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英伟达（NVDA）与谷歌结成联盟，旨在大幅降低AI数据中心能耗

2026-09-17 00:23:27

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Key Highlights

Nvidia, Google and Emerald AI announced the formation of the AI Energy Management Alliance (AEMA) on Wednesday.

The alliance's goal is to develop AI infrastructure that can adjust power consumption based on grid needs.

Adaptive data centers will respond to challenges by shifting computing tasks, leveraging battery reserves or reducing demand during peak grid stress periods.

AEMA will establish unified benchmarks for response time, reliability and operational indicators.

Global data center power consumption increased by 17% in 2025 and is expected to reach 950 TWh by the end of the decade.

Operating mechanisms for adaptive data centers

To solve the AI industry's most pressing challenges, Nvidia, Google and energy technology company Emerald AI have announced a partnership with power management at its core. The three companies are launching the AI Energy Management Alliance (AEMA), which aims to help AI data centers dynamically adjust power use based on grid conditions.

The three parties launched the AI Energy Management Alliance (AEMA) on Wednesday, with a mission to improve the way AI computing facilities manage power demand. Currently, most data centers 'power consumption from the power grid remains constant. AEMA's vision is to transform these operations into dynamic facilities that allow it to adjust energy usage based on grid availability and stress levels.

根据 Nvidia 概述的框架，自适应数据中心在应对电网限制时将采用多种策略。其中包括将计算任务转移到需求较低的时段、利用储能系统，或在关键电网条件下暂时减少电力消耗。

这种适应性将使公用事业公司更容易容纳新的AI基础设施。电网管理团队在批准大量电力连接时会更有信心，因为他们知道设施具备在必要时缩减运营的能力。

AEMA 采取技术中立的方法，侧重于可衡量的结果，而不是强制规定特定的设备或软件平台。

在本周三正式推出之前，Nvidia 和 Emerald AI 已经对该方法进行了初步研究。初步试验表明，低优先级的计算流程可以暂时暂停或重新安排，而不会干扰关键的AI操作。

对电力基础设施的影响

该联盟的成立正值全球电力系统的关键时刻。

国际能源署（IEA）的数据显示，2025年全球数据中心用电量增长了17%，总计约为485太瓦时。专门用于AI处理的设施能源消耗增幅更为惊人，达到了50%。

IEA预测，到2030年底，数据中心总电力用量可能会翻倍，达到约950太瓦时。这一数字将占全球电力消费的约3%。

在美国，影响尤为显著。2025年，数据中心贡献了美国总电力消费增长的大约一半。

AEMA aims to unite stakeholders covering the AI and energy industries, including AI technology providers, data center management companies, power producers, utilities and regional transmission operators.

In addition, the alliance will work with utility providers to develop infrastructure connectivity strategies and advocate for regulatory frameworks that recognize and encourage demand flexibility.

Shares of Nvidia and Alphabet both rose modestly at the opening of the market after Wednesday's announcement.

AEMA's framework leverages previous successful real-time grid response tests conducted by Nvidia and Emerald AI, and plans to promote this approach across the United States.

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