2025 全球及中國AI資料中心佈局與展望

發佈日期

2025-09-25

更新頻率

不定期

報告格式

PDF

本報告聚焦北美與中國CSP業者今年的AI資料中心全球佈局，美系業者持續全球部署，並加大對美投資。而中國業者除了維持在地化，也透過自研晶片外擴全球。而雙方未來都將能源穩定性擺在首要位置。

重點摘要

前言
- Major US-Based CSPs Continue to Deploy AI Infrastructure Worldwide, Aiming to Gain a Competitive Edge in Computing Power
北美CSP大廠積極推進至GW級的AI算力資料中心，能源議題將成未來選址首要考量目標
- Google's Strategy for North America Primarily Involves Establishing Numerous Sites Across the Country, While Its Mittenwald Project in Germany Is Canceled Due to Energy Supply Issues
- Investment Target of Meta's Hyperion Supercomputing Project Has Been Raised Significantly to US$50 Billion in Response to US Government's Needs
Oracle推動美國首個主權AI專案，高度綁定NVIDIA GPU基礎佈建
- In Next Three Years, Starget Is Targeted to Reach 7GW, with Oracle Providing Over 5.5GW of Capacity
NVIDIA甫宣布投資OpenAI，欲強化其GPU server在雲端AI市場影響力
地緣政治和國家政策引導下，中國CSPs同步擴展新興市場資料中心
- Aggressive Construction of Domestic and Overseas Data Centers by Chinese CSPs BBAT
三大中國電信營運商為國家政策重要推手，在主權雲及公共建設政策需求下推動在地化server資料中心
- Chinese Telecom Operators Responsible for Establishment of National Projects as Key Actuators of China’s Server and AI Market
隨著美、中CSP業者等持續投入AI資料中心，將帶動電力基礎設施如HVDC等供應商發展契機