{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-09-28T06:03:00.468Z","headline":"集邦咨询：AI 基建瓶颈正从缺芯转向缺电，2030 年供需缺口或达 268 GW","description":"集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。","url":"https://www.aioga.com/news/cmu7tqm350qdnrogrdmx4mk3j/","mainEntityOfPage":"https://www.aioga.com/news/cmu7tqm350qdnrogrdmx4mk3j/","datePublished":"2026-09-19T02:46:48.000Z","dateModified":"2026-09-19T02:46:48.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.ithome.com/1/004/402.htm","https://aihot.news/items/cmu7tqm350qdnrogrdmx4mk3j"],"canonicalUrl":"https://www.aioga.com/news/cmu7tqm350qdnrogrdmx4mk3j/","directAnswer":{"@type":"Answer","text":"Aioga 编辑摘要：集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。 Aioga 将其归入「行业动态」方向，重点关注它对真实使用和行业竞争的影响。","url":"https://www.aioga.com/news/cmu7tqm350qdnrogrdmx4mk3j/","dateCreated":"2026-09-19T02:46:48.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"IT之家 source article","url":"https://www.ithome.com/1/004/402.htm","datePublished":"2026-09-19T02:46:48.000Z","provider":{"@type":"Organization","name":"IT之家","url":"https://www.ithome.com/1/004/402.htm"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.news/items/cmu7tqm350qdnrogrdmx4mk3j","datePublished":"2026-09-19T02:46:48.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.news/items/cmu7tqm350qdnrogrdmx4mk3j"}}],"aggregationSource":"IT之家（RSS）","originalPublisher":{"name":"IT之家","url":"https://www.ithome.com/1/004/402.htm"},"geoDeepAnswer":null,"article":{"id":"cmu7tqm350qdnrogrdmx4mk3j","slug":"cmu7tqm350qdnrogrdmx4mk3j","url":"https://www.aioga.com/news/cmu7tqm350qdnrogrdmx4mk3j/","title":"集邦咨询：AI 基建瓶颈正从缺芯转向缺电，2030 年供需缺口或达 268 GW","title_en":"","summary":"集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。","source":"IT之家（RSS）","sourceUrl":"https://www.ithome.com/1/004/402.htm","aiHotUrl":"https://aihot.news/items/cmu7tqm350qdnrogrdmx4mk3j","publishedAt":"2026-09-19T02:46:48.000Z","category":"行业动态","score":58,"selected":false,"articleBody":["IT之家：https://www.ithome.com/ 9 月 19 日消息，集邦咨询（TrendForce）于 9 月 16 日发布 AI Server 产业研究， 指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。","TrendForce 估计， AI 服务器在数据中心电力需求中的占比将从 2025 年约 25% 增至 2026 年约 33.4%，2027 年可能超过 40% ，意味着未来云计算基础设施将更多围绕 AI 重构。","报告估计 2026 年全球数据中心用电需求容量约 161 GW、同比增长约 31%，而电网的接入和输配电建设速度未必跟得上；电力接入、变压器、输电线路和散热能力都可能推迟新机房投产。","TrendForce 认为供需背离会在 2028 年后扩大；按其情境估计，2030 年数据中心需求容量可达 490.7 GW，而电网可供给数据中心的容量约 222.6 GW，账面缺口约 268 GW。","IT之家此前报道，在 SEMICON Taiwan 2026 活动中，谷歌宣布其 TPU 系统已扩展至 100 万芯片级规模， 而电力供应成为 AI 基础设施扩张的核心瓶颈。","谷歌首席技术官阿明 · 瓦赫达特（Amin Vahdat）指出，随着 AI 模型规模不断扩大，制约扩张的核心瓶颈已从芯片本身转移至 电力供给 ， AI 算力的天花板正在从“造不出芯片”变成“找不到电”。","TrendForce 集邦咨询：预估 2026 年全球数据中心用电需求年增 31%，电网供应缺口自 2028 年扩大：https://www.trendforce.cn/presscenter/news/20260916-13238.html"],"articleImages":[{"sourceUrl":"https://img.ithome.com/newsuploadfiles/2026/9/fcce4fc3-816f-4740-a993-2f2993283318.jpg?x-bce-process=image/format,f_auto","alt":"","afterParagraph":3,"url":"/media/articles/cmu7tqm350qdnrogrdmx4mk3j/d57a2ee5f5b17363.webp"}],"mediaStatus":"ok","articleBodyZh":["集邦咨询：AI 基建瓶颈正从缺芯转向缺电，2030 年供需缺口或达 268 GW 这条更新来自 ithome.com，发布时间为 2026-09-19，Aioga 保留原文入口以便核验。","摘要：集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。","背景：背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","Aioga 观察：Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","影响与后续：影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。 