Newsroom Anthropic 07月22日 04:15
Build AI in America
index_new5.html
../../../zaker_core/zaker_tpl_static/wap/tpl_guoji1.html

 

为保持全球AI领域的领先地位,美国必须大力投资于算力与电力基础设施的建设。文章指出,训练先进AI模型需要稳定且充足的电力供应,并提出了一系列政策建议,以支持国内AI基础设施的构建和AI在各行业的广泛部署。文中强调,美国在能源供应方面已落后于中国,并预测到2028年,美国AI领域将需要至少50GW的电力容量。为此,报告建议加速能源项目的审批,支持关键电网组件的国内生产,并加强相关技术人才的培养,以应对AI发展带来的巨大能源需求,确保美国在AI时代的领导力。

💡 美国AI领导力依赖于强大的算力和电力基础设施。为支持前沿AI模型的训练和部署,美国需要大幅增加其能源生产能力,采取“一切并举”的能源策略,包括发展地热、天然气和核能等多种能源技术,以满足AI发展对稳定、可靠电力日益增长的需求。

📉 当前美国在能源基础设施建设方面面临挑战,与中国相比存在显著差距。文章预测,到2028年,美国AI领域可能需要高达50GW的电力容量,这大约是纽约市高峰电力需求的双倍,并且这还不包括日常AI模型运行的推理需求。这种能源供应的不足可能威胁到美国的AI领先地位。

🚀 为解决能源瓶颈,报告提出了两项关键支柱。第一,建设大规模AI训练基础设施,包括利用联邦土地、加速环境审查、与私营部门合作建设输电线路,并支持公用事业改革以加快电网互联。第二,构建全国性的AI创新基础设施,通过加速地热、天然气和核能项目的审批,建立国家级输电走廊,加强关键电网组件的国内生产,并支持能源领域的技术工人培训。

🤝 文章呼吁政府、产业和社区通力合作,共同克服AI基础设施建设的监管障碍和挑战。通过利用现有联邦权力并改革阻碍能源发展的法规,美国可以为未来几十年的AI领导力奠定坚实基础,确保AI技术的未来在美国发展壮大。

For the United States to lead the world in AI, we must make substantial investments in computing power and electricity that make it possible to build AI in America. As technology evolves, the required resources, infrastructure, and regulatory conditions need to change too. That’s why we are releasing a set of policy recommendations to support building the necessary domestic infrastructure to train the world’s most capable AI models in the U.S. and support the broad deployment of AI across sectors. 

Advances in AI, driven by cutting-edge American companies, are reshaping our economy and society. At Anthropic, we see our AI models used every day by American businesses, scientists, educators, governments, and others—in ways that make workers more productive, our economy more prosperous, and our nation more secure.

By acting decisively now we can ensure that the future is built here in America.

Our full list of recommendations can be found in our new report, “Build AI in America.” Below, we summarize its contents.

Energy needs for global AI leadership

Frontier AI model training requires continuous access to firm, reliable power sources, and meeting this goal will require extraordinary U.S. energy capacity across a range of energy technologies. Data centers used to develop state-of-the-art models need stable power access to operate effectively, and given the energy demand for AI development, an “all of the above” approach is required to ensure American AI leadership. This approach will help the U.S. meet immediate energy needs, expand sources of firm power, and maximize opportunities for AI to catalyze emerging energy technologies, like next-generation geothermal and advanced nuclear technologies.

While the U.S. is lagging in bringing energy generation online, China is rapidly building energy infrastructure for AI, having added over 400 gigawatts of power capacity last year compared to the just several dozen gigawatts added in the U.S. This disparity is especially concerning in the context of AI development: we project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028, respectively. With several other U.S. companies developing frontier AI models, we expect total frontier AI training demands in America to reach 20-25GW in total by 2028. For context, this is roughly twice New York City’s peak electricity demand, and at least as much will likely be needed for serving everyday AI model demand (called “inference”). Put another way, the U.S. AI sector needs at least 50GW of electric capacity by 2028 to maintain global AI leadership.

While the Trump Administration has already taken important steps toward removing barriers by setting ambitious nuclear power targets and accelerating National Environmental Policy Act (NEPA) reviews, to compete with China, it is critical that the U.S. take further action to address regulatory challenges that can delay energy projects.

The U.S. can enable the buildout of large-scale infrastructure for AI training in strategic locations, including by accelerating permitting, supporting targeted transmission projects, and collaborating with utilities to speed up grid interconnection processes. Beyond infrastructure for training AI, we propose broader reforms to support AI deployment nationwide and strengthen supply chains and workforce development. These include accelerating geothermal, natural gas, and nuclear permitting, developing a U.S. Army Corps of Engineers “nationwide permit” for AI data centers to speed Clean Water Act reviews, creating strategic reserves of critical grid components and gas turbines, and expanding technical training programs. Policymakers also have the opportunity through our proposals to keep prices low for ratepayers both through regulatory authority as well as by increasing overall supply.

Two pillars of American AI infrastructure

We propose two strategic pillars that will address the full spectrum of infrastructure challenges—from large-scale training facilities to infrastructure supporting nationwide AI deployment.

Pillar 1: Building large-scale AI training infrastructure

    Make federal lands available as options for AI infrastructure construction, avoiding years-long state and local zoning processes;Accelerate NEPA processes for AI infrastructure, including by conducting advance reviews of certain projects;Partner with the private sector to expedite critical power line buildouts and upgrades; andSupport utilities in making key reforms to accelerate interconnection processes, including by deploying AI to boost efficiency. Where critical for national security, leverage existing federal authorities to ensure that AI training infrastructure receives timely interconnections.

Pillar 2: Building broad-based infrastructure for AI innovation nationwide

    Accelerate geothermal, natural gas, and nuclear permitting;Establish National Interest Electric Transmission Corridors to speed transmission permitting in areas of significant AI data center growth;Strengthen domestic production of critical grid components and turbines through loan and loan guarantee programs and building strategic reserves of these products; andSupport training, apprenticeship, and entrepreneurship programs for critical energy workers, electricians, and construction workers.

America has the economic strength, technical prowess, and innovative spirit to meet AI's infrastructure challenges. Our recommendations offer a practical blueprint that uses existing federal authorities while cutting through regulatory barriers that have held back energy development for too long.

By partnering across government, industry, and communities, we can build the foundation for decades of American leadership in AI.

Read the full report.


Fish AI Reader

Fish AI Reader

AI辅助创作,多种专业模板,深度分析,高质量内容生成。从观点提取到深度思考,FishAI为您提供全方位的创作支持。新版本引入自定义参数,让您的创作更加个性化和精准。

FishAI

FishAI

鱼阅,AI 时代的下一个智能信息助手,助你摆脱信息焦虑

联系邮箱 441953276@qq.com

相关标签

AI基础设施 能源供应 政策建议 美国AI 算力需求
相关文章