微软砸2800亿美元搞AI，被《卫报》扒出机房“半空”，实装芯片不到预期的一半

经纬科创08-17 18:24

微软花了约2800亿美元猛建AI基础设施，但《卫报》拿到的内部数据显示，它目前实际安装的AI芯片只有约220万枚。　　英国《卫报》调查发现，微软对外宣称的AI算力规模，与其实际投入运行的先进AI芯片数量之间，似乎存在明显差距。　　而且，这个缺口并不小。　　据报道，自2022年以来，微软在土地、建筑和计算基础设施等方面累计投入约2800亿美元。而根据《卫报》看到的内部文件，目前其实际安装的AI芯片...

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Q1财报会上称，微软计划在未来两年大致将全球数据中心版图翻一番；到2026年Q4，微软又称仍在按照“大致两年内将总体容量翻番”的节奏推进。　　微软2026财年第四季度明确披露，资本开支为410亿美元，其中约三分之二用于以GPU和CPU为主的短周期资产。　　但问题在于，很难估算微软究竟用2800亿美元，建成了多少数据中心。　　一种判断微软建设进度的方法，是观察其公开宣布的项目，尤其关注这些项目需要多少电力。　　数据中心需要电力，因此，估算实际投入运营的数据中心规模的一种方法，就是把微软掌握的电力资源加总起来——也就是计算其所谓的“AI容量”。　　根据微软在年报以及季度财报中的说法，过去两年，在AI基础设施扩张过程中，公司新增了5吉瓦（GW）的数据中心容量，这约相当于葡萄牙SINES DC规划1.2吉瓦IT容量的4倍。　　但微软的总容量理论上应该还要更大。Business Insider在2024年看到的一份微软内部材料，当时微软已超过5吉瓦已安装数据中心容量；再叠加此后约5吉瓦新增容量，《卫报》推算总量“可能达到10吉瓦”。　　目前尚不清楚这10吉瓦是否全部用于AI数据中心——其中部分容量可能用于其他云计算服务。　　不过，微软自己的公开表态显示，近年来其资本支出的绝大部分重点，都是AI基础设施建设。　　按照《卫报》采用的估算模型，如果10吉瓦容量均用于AI数据中心，可对应约640万枚GPU。　　加州大学河滨分校电气与计算机工程系副教授Shaolei Ren表示，微软另外发布的可持续发展报告——其中披露了公司的电力使用数据——呈现出的情况并不一样。　　根据这些报告，Shaolei Ren估计微软2024年的AI容量实际上可能更接近1.2吉瓦。即使按照这个更低的数字计算，如果微软过去两年确实又新增了5吉瓦AI数据中心容量，它仍然应该需要大约400万枚AI芯片。　　微软方面则坚称，《卫报》的测算基于错误信息。但微软没有进一步说明，《卫报》究竟使用了哪些错误数字，也没有解释这些数字为什么错误。　　《卫报》援引微软内部消息人士称，过去一年，微软拥有的AI芯片总量“几乎没有变化”。　　其中一部分差异，可能与微软和OpenAI之间的合作有关。　　双方商业合作协议的具体条款并未公开，但其中部分微软数据中心部署可能实际上用于OpenAI，因此没有出现在《卫报》拿到的内部文件中。　　还有另一个因素：微软的一些大型项目似乎距离真正投入运行仍然很远。　　以微软重点建设的Fairwater系列AI数据中心为例。　　今年4月，微软CEO纳德拉曾宣布，威斯康星州Fairwater数据中心正在提前上线。然而，AI研究机构Epoch AI提供的卫星图像似乎显示，这座建筑只有一部分投入了运营。（文章来源：经纬科创）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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, 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