TrendForce:预估2026年全球数据中心用电需求年增31% 电网供应缺口自2028年扩大

格隆汇
Yesterday
根据TrendForce集邦咨询最新AI Server产业研究,为满足骤增的AI应用需求,云端服务供应商(CSP)加速部署相关基础设施,TrendForce集邦咨询估算,2026年全球数据中心电力需求容量将达161GW,年增约31%,主要增长来源为AI Server,预估占整体需求容量达33.4%。在2025年以前,电网可交付能力(Grid Deliverability)尚能满足数据中心的电力需求容量成长,但自2026年起,供需开始背离,2028年后明显放大;至2030年,预估全球数据中心电力需求容量将达490.7GW,在其他用电需求满足的前提下,电网可供数据中心使用的容量为222.6GW,供需缺口达268GW。

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