E3：2024年负荷增长常态下的数据中心研究报告：机遇、挑战及战略应对（英文版）

Until recently, the focus of the energy transition has primarily been on retiring legacy fossil generators and adding more renewables and energy storage that can sustain electrification-driven load growth in the longer-term. Now, rapid near-term load growth is underway, driven by large loads like data centers for artificial intelligence (AI) as well as a resurgence of U.S. industry due to industrial policy and manufacturing reshoring. This surge has surprised utilities and regulators across t