CITIC Securities: Computing power drives power sector restructuring, American self-supply begins a trillion-dollar new track

Mars Finance News, CITIC Securities research report points out that the power-driven restructuring of electricity, with the United States independently supplying power, has opened a trillion-dollar new track. The explosive growth of AI computing power has triggered a disruptive overhaul of the global power supply and demand landscape. As the core hub of global AIDC construction, the U.S. is facing an unprecedented electricity shortage crisis. The serious mismatch between the grid construction cycle (3–8 years) and AI server deployment cycle (6–12 months), combined with the structural flaws of the U.S. power grid’s natural decentralization and insufficient cross-regional transmission capacity, is driving autonomous power supply for AIDC from an “optional option” to a “rigid necessity.” In March 2026, the seven major AI giants in the U.S. signed the “Electricity Cost Payer Protection Commitment,” explicitly stating that “new electricity consumption will be fully self-supplied and fully borne by the costs,” officially marking the beginning of the industrialization of autonomous power supply for AIDC.