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"title": "谷歌、黑石资料中心计划传延宕 准时完工机率只剩50%",
"shortTitle": "谷歌、黑石资料中心计划传延宕 准时完工机率只剩50%",
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"description": "Alphabet(GOOGL-US) 与黑石集团(BX-US) 合作成立的新云端事业,其预计部署Google晶片的主要资料中心据点遭遇进度延宕,凸显出大型科技公司在AI雄心道路上面临的重重阻碍。 这家内部代号为「Braid专案」的新创企业获得黑石50 billion美元资金挹注,目标是在2027年向客户出租Google的AI处理器。该事业属于日益壮大的「新云端(neocloud)」浪潮之一,专门对外租赁晶片与运算能力。 不过,这项合资计划早期便遭遇阻碍。Alphabet旗下Google原先计划由",
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"content": "<p>Alphabet(<a data-symbol-template=\"USS:GOOGL:STOCK:COMMON\" href=\"#\">GOOGL-US</a>) 与黑石集团(<a data-symbol-template=\"USS:BX:STOCK:COMMON\" href=\"#\">BX-US</a>) 合作成立的新云端事业,其预计部署Google晶片的主要资料中心据点遭遇进度延宕,凸显出大型科技公司在AI雄心道路上面临的重重阻碍。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6601282/l/1858caeb434a78236cfef5590da11806.jpg\" alt=\"谷歌、黑石资料中心计划传延宕 准时完工机率只剩50%\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>这家内部代号为「Braid专案」的新创企业获得黑石50 billion美元资金挹注,目标是在2027年向客户出租Google的AI处理器。该事业属于日益壮大的「新云端(neocloud)」浪潮之一,专门对外租赁晶片与运算能力。</p>\n\n<p>不过,这项合资计划早期便遭遇阻碍。Alphabet旗下Google原先计划由新兴资料中心开发商Crusoe在怀俄明州夏安兴建据点,但后来对Crusoe的交付能力失去信心,因而取消合作并接手专案,目前正重新申请许可。当地官员则向居民表示,专案规模将会缩小。</p>\n\n<p>另一处据点则因缺乏适当的变压器而宣告不适合。麦肯锡报告显示,资料中心建商正面临这类设备短缺,交货等待时间接近一年。</p>\n\n<p>雪上加霜的是,德州对资料中心转趋保守的态度也打乱了其他布局。德州州长艾伯特(Greg Abbott)下令冻结新专案,以便该州进一步搜集关于开发商与科技公司如何支付电费的资讯。</p>\n\n<p>不过,Project Braid高层表示并未因此受到影响。</p>\n\n<p>执行长Benjamin Treynor Sloss透过电子邮件声明表示:「各个潜在据点以不同速度推进,是非常常见的情况。」他补充,该公司规划时已将这项因素纳入考量,拥有「多元化的选项」,目前也正取得「强劲进展」。</p>\n\n<p>Sloss强调,公司仍按计划推进,预计明年达成500百万瓦的运算容量目标。</p>\n\n<p><em>AI资料中心如期完工机率骤降</em></p>\n\n<p>企业在扩建AI基础设施时,正逐渐碰触实体建设的极限。</p>\n\n<p>有组织的反对声浪迫使政策制定者加强审查相关专案,资料中心也在今年期中选举前成为重要选战议题。摩根大通银行(<a data-symbol-template=\"USS:JPM:STOCK:COMMON\" href=\"#\">JPM-US</a>) 5月发布的报告指出,预计于2027年完工的资料中心容量中,逾60%尚未动工。开关设备供应短缺及技术工人不足,也形成新的瓶颈。</p>\n\n<p>消息人士指出,参与Project Braid的高层如今认为,资料中心专案如期交付的机率仅有50%,远低于3年前的90%。</p>\n\n<p>这可能使黑石巩固全球最大数位基础设施融资商地位的目标更加复杂。Google则希望将用于运行Gemini AI模型的晶片推广至更多客户,并建立更完整的硬体生态系,以加强与辉达(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 竞争。</p>\n\n<p>CoreWeave,(<a data-symbol-template=\"USS:CRWV:STOCK:COMMON\" href=\"#\">CRWV-US</a>) 等多数大型新型云端服务商,目前只采用辉达AI晶片。若想进一步扩大影响力,Alphabet必须为Google Cloud兴建更多资料中心,并寻找合作伙伴托管旗下称为张量处理单元(TPU)的晶片。</p>\n\n<p>Google预估今年资本支出最高将达2,050亿美元,与黑石成立合资公司的目的之一,就是降低直接投入AI基础设施的成本。这项安排可将部分支出与风险移出这家科技巨头的资产负债表。</p>\n\n<p>Project Braid的出资方已动用各自人脉寻找新据点。其中一名知情人士表示,Google近几周已请求合作的新型云端服务商高层协助寻找场址;另有知情人士指出,黑石也已委托顾问及合作伙伴物色新地点。</p>\n\n<p>这也将考验黑石新成立的AI投资部门BXN1。该部门源自原先专注成长型股权投资的业务。黑石同时也在分散布局,近期已加入其他业者行列,承诺与辉达合作投入数十亿美元建设AI基础设施。</p>\n\n<p>据悉,黑石与Google成立的新型云端服务商,目前已锁定29处潜在资料中心场址。</p>\n\n<p>该公司在电子邮件声明中表示:「鉴于市场对我们运算容量的需求高于预期,我们正积极扩大开发项目,评估更多场址,以支援长期扩张计划。」</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-12839.html\" title=\"AI电脑战升温!苹果首款2奈米M6登场 Mac mini与Mac Studio同步升级\">AI电脑战升温!苹果首款2奈米M6登场 Mac mini与Mac Studio同步升级</a></li>\n <li><a href=\"/new/mg/article-8582.html\" title=\"〈纽约汇市〉美元自逾一个月高点回落 市场聚焦Fed决策\">〈纽约汇市〉美元自逾一个月高点回落 市场聚焦Fed决策</a></li>\n <li><a href=\"/new/mg/article-7691.html\" title=\"进军AI伺服器CPU市场!辉达Vera正式出货 直攻英特尔、超微地盘\">进军AI伺服器CPU市场!辉达Vera正式出货 直攻英特尔、超微地盘</a></li>\n <li><a href=\"/new/mg/article-21239.html\" title=\"Waymo进军西班牙!马德里2027年将推出全自驾叫车服务\">Waymo进军西班牙!马德里2027年将推出全自驾叫车服务</a></li>\n <li><a href=\"/new/mg/article-1799.html\" title=\"AI抢走记忆体产能 美国汽车、医疗设备业吁政府增加晶片供应\">AI抢走记忆体产能 美国汽车、医疗设备业吁政府增加晶片供应</a></li>\n <li><a href=\"/new/mg/article-8230.html\" title=\"黄仁勋:AI将让半导体产业扩大10倍!辉达携手SK打造5000亿美元合作版图\">黄仁勋:AI将让半导体产业扩大10倍!辉达携手SK打造5000亿美元合作版图</a></li>\n </ul>\n</div>",
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