Investing.com -- 高盛将其对2030年全球数据中心产能的预测从之前的217吉瓦上调至273吉瓦，理由是人工智能基础设施需求更强劲，且预计将有更多项目宣布。
Investing.com -- Goldman Sachs raised its forecast for global data center capacity to 273 gigawatts by 2030 from 217 gigawatts previously, citing stronger artificial intelligence infrastructure demand and expectations for further project announcements.
根据11月2日的一份研究报告，这一修正后的展望意味着，以2025年全球供应量约103吉瓦为基准，将新增170吉瓦产能。
The revised outlook implies 170 GW of additional capacity from 2025, when worldwide supply stood at approximately 103 GW, according to a November 2 research note.
按每吉瓦约500亿美元（含计算基础设施）估算，这一扩张五年内可能需要8.5万亿美元的累计资本支出。
The expansion could require $8.5 trillion in cumulative capital expenditure over five years, based on an estimated $50 billion per gigawatt, including computing infrastructure.
预计全球年度新增产能将在2026年达到25吉瓦、2027年达到32吉瓦、2028年达到35吉瓦。长期预测已上调，以纳入尚未宣布的项目。
Annual global capacity additions are projected to reach 25 GW in 2026, 32 GW in 2027 and 35 GW in 2028. Longer-term forecasts were increased to account for projects not yet announced.
美国到2030年的产能预估从之前的125吉瓦上调至152吉瓦，意味着2025年后将新增103吉瓦产能。预计到2030年，美国将占全球新增产能的约60%至70%。
The U.S. capacity estimate rose to 152 GW by 2030 from 125 GW previously, representing 103 GW of new capacity after 2025. The country is expected to account for roughly 60% to 70% of worldwide additions through 2030.
云计算、新型云服务商及支持图形处理器需求的相关设施扩张，推动了对美国预估的上调。这些类别使2026年至2030年的累计产能预测增加了11.8吉瓦。
Expanding cloud, neocloud and related facilities supporting demand for graphics processing units contributed to the U.S. revision. Those categories added 11.8 GW to cumulative capacity forecasts for 2026 through 2030.
预计大型高性能计算设施将主导建设，这类设施与人工智能工作负载相关。到2028年，功率至少75兆瓦的项目可能占全球新增产能的66%、美国新增产能的75%。
Large high-performance computing facilities associated with AI workloads are expected to dominate construction. Projects of at least 75 megawatts could represent 66% of global additions and 75% of U.S. additions by 2028.
对部分美国科技和云计算公司的共识预测显示，年度资本支出到2030年可能达到约1.74万亿美元，而2025年为4570亿美元。
Consensus projections for selected U.S. technology and cloud companies indicate annual capital expenditure could reach approximately $1.74 trillion by 2030, compared with $457 billion in 2025.
该展望还指出了日益增加的建设风险，包括电力供应有限、审批延迟、社区反对和融资成本上升。高性能计算项目通常依赖债务融资，覆盖项目成本的80%至90%。
The outlook also identifies mounting construction risks, including limited power availability, permitting delays, community opposition and rising financing costs. High-performance computing developments typically rely on debt financing covering 80% to 90% of project costs.
已获得电力供应保障和明确监管批准的项目被视为更有条件推进，尤其是在开发商面临更严格的融资条件和对新设施更严格的审查之际。
Projects with secured electricity supplies and clear regulatory approvals are seen as better positioned to proceed, particularly as developers confront tighter financing conditions and heightened scrutiny of new facilities.