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Khazna:2024数据中心经济格局研究报告:数据中心基础设施赋能数字生态系统及其经济影响(中译版)(48页).pdf

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1、Navigating the Economic Landscape of Data CentersThe role of data center infrastructure in enabling a digital ecosystem and its economic implications.01IntroductionData centers are the backbone of the digital economy,powering a very energy-intensive Artificial Intelligence(AI)and technology revoluti

2、on.Running digital apps demands advanced hardware,such as specialised electronic circuits that accelerate graphics and image transferring and AI and machine learning(ML)workloads.However,conventional data centers are designed with five to 10 kilowatts per rack as an average density,and AI now requir

3、es 60 or more kilowatts per rack.AI applications also generate far more data than other types of workloads,and thus require significant amounts of data center capacity.About 20%of global data center capacity is already being used for AI.The impact of technology and data infrastructure extends beyond

4、 mere applications and day-to-day online interactions-it also profoundly influences economic development.In the current economic landscape,technology serves as a catalyst for international trade and business.Although the absolute output of international trade is on the rise,the trade intensity,measu

5、red as the percentage of Gross Domestic Product(GDP),is decreasing.Notably,international flows of services are assuming a more significant role in global value chains,emerging as a new driver of globalization alongside digital shifts.The ease facilitated by technological advancements and the digitiz

6、ation in trading services across borders has allowed service providers to access new markets and customers.Looking ahead,forthcoming technological disruptions such as AI and the Internet of Things are poised to further fuel the growth of trade in services.The global generative AI market alone,with a

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本文主要探讨了数据中心在全球数字经济中的作用及其对经济的影响。数据中心是数字经济的支柱,支撑着人工智能和技术的革命。随着数字应用的增加,数据中心的需求也在增长,预计到2027年,全球数据中心容量将增长近三倍。数据中心的建设和发展对经济有显著的正面影响,包括创造就业机会、促进技术创新和提高GDP。例如,在美国,数据中心的建设阶段可以产生243.5百万美元的经济产出,并支持1688个当地工作岗位。此外,数据中心对环境的影响也在减少,例如,全球数据中心的平均年度能效比(PUE)自2007年以来显著下降。随着人工智能的发展,数据中心的需求将进一步增加,预计到2027年,全球数据中心容量将增长近三倍。
数据中心如何影响经济发展? AI对劳动力市场有何影响? 数据中心的能源消耗问题如何解决?
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