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支持白宫保护纳税人承诺:谷歌推动能源负责任增长之道

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支持白宫保护纳税人承诺:谷歌推动能源负责任增长之道

内容来源:https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/affordability-pledge-responsible-energy-growth/

内容总结:

谷歌承诺支持白宫“保障用电户承诺”,公布负责任能源增长路线图

随着人工智能、制造业回流及全国电气化项目快速发展,美国电力需求已达历史峰值。为应对能源供应挑战,白宫近期推出“保障用电户承诺”,旨在扩大能源供给的同时确保家庭与企业用电可负担。谷歌公司日前公开表态支持该承诺,并发布具体实施方案,强调将通过五大举措平衡业务增长与民生保障:

一、自主承担扩容成本,减轻民生负担
谷歌承诺全额承担其数据中心用电及因业务扩张产生的新增电网基建费用。公司已采用“容量承诺框架”,要求大型能源用户为自身所需的新增电力及设施提供资金保障,避免普通家庭和小企业为数据中心增长买单。

二、推动新能源并网,探索创新电价机制
谷歌将践行“建设、引入或购买”能源的原则,持续为电网注入净新增电力。过去十年间,该公司已在全球电网新增超22吉瓦清洁能源,相当于每年为470万美国家庭供电。未来还将投资先进核能、地热及长效储能技术,并重启爱荷华州核电站等现有资产。同时,公司拟推广“清洁转型电价”等新型费率结构,确保其用电成本不转嫁至其他用户。

三、增强电网韧性,优化输电效率
为提升电网稳定性,谷歌投资基础设施现代化项目,例如与CTC全球合作推广可倍增输电容量、低成本的高性能导线,并与Intersect Power合作在新增发电设施旁建设数据中心,以减少输电距离与建设周期。

四、创造本地就业,赋能社区发展
谷歌数据中心每创造1个岗位,平均带动社区新增9个就业机会,超过行业标准。公司还将通过“电气培训联盟”计划,力争五年内将电工人才输送规模扩大70%,缓解全美电工短缺问题,并持续资助学校设施升级、住宅节能改造等社区项目。

五、提升能效与可靠性,构建智慧电网
谷歌数据中心全年平均电能使用效率值达1.09,较行业平均水平(1.56)减少84%的辅助能耗。公司通过“需求响应”机制在用电高峰时段调节负荷,并与北美最大电网运营商PJM互联合作开发更智能、更具韧性的电力系统。

谷歌表示,白宫此项承诺为行业提供了重要指引,公司相信能源增长与用电户保障可协同推进,并将加速落实相关举措,助力美国应对能源挑战。

中文翻译:

支持白宫《电费支付者保护承诺》:谷歌负责任能源增长之道
为保持美国全球创新领导者的地位,国家必须解决制约发展的最大瓶颈——能源。在人工智能等新技术、美国制造业复兴及全国电气化项目的推动下,电力需求正达到历史峰值。面对这一挑战,美国亟需大幅提升能源供应,同时确保所有家庭和企业都能负担得起用电成本。

白宫《电费支付者保护承诺》是应对这些议题的重要举措,谷歌致力于成为负责任的合作伙伴。我们将分享具体实施方案,在业务增长过程中保护电费支付者权益、创造就业机会并保障电网稳定。我们承诺加速推进以下实践,推动新突破以履行承诺,守护美国能源未来。

1. 自担成本,守护电费支付者
《电费支付者保护承诺》的核心在于确保家庭和地方企业不为数据中心扩张承担额外费用。谷歌完全赞同这一原则,承诺全额支付数据中心用电及因业务增长直接产生的新基础设施成本。我们将通过"容量承诺框架"(CCF)等机制实现这一目标——该框架于2025年初首次推行,要求大型能源用户为其所需的新增电力及基础设施提供资金保障。

2. 注入电网新动能
响应承诺中"自建、引入或采购"能源的号召,我们承诺为电网输送净新增能源。过去十余年间,我们已为全球电网新增超过22吉瓦能源,相当于每年为470万美国家庭供电。我们将持续投资前沿能源领域,包括先进核能、地热发电及长效储能技术,并致力于盘活美国现有能源资产(如重启爱荷华州核电站)。为践行承诺,我们还将探索新型电价机制(如2024年推出的清洁转型电价),确保业务增长成本不由其他用户分担。

3. 增强电网韧性
承诺明确指出电网韧性关乎美国发展成败。我们将持续投资基础设施现代化解决方案,为所有用户提供更充沛电力。例如去年与CTC全球合作推广先进导线技术,以经济高效的方式实现输电容量翻倍;或与Intersect Power合作在新增发电设施旁建设数据中心负荷,缩短运营周期并减少新建输电需求。

