TechCrunch News 03月20日 23:05
Solar notches another win as Microsoft adds 475 MW to power its AI data centers
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微软正在扩大其可再生能源供应,新增475兆瓦电力,以满足数据中心日益增长的能源需求。该公司与能源供应商AES签署协议,将在伊利诺伊州、密歇根州和密苏里州建设三个太阳能项目。此举反映了微软对能源的迫切需求。太阳能具有安装快速、成本低廉和模块化的优势,非常适合需要即时用电的科技公司。微软此前已多次利用太阳能,并参与了规模达90亿美元的可再生能源联盟。尽管科技公司对核能的兴趣有所增加,但可再生能源的成本和速度优势使其备受青睐。开发者们正将可再生能源与电池储能相结合,以提供全天候电力,混合电厂的成本已开始接近天然气发电厂。对于科技公司和数据中心开发商而言,时间至关重要,因为对新计算能力的需求增长迅速,到2027年,多达一半的新AI服务器可能电力不足。

💡微软新增475兆瓦可再生能源,以满足其数据中心日益增长的能源需求,并与AES签署了三个太阳能项目协议,分别位于伊利诺伊州、密歇根州和密苏里州。

⚡太阳能因其安装快速、成本低廉和模块化的优势,成为满足科技公司即时用电需求的理想选择。微软此前已签订了389兆瓦的太阳能项目,并参与了90亿美元的可再生能源联盟。

🔋开发者们正将可再生能源与电池储能相结合,以提供全天候电力,混合电厂的成本已开始接近天然气发电厂。由于新计算能力需求迅速增长,到2027年,多达一半的新AI服务器可能电力不足,而可再生能源能更快地提供电力。

💰微软去年夏天与Brookfield Asset Management签署协议,将在美国和欧洲获得10.5吉瓦的可再生能源,这些能源将于2030年前交付。

Microsoft is adding another 475 megawatts to its already considerable renewable powered portfolio to feed the growing energy appetite of its data centers. The company recently signed a deal with energy provider AES for three solar projects across the Midwest, one each in Illinois, Michigan, and Missouri.

The ramp up reflects the immediacy of Microsoft’s needs. When it comes to powering data centers, it’s hard to argue with solar. Quick to install, inexpensive, and modular, it’s a perfect fit for tech companies that need electricity now.

Microsoft has been tapping solar with some regularity. In February, it contracted 389 megawatts from three solar projects across Illinois and Texas. And late last year, the company announced it was anchoring a $9 billion renewable power coalition that’s organized by Acadia. The Redmond-based company’s own renewable portfolio already includes over 34 GW of capacity.

While tech companies have shown increasing interest in nuclear power in recent months, the cost and speed advantages of renewables have kept solar deals flowing.

Though renewable power on its own doesn’t have the same consistency as nuclear or natural gas, developers are increasingly pairing it with battery storage to provide around the clock electricity.

The combination is more expensive than solar or wind on its own, but given the rapid declines in cost for both solar and batteries, so-called hybrid power plants are beginning to encroach on prices for a new natural gas generating capacity. 

So far, new nuclear prices have remained significantly higher than either renewables or natural gas power plants.

For tech companies and data center developers, time is of the essence. Demand for new computing power has risen at such a rate that up to half of all new AI servers could be underpowered by 2027. Most new natural gas and nuclear power plants aren’t scheduled to come online until several years after that.

But renewables can start supplying power quickly, with utility-scale solar projects starting to produce electrons in about 18 months.

That speed has proven attractive, leading to some massive deals: Microsoft, for example, signed a deal with Brookfield Asset Management last summer for 10.5 gigawatts of renewable capacity in the U.S. and Europe, all of which will be delivered by 2030.

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微软 可再生能源 数据中心 太阳能 能源需求
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