[ { "id": "bdx-cgk4", "name": "BDx AI Campus 2 (CGK4)", "owner": "BDx Data Centers（I Squared Capital 旗下）", "country": "印度尼西亚", "location": "西爪哇省 普尔瓦加达县 贾蒂卢胡尔（Jatiluhur, Purwakarta）", "coords_note": "官方未公布精确坐标；距贾蒂卢胡尔大坝约 5 km。卫星图为区域范围（约 107.35–107.44E, 6.49–6.57S），非精确地块。", "aoi": [ 107.35, -6.57, 107.44, -6.49 ], "capacity": "规划 640MW IT；PLN 电网容量 845MVA；首栋 120MW（分期）", "status": "暂停施工", "status_level": "red", "investment": "约 Rp3.5 万亿（印尼媒体口径，可能仅为一期）", "site_area": "官网：用地 111,000㎡ / GFA 180,000㎡；地方媒体：现建设用地约 8,000㎡，开发区约 11 公顷", "target": "首个签约分期 2027 年初投运（BDx 10/3 仍坚持，前提为许可完成）", "timeline": [ { "date": "2025", "event": "BDx 印尼 AI Campus 1（CGK3）一期交付", "src": "https://datacentremagazine.com/news/bdx-data-centers-breaks-ground-on-cgk4-campus-in-indonesia" }, { "date": "2026-09-22", "event": "CGK4 奠基，西爪哇省长 Dedi Mulyadi 与普尔瓦加达县长出席", "src": "https://datacentremagazine.com/news/bdx-data-centers-breaks-ground-on-cgk4-campus-in-indonesia" }, { "date": "2026-09-28", "event": "省长突击检查现场，发现 AMDAL（环评）与 PBG（建筑许可）仍在办理", "src": "https://bandung.kompas.com/read/2026/09/30/085912078/amdal-belum-rampung-dedi-mulyadi-setop-sementara-proyek-data-center-ai-rp-35" }, { "date": "2026-09-30", "event": "省政府称当天下令暂停施工，直至许可完备（另一说为 9/28 起暂停）", "src": "https://www.straitstimes.com/asia/se-asia/singapores-bdx-ai-sticks-to-2027-target-after-indonesia-halts-work-on-data-centre" }, { "date": "2026-10-01", "event": "普尔瓦加达官员复查，确认施工已停止；IESR 表态支持叫停（据转引）", "src": "https://www.straitstimes.com/asia/se-asia/singapores-bdx-ai-sticks-to-2027-target-after-indonesia-halts-work-on-data-centre" }, { "date": "2026-10-03", "event": "BDx 向海峡时报确认停工，仍以 2027 年初投运为目标", "src": "https://www.straitstimes.com/asia/se-asia/singapores-bdx-ai-sticks-to-2027-target-after-indonesia-halts-work-on-data-centre" }, { "date": "2026-10-07", "event": "通信与数字部长 Meutya Hafid 回应：数据中心须兼顾水与能源", "src": "https://x.com/LambeSahamjja/status/2107855955883106543" }, { "date": "2026-10-12", "event": "基础设施统筹部长 AHY 回应叫停一事；西爪哇复核供水需求", "src": "https://x.com/pikiran_rakyat/status/2109623574617305586" } ], "blockers": [ { "type": "许可", "level": "high", "text": "AMDAL 与 PBG 由普尔瓦加达县政府审批，奠基时尚未取得；省政府要求补齐后才能复工。", "src": "https://sumbar.antaranews.com/berita/781274/kdm-hentikan-pembangunan-data-center-ai-jatiluhur-akibat-tanpa-amdal" }, { "type": "水资源", "level": "high", "text": "水源来自贾蒂卢胡尔水库（西爪哇农业灌溉命脉）。IESR 估算满负荷约 384 L/s（≈3.3 万 m³/日）；10/5 的复核口径为初期 27 L/s。省长要求不得影响居民与农业用水。", "src": "https://chiprook.com/s/23734-indonesia-reviews-water-supply-for-bdx-s-640mw-ai-campus-after" }, { "type": "舆论/政治", "level": "medium", "text": "省长、部长层面公开表态，印尼 X 上讨论热烈（同时提到巴淡 Nongsa 居民停水投诉），社会关注度高。", "src": "https://x.com/TechPulseID/status/2108045623656366137" }, { "type": "电力", "level": "low", "text": "已从 PLN 锁定 845MVA，目前不是主要卡点；但园区级变电/并网工期需另行跟踪。", "src": "https://www.bdxworld.com/locations/cgk4/" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：低（区域范围（距贾蒂卢胡尔大坝约 5km））。为区域或道路级坐标，画面未必覆盖实际地块，不据此下结论。