美国遏制数据中心投机性建设的努力逐步推进
Efforts to Curb Data Center Speculation Gain Ground Across the US
美国电力公司和监管部门陆续出台新的审查机制，以遏制投机性数据中心项目带来的电力需求冲击。社区反对已成为数据中心开发的主要障碍，自2024年1月以来已有超过1700亿美元的AI数据中心容量因社区反对而被阻止、撤回或停滞。建筑劳动力短缺、关键电力设备交付周期长以及AI工具消费需求的不确定性也构成挑战，但AI驱动的建设热潮短期内未见消退迹象。
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Sections of the Stargate Oracle AI data center undergo construction on Aug. 26, 2026, in Abilene, Texas. Community opposition has emerged as a major barrier to data center development as utilities and their regulators introduce new vetting requirements.Brandon Bell via Getty Images
“A fraction of proposed data centers will get built. Utilities are wising up.”
That was the headline on a May 2025 Utility Dive article that explored the conundrum speculative data center requests pose for U.S. electric utilities. More than a year later, it’s unclear how much has changed.
Community opposition has emerged as a major barrier to data center development, with other challenges including construction labor shortages, long lead times for critical electrical equipment, limited power availability in key markets and uncertainty around consumer demand for artificial intelligence tools.
More than $170 billion in AI data center capacity has been “blocked, withdrawn, or stalled” by community opposition since January 2024, the energy advisory company Relae, formerly Carbon Direct, said in June.
That’s a sizable chunk of the roughly $581 billion Goldman Sachs expects the big tech companies known as hyperscalers to spend in the U.S. on AI infrastructure, including data center construction, this year.
Related:Can Supercapacitors Smooth AI’s Power Swings?
Yet market analysts see no sign that the AI-driven construction boom will disappear anytime soon, despite challenges.
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来源：Data Center Knowledge · datacenterknowledge.com