AI 导读
SemiAnalysis 称，得州州长 Abbott 在审计结束前暂停所有数据中心通电审批，ERCOT 并网队列约 474 GW，相当于 ERCOT 历史峰值的 5 倍，且几乎全部是数据中心申请。该机构认为其中多数申请方并未真正落地，并表示仍持看多立场，理由将在后续推文中展开。
正文
Abbott to every datacenter in the ERCOT queue: nobody eats until we've checked your receipts. Zero energization approvals until the audit wraps.
The queue sits at ~474 GW, which is 5x ERCOT's record peak, and practically ALL datacenters, so most of those booked tables were no-shows for brisket....
We are staying bullish, and here's why👇️ 1/3🧵
来源：@SemiAnalysis_ · x.com