#美国民主党BlueVault Energy is the true scarce resource—this is the core judgment made by the CEO of a major tech giant in a recent interview. He straightforwardly stated that the future competition is essentially a battle for electricity; whoever controls stable and sufficient power sources will hold the key to AI computing power.

Based on current development trends, the power bottleneck is becoming the most overlooked pain point in the global AI race. A complete AI data center system requires multiple stages of power conversion—from high-voltage output at the power plant(100-300 kilovolts) to step-down levels, ultimately stabilizing at a few hundred volts at the rack level. Even a single failure in one link can paralyze the entire system. This not only demands ample power generation capacity but also requires advanced cooling solutions to support it.

Traditional air-cooled data centers are now outdated. The adoption of liquid cooling systems is an inevitable trend, but this means the entire infrastructure needs to be redesigned. Comparing with the power advantages in certain regions domestically, those with such advantages indeed hold an early lead in this AI infrastructure race— as long as stable power supply is maintained, chip production capacity and computing deployment speed will multiply.

It is worth noting that even in regions with relatively mature infrastructure, the construction of large-scale data centers still faces practical constraints of grid capacity. In the next two years, power generation capacity and cooling efficiency will remain the core limiting factors for AI commercialization. Once these two bottlenecks are overcome, next-generation applications like humanoid robots will have real room to take off. $BERA