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衍生品交易员
05-26
与水相关的上市公司有哪些？
缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水
衍生品交易员
2023-06-08
这篇文章不错，转发给大家看看
直播：原油天然气已经够便宜了？投资机会如何把握？
衍生品交易员
2022-04-05
这篇文章不错，转发给大家看
@投资TALK君: ✨一个机构青睐散户却很少知道的ETF✨#美股分析
衍生品交易员
2021-12-09
第二次申购，看看运气如何
衍生品交易员
2021-08-03
第一次打新。
去老虎APP查看更多动态
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10:21","market":"hk","language":"zh","title":"缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水","url":"https://stock-news.laohu8.com/highlight/detail?id=2438052455","media":"华尔街见闻","summary":"值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”","content":"<html><head></head><body><blockquote><p><strong>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong></p></blockquote><p>AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，<a href=\"https://laohu8.com/S/GS\">高盛</a>此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。</p><p>此外，即使是<a href=\"https://laohu8.com/S/BX\">黑石</a>集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。</p><p>值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”</p><p>摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。<strong>研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cfc190f9d9640eb43a49318120c8db4\" title=\"\" tg-width=\"1019\" tg-height=\"350\"/></p><p>研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。</p><p>具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e06af657856d8b5954757a77ecb400e\" title=\"\" tg-width=\"1006\" tg-height=\"707\"/></p><p>研报指出：</p><blockquote><p>“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”</p></blockquote><p><strong>研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong>“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”</p><p></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-25 10:21 北京时间 <a href=https://wallstreetcn.com/articles/3715733><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715733\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9f13e18841a9072543dfc1c786c3bef","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4588":"碎股","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4207":"综合性银行","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" 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ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3715733","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438052455","content_text":"尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。摩根大通的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，高盛此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。此外，即使是黑石集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和贝莱德董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185128650723568,"gmtCreate":1686236653934,"gmtModify":1686236655474,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185128650723568","repostId":"1768088597668887","repostType":17,"repost":{"id":2437,"live_id":"1768088597668887","type":1,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"原油天然气已经够便宜了？投资机会如何把握？","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/koujian68.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/ef83c4e9057c4963a83d1c16c40b8dcf~tplv-gjr78lqtd0-image.image","live_img_url_en":"","activate_content":true,"expected_time":1686225600000,"time_remain":-35807001512,"start_time":0,"end_time":1686228580,"user_counter":"1281","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619800419,"gmtCreate":1649156933934,"gmtModify":1649156933934,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619800419","repostId":"619101169","repostType":1,"repost":{"id":619101169,"gmtCreate":1649067052644,"gmtModify":1649131637646,"author":{"id":"9000000000000105","authorId":"9000000000000105","name":"投资TALK君","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n ✨一个机构青睐散户却很少知道的ETF✨#美股分析\n \n","listText":"✨一个机构青睐散户却很少知道的ETF✨#美股分析","text":"✨一个机构青睐散户却很少知道的ETF✨#美股分析","images":[{"img":"https://static.tigerbbs.com/d87d220ab790ffe6cdb0693487d48e48","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619101169","isVote":1,"tweetType":2,"object":{"id":"26ab1e9d6f5d44829f90704e699c474e","tweetId":"619101169","title":"✨一个机构青睐散户却很少知道的ETF✨#美股分析","videoUrl":"http://v.tigerbbs.com/164906704958441023f17111064cd79cbd0f1a439b879.mp4","poster":"https://static.tigerbbs.com/d87d220ab790ffe6cdb0693487d48e48","shareLink":"http://v.tigerbbs.com/164906704958441023f17111064cd79cbd0f1a439b879.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602605183,"gmtCreate":1639011586641,"gmtModify":1639011586641,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"第二次申购，看看运气如何","listText":"第二次申购，看看运气如何","text":"第二次申购，看看运气如何","images":[{"img":"https://static.tigerbbs.com/0be9b4356233cd324a9a3ae7826e8548","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602605183","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":804410156,"gmtCreate":1627970996275,"gmtModify":1627971060421,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"第一次打新。","listText":"第一次打新。","text":"第一次打新。","images":[{"img":"https://static.tigerbbs.com/273c5de72f2cf00843f199991077939d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804410156","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":309983892090936,"gmtCreate":1716683767980,"gmtModify":1716683770044,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"与水相关的上市公司有哪些？","listText":"与水相关的上市公司有哪些？","text":"与水相关的上市公司有哪些？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309983892090936","repostId":"2438052455","repostType":2,"repost":{"id":"2438052455","pubTimestamp":1716603685,"share":"https://www.laohu8.com/m/news/2438052455?lang=&edition=full","pubTime":"2024-05-25 10:21","market":"hk","language":"zh","title":"缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水","url":"https://stock-news.laohu8.com/highlight/detail?id=2438052455","media":"华尔街见闻","summary":"值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”","content":"<html><head></head><body><blockquote><p><strong>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong></p></blockquote><p>AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，<a href=\"https://laohu8.com/S/GS\">高盛</a>此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。</p><p>此外，即使是<a href=\"https://laohu8.com/S/BX\">黑石</a>集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。</p><p>值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”</p><p>摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。<strong>研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cfc190f9d9640eb43a49318120c8db4\" title=\"\" tg-width=\"1019\" tg-height=\"350\"/></p><p>研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。</p><p>具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e06af657856d8b5954757a77ecb400e\" title=\"\" tg-width=\"1006\" tg-height=\"707\"/></p><p>研报指出：</p><blockquote><p>“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”</p></blockquote><p><strong>研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong>“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”</p><p></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-25 10:21 北京时间 <a href=https://wallstreetcn.com/articles/3715733><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715733\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9f13e18841a9072543dfc1c786c3bef","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4588":"碎股","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4207":"综合性银行","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","BK4581":"高盛持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) 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ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3715733","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438052455","content_text":"尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。摩根大通的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，高盛此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。此外，即使是黑石集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和贝莱德董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804410156,"gmtCreate":1627970996275,"gmtModify":1627971060421,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"第一次打新。","listText":"第一次打新。","text":"第一次打新。","images":[{"img":"https://static.tigerbbs.com/273c5de72f2cf00843f199991077939d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804410156","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":185128650723568,"gmtCreate":1686236653934,"gmtModify":1686236655474,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185128650723568","repostId":"1768088597668887","repostType":17,"repost":{"id":2437,"live_id":"1768088597668887","type":1,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"原油天然气已经够便宜了？投资机会如何把握？","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/koujian68.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/ef83c4e9057c4963a83d1c16c40b8dcf~tplv-gjr78lqtd0-image.image","live_img_url_en":"","activate_content":true,"expected_time":1686225600000,"time_remain":-35807001555,"start_time":0,"end_time":1686228580,"user_counter":"1281","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619800419,"gmtCreate":1649156933934,"gmtModify":1649156933934,"author":{"id":"3578558934616870","authorId":"3578558934616870","name":"衍生品交易员","avatar":"https://static.tigerbbs.com/858feeb6f2debf068ba2dee8ad22d7a1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619800419","repostId":"619101169","repostType":1,"repost":{"id":619101169,"gmtCreate":1649067052644,"gmtModify":1649131637646,"author":{"id":"9000000000000105","authorId":"9000000000000105","name":"投资TALK君","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n 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