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09-24 05:05

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微软、谷歌在气候峰会上正面回应数据中心争议

数据中心建设浪潮正在引发前所未有的社会阻力，科技巨头反驳了对数据中心快速扩张的批评。本周微软和谷歌母公司Alphabet的高管在纽约气候会议上，就数据中心快速扩张引发的多方批评作出回应。研究机构Data Center Watch的报告显示，今年二季度，约45个总价值680亿美元的数据中心项目因当地居民和政策层面的反弹而遭到阻止或延迟。与此同时，全美已有约30个州议会提出涉及数据中心选址、电力及用水问题的立法措施，其中多项已获通过。

微软、谷歌在气候峰会上正面回应数据中心争议

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04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>数据中心建设浪潮正在引发前所未有的社会阻力，科技巨头反驳了对数据中心快速扩张的批评。</p>\n<p>本周微软和谷歌母公司Alphabet的高管在纽约气候会议上，就数据中心快速扩张引发的多方批评作出回应。双方分别就电力成本分担、劳动力投入和用水效率等核心争议点阐述了各自的应对举措。</p>\n<p>社区阻力已对项目落地造成实质冲击。研究机构Data Center Watch的报告显示，今年二季度，约45个总价值680亿美元的数据中心项目因当地居民和政策层面的反弹而遭到阻止或延迟。</p>\n<p>与此同时，全美已有约30个州议会提出涉及数据中心选址、电力及用水问题的立法措施，其中多项已获通过。</p>\n<div>\n<h2>政治阻力成最大变数</h2>\n</div>\n<p>围绕数据中心的争议已超出单纯的环保范畴，演变为具有广泛政治动员潜力的议题。</p>\n<p>谷歌全球数据中心能源负责人Amanda Peterson Corio直言，<strong>数据中心当前面临的最大障碍之一，是&#34;在左右两派那里都是政治上的众矢之的，而现在正值选举周期，将有更多资金投入其中&#34;。</strong></p>\n<p>伊利诺伊州州长JB Pritzker周二在一场气候活动上表示，外界对数据中心的担忧&#34;是合理的&#34;，理由不仅限于庞大的电力需求，还涉及用水、噪音及分区规划等问题。</p>\n<p>但他并未主张全面禁止，而是强调应设置前提条件：</p>\n<blockquote>\n<p>如果我们要允许它们落地，就必须确保它们自带清洁能源，并采用闭路水循环系统。这是必须要求的。</p>\n</blockquote>\n<p>G2 Venture Partners合伙人Brook Porter则持不同看法。该基金是 Crusoe 的早期投资方，后者正于得州阿比林建设 OpenAI 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Banga在峰会上泼了一盆冷水。</p>\n<p>他表示，新兴市场几乎不具备大规模兴建数据中心的条件，&#34;新兴市场没有多少数据中心，而且也不会有，请相信我。你需要大量算力，需要大量电力——在某些情况下甚至超过发达国家的供给水平，更遑论这些发展中国家&#34;。</p>\n<p><strong>数据中心带来的电力需求激增，也正在重塑金融机构的业务重心。</strong></p>\n<p>多家全球头部银行借助本周纽约系列会议的契机，积极争夺美国电网大规模升级带来的融资商机。</p>\n<p>摩根大通全球可持续发展负责人Heather Zichal透露，该行计划在本次活动期间与逾100位客户会面，电网现代化融资是讨论的核心议题之一。Zichal说：</p>\n<blockquote>\n<p>我们正在进入一个时代，电力获取能力将日益决定企业在哪里投资、成长和竞争。</p>\n</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/81cfaee6e13e6e00a045be223d34f94b","relate_stocks":{"SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) 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Corio直言，数据中心当前面临的最大障碍之一，是\"在左右两派那里都是政治上的众矢之的，而现在正值选举周期，将有更多资金投入其中\"。