后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。"],"translationStatus":"","bodyOrigin":"source-page","editorial":{"summary":"Aioga 编辑摘要：集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。 Aioga 将其归入「行业动态」方向，重点关注它对真实使用和行业竞争的影响。","background":"背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","viewpoint":"Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","implications":"影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。","nextStep":"后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。","evidenceRefs":["title","summary","articleBody"],"confidence":"medium","status":"published","aiGenerated":false,"autoApproved":true,"generatedBy":"rule-safe-fallback","generatedAt":"2026-09-28T06:19:15.383Z","sourceHash":"eed60e5a307e6ca7","validation":{"passed":true,"mode":"rule-safe-fallback","checks":["schema","length","source-attribution","no-html"]}},"tags":["行业动态","IT之家（RSS）"],"translations":{"zh-CN":{"title":"集邦咨询：AI 基建瓶颈正从缺芯转向缺电，2030 年供需缺口或达 268 GW","summary":"集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。","category":"行业动态","source":"IT之家","aggregationSource":"IT之家（RSS）","pageTitle":"集邦咨询：AI 基建瓶颈正从缺芯转向缺电，2030 年供需缺口或达 268 GW - Aioga AI资讯","description":"集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。","url":"https://www.aioga.com/news/cmu7tqm350qdnrogrdmx4mk3j/","articleBody":["集邦咨询：AI 基建瓶颈正从缺芯转向缺电，2030 年供需缺口或达 268 GW 这条更新来自 ithome.com，发布时间为 2026-09-19，Aioga 保留原文入口以便核验。","摘要：集邦咨询（TrendForce）9 月 16 日发布 AI Server 产业研究，指出 AI 发展的下一道瓶颈正从芯片转向电力与电网。","背景：背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","Aioga 观察：Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","影响与后续：影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。 后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。"]},"en":{"title":"TrendForce: AI infrastructure bottlenecks are shifting from chip shortages to power shortages, with a supply-demand gap of 268 GW expected by 2030","summary":"On September 16, TrendForce released its AI Server industry research, pointing out that the next bottleneck in AI development is shifting from chips to power and grids.","category":"Industry","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: AI infrastructure bottlenecks are shifting from chip shortages to power shortages, with a supply-demand gap of 268 GW expected by 2030 - Aioga AI News","description":"On September 16, TrendForce released its AI Server industry research, pointing out that the next bottleneck in AI development is shifting from chips to power and grids.","url":"https://www.aioga.com/en/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:20.965Z"},"ja":{"title":"TrendForce:AIインフラのボトルネックは、チップ不足から電力不足へと移行しており、2030年までに需給ギャップは268GWに達すると予想されています","summary":"9月16日、TrendForceはAIサーバー業界の調査結果を発表し、AI開発の次のボトルネックはチップから電力と電力網へのシフトであると指摘しました。","category":"業界動向","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce:AIインフラのボトルネックは、チップ不足から電力不足へと移行しており、2030年までに需給ギャップは268GWに達すると予想されています - Aioga AIニュース","description":"9月16日、TrendForceはAIサーバー業界の調査結果を発表し、AI開発の次のボトルネックはチップから電力と電力網へのシフトであると指摘しました。","url":"https://www.aioga.com/ja/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:21.615Z"},"ko":{"title":"트렌드포스: AI 인프라 병목 현상은 칩 부족에서 전력 부족으로 이동하고 있으며, 2030년까지 268GW의 수요 격차가 예상됩니다","summary":"9월 16일, 트렌드포스는 AI 