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/bdx-cgk4_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2025-03-27", "file": "img/bdx-cgk4_wb_2025-03-27.jpg", "scene": "Esri Wayback 2025-03-27", "note": "最新（Wayback 版本）" } ], "coords": { "lat": -6.53, "lon": 107.395, "conf": "低", "src": "区域范围（距贾蒂卢胡尔大坝约 5km）" }, "timelapse": [ { "year": 2022, "date": "2022-07-08", "file": "img/bdx-cgk4_s2_2022.jpg", "scene": "S2A_48MYT_20220708_0_L2A", "cloud": 8 }, { "year": 2023, "date": "2023-09-01", "file": "img/bdx-cgk4_s2_2023.jpg", "scene": "S2A_48MYT_20230901_0_L2A", "cloud": 2 }, { "year": 2024, "date": "2024-08-21", "file": "img/bdx-cgk4_s2_2024.jpg", "scene": "S2B_48MYT_20240821_0_L2A", "cloud": 3 }, { "year": 2025, "date": "2025-08-26", "file": "img/bdx-cgk4_s2_2025.jpg", "scene": 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"https://datacentremagazine.com/news/bdx-data-centers-breaks-ground-on-cgk4-campus-in-indonesia" }, { "name": "The Straits Times：BDx 坚持 2027 目标", "url": "https://www.straitstimes.com/asia/se-asia/singapores-bdx-ai-sticks-to-2027-target-after-indonesia-halts-work-on-data-centre" }, { "name": "Kompas：AMDAL 未完成，省长叫停", "url": "https://bandung.kompas.com/read/2026/09/30/085912078/amdal-belum-rampung-dedi-mulyadi-setop-sementara-proyek-data-center-ai-rp-35" }, { "name": "ANTARA：KDM 因无 AMDAL 叫停", "url": "https://sumbar.antaranews.com/berita/781274/kdm-hentikan-pembangunan-data-center-ai-jatiluhur-akibat-tanpa-amdal" }, { "name": "Bisnis.com：Brief Insight", "url": "https://teknologi.bisnis.com/read/20261005/84/2009930/brief-insight-data-center-jatiluhur-disetop-apa-yang-sebenarnya-terjadi" }, { "name": "Purwakarta Update（地方媒体）", "url": "https://purwakartaupdate.com/pemerintahan/data-center-ai-raksasa-di-jatiluhur-disetop-perizinan-hingga-air-jadi-sorotan/" }, { "name": "chiprook（转引 TechRepublic/IESR 用水数据）", "url": "https://chiprook.com/s/23734-indonesia-reviews-water-supply-for-bdx-s-640mw-ai-campus-after" }, { "name": "算力机电观（公众号原文）", "url": "https://mp.weixin.qq.com/s/G61mt2kTtgsH7pMQH7ax6w" } ], "updated": "2026-10-14", "region": "东南亚", "news": [ { "date": "2026-09-30", "source": "Kompas", "text": "AMDAL 未完成，省长 Dedi Mulyadi 暂停 Rp3.5 万亿 AI 数据中心项目", "url": "https://bandung.kompas.com/read/2026/09/30/085912078/amdal-belum-rampung-dedi-mulyadi-setop-sementara-proyek-data-center-ai-rp-35" }, { "date": "2026-10-03", "source": "The Straits Times", "text": "BDx 确认停工，但坚持 2027 年初一期投运；用水为核心争议", "url": "https://www.straitstimes.com/asia/se-asia/singapores-bdx-ai-sticks-to-2027-target-after-indonesia-halts-work-on-data-centre" }, { "date": "2026-10-05", "source": "Bisnis.com", "text": "Brief Insight：贾蒂卢胡尔数据中心叫停始末", "url": "https://teknologi.bisnis.com/read/20261005/84/2009930/brief-insight-data-center-jatiluhur-disetop-apa-yang-sebenarnya-terjadi" }, { "date": "2026-10-12", "source": "chiprook / TechRepublic", "text": "西爪哇复核用水：IESR 估满负荷 384 L/s，复核口径 27 L/s", "url": "https://chiprook.com/s/23734-indonesia-reviews-water-supply-for-bdx-s-640mw-ai-campus-after" } ], "xsummary": "印尼语舆论为主：媒体（Kompas、Pikiran Rakyat、detik）集中报道停工与部长回应；网民关注水库用水是否挤占农业，并联想到巴淡居民停水；少数声音认为只针对数据中心不公平。英文圈将其视为“许可成为 AI 基建新瓶颈”的样本。