巴塔哥尼亚何以成为AI数据中心选址热土：尚无阻力但挑战犹存

阿根廷的巴塔哥尼亚因可能成为大型 AI 数据中心的选址而受到关注。根据路透社报道，吸引因素包括凉爽的气候、水电、风能、瓦卡穆尔塔（Vaca Muerta）页岩气以及大量空地：https://www.reuters.com/business/energy/tech-companies-look-argentinas-windswept-patagonia-build-massive-data-centers-2026-09-07/。

电力生产商 Pampa Energía 计划在内乌肯省建造一个功率高达 500 兆瓦的设施，并正在寻找投资者，预计首批合同将在 2026 年底签订。感兴趣的各方希望从 20 到 40 兆瓦开始建设。仅全面建成所需的电网基础设施就将花费约 9 亿美元。波兰公司 Green Capital 希望在 Chubut 以 300 兆瓦起步，长期计划为 3,000 兆瓦。OpenAI 去年十月曾宣布与 Sur Energy 的项目，但尚未签署协议。

与美国不同，到目前为止，阿根廷尚未对服务器农场产生反对，因为该国几乎没有大型设施。但这种情况可能会改变。Pampa 希望在其 Loma de la Lata 发电厂旁边建设，而当地有土著 Mapuche 家庭，他们曾多次与能源公司发生冲突。电网连接、海底电缆以及 2027 年总统选举后的投资环境稳定性仍是未知数。

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Argentina's Patagonia is drawing attention as a possible site for large AI data centers. A cool climate, hydropower, wind energy, shale gas from the Vaca Muerta formation, and plenty of empty land are the draw, according to a Reuters report：https://www.reuters.com/business/energy/tech-companies-look-argentinas-windswept-patagonia-build-massive-data-centers-2026-09-07/.

Power producer Pampa Energía plans a facility of up to 500 megawatts in Neuquén province and is looking for investors, with the first contracts expected by the end of 2026. Interested parties want to start with 20 to 40 megawatts. The grid infrastructure for the full build-out alone would cost around $900 million. Polish company Green Capital wants to start with 300 megawatts in Chubut, with 3,000 megawatts planned over the long term. OpenAI announced a project with Sur Energy back in October, but it hasn't been signed yet.

Unlike in the US, there's been no pushback against server farms in Argentina so far, because the country barely has any large facilities yet. That could change. Pampa wants to build next to its Loma de la Lata power plant, and Indigenous Mapuche families live there who have clashed with energy companies several times before. Grid connection, undersea cables, and how stable investment conditions will be after the 2027 presidential election also remain open questions. Ad Ad

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