金吾财讯 | 微软(MSFT)首席执行官萨提亚·纳德拉周四宣布，位于威斯康星州的Fairwater数据中心已提前投入运营。纳德拉称其为“全球最强大的AI数据中心”，该设施将数十万个英伟达GB200芯片连接成单一集群，旨在通过大规模算力扩张加速微软的全球AI布局。作为微软在威斯康星州70亿美元投资计划的核心，该设施的投用不仅彰显了微软在全球基础设施建设上的激进策略(去年已新增2吉瓦容量)，也反映了AI对电力需求的爆炸式增长。据高盛预测，到2030年全球数据中心电力需求将飙升220%，达到约1350太瓦时。
截至发稿，微软盘前股价微涨0.90%，报424.09美元。
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