Iko kukurumidza kusimudzira uye kushandiswa kweAI kuri kutyaira simba rekuda kwenzvimbo dzedata kuti dzikure zvakanyanya.

Chirevo chekupedzisira chetsvagiridzo kubva kuBank of America Merrill Lynch equity Strategist Thomas (TJ) Thornton anofanotaura kuti

Kushandiswa kweAI mitoro yebasa kuchakura pamwero wepagore wekukura kwe25-33% mumakore mashoma anotevera.Mushumo unosimbisa

iyo AI kugadzirisa inonyanya kutsamira pamifananidzo yekugadzirisa zvikamu (GPUs), uye kushandiswa kwesimba kweGPU kwave kukwira.

zvichienzaniswa nekare.

Iko kushandiswa kwesimba kwepamusoro kwenzvimbo dzedata kunoisa kumanikidza kukuru pane grid yemagetsi.Maererano nekufanotaura, global data center simba

kudiwa kunogona kusvika 126-152GW panosvika 2030, nekuwedzera kwesimba kudiwa kweanosvika mazana maviri nemakumi mashanu eterawatt maawa (TWh) panguva ino.

nguva, yakaenzana ne8% yesimba rose rinodiwa muUnited States muna 2030.

Bank of America Merrill Lynch akataura kuti kudiwa kwesimba kwenzvimbo dzedata dziri kuvakwa muUnited States kuchadaro

inodarika 50% yekushandiswa kwemagetsi kwenzvimbo dziripo dzedata.Vamwe vanhu vanofanotaura kuti mukati memakore mashoma mushure me data iyi

nzvimbo dzakapedzwa, kushandiswa kwesimba kwenzvimbo dze data kuchapeta kaviri zvakare.

Bank of America Merrill Lynch anofanotaura kuti panosvika 2030, chiyero chekukura kwegore rekuda kwemagetsi eUS chinotarisirwa.

kukurumidza kubva pa0.4% mumakore gumi apfuura kusvika pa2.8%.

Kudyara muzvivakwa zvekugadzira magetsi kunowedzera kudiwa kwezvinhu zvakaita semhangura neuranium

Kuti isangane nemagetsi anodiwa enzvimbo dzedata, zvese zviri zviviri zvivakwa zvegridi uye simba rekugadzira magetsi zvinoda mari yakakura

mukuvandudza.

Bank of America Merrill Lynch akataura kuti izvi zvichaunza mikana yekukura kune vanogadzira magetsi, vatengesi vemagetsi egidhi,

makambani epombi uye grid tekinoroji vanopa.Pamusoro pezvo, kudiwa kwezvinhu zvakaita semhangura uye uranium kuchadaro zvakare

kubatsirwa nemaitiro aya.

Bank of America Merrill Lynch anofanotaura kuti kuwedzera kwemhangura kudiwa kwakaunzwa zvakananga nenzvimbo dzedata kuchasvika 500,000.

matani muna 2026, uye zvakare ichawedzera kudiwa kwemhangura inounzwa nemagetsi grid investment.

Mumusika wematani 25 miriyoni, (500,000) ingasanzwika seyakawanda, asi mhangura yakakosha muinenge tekinoroji yese inoshandisa.

magetsi.Naizvozvo, kudiwa kwemusika kuri kuwedzera.

Bank of America Merrill Lynch akataura kuti gasi rechisikigo magetsi anotarisirwa kuve sarudzo yekutanga kuzadza iyo

gap remagetsi.Muna 2023, United States ichawedzera 8.6GW yemagetsi gasi echisikigo simba rekugadzira, uye imwezve 7.7GW ichaita.

kuwedzerwa mumakore maviri anotevera.Nekudaro, kazhinji zvinotora makore mana kubva pakuronga kusvika pakupera kwesimba remagetsi uye grid yekubatanidza.

Mukuwedzera, simba renyukireya rinewo imwe nzvimbo yekukura.Kuwedzerwa kwezviteshi zvemagetsi enyukireya zviripo uye kuwedzera kwe

marezinesi ekushandisa anogona kuwedzera kudiwa kweuranium ne10%.Zvakadaro, magwenya matsva emagetsi enyukireya achiri kutarisana nematambudziko mazhinji akadai

semutengo uye mvumo.Diki nepakati-saizi modular reactor (SMRs) inogona kunge iri mhinduro, asi haizowanikwe pa

yakakura kusvika mushure me2030 pakutanga.

Simba remhepo uye simba rezuva rinoganhurirwa nekupindirana kwavo, uye zvakaoma kuzvimiririra kusangana neiyo 24/7 simba rinodiwa.

ye data center.Dzinogona kushandiswa chete sechikamu chemhinduro yose.Uyezve, iyo saiti kusarudzwa uye grid yekubatanidza inodzokororwa

magetsi emagetsi anotarisanawo nematambudziko akawanda anoshanda.

Pakazere, nzvimbo dzedata dzakawedzera kuomerwa kwekuita decarbonizing iyo indasitiri yemagetsi.

Taura zvimwe zvakakosha

Chirevo chacho chakaratidzawo kuti data center development iri kufamba kubva munzvimbo dzakasvibiswa kuenda kunzvimbo dzine magetsi asingadhuri uye

nyore kubatanidza kune grid, yakadai sepakati peUnited States iyo inowanzosangana nemitengo yakaipa yemagetsi nekuda kwekuwanda

renewable energy.

Panguva imwecheteyo, kuvandudzwa kwenzvimbo dzedata muEurope neChina kuri kuratidzawo maitiro akanaka ekukura, kunyanya China,

iyo inotarisirwa kuve nyika inotungamira mukugadzira data center uye kushandisa.

Kuti uvandudze kushanda kwesimba, iyo data center indasitiri cheni iri kutora nzira ine-multi-pronged: kusimudzira tsvagiridzo.

uye kusimudzira uye kushandiswa kwepamusoro-kushanda machipisi, uchishandisa advanced kutonhora matekinoroji senge kutonhora kwemvura, uye

inotsigira simba rinogona kudzokororwa riri pedyo nekuchengetedza simba.

Nekudaro, zvakazara, pane nzvimbo shoma yekuvandudza mune data centre simba rekuita.

Bank of America Merrill Lynch yakaratidza kuti kune rumwe rutivi, AI algorithms iri kufambira mberi nekukurumidza kupfuura chip simba rekushanda;

kune rumwe rutivi, matekinoroji matsva akadai se5G ari kugara achigadzira zvitsva zvesimba rekombuta.Kuvandudzwa kwesimba

kushanda zvakanaka kwadzikisira kukura kwekushandiswa kwesimba, asi zvakaoma kudzoreredza maitiro esimba repamusoro

kushandiswa mu data centers.