{"id":15482,"date":"2024-07-02T12:29:05","date_gmt":"2024-07-02T05:29:05","guid":{"rendered":"https:\/\/vinatom.gov.vn\/?p=15482"},"modified":"2024-07-02T12:39:16","modified_gmt":"2024-07-02T05:39:16","slug":"gioi-cong-nghe-my-mua-dien-hat-nhan-phuc-vu-ai","status":"publish","type":"post","link":"https:\/\/vinatom.gov.vn\/gioi-cong-nghe-my-mua-dien-hat-nhan-phuc-vu-ai\/","title":{"rendered":"Gi\u1edbi c\u00f4ng ngh\u1ec7 M\u1ef9 mua \u0111i\u1ec7n h\u1ea1t nh\u00e2n ph\u1ee5c v\u1ee5 AI"},"content":{"rendered":"

M\u1ed9t lo\u1ea1t c\u00f4ng ty c\u00f4ng ngh\u1ec7 l\u1edbn \u1edf M\u1ef9 t\u00ecm c\u00e1ch mua \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp t\u1eeb c\u00e1c nh\u00e0 m\u00e1y h\u1ea1t nh\u00e2n \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u n\u0103ng l\u01b0\u1ee3ng cho vi\u1ec7c ph\u00e1t tri\u1ec3n tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI).<\/strong><\/p>\n

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\"\"C\u01a1 s\u1edf h\u1ea1t nh\u00e2n Beaver Valley t\u1ea1i bang Pennsylvania – \u1ea2nh: Bloomberg News<\/em><\/p>\n

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Nh\u1eefng th\u1ecfa thu\u1eadn tr\u00ean mang l\u1ea1i l\u1ee3i \u00edch to l\u1edbn cho c\u00e1c b\u00ean tham gia, song l\u1ea1i ti\u1ec1m \u1ea9n nguy c\u01a1 \u1ea3nh h\u01b0\u1edfng ti\u00eau c\u1ef1c \u0111\u1ebfn c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p kh\u00e1c c\u0169ng nh\u01b0 ng\u01b0\u1eddi d\u00e2n to\u00e0n n\u01b0\u1edbc M\u1ef9.<\/p>\n

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Gi\u1ea3i ph\u00e1p xanh, \u1ed5n \u0111\u1ecbnh<\/strong><\/p>\n

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Theo b\u00e1o Wall Street Journal, vi\u1ec7c ph\u00e1t tri\u1ec3n\u00a0AI<\/a>\u00a0y\u00eau c\u1ea7u l\u01b0\u1ee3ng kh\u1ed5ng l\u1ed3 trung t\u00e2m d\u1eef li\u1ec7u (data center) ho\u1ea1t \u0111\u1ed9ng 24\/7 v\u00e0 kh\u00f4ng b\u1ecb ng\u1eaft qu\u00e3ng. \u0110\u1ec3 l\u00e0m \u0111\u01b0\u1ee3c \u0111i\u1ec1u n\u00e0y, c\u00e1c h\u00e3ng c\u00f4ng ngh\u1ec7 c\u1ea7n c\u00f3 ngu\u1ed3n cung \u0111i\u1ec7n \u1ed5n \u0111\u1ecbnh v\u00f4 c\u00f9ng l\u1edbn.<\/p>\n

Trong b\u1ed1i c\u1ea3nh th\u1ebf gi\u1edbi n\u00f3i chung v\u00e0 M\u1ef9 n\u00f3i ri\u00eang c\u00f9ng nhau h\u01b0\u1edbng \u0111\u1ebfn c\u00e1c m\u1ee5c ti\u00eau kh\u00ed h\u1eadu, ngu\u1ed3n cung n\u00e0y c\u0169ng h\u1ea1n ch\u1ebf t\u1ed1i \u0111a l\u01b0\u1ee3ng ph\u00e1t th\u1ea3i carbon.<\/p>\n

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\u0110i\u1ec7n l\u01b0\u1edbi th\u00f4ng th\u01b0\u1eddng kh\u00f4ng th\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u \u0111\u1eb7c th\u00f9 n\u00e0y. Gi\u1eefa t\u00ecnh h\u00ecnh \u0111\u00f3, \u0111i\u1ec7n h\u1ea1t nh\u00e2n n\u1ed5i l\u00ean l\u00e0 gi\u1ea3i ph\u00e1p g\u1ea7n nh\u01b0 ho\u00e0n h\u1ea3o cho nh\u1eefng c\u00f4ng ty c\u00f4ng ngh\u1ec7.<\/p>\n

