得州等收紧数据中心审批波及全美扩建
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得克萨斯州拟暂停新数据中心审批引发连锁反应。2026年11月，高盛等多家投行报告显示，受得州等多州收紧监管及推行暂停令影响，美国约45%的计划数据中心扩张容量面临审批推迟风险，其中得州单独占约25%。得州直接暴露的相关数据中心容量约13 GW，导致卡特彼勒和康明斯等厂商约3 GW的电力设备订单搁置，相关项目延误周期预计达12至18个月。此外，相关收紧举措已在佐治亚和俄亥俄等州引发排队效仿效应。
AI-generated from reports · Updated 2 hours ago
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- AITNT · AI头条SelectedTexas Policy Shift Triggers Ripple Effect, Putting ~45% of Planned US Data Center Expansions at Risk of Pause
Reports from Goldman Sachs and multiple investment banks indicate that tighter regulations and moratoria across Texas and several other states have put roughly 45% of planned US data center expansion capacity at risk of approval delays, with Texas alone accounting for about 25%. Texas has roughly 13 GW of data center capacity directly exposed, leaving around 3 GW of power equipment orders on hold for vendors such as Caterpillar and Cummins. Expected project delays range from 12 to 18 months and have already sparked copycat policy moves in states like Georgia and Ohio.
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