-- 根据Rystad Energy的一份报告,2025年全球数据中心资本支出超过7700亿美元,预计到2030年,耗电量将达到1300太瓦时,相当于目前全球电力总需求的4.5%。 报告指出,数据中心建设正在重塑全球能源市场,开发商之间对电网接入、天然气供应和电力基础设施的竞争日益激烈。目前数据中心装机容量已增至141吉瓦,预计到2030年将翻一番,达到262吉瓦。 电力供应正成为主要制约因素,在关键市场,电网互联的工期长达数年。这促使运营商转向用户侧发电,包括燃气轮机、太阳能和电池储能系统,以确保可靠的电力供应。 事实上,Rystad 估计,未来美国新增数据中心容量中约有 40% 可能采用某种形式的现场或混合发电方式,这预示着天然气和分布式能源解决方案的作用日益凸显。 与此同时,数据中心的建设预计将导致排放量急剧增加,到 2030 年,数据中心的电力消耗每年可能产生近 3 亿吨二氧化碳,Rystad 将其称为“一项重大的脱碳挑战”。
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