AI电力需求激增，加速美国得州及中西部碳捕集产业发展

Core Insights - The surge in AI-driven computational workloads is leading to a strain on clean and stable electricity supply across the United States [1] - The construction of gas turbines equipped with carbon capture and storage (CCS) technology is accelerating [1] - BNEF forecasts that CCS deployment activities will primarily focus on Texas and the Midwest in the short term, driven by strong AI load growth and convenient CO2 midstream infrastructure [1]