The real issue is in front of us: currently, energy consumption is an unavoidable hurdle for AI data center projects. To truly support the operation of so-called "intelligent machines," relying solely on traditional electricity is clearly insufficient. Nuclear energy? Perhaps the only breakthrough point. But behind this are the investments in infrastructure, technical barriers, and policy approvals—each step is a challenge. Those AI projects that shout loud slogans, if they are to be implemented at scale, energy costs could burst many bubbles. This is also why visionary technology companies and capital are re-evaluating energy strategies. In the short term, concepts are hot; in the long term, infrastructure is the decisive factor.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
The real issue is in front of us: currently, energy consumption is an unavoidable hurdle for AI data center projects. To truly support the operation of so-called "intelligent machines," relying solely on traditional electricity is clearly insufficient. Nuclear energy? Perhaps the only breakthrough point. But behind this are the investments in infrastructure, technical barriers, and policy approvals—each step is a challenge. Those AI projects that shout loud slogans, if they are to be implemented at scale, energy costs could burst many bubbles. This is also why visionary technology companies and capital are re-evaluating energy strategies. In the short term, concepts are hot; in the long term, infrastructure is the decisive factor.