尽管最近关于人工智能前景的悲观情绪有所加剧，但唐纳德·特朗普总统坚持对数据中心给予大力支持，这一立场是正确的。正如他所说：“如果我们作为一个国家放弃使用这些数据中心，中国肯定会乐不可支”——因为那样就等于让中国共产党在人工智能竞赛中获胜。
Despite the recent surge in AI doomerism, President Donald Trump is right to maintain his strong support for data centers. As he notes: "China couldn’t be happier" if we were to turn our backs on these centers as a nation, which would effectively let the Chinese Communist Party win the AI race.
正如能源部长克里斯·赖特在7月份所指出的：“在未来几年乃至几十年里，掌握人工智能技术的国家将成为全球超级大国。”赢得这场竞赛意味着能够获得数万亿美元的财富、在军事技术上占据优势，并在国际事务中拥有巨大的影响力。
As Energy Secretary Chris Wright said in July, "The country that leads in artificial intelligence in the coming years and decades ahead will be the global superpower." Victory means capturing trillions of dollars in national wealth, securing an advantage in military technology, and gaining enormous leverage in international affairs.
能源供应的瓶颈可能会对美国在人工智能领域的领先地位构成严重威胁。我们需要数据中心来训练和运行先进的人工智能模型，而这些数据中心需要大量的电力。2024年，数据中心消耗的电力占总电力需求的4%以上；预计到2030年，这一比例将翻倍。
An energy bottleneck could pose a serious risk to America’s AI lead. We need data centers to train and run top-tier AI models, and those centers need a lot of electricity. In 2024, they accounted for over 4% of electricity use, and their consumption is expected to more than double by 2030.
中国正在打造一支强大的“人工智能战争机器”。华盛顿必须尽快清醒过来，否则为时已晚。确保有足够的电力供应来满足不断增长的需求，对于维持美国的领先地位至关重要。
CHINA IS BUILDING AN AI WAR MACHINE. WASHINGTON MUST WAKE UP BEFORE IT’S TOO LATE Ensuring there is sufficient supply and generation to meet the soaring demand is imperative to staying in the lead.
太阳能应该成为解决这一问题的关键手段。新的数据中心迫切需要能源支持；而新建燃气轮机和其他大型发电项目可能需要数年时间才能投入使用。相比之下，太阳能和蓄电池发电项目可以更快地投入使用，因此它们在满足短期电力需求方面尤为有用。
Solar should be a key part of that equation. New data centers need energy right now. New gas turbines and other large power projects can take years to bring online. Solar and battery projects can generally be deployed much faster, making them especially useful for meeting the near-term surge in electricity demand.
长期以来，太阳能一直被视为环保主义的象征——民主党人主要将太阳能视为一种气候保护措施，往往忽视其成本问题，也不关心太阳能电池板是否在美国生产，或者这些项目的实施是否会加剧对中国主导的全球供应链的依赖。然而，如今的战略环境已经发生了变化。在特朗普政府的领导下，发展太阳能的意义不再仅仅是“实现绿色能源转型”，而是关乎国家的重新工业化、能源安全、技术领导地位以及整体国家利益。
Solar power has been closely associated with the environmental left, because for decades, Democrats largely sold solar as a climate policy, often with no concern for cost, for whether the panels themselves were made in America, or whether deployment strengthened a supply chain dominated by China. However, the strategic equation has changed. Under the Trump Administration, the case for solar isn’t about "going green." It’s about reindustrialization, energy security, technological leadership, and the national interest.
特朗普政府认识到增加国内电池生产对能源安全的重要性。因此，美国能源部最近支持了在波多黎各建设220兆瓦的电池储能设施，这些设施在电力短缺时可以为超过10万名用户提供备用电力。该项目将使用美国制造的电池技术，从而同时加强美国的电网和国内能源供应链。
The Trump Administration recognizes the value that producing more domestic batteries brings to our energy security. That’s why the Energy Department recently backed 220 megawatts of new battery storage in Puerto Rico, which is enough to provide backup electricity for more than 100,000 customers during power shortages. This project will use American-made battery technology — strengthening the grid and our domestic energy supply chain at the same time.
