彭博估算得州 AI 数据中心建设成本:服务器占账单一半以上
彭博发布了一篇关于在得州建设 AI 数据中心估算开支的文章。服务器至少占账单一半,两年内均价翻倍以上,DRAM 成本是去年的 5 倍多;电网很少在单点留出 1GW 余量,开发商要么按每兆瓦 58.4 万美元购买并网土地,要么自建燃气发电,而后者成本近年已涨至三倍。今年约 7500 亿美元的超大规模厂商资本开支争抢同样的涡轮机、钢材、铜和光纤,电力设备积压排到 2030 年之后,一个 1GW 站点可能需要近 30 亿美元应对超支;GPU 机架发热需液冷,仅在一个 1GW 站点安装服务器和冷却单元就要约 12 亿美元。
Bloomberg published a piece on the estimated expenses to construct an AI data center in Texas Servers make up at least half the bill, and demand has more than doubled their average price in 2 years while DRAM costs over 5 times last year’s price. Grids rarely have a spare gigawatt in one place, so developers either pay $584K per megawatt for grid-connected land or build their own gas generation, whose cost has tripled in recent years. About $750B of hyperscaler capex this year chases the same tu
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