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美国中期选举临近,数据中心之争升温——以下是你需要了解的内容Data centre debate heats up ahead of US midterms - here's what you need to know

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一张经过处理的数据中心图片。建筑物的黑白影像置于醒目的紫色背景之上,并被锯齿状的白线穿插切割。Treated image of a data centre. A black and white image of the building is set against a striking purple backdrop, intersected by jagged white lines.

数据中心是数字世界的命脉,但人们对其环境影响的担忧日益加剧。BBC通过图表探究其崛起历程。

Data centres are the lifeblood of our digital world, but there are growing concerns about their environmental impact. The BBC explores their rise in charts.

文/丹尼尔·托马斯,视觉新闻团队 直到几年前,我们中的许多人可能还对数据中心是什么一无所知。

By Daniel Thomas, the Visual Journalism Team Until a few years ago many of us may have been blissfully unaware of what a data centre was.

数据中心处理图。一张黑白建筑图像置于醒目的紫色背景前,并被锯齿状的白线交叉穿过。Treated image of a data centre. A black and white image of the building is set against a striking purple backdrop, intersected by jagged white lines.

这些巨大的、仓库式的建筑为我们几乎所有的互联网活动提供动力,从网络搜索、电子邮件到电影下载和网上银行。

These giant, warehouse-like buildings power virtually all our internet activity, from our web searches and emails to movie downloads and online banking.

它们是人工智能热潮的核心,容纳了运行ChatGPT和Claude等服务所需的先进计算机芯片和服务器。

They are at the heart of the AI boom, housing the advanced computer chips and servers needed to run services like ChatGPT and Claude.

但它们增长的速度、消耗的巨额电力以及对其环境影响的担忧,正在全球范围内引发公众的强烈反弹。

But the speed at which they're growing, the enormous amount of electricity they consume and concerns about their environmental impact are fuelling a public backlash around the world.

在美国,数据中心已成为11月3日中期选举前的一个重大议题,共和党和在野的民主党均表态反对其开发。

In the US, they've become a huge issue ahead of the midterm elections on 3 November, with both Republicans and opposition Democrats coming out against their development.

这使得数据中心扩张的反对者与美国总统唐纳德·特朗普处于冲突轨道上,后者将这种抵制斥为“病态的阴谋”,即便公众愤怒与日俱增。

It's putting opponents of data centre expansion on a collision course with US President Donald Trump, who has dismissed the pushback as a "sick conspiracy", even as public anger grows.

以下是您需要了解的关于数据中心繁荣及反对声浪日益高涨的原因。

Here's what you need to know about the data centre boom, and why opposition is growing.

增长迅速 据追踪运营中和筹备中站点的公司Data Center Map统计,全球约有12,250个数据中心。这一数字较2021年约8,000个运营站点大幅上升。

They are growing rapidly There are about 12,250 data centres around the world, according to Data Center Map, a company that tracks both operational and pre-operational sites. That's up sharply from 2021, when there were around 8,000 operational sites.

如下图所示,数据中心在美国分布最为密集,拥有4,767个站点。其次是欧洲,英国和德国领跑。

As the chart below shows, data centres are most densely clustered in the US which has 4,767 sites. It is followed by Europe, where the UK and Germany lead.

数据中心通常选址靠近城市,以便更容易接入高压输电线路或获取用于冷却的水资源。但随着规模扩大,更多正建在农村地区。

Data centres have typically been located near to cities where it's easier to access high voltage power lines or water resources for cooling. But as they get bigger, more are being built in rural areas.

三幅全球地图显示数据中心的全球密度,颜色越深的紫色表示集中度越高。美国拥有最多数据中心,弗吉尼亚州被标示为全球密度最高的地区。欧洲显示出一个横跨西部的广泛集群Three globe maps show the density of data centres worldwide, with darker purple indicating higher concentrations. The United States has the largest number of data centres, with Virginia highlighted as the area with the highest density globally. Europe shows a broad cluster stretching across western

但就实际容量而言,美国领先优势大得多,中国位居第二,欧洲则远远落后。

But when it comes to actual capacity, the US is ahead by a much larger margin, with China in second place and Europe lagging far behind.

这一差距预计在未来几年将进一步扩大,导致一些人警告欧洲可能错失人工智能繁荣带来的潜在经济效益。

This gap is set to widen in the coming years, leading some to warn Europe risks missing out on the potential economic benefits of the AI boom.

按地区划分的已安装数据中心容量树状图,以吉瓦(GW)为单位。美国容量最大,为53.73吉瓦,中国以31.90吉瓦位居第二。欧盟为11.92吉瓦,世界其他地区为11.89吉瓦,日本和韩国为6.58吉瓦,印度为3.55吉瓦,英国为2.59吉瓦。每个方块的大小与其容量成正比Treemap showing installed data centre capacity by region, measured in gigawatts (GW). The US has the largest capacity at 53.73GW, followed by China at 31.90GW. The EU has 11.92GW, the rest of the world 11.89GW, Japan and South Korea 6.58GW, India 3.55GW and the UK 2.59GW. The size of each block is p

规模日益庞大 数据中心的规模差异巨大,从能装进花园棚屋的小型设施,到占地面积广阔的大型园区,应有尽有。

They are getting bigger Data centres vary wildly in size, ranging from ones that fit inside a garden shed to others covering vast expanses of land.

