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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階-行業數據

AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階
我們目前暫時保守認為 AI 發展 to-C 端應用的耗電量依然主要集中在 B 端的算力中心，不同于 1980 年代開始的 PC 和互聯網革命，居民端用電還是體現在傳統的家用設備（包括更智能的電器設備、手機、眼鏡甚至機器人），家用 AIDC 從目前的配電功率和規模效應來說不具備大規模實施的可能性。當然，隨著技術的革新，也不排除超出我們框架范疇的用電
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第1頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第2頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第3頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第4頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第5頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第6頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第7頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第8頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第9頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第10頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第11頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第12頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第13頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第14頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第15頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第16頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第17頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第18頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第19頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第20頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第21頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第22頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第23頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第24頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第25頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第26頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第27頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第28頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第29頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第30頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第31頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第32頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第33頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第34頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第35頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第36頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第37頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第38頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第39頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第40頁
AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第41頁
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AI也有潛力帶動我國居民用電量：美國計算機與互聯網革命帶動人均居民用電量上了一個新臺階_第42頁
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所屬報告： 公用環保工業行業AI+能源系列：電力篇——AI能否帶動電力提前跨越周期底部？-250227（25頁）.pdf
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