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天然气出口商Venture Global欲搭上人工智能电力热潮Gas Exporter Venture Global Wants to Get In on AI Power Boom

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Venture Global在路易斯安那州运营液化天然气出口终端,并计划增设发电厂。(玛莎·欧文/美联社)Venture Global operates LNG export terminals in Louisiana and is planning to add power plants. (Martha Irvine/Associated Press)

天然气出口商Venture Global正加入为人工智能热潮供电的竞赛,旨在其设施建设燃气发电装置,以向数据中心供电。

Natural-gas exporter Venture Global is joining the race to provide power to the AI boom, aiming to build gas-fired generation at its facilities to supply electricity to data centers.

Venture Global表示,已与GE Vernova和贝克休斯能源服务公司达成协议,采购现场发电厂所需设备,包括涡轮机和变压器,这些设备需求旺盛。这些协议将使Venture Global随时间推移,在其拥有或控制的场地提供高达10吉瓦的算力。

Venture Global said it has entered into agreements with GE Vernova and Baker Hughes Energy Services to procure equipment for on-site power plants, including turbines and transformers, which have been in high demand. The deals will allow Venture Global over time to make up to 10 gigawatts of computing capacity available at sites the company owns or controls.

Venture Global已经运营自己的离网电厂。新项目也不会接入电网。

Venture Global already operates its own off-grid power plants. The new projects wouldn’t be connected to the grid either.

公司预计将在今年年底前订购设备,用于数据中心的首批现场发电。其协议允许其随时间分阶段下单。

The company expects to order equipment by the end of the year for the first wave of on-site power generation for data centers. Its agreements allow it to phase in orders over time.

Venture Global表示,可能在2028年底或2029年初开始提供发电能力。

Venture Global said it could have power generation available starting around late 2028 or early 2029.

“我们认为,我们将能够在未来几年内将我们的AI公用事业建设成为美国较大的公用事业之一,”Venture Global首席执行官迈克尔·萨贝尔说。“这与我们多年来一直在做的事情非常类似,就像复制粘贴一样。”人工智能竞赛引发了对电力的争夺,导致接入电网出现瓶颈。数据中心越来越倾向于自建发电,这比接入电网更快,尽管更复杂。

“We think we’ll be able to build our AI utility to one of the larger ones in the U.S. in the next few years,” said Michael Sabel, Venture Global’s chief executive. “It’s very copy-paste for what we’ve already been doing for years.”The AI race has started a scramble for electricity that has created a logjam to connect to the power grid. Data centers have been increasingly willing to build their own power generation, a faster, though more complex solution than connecting to the grid.

根据数据提供商Cleanview的数据,正在建设中的数据中心容量约有三分之一的开发商计划在现场建设发电设施。

Developers of about one-third of all data-center capacity in the works are planning to build power on site, according to data provider Cleanview.

大型科技公司也一直在美国钻井田建设数据中心,以获取天然气供应,与石油和天然气生产商、公用事业公司及管道公司达成协议。

Big tech companies also have been building data centers in U.S. drilling fields to tap in to natural-gas supplies, cutting deals with oil-and-gas producers, utilities and pipeline firms.

Venture Global 自行建设并运营自己的电力基础设施,以供其天然气出口设施使用。该公司是液化天然气(LNG)的主要出口商之一。它在路易斯安那州墨西哥湾沿岸运营两个航运终端,并正在开发额外的设施。

Venture Global builds and operates its own power infrastructure to run its natural-gas export facilities. The company is one of the top exporters of liquefied natural gas, or LNG. It operates two shipping terminals on Louisiana’s Gulf Coast, and it is developing additional facilities.

将天然气冷却至液化状态是一个能源密集型过程。Venture Global 表示,其目前约有 4.5 吉瓦的发电能力正在运行、在建或已订购设备。这相当于超过四座大型核反应堆的输出。

Cooling natural gas until it liquefies is energy intensive. Venture Global says it has around 4.5 gigawatts of power generation operating, under construction, or for which equipment has been ordered. That is roughly the output of more than four large nuclear reactors.

请将稿件发送至 Jennifer Hiller(jennifer.hiller@wsj.com)和 Benoît Morenne(benoit.morenne@wsj.com)。

Write to Jennifer Hiller at jennifer.hiller@wsj.com and Benoît Morenne at benoit.morenne@wsj.com