美国数据中心规划总量已达245GW！“缺电”转向“发电”，扎堆德州争夺天然气

Group 1 - The core viewpoint of the articles highlights the unprecedented expansion of data centers in the U.S. driven by the AI boom, leading to a significant shift in energy strategies from "grid access" to "self-built energy" [1] - As of mid-October, the total planned capacity of U.S. data centers has surged to 245 GW, with an increase of 45 GW in just the third quarter [1] - Texas has emerged as the focal point of this investment trend, accounting for over a quarter of the national planned capacity, with 67 GW planned, primarily leveraging natural gas resources from the Permian Basin [1] Group 2 - Developers are now prioritizing power supply over traditional factors like proximity to fiber networks and end-users, leading to the planning of gigawatt-scale data center parks in regions like West Texas, Pennsylvania, and Wyoming [2] - Companies such as Pacifico Energy, Poolside, and FO Permian are planning large-scale projects in Texas, aiming to bypass overloaded natural gas pipelines and the high costs and lengthy timelines associated with new pipeline construction [2] - Although only 10% of projects include on-site power generation, they account for 34% of the total planned capacity, with most located in Texas [2] Group 3 - The new development strategies are distorting capital markets, with mega-projects costing over $17 billion attracting 42% of capital deployment, despite representing only 2% of the total number of projects [3] - Notable projects like Project Jupiter in New Mexico ($160 billion) and Project Kestrel in Missouri ($100 billion) are utilizing innovative financial instruments such as Industrial Revenue Bonds (IRBs) to secure tax incentives, significantly exceeding traditional tech giants' investment levels [3]