谷歌签署30亿美元水电协议,创同类清洁能源交易新纪录

华尔街洞察
Jul 15, 2025

谷歌已与Brookfield Asset Management达成一项价值30亿美元的水电协议,成为全球最大企业级水电清洁电力合作。该协议于周二宣布,旨在支持科技巨头日益扩张的能源密集型数据中心需求。

协议涵盖初始20年电力购买安排,总额30亿美元,电力将来自宾夕法尼亚州两座水电设施。此举突显科技行业对大规模清洁电力的迫切追求,以驱动人工智能和云计算中心。美国电力消耗因此飙升至历史新高,终结了长达近二十年的停滞期。

谷歌母公司Alphabet总裁兼首席投资官Ruth Porat将在匹兹堡AI峰会上探讨此协议进展。美国总统唐纳德·特朗普预计出席该活动,届时可能宣布700亿美元AI及能源投资计划。

谷歌数据中心能源主管Amanda Peterson Corio强调:"与Brookfield的合作是PJM区域清洁能源供应的关键突破。"

过去一年,谷歌率先签署多项创新电力购买协议,涉及无碳地热能和先进核能技术。公司正联合美国最大电网运营商PJM Interconnection,利用人工智能加速新电源接入电网流程。

新协议框架下,谷歌与Brookfield Renewable Partners达成初步安排。后者作为可再生能源厂运营商,将对宾夕法尼亚州水电设施升级并重新许可。谷歌计划逐步扩展协议范围,覆盖中大西洋和中西部更多区域。

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