{"id":15569,"date":"2025-11-13T14:00:56","date_gmt":"2025-11-13T07:00:56","guid":{"rendered":"https:\/\/huanqiuribao.com\/?p=15569"},"modified":"2025-11-13T11:06:06","modified_gmt":"2025-11-13T04:06:06","slug":"%e5%88%b02028%e5%b9%b4%ef%bc%8c%e7%be%8e%e5%9b%bd%e7%94%b5%e5%8a%9b%e7%bc%ba%e5%8f%a3%e6%88%96%e7%ad%89%e4%ba%8e44%e5%ba%a7%e6%a0%b8%e7%94%b5%e7%ab%99","status":"publish","type":"post","link":"https:\/\/huanqiuribao.com\/?p=15569","title":{"rendered":"\u52302028\u5e74\uff0c\u7f8e\u56fd\u7535\u529b\u7f3a\u53e3\u6216\u7b49\u4e8e44\u5ea7\u6838\u7535\u7ad9"},"content":{"rendered":"

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\u8be5\u884c\u7b56\u7565\u5e08Stephen Byrd\u5728\u9898\u4e3a\u300aPowering AI: Bitcoin Conversion, Business Models, a US Power Shortage and the Big Picture\u300b\u7684\u7814\u7a76\u62a5\u544a\u4e2d\u6307\u51fa\uff0c\u622a\u81f32028\u5e74\uff0c\u7f8e\u56fd\u6570\u636e\u4e2d\u5fc3\u7684\u603b\u7535\u529b\u9700\u6c42\u9884\u8ba1\u5c06\u8fbe\u5230\u7ea669\u5409\u74e6\uff08GW\uff09\u3002\u5176\u4e2d\uff0c\u7ea610\u5409\u74e6\u6765\u81ea\u5728\u5efa\u6570\u636e\u4e2d\u5fc3\uff0c\u53e6\u670915\u5409\u74e6\u53ef\u901a\u8fc7\u73b0\u6709\u7535\u7f51\u63a5\u5165\uff0c\u4f46\u4ecd\u5b58\u5728\u7ea644\u5409\u74e6\u7684\u7535\u529b\u7f3a\u53e3\u3002<\/p>\n

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\u62a5\u544a\u63d0\u5230\uff0c\u7f8e\u56fd\u80fd\u6e90\u90e8\u4e0b\u5c5e\u7684\u8d37\u6b3e\u8ba1\u5212\u529e\u516c\u5ba4\uff08Loan Programs Office\uff09\u8fd1\u671f\u8868\u793a\uff0c\u5df2\u51c6\u5907\u5411\u6838\u7535\u9879\u76ee\u63d0\u4f9b\u6570\u5343\u4ebf\u7f8e\u5143\u878d\u8d44\uff0c\u4ee5\u63a8\u52a8\u6e05\u6d01\u80fd\u6e90\u4ea7\u80fd\u5efa\u8bbe\uff0c\u7f13\u89e3\u6f5c\u5728\u7535\u529b\u4f9b\u7ed9\u538b\u529b\u3002<\/p>\n

\u6469\u6839\u58eb\u4e39\u5229\u8ba4\u4e3a\uff0c\u7535\u529b\u4f9b\u5e94\u77ed\u7f3a\u53ef\u80fd\u5f71\u54cdAI\u76f8\u5173\u6295\u8d44\u7684\u843d\u5730\u4e0e\u8282\u594f\u3002\u6839\u636e\u6d4b\u7b97\uff0c\u6bcf\u65b0\u589e1\u5409\u74e6\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf\u7684\u5efa\u8bbe\u6210\u672c\u7ea6\u4e3a500\u4ebf\u81f3600\u4ebf\u7f8e\u5143\uff0c\u7535\u529b\u63a5\u5165\u80fd\u529b\u4e0d\u8db3\u53ef\u80fd\u5bfc\u81f4AI\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u5468\u671f\u88ab\u62c9\u957f\u3002<\/p>\n

