# ERCOT数据中心排队审查，SemiAnalysis仍看多

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-08-21 01:01
- AIHOT 分数：68
- AIHOT 链接：https://aihot.virxact.com/items/cmt1savtt06glroovpp9f7n9e
- 原文链接：https://x.com/SemiAnalysis_/status/2090484500102852855

## AI 摘要

Abbott对ERCOT排队中的每个数据中心说：在核查完你们的凭证之前，谁也别想通电。审计结束前，零并网批准。

排队规模约474 GW，是ERCOT历史峰值负荷的5倍，而且几乎全是数据中心，所以那些订了桌的多数都没来吃牛胸肉……

我们依然看多，原因如下👇️ 1/3🧵

## 正文

Abbott to every datacenter in the ERCOT queue: nobody eats until we've checked your receipts. Zero energization approvals until the audit wraps.

The queue sits at ~474 GW, which is 5x ERCOT's record peak, and practically ALL datacenters, so most of those booked tables were no-shows for brisket....

We are staying bullish, and here's why👇️ 1/3🧵