4. 创造本土长期就业
秉承承诺对地方效益的重视,我们的数据中心已成为区域经济发展引擎。每创建一个数据中心岗位,就能通过带动关联产业在社区衍生九个新增岗位(超过行业标准)。我们将持续资助本土社区项目,包括"电气培训联盟计划"——目标在未来五年将电工人才输送规模扩大70%,缓解美国电工严重短缺问题。同时持续支持驻地社区建设,涵盖学校设施升级、住宅节能改造等领域,助力降低能源开支并强化本地电网。

5. 投资效率与可靠性
正如承诺所强调,能效与可靠性对降低成本同等重要。我们将在运营各环节持续提升能效:当前谷歌数据中心能效位居全球前列,全年平均电能使用效率值(PUE)达1.09,较行业均值1.56降低84%的辅助能耗。我们正实施需求响应等关键举措(在极端天气等压力时段降低能耗),并投资Tapestry与北美最大电网运营商PJM互联的合作项目,共同构建更智能、更具韧性、更可靠的电力系统。

行业行动指南
白宫《电费支付者保护承诺》是美国以可负担方式成功应对电力增长需求的关键一步。我们承诺加速推进承诺中的各项倡议,坚信能源增长与用户权益保护能够协同并进。

英文来源:

Supporting the White House Ratepayer Protection Pledge: Google’s approach for responsible energy growth
For America to remain the world’s innovation leader, the country must tackle the biggest constraint to growth: energy. The demand for power is at an all-time high, led by new technologies like AI, the reemergence of American manufacturing and electrification projects nationwide. To meet this moment, the country needs to dramatically increase its energy supply, while ensuring that electricity is affordable for all families and businesses.
The White House’s Ratepayer Protection Pledge is an important step toward addressing these issues, and Google is committed to being a responsible partner. We’re sharing the specific approach we will use to protect ratepayers, create jobs and keep the grid reliable as our business grows. We are committing to accelerating these practices and driving new breakthroughs to fulfill the Pledge and secure America’s energy future.

  1. We will pay our own way (and protect ratepayers).
    The core of the Ratepayer Protection Pledge is ensuring that households and local businesses should not foot the bill for data center growth. We agree. Google is committed to paying for 100% of the power our data centers use and any new infrastructure costs directly driven by our growth. One way we will do this is through the Capacity Commitment Framework (CCF), which was first adopted in early 2025. This consensus-based approach requires large energy users to guarantee funding for the new power and infrastructure required to serve them.
  2. We will bring new energy online.
    Aligning with the Pledge’s call to “build, bring, or buy” energy, we commit to bringing net-new energy to the grid. In fact, to date we’ve spent more than a decade adding more than 22 gigawatts (GW) of new energy to global grids — the equivalent of powering 4.7 million American homes per year. We will also continue to invest in the next frontier of energy, including advanced nuclear, geothermal and long-duration storage. This includes revitalizing existing American assets, like restarting a U.S. nuclear plant in Iowa. In support of the Pledge, we will also explore new rate structures — such as the Clean Transition Tariff (CTT) we introduced in 2024 — to help ensure that the cost to serve our growth does not fall on other customers.
  3. We will contribute to grid resilience.
    The Pledge is clear that the grid needs to be more resilient for America to succeed. We will continue to strengthen local power supply by investing in solutions that modernize infrastructure and bring more energy to all users. This includes efforts like our announcement last year with CTC Global to scale advanced conductors, which can double transmission capacity quickly and affordably. Or our partnership with Intersect Power to build data center load next to new additional power generation where possible — reducing both the timeline to operation and the amount of new transmission required.
  4. We will help create local and long-term jobs.
    Consistent with the Pledge’s focus on local benefits, our data centers serve as engines for local and broader regional economic benefit. In addition to new construction and operational roles, our data centers generate nine additional jobs in the community for every one data center job created — surpassing the industry standard — by fueling growth in the broader economy. Building on this momentum, we will continue to fund initiatives that support local communities. This includes our electrical training ALLIANCE program, which aims to increase the electrical workforce pipeline by 70% within the next five years, solving for America’s severe shortage of electricians. We also will continue to support the communities we call home, including essential school upgrades and residential weatherizing, helping to lower energy bills and strengthen the local grid.
  5. We will invest in efficiency and reliability.
    As the Pledge rightly calls out, energy efficiency and reliability are equally important to lowering costs. In support of the Pledge, we will continue to maximize efficiency at every layer of our operations. Today, our data centers rank among the world's most efficient, with a comprehensive trailing twelve-month Power Usage Effectiveness (PUE) of 1.09. When compared with the industry average of 1.56, this is 84% less overhead energy for every unit of IT equipment energy. We also deploy key initiatives like Demand Response, which reduces energy consumption during stress events like severe weather; and invest in projects like Tapestry's partnership with PJM Interconnection, North America’s largest grid operator, to develop a smarter, more resilient and more reliable electricity system.
    A guide post for the industry
    The White House Ratepayer Protection Pledge is a critical step toward ensuring that America can affordably and successfully meet growing power demands. We are committed to accelerating the initiatives outlined within the Pledge, and are confident that energy growth and ratepayer protection can go hand-in-hand.

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