电力：美国数据中心-快速增长且持续集中-Power Comment_ US Data Centers_ Rapid Growth and Sustained Concentration

8 October 2025 | 10:39AM EDT Commodities Research Power Comment: US Data Centers: Rapid Growth and Sustained Concentration We start monitoring data center developments in the US and find that incumbent data center markets continue to drive most of the rapid capacity growth, while new markets are also emerging. 1 The competitiveness scores are weighted averages of the following four Z-scores (i.e. variables with a zero average and a standard deviation of one) of: 1) Data-intensive GDP downstream to data cent ...