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电力与能源基础设施
真正的瓶颈：电网接入、PPA、核电与 SMR 交易、各市场电价。
10+ GW
nuclear capacity contracted by big tech in 12 months
来源: SMR Intel
~$0.12
per kWh commercial rate, Thailand
来源: MEA/PEA
2027
first “nuclear electrons” for AI (Crane CEC)
来源: Constellation
涵盖内容
- Electricity cost benchmarks for data centers by market
- Grid connection queues and timelines
- Nuclear & SMR deals: Microsoft, Google, Amazon, Meta
- PPAs and Direct PPA regimes in Southeast Asia
- Cooling, water and sustainability constraints
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