---
title: "Power supply constraints limit AI prosperity as high demand for data centers faces power supply crisis"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/265113562.md"
description: "According to foreign media reports, the world's two largest data center developers have projects in the location of NVIDIA, but they may remain vacant for years because the local utility company is not yet ready to supply power. In Santa Clara, California, home to the world's largest artificial intelligence chip supplier, Digital Realty Trust applied to build a data center in 2019. About six years later, the development project remains a shell, waiting for full power supply. Stack Infrastructure has a 48-megawatt project nearby that is also vacant, while the municipal utility company Silicon Valley Power is working to upgrade its capacity. The fate of these two facilities highlights a major challenge facing the U.S. tech sector and the broader economy. Demand for data centers has never been higher, driven by the boom in cloud computing and artificial intelligence, but access to electricity is becoming the biggest constraint. This is mainly due to aging power infrastructure, slow construction of new transmission lines, and various regulatory and permitting hurdles"
datetime: "2025-11-10T10:06:23.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265113562.md)
  - [en](https://longbridge.com/en/news/265113562.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265113562.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/265113562.md) | [繁體中文](https://longbridge.com/zh-HK/news/265113562.md)


# Power supply constraints limit AI prosperity as high demand for data centers faces power supply crisis

According to foreign media reports on November 10th, Jinshi Data stated that the two largest data center developers in the world have projects in the location of NVIDIA, but they may remain vacant for years because the local utility company is not yet ready to supply power. In Santa Clara, California, home to the world's largest artificial intelligence chip supplier, Digital Realty Trust applied to build a data center in 2019. About six years later, the development project remains a shell, waiting for full power supply. Stack Infrastructure has a 48-megawatt project nearby that is also vacant, while the municipal utility company Silicon Valley Power is working to upgrade its capacity. The fate of these two facilities highlights a major challenge facing the U.S. tech sector and the broader economy. Driven by the boom in cloud computing and artificial intelligence, the demand for data centers has never been higher, but access to electricity is becoming the biggest constraint. This is mainly due to aging power infrastructure, slow construction of new transmission lines, and various regulatory and permitting obstacles

### 相关股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [Digital Realty Trust (DLR.US)](https://longbridge.com/zh-CN/quote/DLR.US.md)

## 相关资讯与研究

- [Nokia Stock (NOK) Powers Up. Why Nvidia and 6G Drive the Long-Term Buy](https://longbridge.com/zh-CN/news/280973279.md)
- [Nvidia Stock (NVDA) Braces for a Quick Snapback after a Rare Two-Quarter Losing Streak](https://longbridge.com/zh-CN/news/281360100.md)
- [One in seven Americans are ready for an AI boss, but they might not trust it](https://longbridge.com/zh-CN/news/281512136.md)
- [The Smart Money Is Quietly Moving - a Rare Window in Electric Infrastructure May Not Stay Open for Long | ELEK Stock News](https://longbridge.com/zh-CN/news/281463220.md)
- [The AI Revolution and The 90s Internet Boom](https://longbridge.com/zh-CN/news/281005956.md)