\u6469\u6839\u58eb\u4e39\u5229\u5f3a\u8c03\uff0c\u7f8e\u56fd\u76ee\u524d\u6ca1\u6709\u65b0\u7684\u6838\u7535\u53cd\u5e94\u5806\u5728\u5efa\uff0c\u8003\u8651\u5230\u6838\u7535\u5efa\u8bbe\u5468\u671f\u901a\u5e38\u9700\u5341\u5e74\u4ee5\u4e0a\uff0c\u7f8e\u56fd\u82e5\u4e0d\u5728\u77ed\u671f\u5185\u901a\u8fc7\u5929\u7136\u6c14\u3001\u71c3\u6599\u7535\u6c60\u53ca\u5b58\u91cf\u8bbe\u65bd\u6539\u9020\u7b49\u65b9\u5f0f\u63d0\u5347\u4f9b\u7535\u80fd\u529b\uff0c\u53ef\u80fd\u65e0\u6cd5\u652f\u6491AI\u57fa\u7840\u8bbe\u65bd\u5feb\u901f\u6269\u5f20\u7684\u9700\u6c42\u3002<\/p>\n

Time to Power\u65b9\u6848<\/p>\n

\u4e3a\u89e3\u51b3\u8fd9\u4e00\u95ee\u9898\uff0c\u6469\u6839\u58eb\u4e39\u5229\u63d0\u51fa\u591a\u9879\u201cTime to Power\u201d\uff08\u5feb\u901f\u63a5\u5165\u7535\u529b\uff09\u65b9\u6848\uff0c\u5373\u4e0d\u4f9d\u8d56\u4f20\u7edf\u7535\u7f51\u5e76\u7f51\u6d41\u7a0b\u3001\u80fd\u591f\u66f4\u5feb\u5b9e\u73b0\u4f9b\u7535\u7684\u66ff\u4ee3\u6027\u63aa\u65bd\u3002\u5047\u8bbe\u8fd9\u4e9b\u65b9\u6848\u5168\u90e8\u5b9e\u65bd\uff0c\u7f8e\u56fd\u52302028\u5e74\u7684\u7535\u529b\u7f3a\u53e3\u53ef\u7f29\u51cf\u81f3\u7ea620%\uff0c\u76f8\u5f53\u4e8e13\u5409\u74e6\uff0c\u4ecd\u7ea6\u4e3a13\u5ea7\u6838\u7535\u7ad9\u7684\u53d1\u7535\u91cf\u3002<\/p>\n

\u62a5\u544a\u5217\u51fa\u4e86\u51e0\u79cd\u6f5c\u5728\u65b9\u6848\uff1a<\/p>\n

\u5929\u7136\u6c14\u8f6e\u673a\u9879\u76ee\u53ef\u65b0\u589e\u7ea615\u81f320\u5409\u74e6\u7535\u529b\uff1b<\/p>\n

\u71c3\u6599\u7535\u6c60\u516c\u53f8Bloom Energy\u53ef\u8d21\u732e5\u81f38\u5409\u74e6\uff08\u82e5\u5176\u5e74\u4ea7\u80fd\u63d0\u5347\u81f33\u5409\u74e6\uff0c\u6f5c\u5728\u4f9b\u5e94\u53ef\u8fdb\u4e00\u6b65\u6269\u5927\uff09\uff1b<\/p>\n

\u73b0\u6709\u6838\u7535\u5382\u4e3a\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u76f4\u63a5\u7535\u529b\u7684\u4ea4\u6613\u53ef\u5e26\u6765\u7ea65\u81f315\u5409\u74e6\uff08\u4e0d\u5305\u62ec\u4ee5\u65b0\u589e\u5929\u7136\u6c14\u53d1\u7535\u91cf\u62b5\u6d88\u6838\u7535\u4f7f\u7528\u7684\u95f4\u63a5\u65b9\u5f0f\uff0c\u8fd9\u90e8\u5206\u5df2\u8ba1\u5165\u4e0a\u8ff020 \u5409\u74e6\u5929\u7136\u6c14\u8f6e\u673a\u9879\u76ee\u4e2d\uff09\uff1b<\/p>\n

\u6b64\u5916\uff0c\u6469\u6839\u58eb\u4e39\u5229\u4f30\u8ba1\uff0c\u73b0\u6709\u6bd4\u7279\u5e01\u77ff\u573a\u5df2\u62e5\u6709\u63a5\u5165\u534f\u8bae\u5b8c\u5907\u7684\u5927\u578b\uff08100 \u5146\u74e6\u4ee5\u4e0a\uff09\u573a\u5730\uff0c\u603b\u8ba1\u7ea620\u5409\u74e6\u6f5c\u5728\u5bb9\u91cf\uff0c\u53ef\u8f6c\u5316\u4e3a10\u81f315\u5409\u74e6\u7684\u5b9e\u9645\u4f9b\u7ed9\u3002<\/p>\n

