SemiAnalysis· @SemiAnalysis_ · X·· 10 天前AI 评分66
AI 导读
SemiAnalysis 逐一核查了得州计划配套自建电力、属于州长 Abbott 9 月 21 日指令范围的站点。该指令要求 TCEQ 在 ERCOT 完成审查前停止发放与数据中心相关的任何许可。结果显示共有六个园区、合计 8.7GW，在暂停期内仍需要空气许可。
AI 生成摘要 · 以原文为准
正文
We looked at each Texas site planning on-site power that falls under Governor Abbott’s Sept 21 directive, which tells TCEQ to stop issuing any permit tied to a datacenter until ERCOT finishes its review, and found six campuses, 8.7GW in all, needing air permits during the pause. (1/5)🧵
来源：SemiAnalysis · x.com