AI가 전기 먹는 하마… 끄려던 화력발전소 다시 돌린다
AI 데이터센터의 폭발적인 전력 수요로 인해 퇴출되던 화력발전소 '피커 플랜트'가 재가동되고 있다. 기술 발전의 이면에 숨겨진 환경 및 경제적 비용을 분석한다.
현재의 AI 붐은 지속 불가능한 에너지 모델 위에 서 있다. 이는 역설적으로 차세대 소형모듈원전(SMR), 지열, 배터리 저장 기술 등 안정적인 대체 에너지원에 대한 막대한 투자 기회를 창출한다. 앞으로는 AI 기업의 가치를 평가할 때 '얼마나 저렴하고 깨끗한 전기를 확보했는가'가 핵심 경쟁력이 될 것이다.
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