德州电网并网申请一年内从 63 GW 涨到 474 GW，被迫按下暂停键
"At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this Jun...
德州排队并网的数据中心电力需求一年涨了七倍多，a16z 写了篇分析讲这事怎么收场，关心算力基建的可以看看。
德州电网运营商的并网排队量在 2024 年底为 63 GW，到 6 月已达 474 GW，是历史最高峰负荷的五倍以上。激增源于开发者在多个站点重复提交申请，许多项目并无真实客户。大型数据中心完全并网需要 5 到 10 年，而闲置 GPU 的成本高于电费，因此部分实验室和超大规模厂商选择自建现场电源来抢时间。a16z 的 Ryan McEntush 认为，更好的做法是让 AI 公司付费并网，而不是把开支推向私有的离网电力岛。
"At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this Jun...
"At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this June, that figure reached 474 GW, more than five times record peak demand." "Then Texas hit pause." "Developers routinely spam requests across several sites, and many are speculative builds with no customer yet." "Planners can't tell which are real, and they don't want ratepayers covering upgrades built for projects that never show up." "Fully connecting a large data center can take 5 to 10 years... Idle GPUs cost far more than the electricity to run them, so speed matters most... That's why developers are planning to bring their own power on site." "Full reliability for these power islands is very, very hard, but some labs and hyperscalers have shown that, forced to choose between reliability and speed, they'll pick speed." "Every site I'm aware of intends to connect to the grid as soon as it can, chiefly because on-site power almost always costs more." "AI companies have pledged to pay their way, and most would rather connect to the grid than avoid it. It seems ideal for everyone that we let them do so instead of driving that spending into private islands." "Texas created the energy fast lane first; now it has the opportunity to show us a better one, and I expect it will. Power is where America finds out whether it can still build." a16z's @rmcentush on why Texas is making data centers wait: a16z.news/p/why-texas-is… Ryan McEntush @rmcentush x.com/i/article/2107… 🔗 View Quoted Tweet 💬 2 🔄 3 ❤️ 8 👀 4395 📊 3 ⚡
