Ukuthuthuka okusheshayo kanye nokusetshenziswa kwe-AI kuqhuba isidingo samandla sezikhungo zedatha ukuthi sikhule kakhulu.

Umbiko wakamuva wocwaningo ovela kuSomaqhinga we-Bank of America Merrill Lynch uThomas (TJ) Thornton ubikezela ukuthi amandla

ukusetshenziswa kwemithwalo yemisebenzi ye-AI kuzokhula ngezinga lokukhula elihlanganisiwe lonyaka lama-25-33% eminyakeni embalwa ezayo.Umbiko uyagcizelela

ukuthi ukucutshungulwa kwe-AI ikakhulukazi kuncike kumayunithi okucubungula ihluzo (GPUs), futhi ukusetshenziswa kwamandla kwama-GPU bekulokhu kukhuphuka

uma kuqhathaniswa nesikhathi esedlule.

Ukusetshenziswa kwamandla okuphezulu kwezikhungo zedatha kubeka ingcindezi enkulu kugridi yamandla.Ngokusho kwezibikezelo, amandla esikhungo sedatha yomhlaba wonke

isidingo singase sifinyelele ku-126-152GW ngo-2030, nesidingo samandla esengeziwe esingaba amahora angama-terawatt angama-250 (TWh) ngalesi sikhathi.

isikhathi, esilingana no-8% wesidingo samandla esiphelele e-United States ngo-2030.

I-Bank of America Merrill Lynch iveze ukuthi isidingo samandla sezikhungo zedatha esakhiwayo e-United States sizokwazi

yeqa u-50% wokusetshenziswa kukagesi wezikhungo zedatha ezikhona.Abanye abantu babikezela lokho phakathi neminyaka embalwa ngemva kwale datha

izikhungo ziyaqedwa, ukusetshenziswa kwamandla kwezikhungo zedatha kuzophindeka kabili.

I-Bank of America Merrill Lynch ibikezela ukuthi ngo-2030, izinga lokukhula elihlanganisiwe lonyaka lesidingo sikagesi wase-US kulindeleke.

ukusheshisa kusuka ku-0.4% kule minyaka eyishumi edlule kuya ku-2.8%.

Ukutshalwa kwezimali ezikhungweni zokuphehla ugesi kwandisa isidingo sempahla efana nekhopha ne-uranium

Ukuze kuhlangatshezwane nezidingo zamandla ezikhungo zedatha, kokubili ingqalasizinda yegridi namandla okukhiqiza amandla kudinga ukutshalwa kwezimali okukhulu

ekuthuthukisweni.

I-Bank of America Merrill Lynch iveze ukuthi lokhu kuzoletha amathuba okukhula kubakhiqizi bamandla, abahlinzeki bemishini yegridi,

izinkampani zamapayipi nabahlinzeki bezobuchwepheshe begridi.Ngaphezu kwalokho, ukufunwa kwezinto ezifana nethusi ne-uranium nakho kuzoba

zuza kulo mkhuba.

I-Bank of America Merrill Lynch ibikezela ukuthi isidingo sethusi esikhulayo esilethwa ngokuqondile izikhungo zedatha sizofinyelela ku-500,000

amathani ngo-2026, futhi izothuthukisa isidingo sethusi esilethwa ukutshalwa kwezimali kugridi yamandla.

Emakethe yamathani ayizigidi ezingu-25, (500,000) ingase ingazwakali njengeningi, kodwa ithusi libalulekile cishe kubo bonke ubuchwepheshe obusebenzisayo.

ugesi.Ngakho-ke, isidingo semakethe siyanda.

I-Bank of America Merrill Lynch iveze ukuthi ukukhiqizwa kukagesi wemvelo kulindeleke ukuthi kube yisinqumo sokuqala ukugcwalisa

igebe lamandla.Ngo-2023, i-United States izokwengeza u-8.6GW wamandla okukhiqiza igesi yemvelo, kanye ne-7.7GW eyengeziwe

zengezwe eminyakeni emibili ezayo.Kodwa-ke, ngokuvamile kuthatha iminyaka emine kusukela ekuhleleni kuze kube sekuqedweni kwesikhungo sikagesi kanye noxhumo lwegridi.

Ngaphezu kwalokho, amandla enuzi nawo anendawo yokukhula.Ukunwetshwa kwezikhungo ezikhona zokuphehla amandla enuzi kanye nokwandiswa kwe

amalayisense okusebenza angase anyuse isidingo se-uranium ngo-10%.Kodwa-ke, izimboni ezintsha zamandla enuzi zisabhekene nezinselele eziningi ezinjalo

njengezindleko nokuvunywa.Ama-modular reactors amancane naphakathi nendawo (SMRs) angaba yisixazululo, kodwa ngeke atholakale

isibalo esikhulu kuze kube ngemva kuka-2030 ekuqaleni.

Amandla omoya namandla elanga anqunyelwe ukunqamuka kwawo, futhi kunzima ukuhlangabezana ngokuzimela nesidingo samandla esingu-24/7

yesikhungo sedatha.Zingasetshenziswa kuphela njengengxenye yesixazululo esiphelele.Ngaphezu kwalokho, ukukhethwa indawo kanye grid uxhumano of esivuselelekayo

iziteshi zamandla kagesi nazo zibhekana nezinselele eziningi ezingokoqobo.

Sekukonke, izikhungo zedatha zengeze ubunzima bokukhipha ikhabhoni embonini yamandla.

Bika okunye okuvelele

Umbiko uphinde waveza ukuthi ukuthuthukiswa kwe-data center kuyasuka ezindaweni eziminyene kuya ezindaweni lapho ugesi ushibhile futhi

kulula ukuxhuma kugridi, njenge-United States emaphakathi evamise ukuba nezintengo ezingezinhle zikagesi ngenxa yobuningi

amandla avuselelekayo.

Ngesikhathi esifanayo, ukuthuthukiswa kwezikhungo zedatha eYurophu naseShayina nakho kukhombisa ukukhula okuhle, ikakhulukazi i-China,

okulindeleke ukuthi libe yizwe elihamba phambili ekukhiqizeni nasekusetshenzisweni kwesikhungo sedatha.

Ukuze kuthuthukiswe ukusebenza kahle kwamandla, uchungechunge lwemboni yesikhungo sedatha luthatha indlela enezinhlangothi eziningi: ukukhuthaza ucwaningo.

kanye nokuthuthukiswa kanye nokusetshenziswa kwama-chips asebenza kahle kakhulu, kusetshenziswa ubuchwepheshe bokupholisa obuthuthukile obufana nokupholisa uketshezi, kanye

isekela amandla avuselelekayo aseduze nokugcinwa kwamandla.

Kodwa-ke, sekukonke, kunendawo elinganiselwe yokuthuthukiswa ekusebenzeni kahle kwamandla esikhungo sedatha.

I-Bank of America Merrill Lynch yabonisa ukuthi ngakolunye uhlangothi, ama-algorithms e-AI athuthuka ngokushesha kunokusebenza kahle kwamandla we-chip;

ngakolunye uhlangothi, ubuchwepheshe obusha obufana ne-5G buhlala budala izidingo ezintsha zamandla wekhompyutha.Ukuthuthukiswa kwamandla

ukusebenza kahle kubambezele ukukhula kokusetshenziswa kwamandla, kodwa kunzima ukuguqula ngokuyisisekelo ukuthambekela kwamandla aphezulu

ukusetshenziswa ezikhungweni zedatha.