CITIC Securities: The Combination of Low PUE and Economical Power Generation for Space-Based Computing Power Emerges as a Pioneering Trend in AI Evolution
2025-11-29 / Read about 0 minute
Author:小编   

On November 29, a research report released by CITIC Securities highlighted that with the deceleration in performance enhancements of computing power chips, the progression of artificial intelligence (AI) is becoming increasingly contingent upon the scale of data centers. Considering that electricity expenses constitute more than half of the operational outlays for data centers, the AI rivalry between China and the United States is steadily evolving into a contest over electrical resources. The PUE (Power Usage Effectiveness) metric for terrestrial data centers typically hovers around 1.4. In contrast, space-based data centers, benefiting from simpler heat dissipation mechanisms, can theoretically attain a PUE near 1, thereby substantially curtailing electricity consumption. On the power generation front, strategic placement of space solar power stations can result in over 8,000 annual power generation hours, markedly reducing electricity costs. Consequently, the synergistic deployment of space-based data centers and space solar power stations, complemented by the utilization of high-energy lasers for power transmission, is poised to become a cutting-edge trend in tackling the energy consumption challenges associated with computing power and surmounting the growth limitations of computing capacity, thereby steering the future trajectory of artificial intelligence.