美银全球研究周五在一份研报中估计，全球数据中心支出预计将在2026年达到1万亿美元，并于2028年增至2.1万亿美元以上，较当前水平翻倍以上，主要受人工智能服务需求增长及开发推动。
Global data center spending is expected to hit $1 trillion in 2026 and more than double to $2.1 trillion by 2028, BofA Global Research estimated in a note on Friday, driven by growing demand for and development of AI services.
数据中心支出已成为工业企业快速增长的收入来源，这些企业生产发电机、建筑设备、开关设备和冷水机组。
Data center spending has been a fast-growing source of revenue for industrial firms that make generators, construction equipment, switchgears and chillers.
以下是详细情况：美银表示，数据中心市场2022年价值为2750亿美元，到2030年可能达到2.93万亿美元。美银称，人工智能被视为推动扩张的动力，将推动市场在2025年至2030年期间实现37%的复合年增长率。芯片制造商和服务器开发商是人工智能驱动的数据中心建设热潮的最大受益者之一，尤其是在美国。美银将数据中心建设成本估算为每兆瓦4900万美元，其中IT相关支出占总支出的78%。
新云服务商，即专注于人工智能的数据中心，每兆瓦成本约为5700万美元，但受益于比传统同类更低的空间需求。该券商估计，服务器是成本最高的组件，每兆瓦达3140万美元，网络设备以每兆瓦480万美元位居第二大成本。大多数其他功能——开关设备、配电、发电机、备用电源、冷水机组和冷却系统——每兆瓦成本在10万美元至110万美元之间。
Here are the details The data center market, worth $275 billion in 2022, could reach $2.93 trillion by 2030, BofA said AI is seen driving the expansion, which the brokerage says will fuel a 37% market-wide CAGR from 2025 to 2030, the brokerage said Chipmakers and server developers have been among the biggest beneficiaries of the AI-driven data center buildout, particularly in the US BofA put data center construction costs at $49 million per megawatt, with IT-related expenses making up 78% of total spend Neoclouds, or AI-focused data centers, cost about $57 million per megawatt but benefit from lower space requirements than traditional counterparts The brokerage estimates servers are the costliest component at $31.4 million per megawatt, and networking the second-largest at $4.8 million per megawatt Most other functions – switchgear, power distribution, generators, backup power, chillers and cooling – cost between $100,000 to $1.1 million per megawatt