a16z 的 Alex Danco 和 Moses Sternstein 谈 AI 建设中的供给反应缺位，指电力设备（如开关设备、输电设备）是美国产能中真正在收缩的类别。Moses 引用 2019 年以来美国工厂产能数据：通信设备 +110%、半导体 +77%、计算机 +16%、电气设备 -9%；电气设备价格上涨 69%，为四类中最大涨幅。
AI 生成摘要 · 以原文为准
讨论点出 AI 建设中电力设备供给反常缺位，美国本土产量在价格大涨时反而下滑，可作为数据中心供电瓶颈的一个数据视角。
a16z's Alex Danco and Moses Sternstein on the AI buildout's missing supply response, and the one category where US production is actually shrinking:
Moses: "You would think with this epic run on prices, which is what we've had, that you would see an increase in output. That's natural what supply and demand would say. You see it to some extent, but not really.
"There's really two levers you can pull. There's utilization, you can get more with what you got, and you can build more capacity."
"The real puzzling one, and perhaps the most important one, is electrical equipment, which is like switchgear, transmission stuff, all the stuff that's really necessary to power on all these GPUs and data centers and the electrification of everything."
"I was so surprised I had to quadruple check this. Production has actually declined. We actually make less of this stuff... Prices have gone up astronomically. There's a huge impulse in demand and we're actually making less of it."
@Alex_Danco @MosesSternstein
Power is one of the AI buildout's biggest bottlenecks, and US capacity to make electrical equipment is shrinking US factory capacity since 2019: - Comms equipment: +110% - Semis: +77% - Computers: +16% - Electrical equipment: -9% Electrical equipment prices are up 69%, the biggest jump of the four categories Charts of the Week: https://www.a16z.news/p/charts-of-the-week-attention-is-all在 X 查看被引用的帖子
来源：a16z · x.com