AI 能源需求推动 Nvidia 和 Amazon 巨额投资电力基础设施
原标题：AI's energy appetite drives Nvidia and Amazon to pour billions into massive power infrastructure
AI 摘要
Nvidia 和 Amazon 因 AI 能源需求大幅投资电力基础设施。Nvidia 拟向 Lancium 投资高达 30 亿美元，该公司为 OpenAI 和 Oracle 在得克萨斯州的数据中心开发电力设施，已签约 4 吉瓦电力并计划扩展至 15 吉瓦。Amazon 则在得克萨斯州佩科斯县支持一座大型燃气发电厂，装机容量 7.65 吉瓦，但年排放二氧化碳可能达 3300 万吨，引发环保担忧。气候科学家指出，重度使用 AI 代理的能耗相当于一台干衣机，且仍在增长。
正文节选
AI's energy appetite drives Nvidia and Amazon to pour billions into massive power infrastructure Amazon and Nvidia need more power for AI. Nvidia is investing up to $3 billion in Lancium, the power infrastructure developer behind the OpenAI and Oracle data center in Texas, according to The Information. A $2 billion stake would give Nvidia roughly 20 percent of the company, valued at around $10 billion. Lancium already has four gigawatts of power under contract in Texas and is developing sites fo