Bloomberg 报道援引 Kimmeridge 的判断称，美国规划中的数据中心至多 50% 可能面临延期或取消。报道提到电力接入、许可、施工与地方审批仍是每个项目绕不开的环节，政治阻力也在上升，反对在自家附近新建数据中心的美国人比例从今年早些时候的 49% 升至 61%。得州已暂停新数据中心电网接入审批等待审计，宾州则将 AI 数据中心项目移出快速审批通道，要求先取得地方批准才能发放州级许可。
材料给出美国数据中心项目延期与取消的量化判断，并附得州与宾州审批收紧的动向，可观察算力基建的落地约束。
Bloomberg: Kimmeridge says up to 50% of planned US data centers could face delays or cancellations.
This is becoming the greatest bottleneck beyond chips and capital: every project still needs power connections, permits, construction, and local approval.
Political resistance is also becoming a major force, with 61% of Americans opposing new data centers nearby, up from 49% earlier this year.
Texas has paused approvals for new data-center grid connections pending an audit. Pennsylvania has also removed AI data-center projects from fast-track permitting and now requires local approval before state permits can be issued.
来源：@rohanpaul_ai · x.com