Many people have not yet realized that two major new changes have emerged in the global tech circle, and the signals are extremely strong!
First change: The Sino-US tech war has upgraded from "competition in computing power" to "energy war".
Technological competition is expanding from algorithms, chips, and software to the energy sector.
If the power bottleneck is not broken through, even the most advanced AI is just talk. According to the latest report by the International Energy Agency, by 2030, AI will consume 35% to 50% of the electricity used by global data centers, equivalent to the current power consumption of Japan. At that time, about one-tenth of the growth in global electricity demand will come from data centers.
Currently, both China and the United States are making efforts in nuclear power.
American AI companies have all turned to nuclear power. Amazon will build small modular nuclear reactors, expected to be operational in the 2030s. Google has partnered with nuclear energy company Kairos Power, planning to build seven nuclear reactors in the United States.
China is also making efforts in nuclear power. In 2025, the number of units under construction in China will account for 42% of the global total, ranking first in the world.
The second half of the artificial intelligence race sees nuclear power as a new high ground in the energy game.
Second change: From "the national team taking the lead alone" to "cooperation between the country and the people", private enterprises are facing an opportunity window.
In August 2024, among the five nuclear power projects approved by the State Council, the participation ratio of private enterprises was increased to 10% for the first time. Among them, the first phase project of Zhejiang Jinqimen was invested by Wanxiang Group with 2%. In the field of nuclear power equipment, private enterprises have entered earlier. Zhejiang private enterprise Xizi Jieneng has been involved in nuclear power since 1998, providing more than 600 key equipment for major nuclear power projects such as Ling'ao and Yangjiang. In August this year, Xizi Jieneng established an independent nuclear energy subsidiary in Hangzhou and is developing the integration and application of fourth-generation nuclear technology and controlled nuclear fusion!
Two changes send extremely strong signals: Energy is the ultimate card to control technological discourse. Compared to American companies fighting individually, the "cooperation between the country and the people" model is China's unique advantage in this ultimate competition.
Original: www.toutiao.com/article/1847200241594436/
Statement: This article represents the personal views of the author.