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数据中心 (data center)

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aliasesdata center, data centers

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数据中心 (data center)

概念 · 又名 data center / data centers
本站收录 13 集 · 15 条金句 · 关联 10 个

集里怎么说它

① 提到它的金句

15 条

所以我认为把数据中心可视化最好的方式，就是巨大的工厂，把电子变成 token。
So I think the best way to visualize data centers is giant factories that are turning electrons into tokens.
—— Sachin Katti · [05:52]

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所以无论我们在哪里建数据中心，我们都会做出硬性承诺，即我们不会从电网夺走电力。事实上，我们是在投资电网以产生新的电力，这样我们才能把电力用于数据中心。
So whenever we build a data center anywhere, we make it a hard commitment that we are not taking power away from the grid. In fact, we are investing in the grid to generate new power so that we can consume it for data centers.
—— Sachin Katti · [08:44]

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彭博估计有超过 5000 亿美元的未偿 AI 数据中心债务,其中至少有 2000 亿美元由私人信贷持有,大约占未偿私人信贷贷款的 8%。
Bloomberg estimates there’s over 200 billion of it held by private credit, making up roughly 8% of outstanding private credit loans.
—— Alex · [32:31]

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为了极其明确一点,AI 数据中心算力收入的绝大部分取决于两家不盈利、不可持续的 AI 公司是否有能力继续每年筹集数百亿或数千亿美元。
to be abundantly clear, the vast majority of AI data center compute revenue is contingent on the continued ability of two unprofitable, unsustainable AI companies to raise tens or hundreds of billions of dollars a year.
—— Alex · [35:38]

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它们都是估值极高的公司,都在押注一个更大的关于机器人经济的承诺,也就是特斯拉和 Optimus 机器人无处不在,或者是太空中的数据中心。
They’re both incredibly overvalued companies that are betting on a much larger promise of a robotic economy that Tesla and Optimus robots everywhere or data centers in space.
—— Ranjan Roy · [62:23]

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我认为这就好比如果你经营一家汉堡店，一个拥有数百兆瓦的相当大的数据中心消耗的水量大约和一家麦当劳一样多。
I think the analogy is like if you ran a burger shop, a fairly large data center with hundreds of megawatts would consume about the same amount of water as a McDonald’s.
—— 嘉宾 · [33:29]

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一个如此智能、无所不知、可以扩展并分发到宇宙四角的 AI，不可能只待在地球上的数据中心里，不可能属于一个人。
An AI that is so intelligent, that knows everything, that can scale and be distributed to the four corners of the universe cannot sit in a data center on Earth, cannot belong to one person.
—— Paolo Ardoino · [16:05]

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截至 2026 年第二季度,现在数据中心资金中超过 50% 是外部融资,这显然是资产负债表外和自有现金流之外的术语。
As of the second quarter of 2026, This is now more than 50% of the funding for data centers is external financing, which is obviously the term of art for off-balance sheet and out of your own cash flows.
—— Paul Kedrosky · [03:58]

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所以 Meta 保证如果它不坚持整整二十年，它会让债券持有人完整收回，但每个人都在押注如果 AI 需求爆发并且如果这些数据中心开始疯狂印钞，然后它们能够支付债券持有人而且还有富余并产生额外的现金，那么 Meta 就不需要承担任何责任。
Meta is guaranteeing to make bondholders whole if it doesn’t stay for the entire two decades, but everyone is betting if AI demand explodes and if these data centers start printing cash and then they’re able to pay bondholders and then some and generate additional cash, then Meta’s not on the hook for anything.
—— Ranjan Roy · [11:30]

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你需要的数千亿自由现金流，用来偿还你为适应这些数据中心扩建而承担的债务，为了进行下一次大型训练运行，这对他们来说完全是生死攸关的。
The hundreds of billions in free cash flow that you need in order to pay back the debt that you’re taking on in order to accommodate these data center build outs in order to get the next big training run, it’s totally existential for them.
—— Eno Reyes · [52:16]

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我认为那是胡扯，因为无论是能源、液冷，还是所有能让数据中心变得更好的东西，这些都是可以在这里创造、在这里完成的工作岗位。
I call BS on that because if you think about whether it’s around energy, liquid cooling, all of the things that make the data center better, those are all jobs that can be created and done here.
—— Rene Haas · [28:38]

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如果你让一群博士组成的数据中心去 FedEx 或达美乐披萨工作，他们会指数级地主导供应链和披萨吗？
If you had a data center of PhDs working at FedEx or Domino’s Pizza, are they going to be exponentially dominating supply chain and pizzas?
—— Anish Acharya · [06:38]

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如果你让一数据中心博士生去 FedEx 或达美乐披萨工作，他们能在供应链和披萨上呈指数级称霸吗？
If you had a data center of PhDs working at FedEx or Domino’s Pizza, are they going to be exponentially dominating supply chain and pizzas?
—— Anish Acharya · [07:18]

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AI 以软件的速度前进，而数据中心以房地产的速度前进。
AI is moving at the speed of software and data centers are moving at the speed of real estate.
—— Andrew Feldman · [19:51]

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美国所有数据中心的用水量比加州杏仁种植者还少。
All the data centers in the U.S. use less than California almond growers.
—— Andrew Feldman · [46:27]

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