太阳能发电首超核电
推荐指数 48.0 NO. 019 · 2026.10.27
发布2026/10/26Score103Comments199
简介
2025年全球太阳能发电量已悄然超越核电，预计2026年占比达10%。对AI从业者而言，这意味着数据中心电力成本结构将发生根本性转变，算力密集型的训练集群选址逻辑需要重新评估。
编辑判断
AI行业长期默认核电是数据中心脱碳的终极答案，微软与OpenAI甚至直接签约三里岛核电站。太阳能的颠覆性在于它正在打破"基荷电力"的神话——当电价跌到每度1美分以下，训练任务的调度策略将从"24小时满负荷"转向"追光模式"。
这对MLOps和训练基础设施团队提出新要求：需要构建弹性计算框架，在光照峰值期自动扩容集群，夜间或阴天切换至备用电源。Google在这方面已有实践，其数据中心通过碳智能计算将清洁能源匹配率提升至90%以上。
创业者机会在于，目前缺乏针对AI训练负载优化的"光算协同"调度工具，这是一个被忽视的细分赛道。
社区反馈
意见分歧 165 条评论
核心争论：美国户用光伏成本畸高源于软成本与金融化，而非硬件本身
https://ourworldindata.org/grapher/installed-solar-pv-capaci... (already out of date due to solar PV deployment velocity, the world crossed 3TW of cumulative deployed capacity earlier this year) https://ourworldindata.org/grapher/solar-pv-prices The World Cros
Why do I keep getting $20k quotes to install it then in the US. We seem to be doing something incorrectly here. The underlying hardware seems cheap (through independent research) but the labor and add in fees seem to be making this expensive. At sub $10k prices for the panels + batteries I would get
I suspect a huge chunk of that is labor costs rather than materials.