瞄准可再生能源！科技巨头致信美财政部呼吁维持补贴政策

Group 1 - The data center industry's electricity demand is testing the limits of the U.S. power infrastructure, with major tech companies advocating for the maintenance of current wind and solar subsidy rules to support rapid growth [1] - Over 2,500 wind and solar projects in the U.S. are currently announced but not yet started, with a total generation capacity equivalent to approximately 383 nuclear reactors, potentially affected by new regulations [1] - The Clean Energy Associates predict that stricter "start of construction" rules could lead to a loss of about 60 GW of planned solar generation capacity in the U.S. by 2030 [1] Group 2 - The International Energy Agency (IEA) forecasts that electricity consumption from data centers, AI, and cryptocurrency will account for about 2% of global electricity demand in 2022, potentially rising to 4% by 2026 [2] - Mizuho Securities estimates that by 2030, power needs for internet and AI-driven data centers could reach up to 400 TWh, exceeding the total electricity generation of the UK in 2022 [2] - Tech companies are increasingly turning to nuclear power, with Microsoft entering agreements to purchase electricity from nuclear plants, highlighting the strain on existing U.S. power infrastructure [2] Group 3 - The new clean energy corporate tax credit eligibility guidelines released by the U.S. government indicate that residential solar systems can still apply for tax credits under previous guidelines, while large projects must meet "actual construction" standards [2] - Market analysts view the new regulations as less stringent than initially feared, leading to positive stock performance in related sectors, with significant gains for companies like Sunrun and SolarEdge [3]