最近大家都应该注意到了市场上的三个主线：美国缺电，中国缺芯，全球缺存储。 但就A股来说，最好 的标的还是美国缺电 。 | Projects | InvolvedPartie | Capacity | What we know | | | | | --- | --- | --- | --- | --- | --- | --- | | | ર | | General | Timing | Power | Financing | | | | | | | | Blue Owl Capital & Primary Digital Infrastructure formed a $15bn JV with | | | | | | Phase 1 (200+MW) | Despite 1.2 GW of reported grid capacity (added | Crusoe to fund the 1.2 GW of capacity | | | OpenAl, ORCL, | | Developed by Crusoe on land owned | started in June | 1 GW substatio ...