All Content from Business Insider 10月28日 13:02
OpenAI的“星门”项目:巨大的能源和劳动力需求
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OpenAI正计划斥资5000亿美元建设名为“星门”的数据中心网络,旨在推动美国AI基础设施建设和经济增长。然而,这一宏大项目对能源和劳动力提出了巨大挑战。OpenAI呼吁美国每年新增100吉瓦的能源产能,并指出其项目可能需要国家现有熟练技工的五分之一。能源短缺不仅威胁美国的AI竞争力,也可能推高电力价格,影响公众健康。同时,AI数据中心的建设也面临公众对能源成本和环境影响的担忧。

💡 **巨大的能源需求与国家战略**:OpenAI的“星门”项目是一项耗资5000亿美元的AI数据中心网络计划,旨在重塑美国经济。为支持这一项目,OpenAI强烈建议美国每年新增100吉瓦的能源产能,以避免所谓的“电子缺口”,并确保美国在AI领域的全球竞争力及国家安全。

👷 **劳动力缺口与人才培养**:该项目预计将消耗美国现有技术工人的五分之一,包括电工、机械师、木匠和水管工等。为应对这一挑战,OpenAI计划从2026年起通过一个“认证与就业平台”创建新的培训管道,以弥补人才缺口。

⚡ **能源瓶颈的潜在影响**:AI数据中心对能源的巨大需求已成为行业瓶颈,可能导致电力价格上涨,并对公众健康产生负面影响。文章指出,鉴于美国电力来源中仍有至少60%依赖高污染的化石燃料,新增能源产能的建设和成本回收机制需要审慎考虑,以避免对普通消费者造成不公平负担。

OpenAI's $500 million Stargate project needs more workers and electricity.

OpenAI's project to build more data centers is hungry for more workers and electricity.

In a letter sent by CEO Sam Altman to the White House's Office of Science and Technology Policy on Monday, OpenAI called its $500 billion Stargate project, which is a chain of AI data centers now under construction in Texas, New Mexico, Ohio, and Wisconsin, a "once-in-a-century opportunity" to reindustrialize the US economy.

The company also projects that a $1 trillion investment in AI infrastructure could result in more than 5% in additional GDP growth over three years.

To make the ongoing data center buildout a success, it might take one-fifth of the nation's existing skilled trade workforce, as well as for the US to add 100 gigawatts of energy production capacity a year.

"The country will need many more electricians, mechanics, metal and ironworkers, carpenters, plumbers, and other construction trade workers than we currently have," the letter said, adding that OpenAI plans to create new training pipelines through a "Certifications and Jobs Platform" starting in 2026.

In the letter, OpenAI also warned of an "electron gap" between the US and China and wrote that limited domestic electricity generation threatens both America's AI competitiveness and national security. According to figures cited by OpenAI, while China added 429 gigawatts of new power capacity in 2024, the US only added 51 gigawatts.

The energy bottleneck is becoming an issue for AI companies seeking to build data centers, and so is the pushback. This summer, new AI centers popping up across the country have drawn the ire of local residents for driving up household electricity bills in at least 13 states. As major utilities companies plan multibillion-dollar infrastructure projects to build more energy-generating capacity, there is little regulation to prevent companies from recovering those costs from a utility's entire customer base.

A Business Insider investigation earlier this year also found that annual public health costs from electricity generation for data centers could reach between $5.7 billion and $9.2 billion. This is mainly because the US relies on highly polluting fossil-fuel-fired sources for at least 60% of its electricity, which has health implications for residents in the region.

OpenAI did not immediately respond to a request for comments.

Read the original article on Business Insider

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