Rohan Paul (@rohanpaul_ai) · 2026/10/15 19:38:56

彭博披露德州 AI 数据中心成本:GPU 与电力设备涨价致 1GW 站点超支近 30 亿美元

出处作者 / 发布主体:Rohan Paul (@rohanpaul_ai)原标题:Bloomberg published a piece on the estimated expenses to construct an AI data center in Texas
68AI 研判分
核心综述

彭博社报道指出,构建大型 AI 数据中心的成本正急剧上升,服务器硬件占据至少一半预算,且两年内平均价格翻倍。由于电网容量稀缺及发电设备积压严重,1GW 规模的数据中心可能面临近 30 亿美元的额外超支,其中液冷系统安装成本高达 12 亿美元。

报道全文原始报道全文

Rohan Paul (@rohanpaul_ai) · 2026-10-15 11

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 750Bofhyperscalercapexthisyearchasesthesameturbines,steel,copperandfiber,sopower−gearbacklogsrunpast2030anda1GWsitemayneednearly750B of hyperscaler capex this year chases the same turbines, steel, copper and fiber, so power-gear backlogs run past 2030 and a 1GW site may need nearly 3B for overruns.

GPU racks run hot enough to need liquid cooling, which makes merely installing the servers and cooling units in a 1GW site cost about $1.2B.

推文配图