抢电这件事,快比省重要得多
并网要排长队,按 SemiAnalysis 的估算,排队名单里大部分还没有实际的地块撑着。电费在 GPU 的账里只占个零头,所以大家宁可烧效率低的燃气机组,也要早一个月开机。
并网要排长队,按 SemiAnalysis 的估算,排队名单里大部分还没有实际的地块撑着。电费在 GPU 的账里只占个零头,所以大家宁可烧效率低的燃气机组,也要早一个月开机。
Grid connections are slow, and by SemiAnalysis's count most of the queue isn't backed by real sites. Electricity is a rounding error next to the GPUs, so builders burn gas in inefficient turbines just to switch on a month earlier.
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