彌合資料中心擴張與電網限制之間的差距

本報告審視了全球電力產業，深入分析了電網營運商和能源技術供應商可以採用的技術和方法、資料中心營運商可以實施的技術和方法，以及資料中心能源挑戰的規模和性質。

目錄

第一章：主要發現

• 關鍵措施和方法 - 超大規模資料中心營運商和電網營運商
• 2035-2040 年長期解決方案

第二章：主要預測

• 資料中心能源消耗展望
• 電網投資

第三章：主要參與者與生態系

• 生態系合作與對話的必要性
• 能源技術公司和資料中心利害關係人的關鍵舉措

第四章：評估資料中心能源缺口問題

• 電網容量短缺
• 效率低下電網規劃、漫長的實施週期和缺乏一致性

第五章 解決資料中心能源缺口的高優先行動

• 資料中心選址最佳化與分散式資料中心
• 透過數位化和自動化釋放可用電網容量
• 電網容量預測規劃與實施
• 替代能源與現場能源方案
• 資料中心能效技術

Actionable Benefits:

• Identify short and long-term solutions to increase grid capacity.
• Select alternative energy sources to bypass grid capacity constraints.
• Develop insight on how to cooperate across the energy and Data Center (DC) ecosystems for maximum result.

Critical Questions Answered:

• What level of investment is needed to increase electric grid capacity to meet future demand?
• Who are the key energy technology providers that DC players should partner with?
• Which grid management and orchestration software solutions can alleviate pressure on grids and unlock capacity in the short term?

Research Highlights:

• Technologies and approaches that grid operators and energy technology vendors can adopt.
• Technologies and approaches that hyperscalers, Artificial Intelligence (AI) developers, and co-location providers can implement.
• Description of the size and nature of the DC energy challenge in terms of energy demand and planning.

Who Should Read This?

• Strategy executives at energy grid operators.
• Product managers at energy technology vendors.
• Chief Technology Officers (CTOs) at hyperscalers.
• Planners with co-location providers.

TABLE OF CONTENTS

1 KEY FINDINGS

• 1.1. KEY INITIATIVES AND APPROACHESmdashHYPERSCALERS VERSUS GRID OPERATORS
• 1.2. LONG-TERM SOLUTIONS BEYOND 2035 TO 2040

2 KEY FORECASTS

• 2.1. DATA CENTER ENERGY CONSUMPTION OUTLOOK
• 2.2. ELECTRICITY GRID INVESTMENTS

3 KEY COMPANIES AND ECOSYSTEMS

• 3.1. NEED FOR ECOSYSTEM COOPERATION AND DIALOGUE
• 3.2. KEY INITIATIVES FROM ENERGY TECHNOLOGY PLAYERS AND DC STAKEHOLDERS

4 THE DATA CENTER ENERGY GAP PROBLEM ASSESSMENT

• 4.1. LACK OF GRID CAPACITY
• 4.2. INEFFICIENT GRID PLANNING LENGTHY IMPLEMENTATION CYCLES AND LACK OF ALIGNMENT

5 HIGH PRIORITY ACTIONS TO ADDRESS THE DATA CENTER ENERGY GAP

• 5.1. DC LOCATION OPTIMIZATION AND DISTRIBUTED DATACENTERS
• 5.2. UNLOCKING AVAILABLE GRID CAPACITY THROUGH DIGITALIZATION AND AUTOMATION
• 5.3. GRID CAPACITY FORECASTING PLANNING AND IMPLEMENTATION
• 5.4. ALTERNATIVE AND ON-SITE ENERGY APPROACHES
• 5.5. DATA CENTER ENERGY EFFICIENCY TECHNOLOGIES