Breaking The AI ​​“power Consumption” Dilemma, Energy Storage Industry Is Facing Changes

The rapid development of AI in recent years is inseparable from the support of computing power and electricity. AI is the goal, computing power is the bridge, and electricity is the cornerstone. The three form a "golden triangle". As the "stabilizer" of this "golden triangle", the importance of energy storage has become increasingly prominent and is ushering in unprecedented changes.

 

Recently, the "Opinions on Promoting the High-Quality Development of the Renewable Energy Green Electricity Certificate Market" issued by the National Data Bureau and other departments proposed to accelerate the increase in the proportion of green electricity consumption by enterprises and data centers in industries such as steel, nonferrous metals, building materials, petrochemicals, and chemicals, as well as other key energy-consuming units and industries. In principle, by 2030, it should not be lower than the national average level of the total renewable energy power consumption responsibility weight; the proportion of green electricity consumption in newly built data centers at national hub nodes will be further increased on the basis of 80%.

 

Since the beginning of this year, Chinese companies have made a series of breakthroughs in the field of AI. In order to better seize the high ground of science and technology, there are several "must-answer questions" that need to be solved urgently: How to establish a safe and stable computing power infrastructure? How to deal with fluctuations in power demand in data centers?

 

"Energy storage can not only cope with fluctuations in power supply, but also reduce energy consumption in computing tasks by optimizing the use of electricity." Feng Siyao, chief analyst of the Energy Storage Application Branch of the China Chemical and Physical Power Sources Industry Association, said in an interview with a reporter from Securities Daily that the development of AI has brought about huge demand for computing power, and energy storage plays an important role in ensuring the power supply in related fields. It can not only improve the efficiency of power use, but also ensure the stability of power.