
台北市長蔣萬安提出將松山機場遷移後發展為AI園區的願景,但未提供具體電力規劃,僅強調重啟核電。文章指出台北市缺乏大型電廠,變電設施建設困難重重,且台電未獲北市府協調,質疑其願景能否落實。
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台北市長蔣萬安提出松山機場遷移後發展為AI園區,但文章指出台北市缺乏大型電廠,變電設施建設困難,且台電未獲北市府協調。
台北市的變電設施堪比電廠還難蓋,台電去年底完成松湖臨時變電所建置。(資料照)
〔記者林菁樺/台北報導〕台北市長蔣萬安拋出松山機場遷移構想,計畫將約300公頃土地打造成台北AI園區、住宅及公園,描繪城市發展願景。但面對AI園區龐大的用電需求,蔣萬安卻只會推給「重啟核電」,未免把一切想得太簡單,空有土地、AI願景,卻沒有具體電力規劃,這樣的城市藍圖,恐怕輝達也難喊出台北安可吧。
放眼海外,AI資料中心的用電需求已讓能源供應成為企業布局的核心考量,部分業者甚至自建電廠或簽訂專屬電力供應協議,要避免與其他產業及民生用電相互排擠。台北市的AI園區,未必會以超大型資料中心為主,但光是北士科輝達總部的用電需求,就評估要40MW。未來松機若要發展AI產業,究竟要引進什麼業態、需要多少電力、何時開始供電,市府恐給不了台電具體答案。
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台北市缺乏大型電廠被長期詬病,要仰賴外部電力支援,但電力不是有發電機組就能送到用電端。靠近台北的核二廠裝置容量約1970MW,即使重啟也是首要緩解北東電網壓力,供應南港軟體園區、內湖科技園區發展,也讓桃園以北設逾5MW資料中心解除禁令;至於電力能否送達,還涉及電網輸送能力、變電設施及輸配電系統的整體配置。蔣市長只喊一句核電重啟,卻沒有向台電接洽,盤點整套輸配電線路、變電所設施,空有電力也是送不到AI園區。
台北市政府拋出AI園區重磅計畫,不只沒跟行政院接洽,電力操盤的台電公司,也同樣沒接獲北市府聯繫,外界只看到,台北市府擘劃300公頃土地,要全力開發AI園區,卻還沒有與最重要的電力供應者展開具體協調,更何況,台北市要興建電力設施,難度不亞於蓋電廠。寸土寸金的台北市,變電所往往面臨土地取得、都市景觀及地方溝通等多重挑戰。
舉一個眾所皆知的松湖超高壓變電所,光從規劃到興建也是超過20年才推進;台北市的變電所、輸電線路更新,也都需要地方政府支持,不會因為AI成為熱門產業,電力建設瓶頸就自動消失。
松山機場遷移涉及國家航空政策、土地開發、交通建設及城市治理,要轉為AI產業發展沒有不能討論。但AI園區不是框出一塊地、掛上AI招牌,就能吸引產業大咖進駐;更不是把電力配套全推給「重啟核電」四個字,就能解決。
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AI outlook — possibilities, not facts
台北市將在未來數月內與台電展開電力需求協調
Likely · Within months

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