
在弗吉尼亚北部凌晨5点,厨师们已经在准备鸡肉红辣椒玉米卷、炸虾塔可,以及大量米饭和豆子,以供数千名数据中心建设工人食用。到了上午晚些时候,工作人员将食物从外部厨房送到休息帐篷,工人们无需离开工地即可领取午餐。他们不付费:在人工智能基础设施上投入数十亿美元的大型科技公司承担了账单。创始人斯科特·卡普兰告诉我,平均每天,National Jobsite Catering在其分布于弗吉尼亚北部、得克萨斯州、俄亥俄州、路易斯安那州、内华达州和佐治亚州的十余个数据中心建设工地,每个工地供应约1500份餐食。
At 5 a.m. in Northern Virginia, chefs are already preparing chicken and chile roja enchiladas, fried shrimp tacos, and big batches of rice and beans to feed thousands of data center construction workers. By late morning, a crew brings the food from the off-site kitchen to a break tent where workers can pick up lunch without leaving the worksite. They don't pay: The Big Tech companies spending billions on AI infrastructure foot the bill. On an average day, National Jobsite Catering serves about 1,500 meals at each of its dozen data center construction sites across Northern Virginia, Texas, Ohio, Louisiana, Nevada, and Georgia, founder Scott Kaplan tells me.
最繁忙的工地供应量是这个数字的两倍。一到三年后,施工队收工离去。卡普兰的业务过去由一支餐车车队组成,沿东海岸承接一次性活动的餐饮服务,他设计了一种能跟随施工队移动的业务模式。有建设,就有餐食。
The busiest sites serve twice as many. After one to three years, the crews wrap up and move on. Kaplan, whose business used to consist of a fleet of food trucks catering one-off events along the East Coast, designed a venture that can follow them. If you build it, they will cook.
National Jobsite Catering是美国数据中心热潮催生的经济生态系统的一部分。引领人工智能建设的科技巨头预计将在2030年前在技术和数据中心上投入超过5万亿美元,美国已有超过1500个数据中心项目在建或规划中。工人睡觉的房间、上班前去的健身房、停车位、午餐——这些全由一个不断壮大的商业网络提供。数据中心大多建在郊区和农村地区,当地企业可从单个项目中获得暴利,但更持久的机会在于随着施工队在工地间流动,提供跨工地服务。
National Jobsite Catering is part of the economic ecosystem being generated by America's data center boom. The tech giants leading the AI buildout are expected to spend more than $5 trillion on technology and data centers through 2030, with more than 1,500 data centers already in the works in the US. The room where a worker sleeps, the gym he hits before his shift, his parking spot, his lunch — these are all provided by a growing network of businesses. Local firms in the suburban and rural areas where the bulk of data centers are being built can get a windfall from a single project, but a more lasting proposition is the opportunity to serve site-to-site as construction crews move around.
这能否转化为东道城镇的长远利益,是全美数据中心浪潮引发日益强烈抵制的核心所在。几年前,一家超大规模云服务商雇佣卡普兰派遣餐车前往费城郊外的一个工地,为2500名工人提供餐食,这让他看到了新的商机。
Whether that translates into lasting benefits for host towns is at the heart of growing pushback against the wave of data centers popping up across the country. Kaplan recognized the new opportunity a few years ago when a hyperscaler hired him to bring trucks to a site outside Philadelphia to feed 2,500 workers.
“他所在的那个小镇实际上只有一家餐馆 — — 而且它就在一家脱衣舞俱乐部里,”他说。为了避免午餐时间的拥堵,卡普兰提出在临时厨房准备餐食,然后送到施工现场。在为其他项目复制这一模式之后,他的公司现在拥有20名全职员工,并与当地成熟的供应商合作,帮助他们增加设备并规划生产。他估计,一个项目可以雇佣大约15名当地人从事厨房、配送和分发工作。”
"Literally the town that it was in had one restaurant — and it was in a strip club," he says. To avoid a lunch-hour bottleneck, Kaplan proposed preparing meals in a temporary kitchen and bringing them to the site. After replicating this model for other projects, his company now has 20 full-time employees and partners with established local vendors, helping them add equipment and plan production. He estimates a project can employ about 15 local people in kitchen, delivery, and distribution roles.