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Wall Street Journal d\u1eabn ngu\u1ed3n th\u1ea1o tin kh\u1eb3ng \u0111\u1ecbnh Amazon Web Services (AWS), c\u00f4ng ty ph\u1ee5 tr\u00e1ch m\u1ea3ng \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y c\u1ee7a g\u00e3 kh\u1ed5ng l\u1ed3 Amazon, s\u1eafp \u0111\u1ea1t th\u1ecfa thu\u1eadn l\u1ea5y \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp t\u1eeb m\u1ed9t nh\u00e0 m\u00e1y \u0111i\u1ec7n h\u1ea1t nh\u00e2n \u1edf ph\u00eda \u0111\u00f4ng n\u01b0\u1edbc M\u1ef9 v\u1edbi Constellation Energy – nh\u00e0 cung c\u1ea5p \u0111i\u1ec7n h\u1ea1t nh\u00e2n l\u1edbn nh\u1ea5t x\u1ee9 s\u1edf c\u1edd hoa.<\/p>\n

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Tr\u01b0\u1edbc \u0111\u00f3 h\u1ed3i th\u00e1ng 3, m\u1ed9t nh\u00e1nh kh\u00e1c c\u1ee7a Amazon c\u0169ng \u0111\u00e3 \u0111\u1ea1t th\u1ecfa thu\u1eadn mua m\u1ed9t trung t\u00e2m d\u1eef li\u1ec7u ch\u1ea1y b\u1eb1ng \u0111i\u1ec7n h\u1ea1t nh\u00e2n t\u1ea1i bang Pennsylvania tr\u1ecb gi\u00e1 650 tri\u1ec7u USD.<\/p>\n

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Trong gi\u1edbi c\u00f4ng ngh\u1ec7, AWS ch\u00ednh l\u00e0 m\u1ed9t trong nh\u1eefng b\u00ean cho thu\u00ea c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng ph\u1ee5c v\u1ee5 vi\u1ec7c ph\u00e1t tri\u1ec3n, hu\u1ea5n luy\u1ec7n AI l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi. Do \u0111\u00f3, \u0111\u1ed9ng th\u00e1i tr\u00ean c\u1ee7a AWS ho\u00e0n to\u00e0n c\u00f3 th\u1ec3 \u0111ang v\u00e0 s\u1ebd \u0111\u01b0\u1ee3c c\u1ed9ng \u0111\u1ed3ng ph\u00e1t tri\u1ec3n AI c\u00e2n nh\u1eafc.<\/p>\n

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C\u00e1c th\u1ecfa thu\u1eadn nh\u01b0 tr\u00ean \u0111\u01b0\u1ee3c k\u1ef3 v\u1ecdng s\u1ebd \u0111\u1ea9y nhanh \u0111\u00e1ng k\u1ec3 ti\u1ebfn \u0111\u1ed9 ph\u00e1t tri\u1ec3n AI tr\u00ean th\u1ebf gi\u1edbi, khi th\u1eddi gian x\u00e2y d\u1ef1ng c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u s\u1ebd \u0111\u01b0\u1ee3c r\u00fat ng\u1eafn nhi\u1ec1u n\u0103m do kh\u00f4ng ph\u1ea3i \u0111\u1ee3i x\u00e2y d\u1ef1ng h\u1ea1 t\u1ea7ng n\u0103ng l\u01b0\u1ee3ng m\u1edbi.<\/p>\n

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\u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, ch\u00fang c\u0169ng \u0111\u01b0\u1ee3c xem l\u00e0 “b\u00e1u v\u1eadt tr\u1eddi cho” cho n\u1ec1n c\u00f4ng nghi\u1ec7p n\u0103ng l\u01b0\u1ee3ng h\u1ea1t nh\u00e2n M\u1ef9. Trong kho\u1ea3ng hai th\u1eadp ni\u00ean qua, l\u0129nh v\u1ef1c n\u00e0y ph\u00e1t tri\u1ec3n tr\u00ec tr\u1ec7 sau giai \u0111o\u1ea1n x\u00e2y d\u1ef1ng “l\u1ed1 tay” h\u1ed3i nh\u1eefng n\u0103m 1990. Nhi\u1ec1u nh\u00e0 m\u00e1y \u0111i\u1ec7n h\u1ea1t nh\u00e2n kh\u00f4ng th\u1ec3 c\u1ea1nh tranh v\u1edbi \u0111i\u1ec7n gi\u00f3, \u0111i\u1ec7n m\u1eb7t tr\u1eddi v\u00e0 \u0111i\u1ec7n kh\u00ed t\u1ef1 nhi\u00ean, d\u1eabn \u0111\u1ebfn vi\u1ec7c bu\u1ed9c ph\u1ea3i \u0111\u00f3ng c\u1eeda.<\/p>\n

