EPISODE · Jun 2, 2026 · 6 MIN
美国AI没被芯片难倒，却被电卡了脖子！为何缺电却搞不定？
from 商业侦探佳
AI数据中心扎堆的北弗吉尼亚，电力严重告急？全球市值第一的绿电巨头NextEra出手，670亿美元发起美国电力史上最大合并，合并能解决AI的缺电吗？变压器、电缆迎来风口？我是一佳，一个常驻纽约，混迹全球资本市场的前财经记者。【你将听到】00:00 美国电力巨头大合并？02:57 缺电——美国AI发展命门？！04:40 奇葩的美国电力产业机制！06:07 精神航空走向死亡！想看视频版？本期音频选自财经视频账号 『陈一佳』 的深度分析视频。欢迎前往抖音、小红书、公众号、B站、YouTube等各大平台，观看完整视频，看清全球资本市场的底层逻辑！
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美国AI没被芯片难倒，却被电卡了脖子！为何缺电却搞不定？
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