美国本土电网由于基建老化和许可程序复杂，已无法满足 AI 数据中心呈指数级增长的电力需求。高盛明确表示到2030 年，美国几乎所有电力电网都将面临备用容量不足的问题，这一结构性瓶颈可能在人工智能竞争中让中国取得先发优势。
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To: Sergey Brin, Founder and Board Member, Google
OpenAI said it had struck a deal with the Pentagon to supply AI to classified US military networks, hours after Donald Trump ordered the government to stop using the services of one of the company’s main competitors.