仲量联行：2024北美数据中心报告（中译版）（38页）.pdf

1、ResearchNorth America|H2 The quest for power moves development into new frontiersNorth America Data CenterReportWhats not going to change in the next 10 years?Data being foundationally important to our societyhow we live,work and relax.Data centers are the bricks that hold our modern society togethe

2、r,supporting all the other property types.When we are in our living space or offices,at a retailer or at the doctors office,we are also connecting remotely to data stored in“the cloud”but physically housed in a data center(or more than one)somewhere in the world.And we are accelerating the volume of

3、 data we create.Today 96%of teens say they use the internet“every day,”with 46%reporting they use it almost constantly,according to Pew Research.In 2022,333.2 billion emails were sent per dayalmost 43 emails per person on earth.Thirty-four million videos are posted on TikTok daily and over 1.5 billi

4、on active users are on the platform.Even though data feels like its in the air we breathe,it occupies physical space on servers,processers,hard drives and other electronic materials.Add to this artificial intelligence and large language models(LLM)like ChatGPT.On top of traditional demand,LLMs went

5、viral this year.In January 2023,ChatGPT had just over 100 million monthly users two months post-launch.By November,it had over 100 million active users weekly.Training of ChatGPT-3 consumed over 1,287 MWh of power.With hundreds of millions of daily ChatGPT queries,the LLM uses about as much power as

6、 33,000 households.Introduction2North America Data Center Report|H2 2023Contents3Is there anystopping this growth of data and in turn increasing demand for data center capacity?2023 was yet another strong year for demand,but limited supply shifted the balance of power even further to data center pro