서버 산업 연구를 발표하며, AI 개발의 다음 병목 현상이 칩에서 전력과 전력망으로 전환되고 있음을 지적했습니다.","category":"업계 동향","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"트렌드포스: AI 인프라 병목 현상은 칩 부족에서 전력 부족으로 이동하고 있으며, 2030년까지 268GW의 수요 격차가 예상됩니다 - Aioga AI 뉴스","description":"9월 16일, 트렌드포스는 AI 서버 산업 연구를 발표하며, AI 개발의 다음 병목 현상이 칩에서 전력과 전력망으로 전환되고 있음을 지적했습니다.","url":"https://www.aioga.com/ko/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:30.674Z"},"es":{"title":"TrendForce: Los cuellos de botella en la infraestructura de IA están pasando de la escasez de chips a la escasez de energía, con una brecha entre oferta y demanda prevista para 2030","summary":"El 16 de septiembre, TrendForce publicó su investigación sobre la industria de los servidores de IA, señalando que el próximo cuello de botella en el desarrollo de IA es pasar de los chips a la energía y las redes.","category":"Industria","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Los cuellos de botella en la infraestructura de IA están pasando de la escasez de chips a la escasez de energía, con una brecha entre oferta y demanda prevista para 2030 - Aioga Noticias de IA","description":"El 16 de septiembre, TrendForce publicó su investigación sobre la industria de los servidores de IA, señalando que el próximo cuello de botella en el desarrollo de IA es pasar de l...","url":"https://www.aioga.com/es/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:30.949Z"},"fr":{"title":"TrendForce : Les goulots d’étranglement dans les infrastructures de l’IA évoluent des pénuries de puces vers des pénuries d’électricité, avec un écart d’offre et de demande de 268 GW attendu d’ici 2030","summary":"Le 16 septembre, TrendForce a publié son étude sur l’industrie des serveurs d’IA, soulignant que le prochain goulot d’étranglement dans le développement de l’IA est de passer des puces à l’alimentation électrique et aux réseaux.","category":"Industrie","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce : Les goulots d’étranglement dans les infrastructures de l’IA évoluent des pénuries de puces vers des pénuries d’électricité, avec un écart d’offre et de demande de 268 GW attendu d’ici 2030 - Aioga Actualités IA","description":"Le 16 septembre, TrendForce a publié son étude sur l’industrie des serveurs d’IA, soulignant que le prochain goulot d’étranglement dans le développement de l’IA est de passer des p...","url":"https://www.aioga.com/fr/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:40.245Z"},"de":{"title":"TrendForce: KI-Infrastruktur-Engpässe verlagern sich von Chipknappheit zu Stromausfällen, mit einer Angebots-Nachfrage-Lücke von 268 GW, die bis 2030 erwartet wird","summary":"Am 16. September veröffentlichte TrendForce seine Forschung zur AI-Server-Branche und wies darauf hin, dass der nächste Engpass in der KI-Entwicklung die Verlagerung von Chips hin zu Strom und Netzen ist.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: KI-Infrastruktur-Engpässe verlagern sich von Chipknappheit zu Stromausfällen, mit einer Angebots-Nachfrage-Lücke von 268 GW, die bis 2030 erwartet wird - Aioga KI-News","description":"Am 16. September veröffentlichte TrendForce seine Forschung zur AI-Server-Branche und wies darauf hin, dass der nächste Engpass in der KI-Entwicklung die Verlagerung von Chips hin...","url":"https://www.aioga.com/de/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:40.235Z"},"pt-BR":{"title":"TrendForce: Gargalos na infraestrutura de IA estão mudando da escassez de chips para a escassez de energia, com uma diferença entre oferta e demanda esperada até 2030","summary":"Em 16 de setembro, a TrendForce divulgou sua pesquisa sobre a indústria de servidores de IA, apontando que o próximo gargalo no desenvolvimento de IA é a mudança dos chips para a energia e as redes.