在很大程度上，得益于特朗普政府的努力，太阳能产业已经发生了显著变化——与十年前相比，情况已经大不相同。通过为投资美国制造的太阳能电池板和组件创造有利条件，美国政府正在将这个曾经依赖中国的行业转变为美国能源安全和工业实力的新支柱。事实上，自2022年以来，私营企业已投入182亿美元用于建设国内太阳能供应链；此外，美国太阳能电池的生产能力也时隔五年后首次实现了回升。
Thanks in large part to the work of the Trump Administration, a very different picture of solar has emerged from the one encountered a decade ago. By creating the conditions for investment in Made-in-America panels and components, Washington is turning what was once a China-dependent industry into another source of American energy security and industrial strength. In fact, private industry has poured $18.2 billion into building a domestic solar supply chain since 2022, and cell production was recently reshored for the first time in five years.
美国的电池储能容量已超过52吉瓦，并且在过去三年中每年都以约70%的速度增长。多亏了这些电池，美国民众不仅在阳光明媚的白天能够使用太阳能，即使在傍晚工人回家后使用电灯和空调时，也能享受到稳定的电力供应。
Battery storage in the U.S. just topped 52 gigawatts of capacity, and it's been growing about 70% a year for three years straight. Thanks to these batteries, the American people now have significant access to this power not just when the sun is out at midday, but also in the evenings when America’s workers return home and turns on their lights and air conditioning.
特朗普总统的施政计划为支持美国本土太阳能产业提供了机会，我们应该充分利用这一机会。通过将太阳能作为整个能源战略的重要组成部分，我们可以重振国内供应链，并推动美国在能源和人工智能领域的生产活动，从而维护国家利益。
President Trump’s agenda has created an opportunity to support the domestic U.S. solar industry that we should take advantage of. By emphasizing solar as part of a broader all of the above energy dominance strategy, we can reinvigorate the domestic supply chains and spur U.S. production necessary to supporting our national interests, in both energy and AI policy.
有立法者指出：“中国在人工智能数据中心领域的竞争中‘火上浇油’（即通过不当行为加剧竞争的激烈程度）。”建立安全的国内太阳能供应链不仅有助于保障美国的能源供应安全，还能使美国免受未来能源危机的冲击——因为太阳能电池板所需的燃料无需依赖管道或油轮运输。虽然伊朗可能控制着霍尔木兹海峡，但它无法阻挡太阳的光芒（即无法阻止太阳能的利用）。
CHINA ‘THROWING GASOLINE ON THE FIRE’ IN AI DATA CENTERS RACE, SAY LAWMAKERS Building up secure domestic supply chains for solar has the added advantage of insulating the U.S. against future energy shocks because the fuel these panels run on doesn’t require pipelines or tankers. Iran might be able to mine the Strait of Hormuz, but it can’t block out the sun. Call it an Arsenal of Democracy for the AI age.
可以将美国的这些举措称为“人工智能时代的‘民主武器库’”：在当前美国极度需要更多电力的背景下，美国企业正投入实际资金和建设工厂来发展太阳能产业，而华盛顿政府也在为这些企业在国内投资提供支持。
At a moment when the country needs vastly more electricity, American companies are answering with real capital and real factories, and Washington is finally clearing a path for them to build here at home.
这场人工智能竞赛将决定未来一代全球经济的主导者。作为发展速度最快的新能源之一，太阳能凭借其日益完善的国内供应链成为至关重要的战略资源。美国必须大力发展太阳能产业，以持续推动人工智能技术的发展并保持其在科技领域的领先地位。
The AI race will decide who leads the global economy for a generation. As one of the fastest sources of new power backed by an increasingly domestic supply chain, solar is a vital asset. America must bring solar online to continue driving AI development and U.S. technological leadership.