Kev loj hlob sai thiab kev siv AI yog tsav lub zog xav tau ntawm cov chaw zov me nyuam kom loj hlob exponentially.

Daim ntawv tshaj tawm tshawb fawb tshiab los ntawm Bank of America Merrill Lynch tus kws tshaj lij kev ncaj ncees Thomas (TJ) Thornton kwv yees tias lub hwj chim

Kev siv AI ua haujlwm yuav loj hlob ntawm qhov kev loj hlob txhua xyoo ntawm 25-33% hauv ob peb xyoos tom ntej.Daim ntawv ceeb toom hais txog

tias AI kev ua haujlwm feem ntau yog nyob ntawm cov txheej txheem ua haujlwm (GPUs), thiab kev siv lub zog ntawm GPUs tau nce.

piv rau yav dhau los.

Kev siv hluav taws xob siab ntawm cov chaw khaws ntaub ntawv ua rau muaj kev kub ntxhov loj rau ntawm daim phiaj hluav taws xob.Raws li kev kwv yees, ntiaj teb cov ntaub ntawv chaw muaj zog

Qhov kev thov tuaj yeem ncav cuag 126-152GW los ntawm 2030, nrog rau qhov xav tau ntxiv zog ntawm kwv yees li 250 terawatt teev (TWh) thaum lub sijhawm no

lub sijhawm, sib npaug li 8% ntawm tag nrho cov kev xav tau hluav taws xob hauv Tebchaws Meskas hauv xyoo 2030.

Bank of America Merrill Lynch taw qhia tias lub zog xav tau ntawm cov ntaub ntawv chaw nyob hauv kev tsim kho hauv Tebchaws Meskas yuav

Tshaj li 50% ntawm kev siv hluav taws xob ntawm cov chaw cov ntaub ntawv uas twb muaj lawm.Qee tus neeg kwv yees tias tsis pub dhau ob peb xyoos tom qab cov ntaub ntawv no

cov chaw ua tiav, kev siv hluav taws xob ntawm cov chaw zov me nyuam yuav muab ob npaug ntxiv.

Bank of America Merrill Lynch kwv yees tias los ntawm 2030, qhov kev loj hlob txhua xyoo ntawm Asmeskas kev thov hluav taws xob xav tau

kom nrawm ntawm 0.4% hauv kaum xyoo dhau los mus rau 2.8%.

Kev nqis peev hauv cov chaw tsim hluav taws xob txuas ntxiv txhawb kev thov rau cov khoom lag luam xws li tooj liab thiab uranium

Txhawm rau ua kom tau raws li lub zog xav tau ntawm cov chaw khaws ntaub ntawv, ob qho tib si kev tsim kho vaj tse thiab lub peev xwm tsim hluav taws xob xav tau kev nqis peev loj

hauv kev txhim kho.

Bank of America Merrill Lynch tau taw qhia tias qhov no yuav coj txoj hauv kev loj hlob rau cov tsim hluav taws xob, cov khoom siv hluav taws xob,

cov tuam txhab pipeline thiab daim phiaj siv tshuab.Tsis tas li ntawd, kev thov rau cov khoom lag luam xws li tooj liab thiab uranium kuj tseem yuav

tau txais txiaj ntsig los ntawm qhov sib txawv no.

Bank of America Merrill Lynch kwv yees tias qhov nce ntxiv tooj liab thov ncaj qha coj los ntawm cov chaw zov me nyuam yuav ncav cuag 500,000

tons hauv 2026, thiab tseem yuav txhawb nqa qhov kev thov tooj liab coj los ntawm kev nqis peev hauv hluav taws xob.

Hauv kev ua lag luam ntawm 25 lab tons, (500,000) yuav tsis zoo li ntau, tab sis tooj liab yog qhov tseem ceeb hauv yuav luag txhua lub tshuab siv.

hluav taws xob.Yog li ntawd, kev lag luam xav tau nce ntxiv.