X 新闻聚合（search_news）未收录该事件。", "plan": { "start": "2026-09-22", "status": "blocked", "confidence": "中", "headline": "省政府因环评/建筑许可缺失叫停施工", "risk": { "reason": "AMDAL 环评与 PBG 建筑许可未取得，省长叫停", "since": "2026-09-28", "unblock": "取得 AMDAL 与 PBG，且供水方案获西爪哇复核通过后复工", "unblock_inferred": true }, "enduser": { "name": "其他/未知", "via": "—", "conf": "未知", "src": "https://www.straitstimes.com/asia/se-asia/singapores-bdx-ai-sticks-to-2027-target-after-indonesia-halts-work-on-data-centre", "note": "首个分期已签约，但客户未披露" }, "phases": [ { "name": "首栋（首个签约分期）", "gw": 0.12, "by": "2027Q1", "basis": "IT", "done": false, "est": false, "note": "BDx 目标，前提为许可完成" }, { "name": "其余分期", "gw": 0.52, "by": null, "basis": "IT", "done": false, "est": false, "note": "640MW 规划减首栋；时间未公布" } ], "milestones": [ { "date": "2026-09-22", "label": "奠基" }, { "date": "2026-09-30", "label": "停工" } ], "operator": { "name": "BDx", "type": "托管" } } }, { "id": "tiktok-thailand", "region": "东南亚", "name": "TikTok 泰国数据基础设施扩建", "owner": "TikTok System (Thailand)（字节跳动旗下）", "country": "泰国", "location": "曼谷、北榄府（Samut Prakan）、北柳府（Chachoengsao）多地", "coords_note": "BOI 仅公布府级地点，未公布具体园区，无法做卫星对比。", "capacity": "未披露 MW；以服务器与存储/算力扩容为主", "status": "已获批 · 受全国暂停影响待定", "status_level": "amber", "investment": "8,420 亿泰铢（约 250–263 亿美元，BOI 口径为项目总投资）", "site_area": "未披露", "target": "未披露", "timeline": [ { "date": "2025", "event": "TikTok 曾宣布 5 年在泰投资 88 亿美元建数据中心（路透转述）", "src": "https://www.reuters.com/world/asia-pacific/thailand-approves-29-billion-major-projects-including-tiktok-2026-05-06/" }, { "date": "2026-04", "event": "BOI 停止批准新的数据中心项目（TechRepublic 转述）", "src": "https://www.techrepublic.com/article/news-data-center-pause-apac-thailand/" }, { "date": "2026-05-06", "event": "BOI 批准 6 个项目共 9,580 亿泰铢，TikTok 8,420 亿泰铢居首", "src": "https://www.boi.go.th/upload/content/PR67_2569EN.pdf" }, { "date": "2026-09-04", "event": "数据中心政策委员会：在建 49 个项目暂停、117 个待批冻结，一个月内出新标准", "src": "https://www.nationthailand.com/business/economy/40070655" } ], "blockers": [ { "type": "监管", "level": "high", "text": "9/4 全国性暂停：在建 49 个请求“自愿暂停”（政府无法律权力强制），117 个待批冻结；具体名单未公开，TikTok 项目是否在列未知。", "src": "https://www.techrepublic.com/article/news-data-center-pause-apac-thailand/" }, { "type": "电力", "level": "high", "text": "泰国能源部称数据中心电力申请累计约 35GW，接近全国峰值约 40GW（据公众号原文转引，含“幽灵申请”）。", "src": "https://mp.weixin.qq.com/s/G61mt2kTtgsH7pMQH7ax6w" }, { "type": "地点不透明", "level": "medium", "text": "仅有府级地点与投资额，缺少 MW、园区、时间表，难以独立核验进度。", "src": "https://osos.boi.go.th/EN/news/2386/Thailand-Approves-29-Billion-Investment-Wave-as-Data-Center-Demand-Surges/" } ], "xposts": [ { "user": "xuemanzi8848", "date": "2026-10-02", "text": "中文：泰国 166 个数据中心项目暂停审批，微软、谷歌、AWS、TikTok 的钱卡在半空；电力不够", "metrics": "3.2万 浏览", "url": "https://x.com/xuemanzi8848/status/2106000515486433700" }, { "user": "bradknowles", "date": "2026-10-06", "text": "英文：泰国要求 49 个在建项目暂停，直至法律框架完成", "metrics": "", "url": "https://x.com/bradknowles/status/2107277661705789868" } ], "news": [ { "date": "2026-05-06", "source": "Reuters", "text": "泰国批准 290 亿美元项目，TikTok 250 亿美元领衔", "url": "https://www.reuters.com/world/asia-pacific/thailand-approves-29-billion-major-projects-including-tiktok-2026-05-06/" }, { "date": "2026-05-06", "source": "Nikkei Asia", "text": "TikTok 获批 262 