赋能 AI- 美国：电力负荷增长新时代-Powering AI - US_ A new era of electricity load growth

AI and data centres prefer hubs and speed. Hyperscalers' preferred locations in the US continue to skew towards the East of the country and urban or suburban locations close to existing hubs including Washington D.C/Northern Virginia, Chicago/Ohio or Dallas/Texas. In a competitive mindset, with an all of the above approach to generation and priority of speed, securing a grid connection ranks top among hyperscalers' preferences. Access to renewables or cost of power are part of the considerations but do not ...