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Gargalos na infraestrutura de IA estão mudando da escassez de chips para a escassez de energia, com uma diferença entre oferta e demanda esperada até 2030 - Aioga Notícias de IA","description":"Em 16 de setembro, a TrendForce divulgou sua pesquisa sobre a indústria de servidores de IA, apontando que o próximo gargalo no desenvolvimento de IA é a mudança dos chips para a e...","url":"https://www.aioga.com/pt-BR/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:49.361Z"},"ru":{"title":"TrendForce: Узкие места в инфраструктуре ИИ смещаются с дефицита чипов на дефицит электроэнергии, ожидается разрыв спроса и предложения в 268 ГВт к 2030 году","summary":"16 сентября TrendForce опубликовала исследование отрасли AI Server, указав, что следующим узким местом в разработке ИИ станет переход от чипов к электроснабжению и энергосетям.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Узкие места в инфраструктуре ИИ смещаются с дефицита чипов на дефицит электроэнергии, ожидается разрыв спроса и предложения в 268 ГВт к 2030 году - Aioga Новости ИИ","description":"16 сентября TrendForce опубликовала исследование отрасли AI Server, указав, что следующим узким местом в разработке ИИ станет переход от чипов к электроснабжению и энергосетям.","url":"https://www.aioga.com/ru/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:49.490Z"},"ar":{"title":"تريند فورس: تتحول اختناقات البنية التحتية للذكاء الاصطناعي من نقص الشرائح إلى نقص الطاقة، مع توقع فجوة عرض وطلب تبلغ 268 جيجاواط بحلول عام 2030","summary":"في 16 سبتمبر، أصدرت TrendForce أبحاثها في صناعة خوادم الذكاء الاصطناعي، مشيرة إلى أن عنق الزجاجة التالي في تطوير الذكاء الاصطناعي يتحول من الشرائح إلى الطاقة والشبكات.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"تريند فورس: تتحول اختناقات البنية التحتية للذكاء الاصطناعي من نقص الشرائح إلى نقص الطاقة، مع توقع فجوة عرض وطلب تبلغ 268 جيجاواط بحلول عام 2030 - Aioga أخبار الذكاء الاصطناعي","description":"في 16 سبتمبر، أصدرت TrendForce أبحاثها في صناعة خوادم الذكاء الاصطناعي، مشيرة إلى أن عنق الزجاجة التالي في تطوير الذكاء الاصطناعي يتحول من الشرائح إلى الطاقة والشبكات.","url":"https://www.aioga.com/ar/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:58.567Z"},"hi":{"title":"ट्रेंडफोर्स: एआई इंफ्रास्ट्रक्चर की अड़चनें चिप की कमी से बिजली की कमी की ओर बढ़ रही हैं, 2030 तक 268 गीगावॉट की आपूर्ति-मांग अंतर की उम्मीद है","summary":"16 सितंबर को, ट्रेंडफोर्स ने अपना एआई सर्वर उद्योग अनुसंधान जारी किया, जिसमें बताया गया कि एआई विकास में अगली बाधा चिप्स से बिजली और ग्रिड में स्थानांतरित हो रही है।","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"ट्रेंडफोर्स: एआई इंफ्रास्ट्रक्चर की अड़चनें चिप की कमी से बिजली की कमी की ओर बढ़ रही हैं, 2030 तक 268 गीगावॉट की आपूर्ति-मांग अंतर की उम्मीद है - Aioga AI समाचार","description":"16 सितंबर को, ट्रेंडफोर्स ने अपना एआई सर्वर उद्योग अनुसंधान जारी