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| | 全世界搞AI的，为啥都在抢中国电池？ | | | 酷玩实验室 ｜ 2026-09-26 | | | |
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 这两年，AI军备竞赛打得那叫一个昏天黑地，在中美都是拉动投资的主力。
GPU、存储、光模块、液冷，算力基建的市场热点一轮接一轮地爆发。
另外，GPU芯片非常吃电，一座大型AI算力中心一年电费动辄几十个亿，顶得上一座小城市。
即便你掏得出几十亿，也不一定能抢到电。
在美国一些地区，AI算力中心接入电网要排队3到7年。于是马斯克、扎克伯格这些人都等不及了，纷纷开始购买燃气轮机自建电厂。
这使得跟AI算力貌似不搭噶的一众电力设备，燃气轮机、变压器、高压开关等等，也跟着一起鸡犬升天了。
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但在一个大多数人没有注意到的角落，AI相关的储能，也就是电池业务，也在暴涨。
2026年前5个月，全球AI算力中心储能出货量达到10GWh，按电池容量计算相当于1000万度电，已经超过2025年全年。行业预计，到2030年，AIDC储能锂电池出货量将突破300GWh。按眼下的出货量级看，短短几年就是几十倍的增长空间，毫不意外的是，新增订单，大部分都流向了中国电池厂。
为啥AI计算需要这么多电池呢？今天我们就来深度聊聊。
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01 几万块GPU同时猛踩油门
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全世界搞AI的，为啥都在抢中国电池？
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