当数据中心投资超过了办公楼

华尔街见闻09-28

自2014年7月以来，数据中心建设支出的增幅高达2200%。截至今年7月的一年里，美国数据中心建设的年化支出已飙升至410亿美元，几乎与美国所有私人办公楼的建设成本持平。在AI热潮的驱动下，用于建设数据中心的支出正以前所未有的速度激增，即将历史性地超过办公楼建设成本的增速。根据美国人口普查局最近发布的数据，截至今年7月的一年里，美国数据中心建设的年化支出已飙升至410亿美元，几乎与美国所有私人...

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何如共进
09-28
何如共进
新的星球大战计划，看谁能卷赢，技术积累和进步速度是有限的，人力是有限的，芯片产能增长是有限的，资金是有限的，烧完了事。

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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n当数据中心投资超过了办公楼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-28 08:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756400><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自2014年7月以来，数据中心建设支出的增幅高达2200%。截至今年7月的一年里，美国数据中心建设的年化支出已飙升至410亿美元，几乎与美国所有私人办公楼的建设成本持平。在AI热潮的驱动下，用于建设数据中心的支出正以前所未有的速度激增，即将历史性地超过办公楼建设成本的增速。根据美国人口普查局最近发布的数据，截至今年7月的一年里，美国数据中心建设的年化支出已飙升至410亿美元，几乎与美国所有私人...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756400\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ada5f76b32e3bbc8edb1251f7bba06e","relate_stocks":{"LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","NVIW.SI":"NVDA 3xLongSG261006","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVDS":"1.5倍做空NVDA ETF-Tradr","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4524":"宅经济概念","NVDU":"2倍做多NVDA ETF-Direxion","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4581":"高盛持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH 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ACC","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3756400","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570586222","content_text":"自2014年7月以来，数据中心建设支出的增幅高达2200%。截至今年7月的一年里，美国数据中心建设的年化支出已飙升至410亿美元，几乎与美国所有私人办公楼的建设成本持平。在AI热潮的驱动下，用于建设数据中心的支出正以前所未有的速度激增，即将历史性地超过办公楼建设成本的增速。根据美国人口普查局最近发布的数据，截至今年7月的一年里，美国数据中心建设的年化支出已飙升至410亿美元，几乎与美国所有私人办公楼的建设成本持平。这一转变在ChatGPT于2022年底发布后显著加速，促使官方统计机构开始将数据中心单列为一个统计类别。数据还显示，自2014年7月以来，数据中心建设支出的增幅高达2200%。知名投资者David Einhorn于本周警示称，这一周期“很有可能带来巨大的资本毁灭”。而与此同时，OpenAI的Sam Altman则认为，即便投入数千亿美元，从长远看建设速度可能“还是显得太慢”。值得注意的是，当前的数据尚未完全反映未来的投资规模。包括英伟达、OpenAI、甲骨文、软银和Meta在内的科技巨头已宣布了数千亿美元的新建设计划，这些项目将进一步推高支出数据。据报道，英伟达与OpenAI正规划一个价值1000亿美元、功率达10吉瓦的超级数据中心项目。此外，OpenAI、甲骨文和软银也已宣布了其5000亿美元“星际之门（Stargate）”项目，Meta也在推进其“Titan Cluster”数据中心计划。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"FB":0.61,"NVD3.UK":0.6,"NVDX":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVDA":0.61,"NVDS":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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