在最新电话会议中，Vistra Energy Corp. (VST) 明确指出，数据中心需求激增对电力市场供需格局的实质性影响，预计要到2027年后期或2028年初期才会真正显现。这一时间表晚于部分市场参与者的预期，反映出电力基础设施扩建与数据中心负载增长之间存在显著的时间差。公司强调，尽管人工智能和云计算驱动的电力需求增长趋势明确，但现有电网容量、输电限制以及新发电项目并网周期等因素，将延缓供需紧张态势的成型。
在最新电话会议中，Vistra Energy Corp. (VST) 明确指出，数据中心需求激增对电力市场供需格局的实质性影响，预计要到2027年后期或2028年初期才会真正显现。这一时间表晚于部分市场参与者的预期，反映出电力基础设施扩建与数据中心负载增长之间存在显著的时间差。公司强调，尽管人工智能和云计算驱动的电力需求增长趋势明确，但现有电网容量、输电限制以及新发电项目并网周期等因素，将延缓供需紧张态势的成型。
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