AI 驱动电力需求爆发，伯克希尔能源业务迎增长窗口
深潮 TechFlow 消息，5 月 02 日，在伯克希尔股东大会上，CEO 阿贝尔阐述了能源业务板块的发展前景，指出随着人工智能产业的快速发展，能源板块正迎来新的增长机遇。目前，伯克希尔旗下已有半数能源企业开始承接与 AI 相关的电力需求，并持续跟踪行业动态及业务落地的实际空间。
以爱荷华州为例，公司公用事业服务范围显著扩大，当地已建成四座超大型数据中心，为区域带来了大量新增用电客户。当前，数据中心用电已占该区域峰值负荷的 8%，在公用事业领域属极高占比；这意味着算力基础设施建设所驱动的电力需求仍有巨大增长空间。公司预计，未来五年数据中心用电占比有望再提升 5至 10 个百分点，长期甚至可能达到 50%，届时将成为能源业务中最具潜力的增长曲线。(金十)
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