数据中心地产_AI 需求增长才刚刚起步-Data Center Real Estate_ The AI demand ramp is just getting started

ab 29 January 2026 Forward demand signals remain constructive All signs suggest the buildout of AI infrastructure is just getting started. A number of major AI builds are just now reaching targets for 1GW of operational capacity and the upcoming release of LLMs trained on Blackwell systems should up the competitive ante for all industry participants. Shipments of Rubin beginning in 2H26 will drive another step function change in power density and the evolution of data center designs as rack power progresses ...