资讯
The Grid Queue Is Full of Projects Nobody Has Decided to Build
📌 概要
AI数据中心扩张令电网排队申请激增。AEP俄亥俄州已有超50个数据中心申请，新增需求超30GW；AEP整体到2030年合同新负载达63GW，另有190GW项目在排队。但这些数字多为意向，大量项目并未真正决定建设。
⚡ 关键要点
- ▸AEP Ohio排队中逾50个数据中心，合计新增需求超30,000MW
- ▸AEP宣布2030年前已签63GW合同负载，另有190GW项目在互联队列
- ▸排队数据远超实际建设计划，存在大量'占位'项目
- ▸AI建设潮彻底改变了电网负载申请规模，从年均个位数到爆发式增长
Before the AI buildout, a large utility might see a handful of requests a year from customers looking to connect unusually large loads. By 2024, AEP Ohio had told regulators it had more than 50 data centers in its queue, representing over 30,000 megawatts of additional demand. American Electric Power said in May that it had 63 GW of contracted new load through 2030, backed by customer agreements, with another 190 GW of active projects in its interconnection queue. But those two numbers tell…