从负荷增长到电网影响：应对数据中心能源挑战.pdf

1、Connections Summit2/12/26From Load Growth to Grid Impact:Meeting the Data Center Energy Challenge#PublicPower www.PublicPower.org2What Public Power Needs to Know about Serving Data Centers October 2025 report for APPA members Report features:Market landscape Industry challenges Data center backgroun

2、d Utility considerations and strategies Public power case studies#PublicPower www.PublicPower.org3Data Center Market#PublicPower www.PublicPower.org4Data centers accounted for approximately 5%of electricity consumption in the U.S.12023Average data center load 300 MW32024Planned data center projects

3、reported as large as 2 GW22025Projections that data centers will account for more than 80 GW or 11%of electricity consumption4, https:/ https:/ 5 https:/ Factors that Impact Forecasting#PublicPower www.PublicPower.org5Energy efficiency Cost-effectiveness for AI business applicationsTariff uncertaint

4、yGrid and supply chain constraintsMultiple interconnection requests for a single projectPublic policy changesIndustry Challenges#PublicPower www.PublicPower.org6 NERCs 2025 State of Reliability report says data centers are“one of the greatest near-term reliability challenges”Reliability Difficult an

5、d time consuming to build new infrastructure Permitting and InterconnectionHow Data Centers Are Different from Traditional Commercial&Industrial Customers#PublicPower www.PublicPower.org7ScalePaceOperating ProfileCommunityHyperscalers#PublicPower www.PublicPower.org8Refers to companies like Alphabet

6、,Amazon,Google,Meta,and Microsoft that deploy large-scale data centers Data centers can be for AI and conventional use casesMajor driver for clean energy deploymentData Centers and Load Flexibility#PublicPower www.PublicPower.org9Conventional and AI data centers typically run 24/7What can help flexi