2030年全球数据中心投资将达7万亿美元

Group 1: Industry Overview - In June 2023, U.S. data center construction spending reached a record high of $40 billion, a year-on-year increase of approximately 30% [2] - By 2028, total data center spending is expected to exceed $1 trillion, with a significant portion allocated to AI data centers [2] - Global data center investment is projected to reach nearly $7 trillion by 2030, with over $4 trillion dedicated to computing hardware [3] Group 2: Company Investments - Major companies like OpenAI, Google, Amazon, and Microsoft are investing hundreds of billions annually in data centers, while Apple reported a 50% year-on-year increase in data center spending, reaching $9.5 billion in the first three quarters of the year [2] - Oracle has announced a capital expenditure forecast of $35 billion for fiscal year 2026, marking a 65% year-on-year increase [2] Group 3: Economic Impact - The construction and operation of data centers in regions like Northern Virginia are expected to generate approximately $31 billion in economic output and significant tax revenue for state and local governments [3] - A typical large data center may require up to 1,500 onsite workers during construction, with many positions offering salaries around $100,000 [4] Group 4: Challenges and Concerns - The electricity demand for U.S. data centers is projected to increase by approximately 460 terawatt-hours from 2023 to 2030, tripling current consumption levels [5] - Local communities may face rising living costs and electricity prices, with projections indicating an average increase of 8% in U.S. electricity prices by 2030, and over 25% in Northern Virginia [7]