跟读练习: The Global Power Play - 通过视频学习英语口语
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Hello, and welcome to another edition of Wealth Management Insights.
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I'm Renato Granmont, Chief Investment Strategist for International Wealth Management at Morgan Stanley. Today is Tuesday, August fourth, twenty twenty-six, and I'm recording this from Purchase, New York.
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Artificial intelligence has already transformed the conversation around technology and productivity. But as we look ahead, one of the biggest constraints on AI may have nothing to do with software or semiconductors.
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It may be electricity, and energy speed, to be more specific, the ability to permit, finance, build, interconnect, and deliver reliable electricity.
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That's the central conclusion of our latest Global Insights Strategy report, the Global AI Race: Energy Implications, which examines how the competition for AI leadership is reshaping energy markets, infrastructure investment, and economic leadership around the world.
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For much of the past several years, investors were focused on AI through the lens of chips, cloud computing, and large language models.
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Those remain essential considerations.
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Yet, as AI adoption accelerates, another reality is coming into focus.
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Every new model, every data center, and every AI application ultimately depends on reliable power sources.
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The numbers help explain why.
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Global electricity demand could rise by as much as forty to fifty percent by twenty thirty-five due to increased demand from electric vehicles, data centers, air conditioning, and industrialization, among other things.
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Data center electricity consumption is projected to climb even faster, rising two hundred and seventy-five percent between twenty twenty-five and twenty thirty-five.
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At the same time, the number of data centers worldwide is expected to expand by roughly eleven thousand four hundred today to about fifteen thousand by twenty thirty.
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Building AI, in other words, means building a greater deal more energy infrastructure too.
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That led us to what we believe is one of the defining concepts of the next decade: energy speed. Energy speed is the ability to permit, finance, construct, connect, and deliver reliable electricity.
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Countries that can do those things efficiently are likely to gain an important competitive advantage, while countries that cannot may find power shortages, transmission bottlenecks, and construction delays become constraints on economic growth.
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Today, the United States holds the strongest position.
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It combines leadership in AI with abundant natural gas resources, deep capital markets, and the world's largest hyperscaler ecosystem.
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US also accounts for roughly seventy-five percent of observed global AI compute and nearly fifty-four gigawatts of installed data center IT capacity.
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China remains the primary challenger, supported by rapid infrastructure development and industrial policy.
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Europe retains considerable strengths, but continues to face higher electricity costs, lengthy permitting processes, and constrained transmission capacity.
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Meanwhile, countries such as the UAE and Saudi Arabia are emerging as attractive locations for AI infrastructure because of low-cost energy and faster project approvals.
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Together, these regional differences suggest that the AI race is becoming less about access to algorithms and more about access to infrastructure.
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Competitive advantage will depend on how quickly countries can translate capital and dependable energy capacity.
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Meeting this demand will require more than one source of power.
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Solar and wind should account for much of the new generating capacity.
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Battery storage will help improve grid reliability.
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Natural gas remains the fastest scalable source of dispatchable power, particularly in the United States, while advanced nuclear could become a more important contributor during the next decade.
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Expanding transmission networks may prove just as important as building new power plants.
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For investors, this broadens the opportunity well beyond the technology sector.
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We see potential across utilities, transmission infrastructure, grid equipment, natural gas and LNG, nuclear development, data centers with secured power, and the commodities needed to expand electrical networks.
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Bloomberg estimates that global energy investment could total between a hundred and eighty-nine trillion dollars and two hundred and thirty-five trillion dollars by twenty fifty, highlighting the scale of this build-out.
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These opportunities won't be distributed evenly.
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Markets with abundant energy resources, efficient permitting frameworks, and access to capital may be better positioned to benefit from the next phase of AI infrastructure investment.
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Ultimately, AI may be the catalyst, but investment opportunity extends much further.
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The global race to expand power generation, modernize electricity grids, and build supporting infrastructure is creating a long investment cycle that reaches well beyond the technology sector.
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As the competition for AI leadership becomes a competition for energy capacity and infrastructure, we believe investors should pay close attention to the countries and industries building the physical foundation of the new wave of global growth.
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Thank you for listening.
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For more information, please reach out to a Morgan Stanley financial advisor and request the latest copy of Global Insight Strategy: Global AI Race, Energy Implications.
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本节课你将练习什么
通过这段关于AI与能源的视频，你将练习听懂专业领域的英文表达，同时提升影子跟读（shadow speak）技巧。内容涉及科技、能源和经济等话题，适合用于雅思口语练习或日常英语口语练习。你会学习如何跟上中等语速的演讲，捕捉关键信息，还能积累实用词汇。
核心词汇与短语
- energy speed：能源速度（指许可、融资、建设等环节的效率）
- hyperscaler ecosystem：超大规模计算生态系统
- dispatchable power：可调度电力
- transmission bottlenecks：输电瓶颈
- grid reliability：电网可靠性
影子跟读练习技巧
视频中演讲者语速适中，语气坚定且富有逻辑。练习时，可先逐句播放，暂停后模仿跟读，注意英语影子跟读的节奏——尽量与原音同步，感受重音和停顿。例如，在“the ability to permit, finance, build, interconnect, and deliver reliable electricity”一句中，注意逗号后的短暂停顿，模仿自然的语流。
对于长难句，如“Global electricity demand could rise by as much as forty to fifty percent by twenty thirty-five due to increased demand from electric vehicles...”，可拆分结构，先跟读主干，再加入修饰成分。坚持用这种方法练习，能有效提升口语流畅度，为雅思口语练习打下基础。记得多听多模仿，感受专业演讲的语气变化，让你的英语口语更自然。
看YouTube学英语是个好方法，这段视频就是很好的素材。每天花10分钟影子跟读，专注于发音和节奏，你会发现进步看得见！
什么是跟读法？
跟读法 (Shadowing) 是一种有科学依据的语言学习技巧，最初开发用于专业口译员的培训，并由多语言者Alexander Arguelles博士普及。这个方法简单而强大：您在听英语母语原声的同时立即大声重复——就像是一个延迟1-2秒紧跟说话者的影子。与被动听力或语法练习不同，跟读法强迫您的大脑和口腔肌肉同时处理并模仿真实的讲话模式。研究表明它能显着提高发音准确性，语调，节奏，连读，听力理解和口语流利度——使其成为雅思口语备考和真实英语交流最有效的方法之一。