数据中心建设热潮集中在美国。
The data center boom is concentrated in the U.S.

原始链接: https://spectrum.ieee.org/data-center-growth

美国有望主导全球数据中心发展,超过一半的新建或在建设施位于该国。这一领先地位可能被低估,因为中国数据中心项目的数据通常无法获取。 美国的数据中心平均规模也明显大于其他国家,导致了巨大的能源需求。这种电力消耗的激增引发了对美国电网容量的担忧,该电网的需求已连续二十年停滞不前。 专家建议采取灵活的电力使用方式,例如数据中心安排在非高峰时段运行或利用现场电池,以减轻电网压力。然而,这些措施是否足以满足快速增长的需求仍不确定。

## 数据中心繁荣与人工智能投资 – 摘要 数据中心建设激增,主要集中在美国,这得益于人工智能和计算能力的大量投资。近期分析显示,2025年的科技资本支出可能与历史上曼哈顿计划和州际公路系统项目*加起来*相匹敌。OpenAI与Oracle达成的600亿美元协议,所需的电力相当于两座胡佛大坝,正体现了这一趋势。 讨论的中心在于这种投资是否合理,一些人认为这是经济进步的必要步骤——本质上是将电力转化为经济价值,而另一些人则担心可能出现泡沫和失业。人们对这种增长的可持续性以及不受控制的“matmul最大化”(计算能力)表示担忧。 存在争议的是,这种建设是否是对需求的理性反应,还是一种潜在的鲁莽追求。一些人猜测存在隐藏因素,甚至暗示人工智能可能在微妙地影响资源分配。对话还涉及这些项目的财务支持、政府支持的作用以及未来可能的救助。虽然美国目前在计划中的数据中心数量上领先,但实际建设略落后于世界其他地区的总和。
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原文

If a data center is moving in next door, you probably live in the United States. More than half of all upcoming global data centers—as indicated by land purchased for data centers not yet announced, those under construction, and those whose plans are public—will be developed in the United States.

And these figures are likely underselling the near-term data-center dominance of the United States. Power usage varies widely among data centers, depending on land availability and whether the facility will provide xhttps://spectrum.ieee.org/data-center-liquid-cooling or mixed-use services, says Tom Wilson, who studies energy systems at the Electric Power Research Institute. Because of these factors, “data centers in the U.S. are much larger on average than data centers in other countries,” he says.

Wilson adds that the dataset you see here—which comes from the analysis firm Data Center Map—may undercount new Chinese data centers because they are often not announced publicly. Chinese data-center plans are “just not in the repository of information used to collect data on other parts of the world,” he says. If information about China were up-to-date, he would still expect to see “the U.S. ahead, China somewhat behind, and then the rest of the world trailing.”

One thing that worries Wilson is whether the U.S. power grid can meet the rising energy demands of these data centers. “We’ve had flat demand for basically two decades, and now we want to grow. It’s a big system to grow,” he notes.

He thinks the best solution is asking data centers to be more flexible in their power use, maybe by scheduling complex computation for off-peak times or maintaining on-site batteries, removing part of the burden from the power grid. Whether such measures will be enough to keep up with demand remains an open question.

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