--- title: "Power On: AI's Energy Hunger Fuels First Solar's Manufacturing Boom" type: "News" locale: "en" url: "https://longbridge.com/en/news/299008768.md" description: "The AI boom is sparking a massive appetite for electricity, and solar companies are cashing in. First Solar is aggressively expanding to power data centers, while Sunrun and Canadian Solar lock in major storage milestones." datetime: "2026-09-15T07:01:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/299008768.md) - [en](https://longbridge.com/en/news/299008768.md) - [zh-HK](https://longbridge.com/zh-HK/news/299008768.md) generator: "portal-rs" --- # Power On: AI's Energy Hunger Fuels First Solar's Manufacturing Boom **核心看点：**人工智能的繁荣正在引爆另一场军备竞赛——电力。为了填补庞大算力中心带来的能源缺口，科技巨头们正将目光投向最快能落地的光伏阵列。作为全球前十厂商中唯一坚持非中国制造的本土巨头，第一太阳能（FSLR.US）成了这场热潮的直接受益者。公司在 2026 年 9 月中旬重申了其全年的业绩指引，并明确表示正在扩充产能，以消化来自数据中心日益膨胀的可见新订单。此外，随着美国商务部在 9 月初最终裁定对印度、印尼等国进口的太阳能电池征收高额关税，这家主打碲化镉薄膜组件的美国本土制造商，其政策护城河正变得比以往更加坚固。 **行业动态一览：** - **Sunrun（RUN.US）同样盯上了这块肥肉。**作为美国最大的住宅太阳能与储能供应商，该公司在 2026 年 8 月宣布将为 Voltus 提供网络化储能容量，直接服务于 AI 超大规模计算企业。凭借 2026 年第二季度高达 8.7 亿美元的营收（同比激增 53%）以及已安装的 4.6 吉瓦时储能网络，Sunrun 正试图证明户用微电网也能支撑起算力时代的基建需求。 - **阿特斯太阳能（CSIQ.US）则在储能交付上交出了一份超预期的成绩单。**其 2026 年二季度净收入达到 12 亿美元，储能产品出货量达 3.7 吉瓦时，远超公司此前指引上限。更关键的是，旗下储能解决方案业务 e-STORAGE 的合同积压金额已滚雪球般增至 35 亿美元。同时，随着加州 330 兆瓦 Cobalt 项目的 6.95 亿美元巨额融资在 8 月中旬敲定，这家老牌巨头正将其在美国市场的公用事业版图进一步扩大。 ### Related Stocks - [FSLR.US](https://longbridge.com/en/quote/FSLR.US.md) - [RUN.US](https://longbridge.com/en/quote/RUN.US.md) - [CSIQ.US](https://longbridge.com/en/quote/CSIQ.US.md) ## Related News & Research - [Sunrun CEO Mary Powell Named to the 2026 TIME100 Climate List of Most Influential Leaders In Climate | RUN Stock News](https://longbridge.com/en/news/305063326.md) - [Sunrun Presents 37% Growth in Networked Storage Capacity to 5 GWh](https://longbridge.com/en/news/304922011.md) - [Sunrun (RUN) Could Be 30% Undervalued On Strong Q3 And Puerto Rico Milestone](https://longbridge.com/en/news/304753097.md) - [RUN: Direct growth and storage gains offset lower FY2026 Cash Generation guidance](https://longbridge.com/en/news/304348551.md) - [Sunrun Q3 revenue rises 52%, beats analyst estimates on third-party sales](https://longbridge.com/en/news/304333580.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**