2025能源与人工智能报告 ( 英文 304 页)

目录

第1章：人工智能的崛起及其与能源的关系

1.1 引言 ....... 20

1.2 人工智能的崛起 ...... 21

1.3 什么是人工智能？ ..... 28

1.4 人工智能的能源需求与能源领域的人工智能应用 ..... 37

第2章：人工智能的能源需求

2.1 引言 ....... 50

2.2 数据中心的电力消耗 .... 54

2.4 人工智能对ICT行业能源使用的影响 ...... 71

2.5 满足数据中心需求的电力供应 .... 75

2.6 数据中心与电网的互动 ...... 93

第3章：人工智能优化能源系统

3.1 引言 ..... 110

3.2 人工智能在能源系统中的作用 ..... 112

3.3 人工智能在能源与矿产供应中的应用 ....... 114

3.4 人工智能在电力行业的应用 ...... 122

3.5 人工智能在终端能源消费中的应用 ..... 134

3.6 人工智能提升能源系统韧性 ....... 159

3.7 人工智能在能源优化中应用的障碍 ....... 162

第4章：人工智能推动能源创新

4.1 引言 ..... 166

4.2 从专利和初创企业中学到什么？ ..... 168

4.3 人工智能如何加速能源创新挑战的解决？.... 172

4.4 聚焦四个关键技术领域 .... 177

4.5 加速人工智能创新的政策 .... 198

第5章：能源与人工智能的新兴议题

5.1 引言 ..... 206

5.2 人工智能时代的能源安全 ....... 207

5.3 加强技术行业与能源行业的对话 .... 217

5.4 投资影响..... 222

5.5 能源行业的数字技能是否成为瓶颈？ .... 229

5.6 弥合数字鸿沟：新兴市场和发展中经济体的能源与人工智能关系 ..... 233

5.7 人工智能与能源政策格局 .... 238

5.8 探索人工智能对排放的潜在影响 ..... 244

附录

附录A. 方法与数据表 ...... 255

附录B. 定义 .... 261

附录C. 参考文献 ....... 275

Table of Contents

Chapter 1: The Rise of AI and Its Nexus with Energy

1.1 Introduction ....... 20

1.2 The Rise of AI ...... 21

1.3 What Is AI? ..... 28

1.4 Energy for AI and AI for Energy ..... 37

Chapter 2: Energy for AI

2.1 Introduction ....... 50

2.2 Electricity Consumption of Data Centres .... 54

2.3 Outlook for Electricity Consumption from Data Centres .... 62

2.4 Implications of AI for ICT Sector Energy Use ...... 71

2.5 Electricity Supply to Meet Data Centre Demand .... 75

2.6 Data Centre Interactions with the Electricity Grid ...... 93

Chapter 3: AI for Energy Optimisation

3.1 Introduction ..... 110

3.2 The Role of AI in the Energy System ..... 112

3.3 AI for Energy and Minerals Supply ....... 114

3.4 AI for the Electricity Sector ...... 122

3.5 AI for Energy End Uses ..... 134

3.6 AI for Energy System Resilience ....... 159

3.7 Barriers to the Adoption of AI for Energy Optimisation ....... 162

Chapter 4: AI for Energy Innovation

4.1 Introduction ..... 166

4.2 What Can We Learn from Patents and Start-ups? ..... 168

4.3 How Can AI Accelerate Solutions to Energy Innovation Challenges?.... 172

4.4 Focus on Four Selected Technology Areas .... 177

4.5 Policies to Accelerate AI Innovation .... 198

Chapter 5: Emerging Themes on Energy and AI

5.1 Introduction ..... 206

5.2 Energy Security in the Age of AI ....... 207

5.3 Enhancing the Dialogue Between the Technology Sector and the Energy Industry .... 217

5.4 Implications for Investment..... 222

5.5 Are Digital Skills in the Energy Sector a Bottleneck? .... 229

5.6 Bridging the Digital Divide: The Energy-AI Nexus in Emerging Market and Developing Economies ..... 233

5.7 The AI and Energy Policy Landscape .... 238

5.8 An Exploratory Approach to Determine the Potential Impact of AI on Emissions ..... 244

Annexes

Annex A. Methodology and Data Tables ...... 255

Annex B. Definitions .... 261

Annex C. References ....... 275

×