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过去两年,大模型训练与推理带动数据中心用电量呈几何级增长。高盛研报显示,2026至2030年,数据中心将贡献美国电力需求增长的近40%,成为全美第一大新增用电负荷。加州、德州、弗吉尼亚等数据中心密集区,电价一年上涨超20%,居民电费压力直线飙升。
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