SemiAnalysis预测，在租赁需求持续旺盛与模块化建设技术普及的双重推动下，2027年全球新增数据中心容量有望突破50吉瓦，这一增长势头将有效化解业界对供应链及基础设施瓶颈的担忧。
SemiAnalysis Forecasts Over 50GW of New Data Center Capacity in 2027 Driven by Surging Leases and Modular Construction SemiAnalysis projects that global data center additions will accelerate by over 50 gigawatts in 2027, countering industry skepticism regarding supply and infrastructure bottlenecks.
目前，全球范围内已有40个数据中心园区处于建设后期阶段，预计届时将新增24吉瓦以上的算力资源。
The research firm reports that more than 24GW across 40 campuses are already in advanced construction phases slated for 2027 delivery.
2026年至今，甲骨文、Meta、亚马逊云科技、微软以及OpenAI等科技巨头已签署了总额逾1万亿美元的长期租赁协议，为数据中心建设提供了坚实的资金保障。
Key drivers include over $1 trillion in binding lease commitments signed year-to-date in 2026 by major technology firms such as Oracle, Meta, AWS, Microsoft, and OpenAI.
为规避电网建设滞后与劳动力短缺等难题，众多开发商正积极采用分布式发电技术、模块化预制方案，并将建设布局向美国以外地区拓展。
To bypass power grid delays and labor shortages, developers are increasingly turning to behind-the-meter power generation, modular prefabricated designs, and geographic expansion outside the United States.