Of Energy And Water Resources Poses A New Threat
Big Tech's race toward developing artificial intelligence (AI) has devastating, although possibly preventable, effects on the environment.
大型科技公司向發展人工智能 (AI) 的競賽，雖然有可能是可以預防的，但對環境造成了可怕的影響。
For example, Alphabet Inc's (NASDAQ:GOOGL) (NASDAQ:GOOG) unveiling of Google AI Overviews. The automatically enabled feature eats up an estimated three watt-hours of electricity per search.
例如，Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) 推出的 Google AI Overviews。這個自動啓用的功能每次搜索消耗約 3 瓦時電力。
That's 10 times the power consumption of a traditional Google search.
相當於傳統 Google 搜索的 10 倍電力消耗。
Additionally, AI facilities and data centers use substantial water to cool their servers and could consume 25% of U.S. power by 2030.
此外，人工智能設施和數據中心需要大量用水來冷卻服務器，到 2030 年可能會消耗美國 25% 的電力。
Demand for data center power is projected to more than double by 2030, largely due to AI. Although demand is substantial, energy providers are having difficulty keeping up with the pace, according to an article on Jacobin.
數據中心的耗電需求預計到 2030 年將增長一倍以上，主要是由於人工智能的原因。然而，能源供應商難以跟上步伐，根據 Jacobin 上的一篇文章。
Virginia has a large data center market, powering companies such as Amazon.com Inc, Alphabet and Microsoft Corp (NASDAQ:MSFT). The state's largest electricity company, Dominion Energy Inc (NYSE:D), has scrambled to meet the rapid increase in energy demand for data centers.
弗吉尼亞州有一個龐大的數據中心市場，爲亞馬遜公司、Alphabet 和微軟公司 (NASDAQ:MSFT) 等公司提供支持。這個州最大的電力公司 Dominion Energy Inc (NYSE:D) 忙於滿足數據中心能源需求的快速增長。
Market Implications: The substantial increase in energy demand to support AI has prolonged American use of coal amid electrification and sustainability efforts.
市場影響: 支持人工智能的能源需求大幅增長，導致在實現電氣化和可持續性方面，美國的煤炭使用時間延長。
Coal company Evergy Inc (NASDAQ:EVRG) services areas in Missouri, seeing increased demand from AI projects. Likewise, Duke Energy Corp (NYSE:DUK) has seen rapid demand growth. Public Service Enterprise Group Inc. (NYSE:PEG) is another name to watch considering it's one of the largest electric companies in the U.S.
煤炭公司 Evergy Inc (NASDAQ:EVRG) 服務於密蘇里地區，看到來自人工智能項目的需求增加。同樣地，杜克能源公司 (NYSE:DUK) 也看到了快速的需求增長。公共服務企業集團 (NYSE:PEG) 是另一個需要關注的公司，因爲它是美國最大的電力公司之一。
Nuclear plant provider Constellation Energy Corp (NASDAQ:CEG) has been a top market performer in 2024 — its share price has nearly doubled — based on speculation of potential partnerships with tech giants.
核電站提供商康斯泰勒能源公司 (NASDAQ:CEG) 在 2024 年是市場的頂級表現者之一——它的股價近乎翻倍——基於可能與科技巨頭進行合作的猜測。
Technology Solutions: Microsoft is developing a nuclear fusion generator in Washington state with start-up Helion, according to the Washington Post.
技術解決方案: 據《華盛頓郵報》報道，微軟正在華盛頓州開發一臺核聚變發電機，與初創企業 Helion 合作。這家位於紅木市的公司希望到 2028 年利用這種聚變能源，以減少與人工智能相關的碳排放。
The Redmond, Washington-based company hopes to harness this fusion power by 2028 as a means to reduce AI-related carbon emissions.
微軟的一位發言人告訴《華盛頓郵報》：“如果我們合作，我們可以發揮人工智能的顛覆性能力，幫助創造我們迫切需要的淨零、氣候可持續和積極自然的工作。”
"If we work together, we can unlock AI's game-changing abilities to help create the net zero, climate resilient and nature positive works that we so urgently need," a Microsoft spokesperson told the Post.
微軟還表示：“到 2030 年，我們將 100% 的時間將 100% 的電力消耗與零碳能源購買相匹配。”
Microsoft also said that "by 2030, we will have 100% of our electricity consumption, 100% of the time, matched by zero carbon energy purchases."
AI 競賽: S&P 500 和納斯達克在 2023 年和 2024 年的上漲，很大程度上歸因於投資者對人工智能的樂觀。現在十大人工智能股票的市值已佔 S&P 500 的逾 28%，較僅 18 個月前加權的 2 倍。
The AI Race: The S&P 500 and NASDAQ's rally in 2023 and 2024 can largely be attributed to investor optimism in artificial intelligence. The ten largest AI stocks now comprise over 28% of the S&P 500, double its weighting in the index from just 18 months ago.
人工智能競賽：標準普爾500指數和納斯達克在2023年和2024年的上漲很大程度上歸因於投資者對人工智能的樂觀態度。現在，十大人工智能股票已佔標普500指數的28％以上，是18個月前指數權重的兩倍。
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譯文內容由第三人軟體翻譯。