马斯克指出，地球电力增长停滞与AI算力需求爆发存在巨大缺口，未来30至36个月内，太空将成为部署AI算力成本最低且唯一具扩展性的场所。太空太阳能效率比地面高约5倍，且无需复杂冷却设施。SpaceX计划大规模部署“轨道数据中心”以应对电力瓶颈。
《金融时报》分析指出，美国电网因AI数据中心电力需求激增而面临巨大压力。预计到2028年，AI数据中心将新增约44吉瓦电力需求，但受限于电网基础设施瓶颈，仅能满足25吉瓦，导致约19吉瓦（占40%）的电力缺口，引发行业担忧。
《金融时报》分析显示，美国电网因科技巨头数据中心投资激增而承压。预计到2028年，AI数据中心新增电力需求达44吉瓦，但电网瓶颈仅能供应约25吉瓦，导致近19吉瓦缺口，占总需求40%。亚马逊、谷歌等超大规模企业面临电力供应挑战。
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