Bloomberg：Microsoft 与 Chevron 签 20 年购电协议，2.67GW 燃气电厂直供数据中心
Microsoft 被曝和 Chevron 谈 20 年、2.67GW 的电厂直供协议，电不经电网直接进数据中心。这种表后供电模式能不能过 Texas 政治这一关，直接影响所有做算力扩容的厂商，做基础设施和能源交叉方向的人值得细看。
据 Bloomberg 报道，Microsoft 在年投入 1170 亿美元扩建算力容量的同时，承诺不让纳税人或其他电力用户为其用电账单买单。其解决方案是表后发电模式：Chevron 旗下 2.67GW 燃气电厂将直接向 Microsoft 数据中心售电，合同期为 20 年。这种直供电模式绕开了公共电网的输配环节，避免把数据中心新增负荷的成本转嫁给普通用户。
该模式仍需政治层面的批准。Texas 州长 Greg Abbott 此前冻结了新数据中心的许可审批，而其民主党继任者已释放出可能采取更强硬立场的信号，意味着交易落地存在政策不确定性。
超大规模厂商为数据中心自建或直购电源正成为行业趋势，相比等待电网扩容，与能源公司签订长期直供合同能更快锁定供电，但也把项目成败与地方政治态度绑定在一起。
Bloomberg: Microsoft is pairing its $117B annual capacity build with a promise that neither taxpayers nor other utility customers will cover the power bill.
Its answer to the grid problem is behind-the-meter generation, with Chevron’s 2.67GW gas plant selling electricity straight to a Microsoft data center for 20 years.
That model still needs political approval, because Texas Governor Greg Abbott’s moratorium froze new data-center permits and his Democratic successor has signalled a possibly tougher stance.
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison and AI regulation, compliance frameworks, and sovereign compute policy. Key entities and technical topics under continuous tracking include Microsoft, Chevron, 数据中心, 电力供应.
Source attribution: curated from rohanpaul_ai (@rohanpaul_ai).
