覆盖数据中心电力价格上涨
Covering electricity price increases from our data centers

原始链接: https://www.anthropic.com/news/covering-electricity-price-increases

Anthropic 正在主动应对其在美国不断增长的 AI 基础设施带来的电力成本上升问题。公司认识到数据中心需要大量电力——未来几年全国可能达到 50 吉瓦,并且可能通过电网升级和需求增加导致消费者价格上涨,因此公司承诺承担这些成本。 具体而言,Anthropic 将完全资助其数据中心所需的电网基础设施升级,承担通常转嫁给纳税人的成本。他们还将努力增加新的发电量,并直接抵消其电力需求造成的任何价格上涨。其他努力包括投资于减少高峰时段电网压力的系统,以及支持当地就业创造和可持续发展实践。 Anthropic 承认公司层面的行动不足够,并倡导更广泛的联邦政策来加速能源开发和电网现代化。该举措旨在确保 AI 发展不会给消费者带来更高的能源账单。

Anthropic 宣布将承担其数据中心连接到电网所需的所有电网升级成本,包括通常会转嫁给消费者的成本。这一声明源于对数据中心需求导致电价上涨的担忧,引发了 Hacker News 上的讨论。 一些评论员质疑该承诺的实用性和必要性,指出互联互通成本通常已经由基础设施项目承担。他们认为 Anthropic 的承诺可能很大程度上是假设性的。然而,另一些人则指出北卡罗来纳州最近通过的立法(参议院法案 266)允许像杜克能源这样的公用事业公司寻求大幅加价,这可能与数据中心基础设施需求有关。 一位异议者批评了人工智能模型训练的能源效率低下,而另一位则主张对这些实体进行政府征税,而不是依赖自愿承诺。这场讨论凸显了人工智能行业能源需求与更广泛的成本和可持续性社会关注之间的日益紧张关系。
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原文

As we continue to invest in American AI infrastructure, Anthropic will cover electricity price increases that consumers face from our data centers.

Training a single frontier AI model will soon require gigawatts of power, and the US AI sector will need at least 50 gigawatts of capacity over the next several years. The country needs to build new data centers quickly to maintain its competitiveness on AI and national security—but AI companies shouldn’t leave American ratepayers to pick up the tab.

Data centers can raise consumer electricity prices in two main ways. First, connecting data centers to the grid often requires costly new or upgraded infrastructure like transmission lines or substations. Second, new demand tightens the market, pushing up prices. We’re committing to address both. Specifically, we will:

  • Cover grid infrastructure costs. We will pay for 100% of the grid upgrades needed to interconnect our data centers, paid through increases to our monthly electricity charges. This includes the shares of these costs that would otherwise be passed onto consumers.
  • Procure new power and protect consumers from price increases. We will work to bring net-new power generation online to match our data centers’ electricity needs. Where new generation isn’t online, we’ll work with utilities and external experts to estimate and cover demand-driven price effects from our data centers.
  • Reduce strain on the grid. We’re investing in curtailment systems that cut our data centers’ power usage during periods of peak demand, as well as grid optimization tools, both of which help keep prices lower for ratepayers.
  • Invest in local communities. Our current data center projects will create hundreds of permanent jobs and thousands of construction jobs. We’re also committed to being a responsible neighbor—that means addressing environmental impacts, including deploying water-efficient cooling technologies, and partnering with local leaders on initiatives that share AI’s benefits broadly.

Where we work with partners to develop data centers for handling our own workloads, we make these commitments directly. Where we lease capacity from existing data centers, we’re exploring further ways to address our own workloads' effects on prices.

Of course, company-level action isn't enough. Keeping electricity affordable also requires systemic change. We support federal policies—including permitting reform and efforts to speed up transmission development and grid interconnection—that make it faster and cheaper to bring new energy online for everyone.

Done right, AI infrastructure can be a catalyst for the broader energy investment the country needs. These commitments are the beginning of our efforts to address data centers’ impact on energy costs. We have more to do, and we’ll continue to share updates as this work develops.

联系我们 contact @ memedata.com