国际AI工业+能源周报：AI数据中心领跑建设投资，美国AI工业与能源市场价格稳步增长

Investment Rating - The report gives a "Outperform" rating to Siemens Energy, with a target price of €71.61 [6]. Core Insights - The U.S. AI data center construction projects have significant progress, with 10 projects in December 2024 totaling over $30 billion in planned capital investments. Actual construction spending for data centers in the U.S. exceeded $22.8 billion from January to October 2024, a 45% increase compared to the previous year [1][30]. - The gas turbine price index in the U.S. increased by 0.98% year-on-year in November 2024, indicating a steady growth trend in gas turbine prices [2]. - The U.S. electricity average spot price was $35.41/MWh, a decrease of 43.16% from the previous week, while new installed capacity in October 2024 reached 4,850 MW, primarily from solar and energy storage [4]. Summary by Sections AI Data Centers and Surrounding Equipment - In December 2024, significant advancements were made in 10 AI data center projects in the U.S., with total planned investments exceeding $30 billion. Notable projects include Google's plan for a 1,000 MW data center and Meta's $10 billion investment for a 2 GW facility [1][25][30]. Infrastructure Construction - The U.S. is expected to invest approximately $88 billion in grid infrastructure in 2023, with a projected compound annual growth rate of 9.3% from 2023 to 2030 under a net-zero scenario [6]. Global Energy - The U.S. natural gas drilling count increased by 1.0%, stimulating revenue for midstream energy companies. The report suggests focusing on companies involved in natural gas processing and transportation, such as Targa Resources and Kinder Morgan [6]. Key Company Insights - Talen Energy is highlighted for its unique competitive advantages, while Constellation Energy's rating was downgraded to "Neutral" due to increased uncertainties regarding nuclear power plant restarts [4][5].