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Tuy nhi\u00ean, c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 t\u1ecf ra r\u1ea5t “s\u1ed9p” khi s\u1eb5n s\u00e0ng tr\u1ea3 ti\u1ec1n nhi\u1ec1u h\u01a1n \u0111\u1ec3 \u0111\u1ed9c quy\u1ec1n ngu\u1ed3n cung \u0111i\u1ec7n kh\u00f4ng ph\u00e1t th\u1ea3i carbon. \u0110\u00e2y c\u0169ng ch\u00ednh l\u00e0 minh ch\u1ee9ng c\u1ee7a c\u00e1c c\u00f4ng ty n\u00e0y v\u1ec1 vi\u1ec7c tu\u00e2n th\u1ee7 cam k\u1ebft ph\u00e1t tri\u1ec3n AI th\u00e2n thi\u1ec7n m\u00f4i tr\u01b0\u1eddng.<\/p>\n

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V\u1edbi vi\u1ec7c s\u1edf h\u1eefu 14 nh\u00e0 m\u00e1y \u0111i\u1ec7n h\u1ea1t nh\u00e2n \u1edf M\u1ef9 v\u00e0 s\u1ea3n xu\u1ea5t h\u01a1n 20% c\u00f4ng su\u1ea5t \u0111i\u1ec7n h\u1ea1t nh\u00e2n \u1edf n\u01b0\u1edbc n\u00e0y, Constellation Energy \u0111\u1eb7c bi\u1ec7t h\u01b0\u1edfng l\u1ee3i t\u1eeb xu h\u01b0\u1edbng n\u00e0y khi ch\u1ee9ng ki\u1ebfn gi\u00e1 tr\u1ecb c\u1ed5 phi\u1ebfu c\u1ee7a m\u00ecnh t\u0103ng h\u01a1n 70% ch\u1ec9 trong n\u0103m 2024.<\/p>\n

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Lo ng\u1ea1i m\u1ea5t an ninh n\u0103ng l\u01b0\u1ee3ng<\/strong><\/p>\n

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D\u00f9 mang l\u1ea1i l\u1ee3i \u00edch l\u1edbn cho c\u00e1c b\u00ean tham gia, nh\u1eefng th\u1ecfa thu\u1eadn tr\u00ean l\u1ea1i ti\u1ec1m t\u00e0ng nguy c\u01a1 \u0111\u1ed1i v\u1edbi an ninh n\u0103ng l\u01b0\u1ee3ng M\u1ef9.<\/p>\n

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Chuy\u1ec7n c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u l\u1ea5y \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp t\u1eeb nh\u00e0 m\u00e1y \u0111i\u1ec7n h\u1ea1t nh\u00e2n \u0111\u1ed3ng ngh\u0129a v\u1edbi vi\u1ec7c m\u1ed9t l\u01b0\u1ee3ng n\u0103ng l\u01b0\u1ee3ng l\u1edbn s\u1ebd kh\u00f4ng \u0111\u01b0\u1ee3c h\u00f2a l\u01b0\u1edbi \u0111i\u1ec7n chung. Do \u0111\u00f3, n\u01b0\u1edbc M\u1ef9 ho\u00e0n to\u00e0n c\u00f3 th\u1ec3 \u0111\u1ed1i m\u1eb7t nguy c\u01a1 thi\u1ebfu \u0111i\u1ec7n. Kh\u00e1ch h\u00e0ng c\u1ea3 n\u01b0\u1edbc c\u0169ng c\u00f3 th\u1ec3 \u0111\u1ed1i di\u1ec7n \u0111\u01a1n gi\u00e1 \u0111i\u1ec7n cao h\u01a1n khi ngu\u1ed3n cung kh\u00f4ng c\u00f2n d\u1ed3i d\u00e0o.<\/p>\n

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D\u00f9 gi\u01b0\u01a1ng cao ng\u1ecdn c\u1edd ph\u00e1t tri\u1ec3n AI kh\u00f4ng \u1ea3nh h\u01b0\u1edfng m\u00f4i tr\u01b0\u1eddng, vi\u1ec7c c\u00e1c doanh nghi\u1ec7p “chi\u1ebfm h\u1eefu” ho\u00e0n to\u00e0n \u0111i\u1ec7n h\u1ea1t nh\u00e2n t\u1eeb nh\u00e0 m\u00e1y c\u00f3 th\u1ec3 t\u00e1c \u0111\u1ed9ng x\u1ea5u \u0111\u1ebfn nh\u1eefng m\u1ee5c ti\u00eau ph\u00e1t tri\u1ec3n b\u1ec1n v\u1eefng.<\/p>\n

