旧金山市参事会一致通过了一项针对新建数据中心的为期45天的暂停令，该禁令可延长至22个月，从而叫停了湾景区的扩建项目和一个49.5兆瓦的多格派奇项目。欧洲出于不同的原因——电网问题——率先按下了暂停键，如今发现自己无法建设欧盟委员会所期望的容量。
San Francisco’s board of supervisors unanimously passed a 45-day moratorium on new data centres, extendable to 22 months, halting a Bayview expansion and a 49.5 MW Dogpatch project. Europe paused first and for a different reason, the grid, and now finds it cannot build the capacity the Commission wants.
旧金山已暂停新建数据中心。周二，作为OpenAI和Anthropic所在地的旧金山市参事会一致投票通过了一项立即生效的45天暂停令。该禁令可延长至22个月。
San Francisco has paused new data centres. The board of supervisors voted unanimously on Tuesday for a 45-day moratorium, effective at once, in the city that houses OpenAI and Anthropic. It can be extended to 22 months.
据Local Mission报道，该议案由第10区参事沙曼·沃尔顿起草，并由康妮·陈、杰基·菲尔德和夏延·陈共同发起。规划官员将研究能源、水资源、空气质量、土地使用和社区影响。关于调查结果的听证会定于11月举行。
Supervisor Shamann Walton of District 10 wrote the measure, co-sponsored by Connie Chan, Jackie Fielder and Cheyenne Chen, Mission Local reported. Planning officials will study energy, water, air quality, land use and community impact. A hearing on the findings is due by November.
沃尔顿说：“我们需要了解这些影响是什么。在弄清楚之前，必须叫停。”两个项目也随之暂停。
“We need to know what these impacts are,” Walton said. “Until we know what that is, it needs to stop.”
据《旧金山纪事报》报道，NOVVA位于湾景区保罗大道400号的站点目前耗电9兆瓦，并已申请将容量扩至36兆瓦。在多格派奇，一座49.5兆瓦的海滨建筑于8月正与市长丹尼尔·卢里的政策团队进行许可证洽谈。提案发起人称，湾景区-亨特斯角已经不堪空气污染的重负。
Two projects stop with it. NOVVA’s site at 400 Paul Avenue in Bayview draws 9 MW and had applied to reach 36 MW. In Dogpatch, a 49.5 MW waterfront building was in permit talks with Mayor Daniel Lurie’s policy staff in August, the San Francisco Standard reported. The sponsors called Bayview-Hunters Point already overburdened by air pollution.
该市无法说明其拥有多少个数据中心。彭博社未能找到全面的统计数据，《标准报》则统计出了六个地点。
The city cannot say how many it has. Bloomberg found no comprehensive tally, and the Standard counts six sites.
欧洲通过不同的途径率先走到了这一步。由于电网容量不足而非空气质量问题，南都柏林郡议会于2024年拒绝了谷歌在格兰奇城堡建立第三个数据中心的申请。
Europe reached this point first, and by a different route. South Dublin County Council refused Google a third data centre at Grange Castle in 2024, citing insufficient grid capacity rather than air quality.
爱尔兰的数据说明了原因。据中央统计局统计，2025年数据中心消耗了该国23%的计量电力，高于2015年的5%，并且超过了所有城市家庭用电的总和。
The Irish numbers explain why. Data centres took 23% of the country’s metered electricity in 2025, up from 5% in 2015 and more than every urban household combined, the Central Statistics Office found.
丹麦则采取了更进一步的措施。由于面临约60吉瓦的排队接入申请（而国家峰值需求为7吉瓦），其电网运营商Energinet今年暂停了所有新的连接协议。随后，问题发生了逆转。
Denmark went further. Its grid operator Energinet halted all new connection agreements this year, facing a queue of roughly 60 GW against national peak demand of 7 GW. Then the problem inverted.
欧洲目前的制约因素在于其建设速度不够快。Nscale位于埃塞克斯的20亿英镑项目，虽然微软是其核心租户，但无法在2027年项目启用前及时建成90兆瓦的产能，而英国部分电网的审批等待时间甚至接近十年。旧金山正在暂停那些欧洲正努力推进建设的项目。
Europe’s constraint is now that it cannot build fast enough. Nscale’s £2B Essex site, with Microsoft as anchor tenant, cannot get 90 MW in time for its 2027 opening, and some British grid waits run close to a decade. San Francisco is pausing what Europe is struggling to get built.
欧盟委员会希望欧洲的数据中心容量在七年之内翻三倍，这大约需要2000亿欧元的私人投资。而旧金山有六个数据中心，却没有任何一份完整的名单。
The Commission wants European data centre capacity tripled within seven years, which needs roughly EUR 200B of private money. San Francisco has six sites, and no list of them.