Synergy：全球超大规模数据中心达1297个

讯石光通讯网12-19

ICC讯Synergy Research Group发布的2025年第三季度最新数据显示，全球由超大规模提供商运营的大型数据中心数量已攀升至1297个，自2018年初以来增长了近两倍。同期，由于数据中心平均规模持续扩大，总运营容量增长了四倍以上。虽然强劲增长长期以来一直是超大规模市场的特征，但值得注意的是，自2022年底ChatGPT推出以来，在激进的AI计划推动下，一些关键指标出现了飙升。 ...

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Group发布的2025年第三季度最新数据显示，全球由超大规模提供商运营的大型数据中心数量已攀升至1297个，自2018年初以来增长了近两倍。同期，由于数据中心平均规模持续扩大，总运营容量增长了四倍以上。虽然强劲增长长期以来一直是超大规模市场的特征，但值得注意的是，自2022年底ChatGPT推出以来，在激进的AI计划推动下，一些关键指标出现了飙升。  AI驱动支出与产能飙升  过去三年间，超大规模运营商的季度资本支出急剧膨胀，增长近180%，并在今年第三季度达到1420亿美元。这使得每季度新增的运营容量也实现了约170%的可比增长。AI驱动的扩张也使得美国在全球超大规模运营容量中的份额增加。美国目前占全球超大规模运营容量的55%，高于三年前的52%，巩固了其作为大规模数据中心基础设施主导枢纽的地位。  头部厂商格局与未来储备  该研究基于对全球21家主要云和互联网服务公司数据中心布局的分析，这些公司涵盖SaaS、IaaS、PaaS、搜索、社交媒体、电子商务和游戏领域最大的运营商。数据中心布局最广的公司是领先的云提供商——亚马逊、微软和谷歌。除了在美国本土市场拥有庞大的数据中心布局外，每家公司在全球许多其他国家也拥有多个数据中心。总体而言，这三家公司目前占所有超大规模数据中心容量的58%。紧随其后的是Meta、阿里巴巴、腾讯、甲骨文、苹果、字节跳动，以及其他规模相对较小的超大规模运营商。Synergy的预测增长数字在很大程度上基于其对超大规模运营商未来数据中心储备项目的追踪。Synergy目前已知的未来超大规模数据中心储备项目为770个，这些项目处于规划、建设或装配的不同阶段。  五年展望上调  Synergy Research Group首席分析师John Dinsdale表示：“在第三季度，几乎所有关键的同比超大规模增长指标都有所上升。数据中心开业数量、运营容量兆瓦数、数据中心相关资本支出、公司收入以及云业务特定收入的增长率均出现增长。我们还看到已知的未来项目储备大幅扩张。基于此分析，Synergy已将多项核心指标的五年展望上调。公司现在预计，超大规模数据中心总容量将在十二个季度多一点的时间内翻一番，这突显了AI驱动的基础设施投资正在以何种规模和速度重塑全球云相关市场。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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