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总结

多家外媒指出,围绕人工智能的热潮正在被能源与金融领域的新做法进一步推高:数据中心扩张与各类融资、交易叙事抬升市场预期,增加“AI泡沫”风险。与此同时,算力用电激增给电网带来压力,部分地区居民电价上涨速度甚至快于邻近数据中心,供电可靠性与基础设施投资成为焦点。报道还认为,AI落地的关键瓶颈可能不在模型,而在电工、管道工等技能人才与电力系统配套。

正文

Innovations in energy and finance are further inflating the AI bubble The Economist The Real AI Talent War Is for Plumbers and Electricians WIRED Why your power bill is spiking faster than a nearby data center's The Washington Post What history says about today's AI power surge Axios Opinion | Data Centers' Power Failure The Wall Street Journal
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