\u5728\u8fd9\u4e9b\u65b9\u6848\u4e2d\uff0c\u6469\u6839\u58eb\u4e39\u5229\u8ba4\u4e3a\uff0c\u6bd4\u7279\u5e01\u77ff\u573a\u6539\u9020\u4e3aAI\u6570\u636e\u4e2d\u5fc3\u7684\u65b9\u6848\u5728\u6267\u884c\u901f\u5ea6\u548c\u98ce\u9669\u63a7\u5236\u65b9\u9762\u4f18\u52bf\u660e\u663e\uff0c\u672a\u6765\u53ef\u80fd\u83b7\u5f97\u66f4\u9ad8\u7684\u5e02\u573a\u8ba4\u53ef\u3002\u62a5\u544a\u540c\u65f6\u6307\u51fa\uff0cBloom Energy\u7684\u71c3\u6599\u7535\u6c60\u7cfb\u7edf\u4e5f\u662f\u53ef\u9760\u7684\u201c\u5feb\u901f\u4f9b\u7535\u201d\u9014\u5f84\uff0c\u6709\u671b\u5e26\u52a8\u516c\u53f8\u51fa\u8d27\u91cf\u5feb\u901f\u589e\u957f\u3002\uff08\u534e\u5c14\u8857\u65e5\u62a5\uff09<\/p>\n

