微软：愿意承担高电价，以覆盖数据中心的电力成本_老虎社区_美港股上老虎

微软：愿意承担高电价，以覆盖数据中心的电力成本

华尔街见闻01-13

微软推出“社区优先”AI基础设施计划，承诺数据中心用电成本不转嫁给居民，将要求公用事业机构设定足够高的电价以覆盖自身电力成本，并投资提升电网容量与效率。微软表示将推出以社区为核心的AI基础设施新举措。要求公用事业公司和公共委员会将费率设定得足够高，以覆盖数据中心的电力成本。1月13日，微软宣布启动全新的 “社区优先”AI基础设施倡议，承诺在美国境内建设数据中心时采取不同以往的负责任方式。该计划包含...

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Energy的合作确保了数据中心增长惠及而非拖累当地社区。在威斯康星州，微软支持建立新的费率结构，对包括数据中心在内的 “超大型用户” 收取其所需电力的全部成本。其次，微软将与当地公用事业公司进行早期、紧密和透明的合作，在数据中心需要时增加电网电力和配套设施。在中西部大部分地区覆盖的批发能源市场MISO中，微软已承诺向电网增加 7.9吉瓦的新增发电量，是其当前用电量的两倍多。第三，微软将追求创新以提高数据中心效率。公司正在利用人工智能减少能源使用，改善软件和硬件性能，并与公用事业公司合作利用人工智能改进规划、提升现有线路和设备的电力输出，以及加快包括核能技术在内的新基础设施开发。第四，微软将倡导必要的州级和国家级公共政策，支持周边社区获得可负担、可靠和可持续的电力。公司将重点推动加快电力项目许可和并网、加速电网规划以及为大型用电用户设计新的电价。电价上涨引发选民不满此前，美国电价涨幅已超过整体通胀水平，加剧了选民对能源等生活必需品成本的不满。特朗普强调尽管数据中心对人工智能繁荣“至关重要”，但建设这些设施的大型科技公司必须“自行买单”，微软已在思考AI基础设施成本分担问题。特朗普当地时间周一在Truth Social上表示，美国政府已与微软就此问题展开谈话，强调尽管数据中心对人工智能繁荣“至关重要”，但建设这些设施的大型科技公司必须“自行买单”。他透露微软将做出“重大改变”，但未提供具体细节。数据中心的快速建设被广泛视为推高美国电价的原因之一，这一议题已成为民主党在11月中期选举中的关键论点。微软副董事长兼总裁Brad Smith计划周二在华盛顿的一场活动中发表声明，该公司此前在活动预告中提出了关于AI基础设施成本分担的根本性问题。水资源正平衡承诺在水资源管理方面，微软承诺到2030年，在其整个自有数据中心将水资源使用强度改善40% 。公司正在部署新一代AI数据中心设计，采用闭环系统持续循环冷却液，大幅减少用水量。微软还承诺补充的水资源多于其提取量。这意味着向其数据中心所用水的相同水文区域恢复可测量的水量，使返还的总水量超过使用的总水量。在弗吉尼亚州利斯堡的数据中心附近，微软正投资超过2500万美元用于供水和污水处理改善，确保服务其设施的成本不落在当地纳税人身上。在凤凰城和附近的内华达州社区，微软与当地公用事业公司的漏损检测合作，识别并修复老化系统中的隐藏漏点。微软承诺开始公布美国各数据中心区域的水资源使用数据及补充进展，确保社区能够了解其运营足迹和实现水资源“净正效益”目标的进展。公司将倡导支持将再生水和工业循环水作为数据中心默认水源的州级和联邦政策。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}