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Exclusive: Hyperscalers might regret embracing natural gas if new forecast proves correct | TechCrunch

2026-08-14 08:00 Science 🔥 28.9 heat score
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TechCrunch reports that major hyperscale data centers could face reputational risks if a new forecast confirms the environmental and economic drawbacks of their recent shift toward natural gas. The article suggests that while natural gas offers lower carbon emissions compared to coal, emerging data may challenge its viability as a primary fuel source for la…

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T TechCrunch 归档 8月 p10 en 2026-08-14 08:00

Exclusive: Hyperscalers might regret embracing natural gas if new forecast proves correct | TechCrunch

若新预测属实,亚马逊、谷歌、Meta 和微软等超大规模云厂商可能因拥抱天然气而后悔。Noreva 能源研究公司报告称,随着需求激增与供应增长放缓及液化天然气出口增加,美国部分地区天然气价格未来几年可能翻三倍。目前天然气价格在每百万英热单位约 2 至 4.50 美元之间,亨利枢纽价格低于 3 美元;而 Noreva 预测某些枢纽价格将超过每百万英热单位 10 美元。受此影响,超大规模云厂商已计划建设大型天然气发电厂以支持其 AI 数据中心,例如 Meta 计划在路易斯安那州建设 7.5 吉瓦电厂,微软和谷歌各计划在德克萨斯州建设千兆瓦级电厂,亚马逊则计划在德克萨斯州建设 7.6 吉瓦电厂。由于燃料成本约占大型发电厂电力的半数,天然气价格翻倍或翻三倍将显著增加“自带电力”AI 数据中心的运营成本,进而推高代币费用…