 <\/p>\n

\u514d\u8d23\u58f0\u660e\uff1a\u7b2c\u4e09\u65b9\u65b0\u95fb\uff08\u6216\u56fe\u7247\uff09\u4e3a\u5206\u4eab\/\u63f4\u5f15\/\u50a8\u5b58\u4fe1\u606f\uff0c\u5176\u5185\u5bb9\u5e76\u4e0d\u4ee3\u8868\u672c\u62a5\/\u672c\u7f51\u7acb\u573a\uff0c\u5982\u6709\u9519\u8bef\u6216\u76f8\u5173\u4fb5\u6743\u8bf7\u8054\u7cfb\u6211\u4eec\u5220\u9664\uff0c\u8c22\u8c22\uff01<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6469\u6839\u58eb\u4e39\u5229\u8fd1\u65e5\u53d1\u5e03\u6700\u65b0\u62a5\u544a\u79f0\uff0c\u7f8e\u56fd\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u6b63\u63a8\u52a8\u56fd\u5185\u7535\u529b\u9700\u6c42\u8fdb\u5165\u65b0\u9636\u6bb5\uff0c\u800c\u7535\u529b\u4f9b\u5e94\u80fd\u529b\u53ef\u80fd\u6210\u4e3aAI\u4ea7\u4e1a\u6269\u5f20\u7684\u5173\u952e\u9650\u5236\u56e0\u7d20\u3002 \u8be5\u884c\u7b56\u7565\u5e08Stephen Byrd\u5728\u9898\u4e3a\u300aPowering AI: Bitcoin Conversion, Business Models, a US Power Shortage and the Big Picture\u300b\u7684\u7814\u7a76\u62a5\u544a\u4e2d\u6307\u51fa\uff0c\u622a\u81f32028\u5e74\uff0c\u7f8e\u56fd\u6570\u636e\u4e2d\u5fc3\u7684\u603b\u7535\u529b\u9700\u6c42\u9884\u8ba1\u5c06\u8fbe\u5230\u7ea669\u5409\u74e6\uff08GW\uff09\u3002\u5176\u4e2d\uff0c\u7ea610\u5409\u74e6\u6765\u81ea\u5728\u5efa\u6570\u636e\u4e2d\u5fc3\uff0c\u53e6\u670915\u5409\u74e6\u53ef\u901a\u8fc7\u73b0\u6709\u7535\u7f51\u63a5\u5165\uff0c\u4f46\u4ecd\u5b58\u5728\u7ea644\u5409\u74e6\u7684\u7535\u529b\u7f3a\u53e3\u3002 \u8fd9\u4e00\u6700\u65b0\u6570\u636e\u8f83\u6469\u6839\u58eb\u4e39\u5229\u53bb\u5e7412\u6708\u7684\u9884\u6d4b\uff0836\u5409\u74e6\u7f3a\u53e3\uff09\u8fdb\u4e00\u6b65\u4e0a\u8c03\u3002\u62a5\u544a\u6307\u51fa\uff0c\u82e5\u6309\u6838\u7535\u5382\u53d1\u7535\u91cf\u6298\u7b97\uff0c44\u5409\u74e6\u76f8\u5f53\u4e8e\u7ea644\u5ea7\u6838\u7535\u7ad9\u7684\u89c4\u6a21\u3002 \u62a5\u544a\u63d0\u5230\uff0c\u7f8e\u56fd\u80fd\u6e90\u90e8\u4e0b\u5c5e\u7684\u8d37\u6b3e\u8ba1\u5212\u529e\u516c\u5ba4\uff08Loan Programs Office\uff09\u8fd1\u671f\u8868\u793a\uff0c\u5df2\u51c6\u5907\u5411\u6838\u7535\u9879\u76ee\u63d0\u4f9b\u6570\u5343\u4ebf\u7f8e\u5143\u878d\u8d44\uff0c\u4ee5\u63a8\u52a8\u6e05\u6d01\u80fd\u6e90\u4ea7\u80fd\u5efa\u8bbe\uff0c\u7f13\u89e3\u6f5c\u5728\u7535\u529b\u4f9b\u7ed9\u538b\u529b\u3002 \u6469\u6839\u58eb\u4e39\u5229\u8ba4\u4e3a\uff0c\u7535\u529b\u4f9b\u5e94\u77ed\u7f3a\u53ef\u80fd\u5f71\u54cdAI\u76f8\u5173\u6295\u8d44\u7684\u843d\u5730\u4e0e\u8282\u594f\u3002\u6839\u636e\u6d4b\u7b97\uff0c\u6bcf\u65b0\u589e1\u5409\u74e6\u6570\u636e\u4e2d\u5fc3\u5bb9\u91cf\u7684\u5efa\u8bbe\u6210\u672c\u7ea6\u4e3a500\u4ebf\u81f3600\u4ebf\u7f8e\u5143\uff0c\u7535\u529b\u63a5\u5165\u80fd\u529b\u4e0d\u8db3\u53ef\u80fd\u5bfc\u81f4AI\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u5468\u671f\u88ab\u62c9\u957f\u3002 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Power\u201d\uff08\u5feb\u901f\u63a5\u5165\u7535\u529b\uff09\u65b9\u6848\uff0c\u5373\u4e0d\u4f9d\u8d56\u4f20\u7edf\u7535\u7f51\u5e76\u7f51\u6d41\u7a0b\u3001\u80fd\u591f\u66f4\u5feb\u5b9e\u73b0\u4f9b\u7535\u7684\u66ff\u4ee3\u6027\u63aa\u65bd\u3002\u5047\u8bbe\u8fd9\u4e9b\u65b9\u6848\u5168\u90e8\u5b9e\u65bd\uff0c\u7f8e\u56fd\u52302028\u5e74\u7684\u7535\u529b\u7f3a\u53e3\u53ef\u7f29\u51cf\u81f3\u7ea620%\uff0c\u76f8\u5f53\u4e8e13\u5409\u74e6\uff0c\u4ecd\u7ea6\u4e3a13\u5ea7\u6838\u7535\u7ad9\u7684\u53d1\u7535\u91cf\u3002 \u62a5\u544a\u5217\u51fa\u4e86\u51e0\u79cd\u6f5c\u5728\u65b9\u6848\uff1a \u5929\u7136\u6c14\u8f6e\u673a\u9879\u76ee\u53ef\u65b0\u589e\u7ea615\u81f320\u5409\u74e6\u7535\u529b\uff1b \u71c3\u6599\u7535\u6c60\u516c\u53f8Bloom Energy\u53ef\u8d21\u732e5\u81f38\u5409\u74e6\uff08\u82e5\u5176\u5e74\u4ea7\u80fd\u63d0\u5347\u81f33\u5409\u74e6\uff0c\u6f5c\u5728\u4f9b\u5e94\u53ef\u8fdb\u4e00\u6b65\u6269\u5927\uff09\uff1b 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