This study explores the deep coupling relationship between AI computing infrastructure and power supply, and analyzes the dimensional shift in data center site selection logic.
Key points:
– Resource dependence: Analyzing how electricity supply has become a key bottleneck restricting the expansion of AI computing power.
– Site selection evolution: Site selection weights have shifted from traditional land costs, network bandwidth, and tax policies to an energy-driven model centered on power availability.
Target audience: Computing infrastructure planners, data center operators, and energy industry analysts.
Core purpose: To assess the energy risks and site selection strategies for building data centers in the AI era.