儲能技術協助美國電網轉型，人工智慧快速發展

自2024年以來，各公司加快了人工智慧資料中心的建設，人工智慧伺服器出貨量激增。美國資料中心的電力消耗也進入了快速增長期。本報告分析了美國資料中心電力需求成長的趨勢，探討了美國新一代電網的發展方向，詳細闡述了儲能在電網中的作用，並重點介紹了可能從中受益的儲能供應鏈。

範例預覽

主要亮點：

• 各公司加快了人工智慧資料中心的建設，並增加了人工智慧伺服器的出貨量。
• 美國資料中心的電力消耗正在快速成長。
• 本報告分析了資料中心日益增長的電力需求以及電網的演進。
• 該報告詳細闡述了儲能在建構新型電網中的重要角色。
• 該報告也重點關注儲能供應鏈中的潛在受益者。

目錄

第一章：人工智慧驅動的電力消耗激增，現有電力建設和規劃無法滿足未來需求

第二章：隨著美國積極建設下一代電網，削峰填谷是儲能的關鍵

第三章：美國儲能供應鏈的發展機會

第四章：TRI視角

Companies have been accelerating the construction of AI data centers and soaring in AI server shipment since 2024. The electricity consumption of data centers in the US has also entered a high-growth phase. This report identifies the growth trend of electricity demand for data centers in the US, analyzes the development direction of the new generation of the US power grid, elaborates on the role of energy storage in the grid, and finally focuses on the energy storage supply chain that is likely to benefit.

Sample preview

Key Highlights:

• Companies are accelerating AI data center construction and boosting AI server shipments.
• U.S. data center electricity consumption is experiencing rapid growth.
• The report analyzes the rising power demand from data centers and the evolution of the power grid.
• It details the vital role of energy storage in the new grid generation.
• The focus extends to potential beneficiaries within the energy storage supply chain.

Table of Contents

1. Existing Power Construction and Plans Unable to Fulfill Future Demand as AI Soars in Power Consumption

• Table 1: GPU Specifications and Performance of AI Servers between NVIDIA and AMD
• Figure 1: NVIDIA's Power Consumption for Single AI Computing Node
• Figure 2: Estimated Power Consumption by Data Centers in the US (2014-2028)
• Figure 3: Projected Ratio of Power Consumption among US Data Centers (2018, 2023, and 2028)

2. Peak Shaving and Valley Filling to Become Keystone for Energy Storage Equipment as the US Actively Builds Next-Gen Power Grids

• Figure 4: Distribution of Local US Data Centers
• Figure 5: Five Major Segments and Six Major Focuses of Future Power Construction in the US
• Figure 6: Grid Construction Built on Top of Energy Storage

3. Development Opportunities for the US-Based Energy Storage Supply Chain

• Table 2: Overview of the US Energy Storage Supply Chain

4. TRI's View