Bank of America Merrill Lynch tau taw qhia tias cov roj hluav taws xob tsim hluav taws xob xav tau los ua thawj qhov kev xaiv los ua kom tiav

zog gap.Xyoo 2023, Tebchaws Asmeskas yuav ntxiv 8.6GW ntawm lub zog tsim hluav taws xob tsim hluav taws xob, thiab ntxiv 7.7GW yuav

yuav ntxiv rau ob xyoos tom ntej no.Txawm li cas los xij, feem ntau nws yuav siv sijhawm plaub xyoos los ntawm kev npaj ua tiav ntawm kev cog hluav taws xob thiab kab sib txuas.

Tsis tas li ntawd, lub zog nuclear kuj muaj qee qhov chaw rau kev loj hlob.Lub expansion ntawm uas twb muaj lawm nuclear fais fab nroj tsuag thiab extension ntawm

Cov ntawv tso cai ua haujlwm tuaj yeem nce uranium xav tau los ntawm 10%.Txawm li cas los xij, cov chaw tsim hluav taws xob nuclear tshiab tseem ntsib ntau yam teeb meem xws li

raws li tus nqi thiab kev pom zoo.Me me thiab nruab nrab-qhov loj me modular reactors (SMRs) yuav yog ib qho kev daws teeb meem, tab sis lawv yuav tsis muaj nyob rau ntawm

loj scale mus txog tom qab 2030 thaum ntxov.

Cua zog thiab hnub ci zog yog txwv los ntawm lawv cov intermittency, thiab nws yog ib qho nyuaj rau nws tus kheej ua tau raws li 24/7 lub zog thov.

ntawm data center.Lawv tsuas yog siv los ua ib feem ntawm kev daws teeb meem tag nrho.Ntxiv mus, qhov chaw xaiv thiab kab sib txuas ntawm txuas txuas ntxiv

lub zog fais fab chaw nres tsheb kuj ntsib ntau yam kev sib tw.

Zuag qhia tag nrho, cov chaw khaws ntaub ntawv tau ua rau muaj kev nyuaj siab ntawm decarbonizing lub zog kev lag luam.

Qhia lwm yam tseem ceeb

Daim ntawv tshaj tawm kuj tau taw qhia tias kev txhim kho cov ntaub ntawv chaw yog txav los ntawm cov chaw congested mus rau thaj chaw uas hluav taws xob pheej yig thiab

yooj yim rau kev txuas rau kab sib chaws, xws li hauv nruab nrab Tebchaws Meskas uas feem ntau ntsib cov nqi hluav taws xob tsis zoo vim muaj ntau

renewable zog.

Nyob rau tib lub sijhawm, kev txhim kho cov chaw khaws ntaub ntawv hauv Tebchaws Europe thiab Tuam Tshoj kuj tseem qhia txog kev loj hlob zoo, tshwj xeeb tshaj yog Tuam Tshoj,

uas xav tias yuav dhau los ua lub teb chaws ua lag luam hauv cov ntaub ntawv chaw tsim khoom thiab daim ntawv thov.

Txhawm rau txhim kho kev siv hluav taws xob zoo, cov ntaub ntawv chaw lag luam cov saw hlau tau siv ntau txoj hauv kev: txhawb kev tshawb fawb

thiab kev txhim kho thiab kev siv cov chips ua haujlwm siab, siv cov thev naus laus zis txias xws li kua txias, thiab

txhawb nqa lub zog txuas ntxiv nyob ze thiab lub zog cia.

Txawm li cas los xij, zuag qhia tag nrho, muaj tsawg chav rau kev txhim kho hauv data center zog efficiency.

Bank of America Merrill Lynch tau taw qhia tias ntawm ib sab, AI algorithms tau nce sai dua chip zog efficiency;

Ntawm qhov tod tes, cov thev naus laus zis tshiab xws li 5G tau tsim cov kev xav tau tshiab rau kev suav lub zog.Kev txhim kho ntawm lub zog

efficiency tau qeeb zuj zus ntawm kev loj hlob ntawm lub zog noj, tab sis nws yog ib qho nyuaj rau fundamentally reverse tus qauv ntawm siab zog

noj nyob rau hauv cov ntaub ntawv chaw.