CITIC Securities: Computing power drives power restructuring; US self-sufficiency in power generation opens up a new trillion-dollar market.

According to a research report by CITIC Securities, as reported by Mars Finance, computing power is driving power restructuring, and the US's self-sufficiency in power generation is opening up a new trillion-dollar market. The explosive growth of AI computing power has triggered a disruptive restructuring of the global power supply and demand landscape. As the core location for global AIDC (AI Data Center) construction, the US is facing an unprecedented power shortage crisis. The severe mismatch between the power grid construction cycle (3-8 years) and the AI server deployment cycle (6-12 months), coupled with the structural defects of the US power grid—its inherent fragmentation and insufficient inter-regional transmission capacity—is driving AIDC self-sufficiency in power generation from an "optional solution" to a "rigid necessity." In March 2026, the seven major US AI companies signed the "Electricity Biller Protection Commitment," clearly stating that "all new electricity consumption will be self-sufficient, and all costs will be borne by the company," officially marking the beginning of the industrialization era for AIDC self-sufficiency in power generation.