Core Insights - The core viewpoint of the article highlights a fundamental shift in the strategy of data center developers in the U.S., moving from reliance on utility companies for power supply to building their own energy generation facilities, particularly using natural gas [2][3][5]. Group 1: Data Center Capacity and Expansion - As of mid-October, the planned capacity of U.S. data centers has surged to 245 gigawatts (GW), with a significant increase of 45 GW in the third quarter alone [3][5]. - Texas has emerged as a focal point for this investment, accounting for over a quarter of the total planned capacity, with 67 GW specifically in Texas [3][4]. Group 2: Shift in Development Strategy - The primary factor influencing data center site selection has shifted from proximity to fiber networks and end-users to ensuring reliable power supply [5]. - Developers are planning gigawatt-scale data center parks in regions like West Texas, Pennsylvania, and Wyoming, leveraging local natural gas resources for self-built power plants [5][6]. Group 3: Market Implications - The trend towards building natural gas power plants is expected to increase natural gas consumption, potentially leading to higher long-term prices for natural gas and impacting electricity and gas bills nationwide [5][6]. - The construction of these independent projects may exacerbate supply constraints for power turbines, posing reliability challenges for other industries reliant on the grid [6]. Group 4: Capital Market Dynamics - New development strategies are distorting capital markets, with mega-projects costing over $17 billion attracting 42% of capital deployment, despite representing only 2% of total projects [7]. - Notable projects like Project Jupiter in New Mexico ($160 billion) and Project Kestrel in Missouri ($100 billion) are utilizing innovative financial instruments to secure tax incentives, significantly exceeding traditional tech giants' investment levels [7].
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
美股IPO·2025-11-23 13:06