他们知道自己在做什么,”卡普兰说当地合作伙伴。“但他们从未为1000到3000人做过饭。”自从四年前专注于数据中心以来,收入增长了10倍,卡普兰说。在数千名施工人员抵达现场之前,他们需要一个停放汽车的地方 — — 这正在创造一个新市场。WhereiPark最初是一个城市停车位的市场,但现在其增长最快的业务来自于为数据中心施工现场附近的停车场提供租赁服务。
"They know what they're doing," Kaplan says of the local partners. "But they've never cooked for 1,000 to 3,000 people." Since pivoting to data centers exclusively four years ago, revenue has gone up 10X, Kaplan says. Before thousands of construction workers can arrive on-site, they need somewhere to leave their cars — a logistical challenge that's creating a new market. WhereiPark began as a marketplace for city parking spots, but its fastest-growing business now comes from leasing lots near data center construction sites.
总承包商曾要求WhereiPark为一个项目寻找多达2000个停车位。一个主要在周日使用的教堂停车场可能适用,同样适用于一个经营困难的购物中心、附近的展览场或赌场。在更偏远的地区,承包商可能需要对土地进行平整和划线。与此同时,当地土地所有者可以通过出租闲置空间获得临时收入,而无需出售农场。“如果施工人员没有地方停车,这个项目就无法建成,”WhereiPark的首席收入官约书亚·艾森说。
General contractors have asked WhereiPark to find as many as 2,000 spaces for a project. A church lot used mainly on Sundays might work, as might a struggling shopping center or a nearby fairground or casino. In more remote locations, a contractor may need to grade and stripe land. Local landowners, meanwhile, earn temporary income from unused space without selling the farm. "If there's nowhere for the construction workers to park, the thing doesn't get built," says Joshua Eisen, WhereiPark's chief revenue officer.
多伦多的一个团队通过房产数据、电话和电子邮件完成大部分搜索工作;然后合作伙伴或总承包商会在当地对潜在停车场进行实地考察。该公司还与班车运营商合作,在停车场和施工现场之间接送工人。对于同时管理多个项目的建筑商来说,这意味着只需一个联系人和账单关系,而不是在每个城镇都要重新搜索和谈判租赁。”
A team in Toronto does much of the search via property data, calls, and emails; a partner or the general contractor then inspects a prospective lot locally. The company also partners with shuttle operators to ferry workers between the lots and construction sites. For a builder juggling several projects, that means one contact and billing relationship instead of a new search and lease negotiation in every town.
一个规模相当于沃尔玛的完工设施可能只有50个停车位,因此大多数停车场会恢复到之前的用途。WhereiPark可以在另一个项目周围重复搜索,而无需拥有土地。随着全球AI投资预计在2026年单独一年就将超过1万亿美元,各种规模的公司都在参与这场淘金热。餐饮和设施管理巨头阿美马克(Aramark)今年早些时候推出了一个名为Nexus的新部门,提供类似酒店的设施、健身中心和娱乐项目,以帮助吸引熟练工人。
A completed facility the size of a Walmart might have just 50 spaces, so most lots return to their previous use. WhereiPark can repeat the search around another project without owning land. With global AI investment expected to exceed a trillion dollars in 2026 alone, companies of all sizes are getting in on the gold rush. Food services and facilities management giant Aramark launched a new division called Nexus earlier this year, which offers hotel-like amenities, fitness centers, and recreation to help attract skilled workers.
该公司指出,Nexus合同的利润率高于平均水平。高管们预测,三个初始数据中心站点在完全运营后,每个站点每年可为阿美马克带来约1.5亿美元的年化收入。数据中心住宿业务在油田地区已有先例,公司长期以来一直跟随临时施工队从一个项目转到另一个项目。目标待客公司(Target Hospitality)是一家市值18亿美元的公司,曾为油田工人提供住宿并运营两个得克萨斯州的ICE拘留中心,目前正在为数据中心建设施工队建设和运营住宿设施,包括一项价值5.5亿美元的北得克萨斯州4000张床位的设施协议。
The company noted that Nexus contracts carry higher-than-average profit margins. Executives projected that three initial data center sites could each generate Aramark about $150 million in annualized revenue once fully running. The data center housing business has a precedent in the oil patch, where companies have long followed temporary crews from project to project. Target Hospitality, a $1.8 billion company that has housed oilfield workers and operated two Texas detention centers for ICE, is building and operating accommodations for data center construction crews, including a $550 million deal for a 4,000-bed facility in North Texas.
