SemiAnalysis_· @SemiAnalysis_ · X·· 2 天前AI 评分
SemiAnalysis：8.7GW 园区规模并非延期部分
这 8.7GW 是园区规模，而不是会被延期的规模，因为六个项目中有三个已经获得首批次发电许可，只是在等待扩建许可；另一个已经提交申请并在等待，另外两个尚未提交任何申请。(3/5)
That 8.7GW is campus size rather than what gets delayed, since three of the six already have a first tranche of generation permitted and are only waiting on the expansion permit, while one has filed and is waiting and the other two haven’t filed anything yet. (3/5)
来源：SemiAnalysis_ · x.com