据广泛报道,全球最大的在运营数据中心是由中国电信在内蒙古呼和浩特运营的一个设施,占地面积约为100万平方米(约1070万平方英尺)。这相当于约140个国际足联标准足球场的大小。然而,正如下图所示,规模大得多的站点正在建设中。

The world's largest operational data centre is widely reported to be one run by China Telecom in Hohhot, Inner Mongolia, covering an area of approximately one million square metres (10.7 million sq ft). That is equivalent to about 140 Fifa football pitches. However, much larger sites are under construction as the graphic below shows.

主要人工智能数据中心规模对比图。SpaceXAI计划中的Colossus园区(70,000平方米)显示为英国议会大厦面积的约两倍。OpenAI支持的得克萨斯州Stargate项目(3.5平方公里)与纽约中央公园进行比较。Meta在路易斯安那州拟建的Hyperion园区Graphic comparing the scale of major AI data centres. SpaceXAI’s planned Colossus complex (70,000 sq m) is shown as roughly twice the size of the Houses of Parliament. OpenAI-backed Stargate in Texas (3.5 sq km) is compared with New York's Central Park. Meta's proposed Hyperion complex in Louisiana

所有这些站点的建设目的均是为了专门提供运行人工智能服务所需的巨大算力。

All these sites are being built exclusively to provide the immense computing power needed to run AI services.

例如,作为更大规模“科洛萨斯”园区一部分的“科洛萨斯2期”,将容纳数十万颗由科技巨头英伟达生产的先进AI芯片。

For instance, Colossus 2, which is part of the wider Colossus campus, will house hundreds of thousands of advanced AI chips made by tech giant Nvidia.

它还将用于训练xAI的聊天机器人Grok。埃隆·马斯克的公司将使用41台甲烷燃气轮机为该站点供电,活动人士称这可能会“显著增加”当地空气污染。当地监管机构表示,这些燃气轮机将符合空气质量标准。

It will also be used to train xAI's chatbot Grok. Elon Musk's company will use 41 methane gas turbines to help power the site, which activists say could "significantly increase" local air pollution. Local regulators say the turbines will meet air quality standards.

耗电量超过法国 数据中心给当地资源带来的压力引发了日益增长的担忧。专家表示,这些设施为冷却系统可能会消耗大量水资源,从而导致水资源短缺。

They use more electricity than France The pressure data centres put on local resources has sparked increasing concern. These facilities can use significant amounts of water to cool their systems, which could lead to water shortages, some experts say.

正如下图所示,据估计,全球数据中心的耗电量也超过法国全国的总用电量。

Data centres worldwide are also thought to consume more electricity than the whole of France, as the chart below shows.

分析显示,这种日益增长的电力需求正在推高碳排放,同时给当地电网带来压力,有人担心这可能会推高能源价格。

This growing hunger for power is driving up carbon emissions, analysis shows, while putting pressure on local grids, which some fear could push up energy prices.

随着其他人担心数据中心产生的噪音和占用的空间,公众的抵制情绪正在升温。

With others worried about the noise data centres make and the space they take up, a public backlash is gathering steam.

美国已有约16个州提出法案,禁止或暂时叫停新建设施,这可能成为11月中期选举的一个关键议题。

Some 16 US states have proposed laws to ban or temporarily block new facilities, and it could be a key issue in November's midterm elections.

在美国之外,墨西哥、法国、印度尼西亚和英国等国也出现了对数据中心的反对声浪。但支持者表示,数据中心对国家安全和人工智能发展至关重要。

Outside the US, opposition to data centres has emerged in countries like Mexico, France, Indonesia and the UK. But they can boost jobs But supporters say data centres are critical to national security, and the development of AI.

他们还称,数据中心有利于经济,能吸引投资、创造税收,并在建筑等领域创造就业岗位。

They also say they are good for the economy, attracting investment, generating tax revenue and creating jobs in areas like construction.

布鲁金斯学会中心的一份最新报告表明,数据中心确实能创造本地就业岗位,尽管数量少于行业倡导者所宣称的。

A recent report by the Brookings Center suggests data centres do create local jobs, although fewer than industry advocates claim.

数据中心的类型也很重要。报告发现,所谓的超大规模设施——由亚马逊和微软等科技巨头拥有并运营的大型场地——对就业的积极影响更大。

The type of data centre matters too. So-called hyperscale facilities - massive sites owned and run by tech giants like Amazon and Microsoft - have a bigger positive effect on jobs, it found.

但“托管式”数据中心将空间租赁给没有本地业务的远程租户,带来的效益较少。随着关于其利弊的辩论愈演愈烈,数据中心的建设仍在继续。

But "colocation" facilities, which lease space to remote tenants without a local presence, brought fewer benefits. As the debate over their merits intensifies, the data centre rollout continues.

预计今年科技行业将在人工智能基础设施上共计投入7650亿美元(约合5440亿英镑),明年这一数字将突破1万亿美元。但随着对环境影响的担忧加剧,科技行业正在探索替代方案。

This year, the tech industry is expected to spend a combined $765bn ($544bn) on AI infrastructure in 2026, with this topping $1tn next year. But as concerns about the environmental impact grow, the tech industry is exploring alternatives.

一种想法是将数据中心置于太空或月球上,以便利用丰富的太阳能。

One idea is to put data centres in space or on the Moon, where they could harness abundant solar energy.

还有人预测,未来更多的人工智能处理任务可能由我们电脑和智能手机内部现有的硬件完成,从而完全减少对庞大数据中心的需求。

Others predict that more AI processing could eventually be carried out by the hardware already inside our computers and smartphones, reducing the need for vast data centres altogether.

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