美国电力管网：2025 年新增总产能达监管总规模的 80%，新增约 50 吉瓦-US Power Pipeline_ Total capacity additions reached 80% of GSe in 2025 with ~50 GW added

28 January 2026 | 9:13PM EST Equity Research AMERICAS US Power Pipeline: Total capacity additions reached 80% of GSe in 2025 with ~50 GW added The pace and sourcing of US power infrastructure is a front and center area of focus for investors given implications for the pace of AI deployment as a driver of our 2.6% CAGR in US power demand through 2030. In this note, we analyze the generation capacity data from the EIA to track currently planned and added capacity. We believe Parts/People availability are amon ...