Uphuhliso olukhawulezayo kunye nokusetyenziswa kwe-AI kuqhuba imfuno yamandla yamaziko edatha ukukhula ngokukhawuleza.

Ingxelo yophando yamva nje evela kwiBhanki yaseMelika iMerrill Lynch ingcali yezobulungisa uThomas (TJ) Thornton iqikelela ukuba amandla

Ukusetyenziswa komthwalo we-AI kuya kukhula ngesantya sokukhula sonyaka esihlanganisiweyo se-25-33% kwiminyaka embalwa ezayo.Ingxelo iyagxininisa

ukuba ukusetyenzwa kwe-AI ikakhulu kuxhomekeke kwiiyunithi zokusetyenzwa kwemizobo (GPUs), kunye nokusetyenziswa kwamandla e-GPU kuye kwanyuka.

xa kuthelekiswa nexesha elidlulileyo.

Ukusetyenziswa kwamandla aphezulu kumaziko edatha kubeka uxinzelelo olukhulu kwigridi yamandla.Ngokutsho koqikelelo, amandla kwiziko ledatha yehlabathi

Imfuno inokufikelela kwi-126-152GW ngo-2030, kunye nesidingo esongezelelweyo samandla malunga neeyure ezingama-250 zeterawatt (TWh) ngeli xesha.

ixesha, elilingana ne-8% yemfuno yamandla iyonke e-United States ngo-2030.

IBhanki yaseMelika uMerrill Lynch yabonisa ukuba imfuno yamandla yamaziko edatha ephantsi kokwakhiwa e-United States iya

ngaphaya kwe-50% yokusetyenziswa kombane kumaziko edatha akhoyo.Abanye abantu baqikelela ukuba kwiminyaka embalwa emva kwezi datha

amaziko agqityiwe, ukusetyenziswa kwamandla kwamaziko edatha kuya kuphinda kabini kwakhona.

IBhanki yaseMelika i-Merrill Lynch iqikelela ukuba ngo-2030, isantya sokukhula sonyaka esihlanganisiweyo semfuno yombane yase-US kulindeleke.

ukukhawulezisa ukusuka kwi-0.4% kule minyaka ilishumi idlulileyo ukuya kwi-2.8%.

Utyalo-mali kumaziko okuvelisa umbane kwandisa ngakumbi imfuno yezinto ezifana nobhedu neuranium

Ukuhlangabezana neemfuno zamandla amaziko edatha, zombini iziseko zegridi kunye nomthamo wokuvelisa amandla zifuna utyalo-mali olukhulu

kuphuculo.

IBhanki yaseMelika uMerrill Lynch yabonisa ukuba oku kuya kuzisa amathuba okukhula kubavelisi bamandla, ababoneleli bezixhobo zegridi,

iinkampani zemibhobho kunye nababoneleli beteknoloji yegridi.Ukongeza, imfuno yezinto ezifana nobhedu kunye neuranium nayo iya kuba njalo

zuza kulo mkhwa.

IBhanki yaseMelika iMerrill Lynch iqikelela ukuba imfuno yobhedu eyongeziweyo eziswa ngokuthe ngqo ngamaziko edatha iya kufikelela kwi-500,000.

iitoni ngo-2026, kwaye iya kukhulisa imfuno yobhedu eziswe lutyalo-mali lwegridi yamandla.

Kwimarike yeetoni ezizizigidi ezingama-25, (500,000) isenokungavakali njengento eninzi, kodwa ubhedu lubalulekile phantse kubo bonke ubugcisa obusetyenziswayo.

umbane.Ke ngoko, imfuno yentengiso iyanda.

IBhanki yaseMelika uMerrill Lynch wachaza ukuba ukuveliswa kwamandla egesi yendalo kulindeleke ukuba ibe lukhetho lokuqala lokuzalisa

umsantsa wamandla.Ngo-2023, iUnited States iya kongeza i-8.6GW yomthamo wokuvelisa amandla egesi yendalo, kunye ne-7.7GW eyongezelelweyo iya

yongezwa kule minyaka mibini izayo.Nangona kunjalo, ihlala ithatha iminyaka emine ukusuka kwisicwangciso ukuya ekugqityweni kweplanti yombane kunye noqhagamshelo lwegridi.

Ukongeza, amandla enyukliya nawo anendawo yokukhula.Ukwandiswa kwemizi-mveliso yamandla enyukliya esele ikho kunye nokwandiswa kwe

iilayisensi zokusebenza zinokunyusa imfuno ye-uranium nge-10%.Nangona kunjalo, iziko elitsha lamandla enyukliya lisajongene nemingeni emininzi enjalo

njengeendleko kunye nokuvunywa.Iimodyuli ezincinci kunye nobukhulu obuphakathi (SMRs) zinokuba sisisombululo, kodwa aziyi kufumaneka

isikali esikhulu kude kube semva kwe2030 kwangoko.

Amandla omoya kunye namandla elanga anqunyelwe kukuphazamiseka kwawo, kwaye kunzima ukuzimela ngokuzimeleyo imfuno yamandla angama-24/7.

yeziko ledatha.Zingasetyenziswa kuphela njengenxalenye yesisombululo ngokubanzi.Ngaphezu koko, ukhetho lwesiza kunye noqhagamshelo lwegridi ehlaziyiweyo

izikhululo zamandla ombane nazo zijongene nemingeni emininzi ebonakalayo.

Ngokubanzi, amaziko eenkcukacha ongeze ubunzima bokwenza i-decarbonizing kwishishini lamandla.

Xela amanye amagqabantshintshi

Ingxelo iphinde yabonisa ukuba uphuhliso lweziko ledatha luhamba kwiindawo ezixineneyo ukuya kwiindawo apho umbane ungabizi kwaye

kulula ukudibanisa kwigridi, njenge-United States esembindini ehlala ifumana amaxabiso amabi ombane ngenxa yobuninzi

umoya ovuselelekayo.

Kwangaxeshanye, uphuhliso lwamaziko edatha eYurophu naseTshayina lukwabonisa ukukhula okuncomekayo, ngakumbi iTshayina,

ekulindeleke ukuba ibe lilizwe elikhokelayo kwimveliso yeziko ledatha kunye nokusetyenziswa.

Ukuze kuphuculwe ukusebenza kakuhle kwamandla, ikhonkco leshishini ledatha lithatha iindlela ezininzi: ukukhuthaza uphando.

kunye nophuhliso kunye nokusetyenziswa kweetshiphusi eziphezulu, usebenzisa itekhnoloji yokupholisa ephezulu efana nokupholisa ulwelo, kunye

ukuxhasa amandla ahlaziyiweyo akufutshane kunye nokugcinwa kwamandla.

Nangona kunjalo, lilonke, kukho indawo enyiniweyo yokuphucula ukusebenza kakuhle kwamandla kwiziko ledatha.

IBhanki yaseMelika uMerrill Lynch yabonisa ukuba kwelinye icala, i-AI algorithms iqhubela phambili ngokukhawuleza kunokusebenza kakuhle kwamandla e-chip;

kwelinye icala, itekhnoloji entsha efana ne-5G ihlala idala iimfuno ezintsha zamandla ekhompyuter.Ukuphuculwa kwamandla

ukusebenza kakuhle kuye kwacothisa ukukhula kokusetyenziswa kwamandla, kodwa kunzima ukuyibuyisela umva indlela yamandla aphezulu

ukusetyenziswa kumaziko data.