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In Burgi's view the situation is likely temporary – but that does not mean it will be short-lived.
。关于这个话题，heLLoword翻译官方下载提供了深入分析
For Moody’s Ratings, the global AI productivity boom will be worth 1.5% annually, averaged out across 106 countries, according to a Thursday research note. But in the case of economic growth, governments might have to spend money to make more of it down the line. AI could have significant upsides for productivity, but countries will first have to navigate a complicated and expensive landscape as they create digital infrastructure and support disrupted workforces, Moody’s analysts warned.
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过去两年，大模型训练与推理带动数据中心用电量呈几何级增长。高盛研报显示，2026至2030年，数据中心将贡献美国电力需求增长的近40%，成为全美第一大新增用电负荷。加州、德州、弗吉尼亚等数据中心密集区，电价一年上涨超20%，居民电费压力直线飙升。