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美国本周数据中心建设项目情况

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所属报告：

【海通国际】新工业周报：AI算力外溢催化云基建爆发；美国太空发展局通过SpaceX发射首批作战卫星-250912（39页）.pdf

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（1）美国电力市场 .................................................................................................... 14 （2）欧洲电力市场 .................................................................................................... 18 （3）石油天然气市场 ................................................................................................ 18 四、全球新材料 ............................................................................................................. 24 （一）天然铀................................................................................................................... 24 （二）全球稀土市场动态追踪 ....................................................................................... 24 （三）美国特种合金市场动态追踪 ............................................................................... 25 五、全球国防与航空航天............................................................................................... 27 （一）航空航天 ............................................................................................................... 27 （1）航空航天行业动态 ............................................................................................ 27 （2）航空航天价格指数 ............................................................................................ 27 （3）航空航天空中流量 ............................................................................................ 28 （4）主要公司更新 .................................................................................................... 28 （二）国防 ...................................................................................................................... 29 六、重点公司资讯与点评............................................................................................... 29 七、本周报告精选 .......................................................................................................... 30 八、风险提示.................................................................................................................. 30 一、全球基建与建筑装备 AI 算力需求爆发式外溢，云基础设施服务商直接受益。甲骨文公司 2026 财年第一季度末的未履行绩效义务（RPO）价值超过 4550 亿美元。公司已与人工智能领域的头部企业签署了多项重大云服务合约。Oracle 最新财报数据显示，其云基础设施（OCI）收入同比激增 54%，剩余履约义务（RPO）规模大幅攀升至 4550亿美元，凸显出Meta、OpenAI 等科技巨头在 AI 领域的算力需求已远超自身数据中心部署能力，短期内不得不将大量负载转向第三方云平台。这一趋势表明，AI 产业化进程正持续加速，而超大规模云服务商因其弹性供给能力、异构算力支持及跨区域覆盖优势，成为承接 AI 工作负载溢出的关键载体。

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