SemiAnalysis：AI数据中心电力缺口扩大，往复式发动机或成表后供电主力技术

SemiAnalysis：AI数据中心电力缺口扩大，往复式发动机或成表后供电主力技术

2026-07-21 21:47

ChainThink 消息，7 月 21 日，据 SemiAnalysis 发文，随着 AI 算力需求快速增长，数据中心电力供应模式正在变化，过去主要用于电网故障备用供电的往复式发动机，正逐渐被重新定位为全天候运行的基础电源。

SemiAnalysis 表示，往复式发动机制造商今年已签约供应约 1GW 的表后电力项目，预计 2027 年和 2028 年每年新增供应规模将超过 4GW。

其对美国电网承载能力建模后指出，现有电力余量预计将在 2027 年至 2028 年间被消耗殆尽，而截至 2030 年的规划新增公用事业级发电能力仍不足以覆盖数据中心新增负载需求。

结合数据中心模型，SemiAnalysis 估计，目前约有 140GW 潜在数据中心项目尚未完成电力供应合同签署，未来可能大量采用表后供电模式，以绕过电网扩容瓶颈。

在往复式发动机、航空衍生燃气轮机、燃料电池等表后供电技术中，SemiAnalysis 预计往复式发动机将占据最大份额，主要因其具备较低成本、快速部署、模块化扩容及更强融资能力等特点；

卡特彼勒、INNIO、康明斯等设备厂商也在扩大产能。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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