美国各地遏制数据中心投机行为的举措取得进展
Efforts to Curb Data Center Speculation Gain Ground Across the US
美国各地正通过大负荷电价等措施筛除投机性数据中心项目，以应对公众反对和州级政策变化。Relae 称自 2024 年 1 月以来，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”，而 Goldman Sachs 预计超大规模厂商今年将在美国 AI 基础设施上支出约 5810 亿美元。市场分析师认为，尽管面临挑战，AI 驱动的建设热潮短期内不会消失。
正文
Large-load tariffs and other measures to weed out speculative projects are taking shape amid public backlash to data centers and shifting state-level policies.
September 25, 2026
“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More than $170 billion in AI data center capacity has been “blocked, withdrawn, or stalled” by community opposition since January 2024, the energy advisory company Relae, formerly Carbon Direct, said in June.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.
Yet market analysts see no sign that the AI-driven construction boom will disappear anytime soon, despite challenges.
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