SemiAnalysis 统计显示,过去 18 个月美国已有 300 多个地方政府投票暂停新建数据中心,今年夏天节奏明显加快。暂停令通常持续数月至一年,冻结新数据中心的审批、许可与建设,但不影响已有数据中心,也可能被撤销、替换为新规或延长。多数地区是借此争取时间,为 100 兆瓦以上至数吉瓦级设施制定专门规则并评估基础设施需求,这也是当选官员回应本地反对声音的低成本方式。
SemiAnalysis 统计美国 300 多个地方政府暂停数据中心审批,呈现出算力基建与地方治理之间的新摩擦。
More than 300 US local governments have voted to pause datacenters in the past 18 months, and the pace picked up sharply this summer. Most of them are buying time.
"A datacenter moratorium is a temporary legal pause, usually enacted by a local government. It halts approval, permitting, and construction of new datacenters. It doesn't affect existing datacenters."
"These can last anywhere from months to a year, and can often be revoked, replaced by new regulation, or extended."
"Many zoning codes were written before anyone was considering those huge 100-plus megawatt to multiple gigawatt facilities, so a pause buys time to write datacenter-specific rules and assess infrastructure needs. It's also a low-cost way for elected officials to answer local opposition."
来源:@SemiAnalysis_ · x.com