组织委托开展的研究显示，在人工智能与云计算的推动下，意大利的数据中心行业有望在2036年前吸引约369亿欧元（415亿美元）的投资，从而实现产能的快速扩张。
Italy’s data center buildout could attract some €36.9 billion ($41.5 billion) of investment through 2036, as artificial intelligence and cloud computing fuel a rapid expansion of capacity, according to a study commissioned by an industry group.
这份由意大利数据中心协会撰写、将于周四发布的研究报告指出，预计到2031年，意大利商业数据中心的总装机容量将增长约五倍，达到2.3吉瓦。这一数值是基于目前已确定的项目估算得出的；而截至2025年底，该国在运的商业数据中心装机容量仅为约460兆瓦。
Italy’s commercial data-center capacity is projected to rise about fivefold by 2031, to as much as 2.3 gigawatts, according to the study from the Italian Datacenter Association set to be released on Thursday. The estimate, based on projects already identified, compares with about 460 megawatts of capacity operating at the end of 2025.
上述资本支出金额仅指用于建设数据中心设施的一次性投入，包括建筑施工及内部装修费用，并不包含服务器、GPU及其他信息技术设备。据研究测算，这些硬件设备的潜在投资规模约为670亿欧元，这一数字充分体现了要全面开发意大利现有的数据中心项目所需投入的巨额资金。此外，项目的顺利推进还取决于电力供应、合适地块的获取以及相关许可的获批情况。
The capex figure represents a one-time investment in facilities and covers construction and fit-out. It excludes servers, GPUs and other IT equipment, with the potential stock of hardware estimated at about €67 billion, according to the study, illustrating the scale of capital required to fully develop the identified Italian pipeline. The expansion is also contingent on access to power, suitable sites and permits.
米兰是意大利数据中心发展的核心区域，目前该国80%以上的在运商业数据中心均位于此。报告预测，未来十年内米兰有望发展成为欧洲最大的数据中心市场之一。当前，欧洲各国科技企业与投资者正竞相扩充计算能力以满足人工智能发展需求，努力缩小与美国之间的差距。
Milan is at the center of Italy’s data-center expansion, accounting for more than 80% of the country’s operating commercial capacity, and the report expects it to develop into one of Europe’s biggest data-center markets over the next decade. Technology companies and investors across the continent are race to add computing capacity for AI and narrow a gap with the US.
需要指出的是，目前的项目储备数据并不等同于实际落地的投资。意大利的数据中心项目在审批流程上耗时较长，还需经过严格的环境评估；此外，部分当地居民因担忧项目可能带来的环境影响而持反对态度。
Industry pipeline estimates don’t necessarily translate into completed investments. Data center projects in Italy face lengthy permitting, environmental reviews and some opposition from local communities concerned about their impact.
意大利总理乔治亚·梅洛尼领导的政府已将数据中心行业列为技术与投资战略的重点领域。政府致力于简化审批程序，并分别在伦巴第大区和撒丁岛推出了两项大型数据中心投资项目，总投资额达68亿欧元。
Prime Minister Giorgia Meloni’s cabinet has made data centers a priority of its technology and investment strategy. Her government has moved to streamline approvals, and designated two major data-center investment programs in Lombardy and Sardinia, worth a combined €6.8 billion.
意大利工业部长阿道夫·乌尔索透露，今年前六个月，意大利共批准了7项国际数据中心投资项目，总投资额达250亿欧元，所有资金均来自私人资本。
Industry Minister Adolfo Urso said Italy approved seven international data center investments totaling €25 billion in the first six months of the year, all funded with private capital.
目前，由EQT AB控股的EdgeConneX、Digital Realty Trust Inc.以及Data4 SAS等企业均正在意大利建设或计划建设数据中心。
EQT AB-owned EdgeConneX, Digital Realty Trust Inc. and Data4 SAS are among companies building or planning data centers in the country.
尽管米兰仍是意大利数据中心产业的核心地带，但罗马正逐渐发展成为第二个数据中心枢纽。不过总体而言，意大利的数据中心产业发展水平仍落后于欧洲主要市场，即法兰克福、伦敦、阿姆斯特丹、巴黎和都柏林这些所谓的“FLAP-D”城市。
While Milan remains dominant, Rome is emerging as a second Italian data-center hub. Still, the country lags behind the largest markets in Europe, the so-called FLAP-D of Frankfurt, London, Amsterdam, Paris and Dublin.
这份研究报告由Grezya数据中心咨询集团受IDA委托编制。IDA是一个代表意大利境内数据中心运营商、开发商及其他相关企业的行业组织。
The study was prepared by Grezya Data Center Consulting Group for IDA, an industry group representing data-center operators, developers and other companies active in Italy.