-- 根據Rystad Energy的報告,2025年全球資料中心資本支出超過7,700億美元,預計到2030年,耗電量將達到1,300太瓦時,相當於目前全球電力總需求的4.5%。 報告指出,資料中心建設正在重塑全球能源市場,開發商之間對電網接入、天然氣供應和電力基礎設施的競爭日益激烈。目前資料中心裝置容量已增加至141吉瓦,預計2030年將翻倍,達到262吉瓦。 電力供應正成為主要限制因素,在關鍵市場,電網互聯的工期長達數年。這促使營運商轉向用戶側發電,包括燃氣渦輪機、太陽能和電池儲能係統,以確保可靠的電力供應。 事實上,Rystad 估計,未來美國新增資料中心容量中約有 40% 可能採用某種形式的現場或混合發電方式,這預示著天然氣和分散式能源解決方案的作用日益凸顯。 同時,資料中心的建設預計將導致排放量急劇增加,到 2030 年,資料中心的電力消耗每年可能產生近 3 億噸二氧化碳,Rystad 將其稱為「一項重大的脫碳挑戰」。
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