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
Bloomberg published a piece on the estimated expenses to construct an AI data center in Texas
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。
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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 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.