全球能源监测(Global Energy Monitor)发布的报告显示,受AI数据中心建设热潮推动,美国在建天然气发电产能已增至中国的两倍 1。今年上半年,美国在建天然气项目激增76%,整体开发容量从252吉瓦增至378吉瓦 1。若全部建成,美国天然气装机容量将增加约三分之二,资本成本超过6470亿美元 1。此外,约一半新产能直接关联AI数据中心,这可能导致美国电力排放增加多达20% 1。
在数据中心选址与建设方面,超过800个规划数据中心中有三分之二位于干旱地区 1。数据中心扩张引发了地方反对与气候担忧,调查显示四分之三的美国人不愿居住在数据中心附近 1。今年7月,纽约州成为首个对超大规模数据中心实施临时禁令的州 1。然而,尽管面临这些阻力,特朗普政府仍取消环境审查以加速数据中心建设 1。
Driven by the boom in artificial intelligence data center construction, the United States is currently building twice as much gas-fired power capacity as China, according to a report by the Global Energy Monitor 1. In the first half of this year, gas-fired projects under construction surged by 76%, pushing the overall gas-fired power development capacity from 252 gigawatts to 378 gigawatts 1. Approximately half of this new capacity is directly tied to AI data centers, and if all planned projects are completed, the nation's gas-fired capacity will increase by roughly two-thirds 1. The capital costs for these developments exceed $647 billion 1.
The massive expansion raises significant environmental and local concerns, as the completed projects could increase U.S. power emissions by up to 20% 1. Furthermore, two-thirds of the more than 800 planned data centers are situated in arid regions, while three-quarters of Americans do not want to live near data centers 1. Despite local opposition and climate worries, the Trump administration has canceled environmental reviews to accelerate data center construction 1. Highlighting the growing pushback, New York State became the first state to implement a temporary moratorium on hyperscale data centers in July 1.
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