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仲量联行:人工智能数据中心项目推高美国仓储需求与租金AI data center projects boost US warehouse demand and rents, real estate company JLL says

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2025年9月23日,美国得克萨斯州阿比林,在参观OpenAI数据中心期间,数据中心建筑正在施工中。路透社/谢尔比·陶伯/资料照片Data center buildings are under construction during a tour of the OpenAI data center in Abilene, Texas, U.S., September 23, 2025. REUTERS/Shelby Tauber/File Photo

洛杉矶,10月20日:房地产服务公司JLL周二表示,人工智能数据中心的建设项目(尤其是在达拉斯/沃斯堡和华盛顿特区周边)正在推动对仓储空间的新需求,从而导致第三季度租金上涨。

LOS ANGELES, Oct 20 : AI data center construction projects, particularly near Dallas/Fort Worth and Washington, DC, are generating new demand for warehouse space and helped send rents higher in the third quarter, real estate services company JLL said on Tuesday.

JLL指出:Alphabet、微软、Meta和亚马逊等公司正在投入数十亿美元,争夺在人工智能领域的主导地位。这些人工智能系统需要大量的电力来运行服务器和计算机芯片,而这些设备必须进行冷却以防止过热。

• Companies like Alphabet, Microsoft, Meta and Amazon are spending billions of dollars in a race to dominate artificial intelligence, which requires significant electricity to run servers and computer chips that must be cooled to prevent overheating.

JLL在其第三季度的工业房地产市场报告中称:“数据中心的扩张正在主要货运枢纽(如达拉斯/沃斯堡)引发巨大的工业需求;供应商和基础设施提供商纷纷聚集在这些大型数据中心附近。”

• "Data center expansion is driving outsized industrial demand in major freight hubs such as Dallas/Fort Worth, where suppliers and infrastructure providers are clustering near hyperscale campuses," JLL said in its industrial real estate market report for the third quarter.

JLL表示,平均租金已上涨至每平方英尺10.55美元,比去年同期增长了3.2%,这是自2024年第二季度以来的最快年增长率。

• Average asking rents rose to $10.55 per square foot, up 3.2 per cent from a year earlier, the fastest annual pace of growth since the second quarter of 2024, JLL said.

这种租金增长主要得益于所谓的‘三重净租金’(triple-net lease)模式——在这种模式下,租户需要额外支付房产税、保险费用以及公共区域的维护费用,这些费用不包含在基础租金中。

• That growth is based on so-called triple-net leases, where tenants pay property taxes, insurance and upkeep of common areas separately from base rent.

JLL还指出,基础设施密集型产业的扩张正在改变租户的结构以及需求分布:建筑、电信和公用事业相关行业的需求显著增加。

• The expansion of infrastructure-intensive industries is changing the mix of tenants and the location of demand, JLL said, noting that demand from construction, telecommunications and utilities-related tenants increased.

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