rohanpaul_ai· @rohanpaul_ai · X·· 3 小时前AI 评分
Anthropic 租用的得州数据中心融资搁置，电网接入审查成为约束
Bloomberg 称，得州电网接入审查而非 AI 投资需求，正成为 Anthropic 租用的得州计算园区再融资的主要约束。Morgan Stanley 牵头银行已搁置一笔与该园区相关的 50 亿至 70 亿美元高收益债发行，原因是 Texas 州长 Greg Abbott 暂停批准数据中心的新电网连接，直至监管机构完成审查。
Bloomberg: A state grid audit, not investor demand for AI, is now the binding constraint on refinancing Anthropic’s Texas compute campus.
Morgan Stanley-led banks have shelved a $5B to $7B junk-bond sale tied to an Anthropic-leased Texas data center.
The pause follows Governor Greg Abbott’s freeze on approving new grid connections for data centers until Texas regulators finish an audit.
That leaves 7 banks holding a $14.2B one-year loan they have already disbursed, each with roughly $2B at stake.
来源：rohanpaul_ai · x.com