a16z· @a16z · X·· 2 天前精选AI 评分70
AI 导读
a16z 转发其研究员 @rmcentush 的分析，得州冻结新建数据中心许可。该州数据中心申请队列18个月内从63 GW增至474 GW，超过历史峰值用电需求5倍以上；目前仅9.5 GW获批、约4.3 GW实际运行，其余多为重复申请、投机项目及从未接入 GPU 的开发商。a16z 文章解释电网无法按如此规模的不确定需求扩容的原因。
AI 生成摘要 · 以原文为准
关注理由
得州暂停新建数据中心审批，其排队申请与实际并网规模的巨大落差，为评估AI数据中心需求真实性和电网扩容约束提供了参考。
正文 · 原文
Texas just froze new data center permits:
- Its queue went from 63 GW to 474 GW in 18 months, more than 5x record peak demand
- Only 9.5 GW is approved and about 4.3 GW is actually running
- The rest is duplicates, speculation, and developers who have never plugged in a GPU
a16z's @rmcentush on why the grid can't build for that many maybes: https://www.a16z.news/p/why-texas-is-making-data-centers
https://x.com/i/article/2107616914835148800在 X 查看被引用的帖子
来源：a16z · x.com