किया, जिसमें बताया गया कि एआई विकास में अगली बाधा चिप्स से बिजली और ग्रिड में स्थानांतरित हो रही है।","url":"https://www.aioga.com/hi/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:01:58.612Z"},"it":{"title":"TrendForce: I colli di bottiglia nelle infrastrutture dell'IA stanno passando dalla carenza di chip a quella di energia elettrica, con un divario tra domanda e offerta previsto di 268 GW entro il 2030","summary":"Il 16 settembre, TrendForce ha pubblicato la sua ricerca sul settore dei server di IA, sottolineando che il prossimo collo di bottiglia nello sviluppo dell'IA è il passaggio dai chip all'energia e alle reti elettriche.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: I colli di bottiglia nelle infrastrutture dell'IA stanno passando dalla carenza di chip a quella di energia elettrica, con un divario tra domanda e offerta previsto di 268 GW entro il 2030 - Aioga Notizie IA","description":"Il 16 settembre, TrendForce ha pubblicato la sua ricerca sul settore dei server di IA, sottolineando che il prossimo collo di bottiglia nello sviluppo dell'IA è il passaggio dai ch...","url":"https://www.aioga.com/it/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:02:07.646Z"},"nl":{"title":"TrendForce: Knelpunten in AI-infrastructuur verschuiven van chiptekorten naar stroomtekorten, met een verwachte vraag en vraag van 268 GW in 2030","summary":"Op 16 september bracht TrendForce zijn onderzoek naar de AI Server-industrie uit, waarin werd erop gewezen dat de volgende bottleneck in AI-ontwikkeling verschuilt van chips naar stroom en netwerken.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Knelpunten in AI-infrastructuur verschuiven van chiptekorten naar stroomtekorten, met een verwachte vraag en vraag van 268 GW in 2030 - Aioga AI-nieuws","description":"Op 16 september bracht TrendForce zijn onderzoek naar de AI Server-industrie uit, waarin werd erop gewezen dat de volgende bottleneck in AI-ontwikkeling verschuilt van chips naar s...","url":"https://www.aioga.com/nl/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:02:07.945Z"},"tr":{"title":"TrendForce: Yapay zeka altyapı darboğazları, çip kıtlığından elektrik kıtlığına kayıyor ve 2030 yılına kadar 268 GW arz-talep farkı bekleniyor","summary":"16 Eylül'de TrendForce, yapay zeka sunucusu endüstrisi araştırmasını yayınladı ve yapay zeka geliştirmedeki bir sonraki darboğazın çiplerden enerji ve şebekelere geçiş olduğunu belirtti.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Yapay zeka altyapı darboğazları, çip kıtlığından elektrik kıtlığına kayıyor ve 2030 yılına kadar 268 GW arz-talep farkı bekleniyor - Aioga AI Haberleri","description":"16 Eylül'de TrendForce, yapay zeka sunucusu endüstrisi araştırmasını yayınladı ve yapay zeka geliştirmedeki bir sonraki darboğazın çiplerden enerji ve şebekelere geçiş olduğunu bel...","url":"https://www.aioga.com/tr/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:02:17.092Z"},"vi":{"title":"TrendForce: Các nút thắt cơ sở hạ tầng AI đang chuyển từ thiếu chip sang thiếu điện, với khoảng cách cung cầu dự kiến 268 GW vào năm 2030","summary":"Vào ngày 16 tháng 9, TrendForce công bố nghiên cứu ngành máy chủ AI, chỉ ra rằng nút thắt tiếp theo trong phát triển AI đang chuyển từ chip sang điện và lưới điện.