電力需求激增之際，Alliant 目標六個月內簽下 1 吉瓦新資料中心合約

瓦倫・薩海、蒂亞克希・辛格報導By Varun Sahay and Tyakshi Singh

10月30日（路透社）——Alliant Energy 財務長週五表示，隨著人工智慧（AI）使用增加及電氣化擴大，推升美國電力需求創下歷史新高，該公司預期將在六個月內簽下約 1 吉瓦新增資料中心需求的合約。Oct 30 (Reuters) - Alliant Energy expects to sign contracts for about 1 gigawatt of additional data-center demand within six months, its finance chief said on Friday, as rising AI use and growing electrification push US power demand to record highs.

這項新增負載將進一步加上 Alliant 已與 Alphabet 旗下 Google、Meta Platforms，以及由 Blackstone 支持的 QTS Data Centers 簽約的 3.4 吉瓦。The new load would add to the 3.4 GW that Alliant has already contracted with Alphabet's Google, Meta Platforms and Blackstone-backed QTS Data Centers.

財務長羅伯特・杜里安（Robert Durian）在財報公布後的電話會議上表示，若資本支出進一步提高，以支持未來負載成長及其他投資機會，獲利成長可能超過公司 8% 的目標。Earnings growth could exceed the company's 8% target if capital spending rises further to support future load growth and other investment opportunities, Chief Financial Officer Robert Durian said on a post-earnings call.

杜里安表示：「我們持續研究我所稱的不同機會所帶來的資本支出上行空間，包括我們可能從手上資料中心潛在客戶看到的額外負載成長。」"We continue to work on what I'll call capital upside for different opportunities, including the additional load growth that we may see from the data center prospects that we have," Durian said.

根據美國能源資訊署（U.S. Energy Information Administration），美國用電量在 2025 年創下歷史新高，隨著資料中心容量因 AI 快速普及而擴張，加上電氣化持續擴大，預料今年及明年用電量將繼續上升。US electricity consumption hit an all-time high in 2025 and is expected to continue rising this year and the next as data-center capacity expands with rapid AI adoption, alongside growing electrification, according to the US Energy Information Administration.

杜里安表示，這項額外 1 吉瓦需求預計將在 2029 年至 2031 年間開始逐步增加，相關投資則會分布於公司目前規劃期及其後。The additional 1 GW is expected to begin ramping up between 2029 and 2031, with related investments spread across the company's current planning horizon and beyond, Durian said.

Alliant 也預期，Meta 將於 2027 年第一季開始在威斯康辛州使用輸電服務，這標誌著其大型負載開發案擴大布局的早期一步。Alliant also expects Meta to begin taking transmission service in Wisconsin in the first quarter of 2027, marking an early step in its expanding pipeline of large-load developments.

這家總部位於威斯康辛州麥迪遜的公用事業公司週四將四年資本支出預測上調 19%，預計 2027 年至 2030 年為 159 億美元，並預期其系統尖峰需求到 2031 年將增加逾 60%。On Thursday, the Madison, Wisconsin-based utility raised its four-year capital expenditure forecast by 19% to $15.9 billion between 2027 and 2030, with peak demand across its system expected to increase by more than 60% by 2031.

該公司也將 2026 年獲利展望收窄至先前區間的上半部，並發布 2027 年每股 3.63 至 3.73 美元的財測。根據倫敦證券交易所集團（LSEG）彙編的資料，其中間值符合華爾街預期。It also narrowed its 2026 earnings outlook to the upper half of its prior range and issued 2027 guidance of $3.63 to $3.73 per share. The midpoint was in line with Wall Street expectations, according to data compiled by LSEG.

Alliant Energy 在愛荷華州和威斯康辛州服務約 100 萬戶電力客戶，以及 42萬7000 戶天然氣客戶。Alliant Energy serves roughly 1 million electric and 427,000 natural gas customers across Iowa and Wisconsin.

（瓦倫・薩海、蒂亞克希・辛格班加羅爾報導；強納森・阿南達編輯）(Reporting by Varun Sahay and Tyakshi Singh in Bengaluru; Editing by Jonathan Ananda)