储能技术协助美国电网转型，人工智慧快速发展

自2024年以来，各公司加快了人工智慧资料中心的建设，人工智慧伺服器出货量激增。美国资料中心的电力消耗也进入了快速增长期。本报告分析了美国资料中心电力需求成长的趋势，探讨了美国新一代电网的发展方向，详细阐述了储能在电网中的作用，并重点介绍了可能从中受益的储能供应链。

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主要亮点：

• 各公司加快了人工智慧资料中心的建设，并增加了人工智慧伺服器的出货量。
• 美国资料中心的电力消耗正在快速成长。
• 本报告分析了资料中心日益增长的电力需求以及电网的演进。
• 该报告详细阐述了储能在建构新型电网中的重要角色。
• 该报告也重点关注储能供应链中的潜在受益者。

目录

第一章：人工智慧驱动的电力消耗激增，现有电力建设和规划无法满足未来需求

第二章：随着美国积极建设下一代电网，削峰填谷是储能的关键

第三章：美国储能供应链的发展机会

第四章：TRI视角

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.

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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