跨国深谈

数据中心 (data center)

Properties1
aliasesdata center, data centers

25分钟阅读

跨国深谈← 返回←数据中心 (data center)
数据

数据中心 (data center)

概念 · 又名 data center / data centers
本站收录 25 集 · 36 条金句 · 关联 10 个

集里怎么说它

① 提到它的金句

36 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]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

这里有足够多的事情在发生,我们真的想尽可能简化我们的业务,聚焦于我们认为最大的机会在哪里,那就是数据中心。
There’s enough here going on that we really want to simplify our business as much as we possibly can, focus on where we think the biggest opportunities are, and that’s the data center.
—— Michael · [12:32]

指向原始笔记的链接

随着光纤在数据中心越来越普及,它正在给这个行业套上一个越来越紧的绞索,因为我们能快速做的事情毕竟有限。
And as these fiber optics becomes more and more prevalent in data center, it’s creating an ever tighter noose around the industry because there’s only so much we can do so quickly.
—— Michael · [07:29]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

我们就是那个要让所有人免费获得超级智能的团队。我们唯一的要求是,让我们建一些数据中心。
We’re the group that’s going to make super intelligence available for all people for free. All we ask is that you let us just build some data centers.
—— 嘉宾 · [34:43]

指向原始笔记的链接

而我能说的最愤世嫉俗的话就是:他想建数据中心,他只是想向人们解释他们能从中得到什么。
And I think the most cynical thing I can say is he wants to install data centers and he just wants to explain to people what they’re going to get out of it.
—— 嘉宾 · [36:57]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

火箭一旦入轨,就成为了数据中心卫星。
The rocket becomes the data center satellite once it’s in orbit.
—— Baiju Bhatt · [35:06]

指向原始笔记的链接

你基本上就可以对数据中心征税。
you can fundamentally just tax the data centers.
—— Dylan Patel · [50:15]

指向原始笔记的链接

一个只有 95% 在线率的数据中心基本上不会有买家。我就是那个买家，我会买 95% 在线率的。
You’d have basically zero buyers for a data center that has 95% uptime. I’m that first buyer. I will buy 95% uptime.
—— Neil Movva · [55:02]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

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]

指向原始笔记的链接

它现在已经成为左右两派几乎团结一致的议题——反数据中心。我认为这几乎完全是一场中国的心理战
it’s now become a almost unifying issue on left and right about being anti-data centers. I think that is almost entirely a Chinese psyop.
—— Thomas Sohmers · [21:40]

指向原始笔记的链接

但如果你把所有 AI 数据中心的排放加在一起看，那只是全球未覆盖填埋场排放的一小部分。
But if you look at the emissions of all of the AI data centers put together, it’s only a fraction of the emissions from uncovered landfills in the world.
—— Al Gore · [18:56]

指向原始笔记的链接

这看似违反直觉，但数据中心实际上可以帮助降低你的电费。
It may seem counterintuitive, but a data center can help lower your electricity rate.
—— Santiago Rodriguez · [15:17]

指向原始笔记的链接

如果你问一个数据中心的 CTO 什么让他夜不能寐,能耗是第一位的答案,因为这对他们来说是生死攸关的问题。
If you’re asking a CTO of a data center what keeps you awake at night, the energy consumption is answer number one because it’s existential to them.
—— Rorik · [07:12]

指向原始笔记的链接

每一个深科技范式转变都需要一个杀手级应用,光子学在科学方面已经酝酿了 20 多年、30 多年。数据中心和 AI 的能耗就是那个杀手级应用。
Every deep deck paradigm shift needs a killer app for photonics more than 20 years in the making, 30 years in the making on the science side. Energy consumption by data centers and AI is that killer app.
—— Rorik · [08:09]

指向原始笔记的链接

在一个版本里,超级智能存在于别人的数据中心,你按 token 付费。在另一个版本里,它是你的。
In one, superintelligence lives in someone else’s data center, and you pay by the token. In the other, it’s yours.
—— Dylan Couzon · [00:47]

指向原始笔记的链接

而现在,对于地球上几乎每一个 AI 助手来说,磁盘都在别人的数据中心里。
And right now, for almost every AI assistant on Earth, the disk is in someone else’s data center.
—— Dylan Couzon · [07:01]

指向原始笔记的链接

我们最终卖给客户并从中赚钱的产品其实有三种:我们可以卖数据中心,可以卖 GPU,还可以卖 token。
There’s really like three products that we ultimately sell to customers where we’re making money. We can sell data centers, we can sell GPUs, and we can sell tokens.
—— Chase Lochmiller · [00:23]

指向原始笔记的链接

而他们得以消除大约 98% 的数据中心总成本。
And they were able to eliminate something like 98% of the total data center cost.
—— Chase Lochmiller · [15:45]

指向原始笔记的链接

AI 数据中心很可能是专门定制的，与硬件协同设计，甚至到冷却和电力分配等方面。
An AI data center likely is going to be much more purpose-built, co-designed with the hardware, even to the point of cooling and power distribution, et cetera.
—— Amin Vahdat · [04:13]

指向原始笔记的链接

看明年，全美国的 CapEx 将达到大约 2 万亿美元的量级，不仅仅是数据中心和芯片，还包括人们正在投资的供应链的其余所有部分。
if you look at like next year, CapEx across the US will be on the order of $2 trillion, not just data centers and chips, but also all the rest of the supply chain that people are investing in.
—— Dylan Patel · [03:01]

指向原始笔记的链接

AI 所做的，就是它会超级加速劳动力份额与资本份额之间的这个长期趋势，因为 AI token 基本上只是以芯片和数据中心形式存在的资本，它们坐在那里创造着劳动力。
What AI does is it’s going to supercharge that long-term trend of labor share versus capital share because AI tokens are basically just capital in the form of chips and data centers that are sitting there and creating labor.
—— Dylan Patel · [17:13]

指向原始笔记的链接

卖方市场的态势意味着这些公司的优先事项是能筹集到尽可能多的钱、能尽可能快地建数据中心、能尽可能快地部署芯片，而不是去打磨底层服务的真正质量。
the dynamic of it being a seller’s market means that the priority for these companies is how can they raise as much money as they can, how can they build data centers as fast as they can, and how can they deploy chips as fast as they can, rather than working on the true quality of the underlying service.
—— 嘉宾 · [54:03]

指向原始笔记的链接

而且我认为你会看到越来越多的数据中心项目出现违约，因为能源不会到位。
And I think you’re going to see more and more defaults happening on many of those data center projects because the energy won’t be there.
—— Pat Gelsinger · [45:28]

指向原始笔记的链接

② 出现在这些集

25 集

③ 关联

点进去有真内容 —— 本页主要出口

智能体 · NVIDIA · OpenAI · 推理 · Anthropic · Meta · GPU · Microsoft · TSMC · Google

反向链接