投资者就美国数据中心用水用电问题向亚马逊、微软、谷歌施压

环球市场播报04-06

因社区反对，亚马逊、微软及字母表旗下谷歌近期均叫停了耗资数十亿美元的数据中心建设项目。如今，这些企业又因项目对环境造成的影响，面临来自股东的压力。　　路透社采访获悉，今年春季年度股东大会召开前，十余家投资机构正向这些科技巨头施压，要求其披露更多数据中心扩张过程中的用水及节水相关信息。　　波士顿资产管理公司 Trillium Asset Management 管理资产规模超 40 亿美元，该公司...

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去年提交的一份同类决议案，获得了近四分之一独立股东的支持。\n　　与此同时，绿色世纪资本管理公司股东权益负责人乔凡娜・艾希纳称，公司正与英伟达商议提交决议案，“确保人工智能领域的短期收益，不会以长期气候与财务风险为代价”，但拒绝透露更多细节。\n　　用水问题遭质疑\n　　股东要求企业披露更多用水数据。市场研究机构 Mordor Intelligence 数据显示，2025 年北美地区数据中心用水量近 1 万亿升，大致相当于纽约市全年用水量。\n　　尽管元宇宙、谷歌、亚马逊、微软均已在数据中心采用耗水量大幅降低的闭环冷却系统，但各家用水披露数据存在差异。\n　　元宇宙 2025 年环境报告披露了自有数据中心的用水量，却未包含租赁及在建项目。其总用水量从 2020 年的 37.26 亿升升至 2024 年的 56.37 亿升，涨幅 51%，足够为超 1.3 万户家庭提供一整年用水。\n　　谷歌 2025 年环境报告公布了自有及租赁数据中心的用水数据，但未纳入第三方运营站点。亚马逊与微软均披露了总用水量，却未在 2025 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