\n伊利诺伊州州长JB Pritzker周二在一场气候活动上表示，外界对数据中心的担忧\"是合理的\"，理由不仅限于庞大的电力需求，还涉及用水、噪音及分区规划等问题。\n但他并未主张全面禁止，而是强调应设置前提条件：\n\n如果我们要允许它们落地，就必须确保它们自带清洁能源，并采用闭路水循环系统。这是必须要求的。\n\nG2 Venture Partners合伙人Brook Porter则持不同看法。该基金是 Crusoe 的早期投资方，后者正于得州阿比林建设 OpenAI 的大型“星际之门”项目。\nPorter认为，尽管对数据中心的强烈反对声浪很普遍，但这“有点不理性”。本质上源于公众对人工智能尚未形成切身体验，\"大多数人还没有亲历过AI带来的好处，现在它只是一个令人恐惧的威胁，好像会抢走我的工作一样\"。\n\n科技巨头着力管控三大争议\n\n面对舆论压力，微软、谷歌和亚马逊等头部企业将成本、就业与用水列为重点回应方向。\n微软首席可持续发展官Melanie Nakagawa在彭博绿色峰会上表示，社区提出的问题\"非常重要\"，已推动各方就\"电力方面消费者应当期待什么\"展开深入讨论。\n她介绍，微软正致力于将数据中心相关成本进行\"隔离\"处理，以避免转嫁至普通消费者，同时聚焦劳动力支持与水资源利用效率。她说：\n\n在美国，投资劳动力队伍在当下极为关键。\n\n在用水方面，Nakagawa表示，微软今年已在可持续发展报告中公开披露了各数据中心园区的具体用水数据。\n亚马逊首席可持续发展官Kara Hurst则补充称，亚马逊90%的时间并不使用水冷系统为数据中心降温，\"这是一个重要数据，因为外界存在大量关于用水的错误信息\"。\nHurst还呼吁重新关注电网稳定性问题，强调需要完善政策以推动风能、太阳能和核能等清洁能源投资。\n\n新兴市场难以承接溢出需求，银行业瞄准电网升级机遇\n\n对于全球数据中心版图的扩展前景，世界银行行长Ajay Banga在峰会上泼了一盆冷水。\n他表示，新兴市场几乎不具备大规模兴建数据中心的条件，\"新兴市场没有多少数据中心，而且也不会有，请相信我。你需要大量算力，需要大量电力——在某些情况下甚至超过发达国家的供给水平，更遑论这些发展中国家\"。\n数据中心带来的电力需求激增，也正在重塑金融机构的业务重心。\n多家全球头部银行借助本周纽约系列会议的契机，积极争夺美国电网大规模升级带来的融资商机。\n摩根大通全球可持续发展负责人Heather Zichal透露，该行计划在本次活动期间与逾100位客户会面，电网现代化融资是讨论的核心议题之一。Zichal说：\n\n我们正在进入一个时代，电力获取能力将日益决定企业在哪里投资、成长和竞争。","news_type":1,"symbols_score_info":{"ONLN":0.6,"USJW.SI":0.6,"AMZW":0.6,"XLK":0.6,"CNEQ":0.6,"IGV":0.6,"SGOOGmain":0.6,"IXN":0.6,"AMZG":0.6,"SPTE":0.6,"GOOX":0.6,"MSFY":0.6,"JGRO":0.6,"MSFT":1.95,"WANT":0.6,"TYLG":0.6,"LTL":0.6,"AMZZ":0.6,"AMZP":0.6,"AMZD":0.6,"EFIV":0.6,"MSFC":0.6,"FCOM":0.6,"AMAA":0.6,"AMZO":0.6,"CLIX":0.6,"TDIV":0.6,"TTXU":0.6,"AMZY":0.6,"ILDR":0.6,"GXPC":0.6,"RTH":0.6,"XLC":0.6,"MSFX":0.6,"SMSFTmain":0.6,"VGT":0.6,"GOOG":1.93,"GOOP":0.6,"NULC":0.6,"FTEC":0.6,"HULL":0.6,"USAW.SI":0.6,"AMZN":1.85,"ROM":0.6,"AZYY":0.6,"MSFL":0.6,"SNPE":0.6,"MSFD":0.6,"AMZU":0.6,"MSFO":0.6,"SAMZNmain":0.6,"MSFU":0.6,"MSFW":0.6,"OGIG":0.6,"VOX":0.6,"CMAG":0.6,"GAMR":0.6,"TRUC":0.6}},"isVote":1,"tweetType":1,"viewCount":57,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}