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Cho d\u00f9 c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 c\u00f3 l\u00ean k\u1ebf ho\u1ea1ch b\u00f9 \u0111\u1eafp l\u01b0\u1ee3ng \u0111i\u1ec7n h\u1ea1t nh\u00e2n m\u00ecnh d\u00f9ng b\u1eb1ng c\u00e1ch t\u00e0i tr\u1ee3 cho c\u00e1c d\u1ef1 \u00e1n \u0111i\u1ec7n t\u00e1i t\u1ea1o kh\u00e1c, nhi\u1ec1u chuy\u00ean gia v\u1eabn lo ng\u1ea1i n\u1ec1n c\u00f4ng nghi\u1ec7p n\u0103ng l\u01b0\u1ee3ng ph\u1ea3i ph\u1ee5 thu\u1ed9c v\u00e0o \u0111i\u1ec7n kh\u00ed t\u1ef1 nhi\u00ean m\u1edbi c\u00f3 th\u1ec3 b\u00f9 v\u00e0o ngu\u1ed3n \u0111i\u1ec7n \u0111\u00e3 m\u1ea5t.<\/p>\n

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C\u00e1c ngu\u1ed3n n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o nh\u01b0 \u0111i\u1ec7n gi\u00f3, \u0111i\u1ec7n m\u1eb7t tr\u1eddi… \u0111\u1ec1u kh\u00f4ng \u0111\u00e1p \u1ee9ng ti\u00eau ch\u00ed ph\u00e1t \u0111i\u1ec7n ng\u00e0y \u0111\u00eam, kh\u00f4ng b\u1ecb ng\u1eaft qu\u00e3ng.<\/p>\n

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Ng\u01b0\u1eddi b\u1ea3o v\u1ec7 quy\u1ec1n l\u1ee3i ng\u01b0\u1eddi ti\u00eau d\u00f9ng bang Pennsyvalnia (ch\u1ee9c danh ch\u00ednh th\u1ee9c \u0111\u01b0\u1ee3c th\u01b0\u1ee3ng vi\u1ec7n bang n\u00e0y b\u1ea7u) Patrick Cicero n\u00eau lo ng\u1ea1i: “Ch\u01b0a t\u1eebng c\u00f3 ti\u1ec1n l\u1ec7 vi\u1ec7c b\u1ea5t k\u1ef3 ai \u0111\u1ebfn m\u1ed9t nh\u00e0 m\u00e1y \u0111i\u1ec7n h\u1ea1t nh\u00e2n v\u00e0 n\u00f3i “ch\u00fang t\u00f4i s\u1ebd l\u1ea5y to\u00e0n b\u1ed9 s\u1ed1 \u0111i\u1ec7n c\u00e1c b\u1ea1n c\u00f3 th\u1ec3 s\u1ea3n xu\u1ea5t”.<\/p>\n

4,6 – 9%<\/strong><\/p>\n

Theo Wall Street Journal, hi\u1ec7n ch\u01b0a r\u00f5 c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u s\u1ebd c\u1ea7n bao nhi\u00eau n\u0103ng l\u01b0\u1ee3ng. C\u00e1c \u01b0\u1edbc t\u00ednh r\u01a1i v\u00e0o t\u1ea7m 4% t\u1ed5ng l\u01b0\u1ee3ng \u0111i\u1ec7n ti\u00eau th\u1ee5 n\u0103m 2023 \u0111\u1ebfn kho\u1ea3ng 4,6 – 9% l\u01b0\u1ee3ng \u0111i\u1ec7n ti\u00eau th\u1ee5 n\u0103m 2023, theo Vi\u1ec7n Nghi\u00ean c\u1ee9u n\u0103ng l\u01b0\u1ee3ng \u0111i\u1ec7n.<\/p>\n

\n","protected":false},"excerpt":{"rendered":"

M\u1ed9t lo\u1ea1t c\u00f4ng ty c\u00f4ng ngh\u1ec7 l\u1edbn \u1edf M\u1ef9 t\u00ecm c\u00e1ch mua \u0111i\u1ec7n tr\u1ef1c ti\u1ebfp t\u1eeb c\u00e1c nh\u00e0 m\u00e1y h\u1ea1t nh\u00e2n \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u n\u0103ng l\u01b0\u1ee3ng cho vi\u1ec7c ph\u00e1t tri\u1ec3n tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI).     C\u01a1 s\u1edf h\u1ea1t nh\u00e2n Beaver Valley t\u1ea1i bang Pennsylvania – \u1ea2nh: Bloomberg News     Nh\u1eefng […]<\/p>\n","protected":false},"author":4,"featured_media":15484,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26],"tags":[],"class_list":["post-15482","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tong-hop"],"_links":{"self":[{"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/posts\/15482","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/comments?post=15482"}],"version-history":[{"count":2,"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/posts\/15482\/revisions"}],"predecessor-version":[{"id":15487,"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/posts\/15482\/revisions\/15487"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/media\/15484"}],"wp:attachment":[{"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/media?parent=15482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/categories?post=15482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vinatom.gov.vn\/wp-json\/wp\/v2\/tags?post=15482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}