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Các nút thắt cơ sở hạ tầng AI đang chuyển từ thiếu chip sang thiếu điện, với khoảng cách cung cầu dự kiến 268 GW vào năm 2030 - Tin tức AI Aioga","description":"Vào ngày 16 tháng 9, TrendForce công bố nghiên cứu ngành máy chủ AI, chỉ ra rằng nút thắt tiếp theo trong phát triển AI đang chuyển từ chip sang điện và lưới điện.","url":"https://www.aioga.com/vi/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:02:17.376Z"},"id":{"title":"TrendForce: Kemacetan infrastruktur AI bergeser dari kekurangan chip menjadi kekurangan listrik, dengan kesenjangan pasokan-permintaan sebesar 268 GW yang diperkirakan terjadi pada tahun 2030","summary":"Pada 16 September, TrendForce merilis riset industri AI Server, menunjukkan bahwa hambatan berikutnya dalam pengembangan AI beralih dari chip ke listrik dan jaringan.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Kemacetan infrastruktur AI bergeser dari kekurangan chip menjadi kekurangan listrik, dengan kesenjangan pasokan-permintaan sebesar 268 GW yang diperkirakan terjadi pada tahun 2030 - Berita AI Aioga","description":"Pada 16 September, TrendForce merilis riset industri AI Server, menunjukkan bahwa hambatan berikutnya dalam pengembangan AI beralih dari chip ke listrik dan jaringan.","url":"https://www.aioga.com/id/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:02:26.546Z"},"th":{"title":"TrendForce: คอขวดของโครงสร้างพื้นฐาน AI กําลังเปลี่ยนจากการขาดแคลนชิปไปสู่การขาดแคลนพลังงาน โดยคาดว่าจะมีช่องว่างระหว่างอุปทานและอุปทานถึง 268 GW ภายในปี 2030","summary":"เมื่อวันที่ 16 กันยายน TrendForce ได้เผยแพร่งานวิจัยอุตสาหกรรมเซิร์ฟเวอร์ AI โดยชี้ให้เห็นว่าคอขวดถัดไปในการพัฒนา AI กําลังเปลี่ยนจากชิปไปสู่พลังงานและโครงข่ายไฟฟ้า","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: คอขวดของโครงสร้างพื้นฐาน AI กําลังเปลี่ยนจากการขาดแคลนชิปไปสู่การขาดแคลนพลังงาน โดยคาดว่าจะมีช่องว่างระหว่างอุปทานและอุปทานถึง 268 GW ภายในปี 2030 - ข่าว AI Aioga","description":"เมื่อวันที่ 16 กันยายน TrendForce ได้เผยแพร่งานวิจัยอุตสาหกรรมเซิร์ฟเวอร์ AI โดยชี้ให้เห็นว่าคอขวดถัดไปในการพัฒนา AI กําลังเปลี่ยนจากชิปไปสู่พลังงานและโครงข่ายไฟฟ้า","url":"https://www.aioga.com/th/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:02:26.646Z"},"pl":{"title":"TrendForce: Wąskie gardła infrastruktury AI przesuwają się z niedoborów układów scalonych na niedobory energii, a do 2030 roku przewiduje się luka między podażą a popytem wynoszącą 268 GW","summary":"16 września TrendForce opublikował swoje badania branżowe dotyczące serwerów AI, wskazując, że kolejnym wąskim gardłem w rozwoju AI jest przesunięcie się z chipów na energię i sieci.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TrendForce: Wąskie gardła infrastruktury AI przesuwają się z niedoborów układów scalonych na niedobory energii, a do 2030 roku przewiduje się luka między podażą a popytem wynoszącą 268 GW - Aioga Wiadomości AI","description":"16 września TrendForce opublikował swoje badania branżowe dotyczące serwerów AI, wskazując, że kolejnym wąskim gardłem w rozwoju AI jest przesunięcie się z chipów na energię i siec...","url":"https://www.aioga.com/pl/news/cmu7tqm350qdnrogrdmx4mk3j/","contentTranslated":true,"sourceHash":"7494e43c6c97a472","translatedAt":"2026-09-19T04:02:35.881Z"}},"evidenceTier":"verified-news","reviewStatus":"automated-ingest","indexable":true,"editorialCover":""}}