该公司宣传其配备小型冰箱和微波炉的家具卧室,以及共用餐厅、健身房和WiFi。其模块化资产可以在其他地方重新部署。8月,该公司表示,自1月以来,它已签下代表超过9000张床位和14亿美元的合同。面对日益增长的反对声音,超大规模云服务商将AI建设描述为经济发展的引擎,承诺为当地地区带来溢出效益。微软的“社区优先”承诺援引其在华盛顿州的经验进行估算,称每创造一个直接的建设岗位,就会在包括安保、维护、零售和餐饮服务在内的行业中产生另一个岗位。虽然溢出效益肯定会发生,但具体水平因项目而异。
The company advertises furnished bedrooms equipped with small fridges and microwaves, as well as communal dining, gyms, and WiFi. Its modular assets can be redeployed elsewhere. In August, the company said it has secured contracts representing more than 9,000 beds and $1.4 billion since January. Facing growing opposition, hyperscalers have pitched the AI buildout as an engine of economic development, promising spillover benefits for local areas. Microsoft's "community-first" promise cited its experience in Washington state to estimate that for every direct construction job created, another is generated in sectors including security, maintenance, retail, and food service. While spillovers certainly occur, the exact level varies project to project.
为了抓住施工前后的就业机会,Salute 在数据中心施工期间提供安全、安全监督和技术支持,并在其开放后提供设施管理服务。该公司自2013年成立以来一直专注于数据中心业务,通过招聘和培训当地人员,同时引进有经验的员工来确保项目顺利启动。该公司倾向于雇佣退伍军人和习惯于远程作业的石油天然气工人,并希望搬迁过来的员工能够扎根当地。
To capitalize on that before-and-after job creation, Salute sells data center clients security, safety oversight, and technical support during construction and facility management after it opens. The company, which has worked exclusively with data centers since its founding in 2013, brings in experienced staff to get sites running while recruiting and training locally. It tends to employ veterans and oil and gas workers accustomed to remote job sites, and hopes those who relocate will put down roots.
工程师转向下一个项目后,警卫、清洁工和一些技术人员可以继续留下。毕竟,对于保安来说,工作变化不大。“这仍然是同样的周界。它仍然有同样的围栏线,”首席执行官埃里希·桑查克说。对于当地企业而言,这份工作可能难以预测。在路易斯安那州,一对夫妇曾花费超过4万美元购买了一辆食品卡车,为建设Meta超算数据中心的工人提供餐饮服务,据《财富》杂志报道。
While engineers move to the next project, guards, cleaners, and some technical workers can remain. After all, for a security guard, the job doesn't change much. "It's still the same perimeter. It still has the same fence line," CEO Erich Sanchack says. For local businesses, the work can be unpredictable. In Louisiana, a couple spent more than $40,000 on a food truck to serve workers building Meta's Hyperion data center, Fortune reported.
在一家外州承包商引入外地餐饮服务后,他们的日订单量从超过100单降至不到40单。后来,当地媒体报道了他们的困境后,业务有所回升,Meta还为他们提供了一份餐饮工作。如今,他们每天大约接到80单订单,店主凯蒂·斯图尔特告诉我。即使在施工尚未结束之前,他们就已经经历了繁荣、衰退和复苏。布鲁金斯都会项目高级研究员马克·穆罗曾研究过数据中心对当地经济的影响,他发现施工结束后活动量的下降可能非常陡峭——施工期间就业人数可能达到数千,而设施投入运营后可能降至几百。
Orders fell from more than 100 a day to fewer than 40 after a contractor brought in an out-of-state caterer. Business later picked up again after a local journalist covered their plight, and Meta gave them a catering job. Now they're serving about 80 orders a day, owner Katie Stewart told me. They went through a boom, a bust, and a recovery before construction was even over. Mark Muro, a senior fellow at Brookings Metro who has studied data centers' local economic impact, found that the drop in activity after construction can be steep — jobs can climb into the thousands during construction and fall to the low hundreds once the facilities open.
但对于小城镇和农村地区而言,即使是这些剩余的工作岗位“也应被视为一种贡献”,他说。“这是真实的经济活动。”这种活动能够持续多久,部分取决于当地城镇与数据中心建设者达成的协议。
But for small towns and rural areas, even those remaining jobs "should be acknowledged as a contribution," he says. "It is genuine economic activity." How long that activity lasts depends in part on the deal a town strikes with data center builders.
谈判可以包括多少工作交给当地人、收取多少税收收入,以及开发商是否有助于满足住房、道路和其他公共服务的需求。穆罗表示,部分原因是由于对数据中心的反弹,城镇拥有的谈判筹码比他们意识到的更多。他补充说,他们应该争取所需的基础设施、培训或工作机会,“如果他们需要一辆价值40万美元的消防车,或者其他任何东西,就应该提出来。”
Negotiations can include how much work goes to locals, tax revenue collected, and whether the developer helps meet demands on housing, roads, and other public services. Due in part to blowback against data centers, towns have more leverage than they realize, Muro says. They should ask for the infrastructure, training, or jobs they need, he adds, "If they need a $400,000 fire truck or whatever, ask for it."