亿美元泰国数据中心计划", "url": "https://asia.nikkei.com/business/technology/tiktok-gets-nod-from-thailand-for-26bn-data-center-plan" }, { "date": "2026-09-04", "source": "Bloomberg", "text": "泰国因资源压力暂停 49 个数据中心", "url": "https://www.bloomberg.com/news/articles/2026-09-04/thailand-puts-49-data-centers-on-hold-over-resource-strain" }, { "date": "2026-09-07", "source": "DCD", "text": "泰国暂停 49 个数据中心施工，名单未公开；新规涵盖规划、安全、备用燃料等", "url": "https://www.datacenterdynamics.com/en/news/thailand-pauses-construction-on-49-data-centers-as-it-plans-new-regulations/" } ], "sources": [ { "name": "BOI 新闻稿 (PR67/2569)", "url": "https://www.boi.go.th/upload/content/PR67_2569EN.pdf" }, { "name": "泰国政府公共关系厅", "url": "https://thailand.prd.go.th/en/content/category/detail/id/2078/iid/500936" }, { "name": "The Nation：暂停施工与审批", "url": "https://www.nationthailand.com/business/economy/40070655" }, { "name": "TechRepublic：49 个项目自愿暂停", "url": "https://www.techrepublic.com/article/news-data-center-pause-apac-thailand/" } ], "xsummary": "X 上几乎没有针对 TikTok 泰国项目本身的讨论（英文/泰文搜索基本为噪音）；讨论集中在泰国 9 月全国暂停，中文圈（薛蛮子等）将其解读为“电力不够”。X 新闻聚合未收录。", "updated": "2026-10-14", "satellite": { "source": "—", "caveat": "未找到可公开核实的精确坐标，暂无卫星对比。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "plan": { "start": "2026-05-06", "status": "blocked", "confidence": "低", "headline": "泰国全国数据中心暂停；本项目是否在列未知", "risk": { "reason": "9/4 全国暂停：在建项目“自愿暂停”、待批冻结；名单未公开", "since": "2026-09-04", "unblock": "政府公布新标准（称一个月内），且确认本项目可继续", "unblock_inferred": true }, "enduser": { "name": "字节跳动/TikTok", "via": "自建", "conf": "确认", "src": "https://www.boi.go.th/upload/content/PR67_2569EN.pdf", "note": "" }, "phases": [ { "name": "全部", "gw": null, "by": null, "basis": "未知", "done": false, "est": false, "note": "MW 与时间表均未披露" } ], "milestones": [ { "date": "2026-05-06", "label": "BOI 批准" }, { "date": "2026-09-04", "label": "全国暂停" } ], "operator": { "name": "字节跳动/火山引擎", "type": "自建" } } }, { "id": "bitdeer-johor", "region": "东南亚", "name": "Bitdeer AI 柔佛园区（A201 + A202）", "owner": "Bitdeer AI（纳斯达克 BTDR）；业主/房东未披露", "country": "马来西亚", "location": "柔佛州新山（Johor Bahru）", "coords_note": "公开信息仅到城市级（ArusGrid 亦标注“城市级近似”），无法做卫星对比。", "capacity": "A201 21.7MW + A202 65.1MW = 86.8MW 关键 IT 负载", "status": "签约 · 待通电", "status_level": "amber", "investment": "未披露；A201 承购 5 年预期收入超 17 亿美元", "site_area": "未披露", "target": "A201 2027 年 1 月（公司另称 Q1 2027）；A202 2027 Q3 通电", "timeline": [ { "date": "2026-09-14", "event": "签 10 年数据中心服务协议锁定 A202 65.1MW；累计锁定约 206.5MW（350MW 目标的 59%）", "src": "https://www.globenewswire.com/news-release/2026/09/14/3360904/0/en/bitdeer-ai-secures-65-1mw-a202-facility-at-its-existing-johor-malaysia-campus-estimated-active-ai-cloud-pipeline-surpasses-7-billion.html" }, { "date": "2026-09-29", "event": "A201 超 70% 容量获 5 年承购，预期收入超 17 亿美元", "src": "https://www.globenewswire.com/de/news-release/2026/09/29/3371380/0/en/bitdeer-ai-further-expands-ai-cloud-services-with-off-take-commitments-of-more-than-70-of-its-21-7mw-a201-malaysia-data-center.html" }, { "date": "2026-10-08", "event": "另宣布 A901（67MW，马来西亚第三园区）；同日 A103 公告随后被公司撤回（X 帖转述，待核实）", "src": "https://x.com/cybersnopy/status/2108980115547754726" } ], "blockers": [ { "type": "水资源/监管", "level": "medium", "text": "柔佛 2025 年 11 月起暂停水冷系统扩建 18 个月，WUE 门槛 1.8（据公众号原文转引）；A202 为液冷设计，用水方案未披露。", "src": "https://mp.weixin.qq.com/s/G61mt2kTtgsH7pMQH7ax6w" }, { "type": "客户", "level": "medium", "text": "A202 截至 9/14 尚无客户合同；“70 亿美元管线”为管理层估计，非积压订单。", "src": "https://datatech.disruptsmedia.com/data-centres/bitdeer-ai-adds-65mw-johor-facility-ai-cloud-pipeline-tops-7bn" }, { "type": "透明度", "level": "low", "text": "房东与具体地址未披露，进度只能依赖公司公告。", "src": "https://arusgrid.com/project/my-jhb-bitdeer-johor" } ], "xposts": [ { "user": "Sam_Badawi", "date": "2026-09-29", "text": "英文：A201 超 70% 容量已签，目标 2028Q1 达 350MW", "metrics": "7.1千 浏览", "url": "https://x.com/Sam_Badawi/status/2105041099190653305" }, { "user": "MorningWoodRsch", "date": "2026-09-26", "text": "英文：在既有园区扩 65.1MW——“存量电力（brownfield power）胜出”", "metrics": "", "url": "https://x.com/MorningWoodRsch/status/2103880942649741561" }, { "user": "idaaaa_16", "date": "2026-10-06", "text": "中文：新山三个月的资金涌入：AirTrunk JHB2、Bitdeer 十年合同……", "metrics": "1.3万 浏览", "url": "https://x.com/idaaaa_16/status/2107271862590054614" }, { "user": "cybersnopy", "date": "2026-10-10", "text": "英文：Bitdeer 发正式通知撤回 10/8 关于 60MW A103 的公告", "metrics": "", "url": "https://x.com/cybersnopy/status/2108980115547754726" }, { "user": "1Obefiend", "date": "2026-09-15", "text": "马来语/英文：柔佛上月缺水到水龙头干涸，数据中心却还在建（泛指，非特指 Bitdeer）", "metrics": "3万 浏览", "url": "https://x.com/1Obefiend/status/2100009610572922964" } ], "news": [ { "date": "2026-09-14", "source": "GlobeNewswire（公司公告）", "text": "A202 65.1MW，2027 Q3 通电", "url": "https://www.globenewswire.com/news-release/2026/09/14/3360904/0/en/bitdeer-ai-secures-65-1mw-a202-facility-at-its-existing-johor-malaysia-campus-estimated-active-ai-cloud-pipeline-surpasses-7-billion.html" }, { "date": "2026-09-16", "source": "The Datatech Times", "text": "管线 70 亿美元为管理层估计；GPU 主要靠客户预付款融资", "url": "https://datatech.disruptsmedia.com/data-centres/bitdeer-ai-adds-65mw-johor-facility-ai-cloud-pipeline-tops-7bn" }, { "date": "2026-09-18", "source": "DCD", "text": "Bitdeer AI 在柔佛租赁 65MW 数据中心", "url": "https://www.datacenterdynamics.com/en/news/bitdeer-ai-to-lease-65mw-data-center-in-johor-malaysia/" } ], "sources": [ { "name": "ArusGrid 项目页", "url": "https://arusgrid.com/project/my-jhb-bitdeer-johor" }, { "name": "Cryptopolitan", "url": "https://www.cryptopolitan.com/bitdeer-10-year-65-1mw-data-center-malaysia/" } ], "xsummary": "英文 X 以美股投资者为主，关注承购比例、收入积压和“存量园区扩容更快”；一处 A103 公告撤回值得留意。中文圈把它放在新山资金潮里看；马来语圈的担忧是柔佛整体用水用电，未点名 Bitdeer。", "updated": "2026-10-14", "satellite": { "source": "—", "caveat": "未找到可公开核实的精确坐标，暂无卫星对比。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "plan": { "start": "2026-09-14", "status": "on_track", "confidence": "中", "headline": "按公司公告推进；用水政策与 A202 客户为风险", "risk": null, "enduser": { "name": "其他/未知", "via": "Bitdeer AI 云", "conf": "未知", "src": "https://www.cryptopolitan.com/bitdeer-10-year-65-1mw-data-center-malaysia/", "note": "承购方未披露" }, "phases": [ { "name": "A201", "gw": 0.0217, "by": "2027Q1", "basis": "IT", "done": false, "est": false, "note": "公司称 2027/1 或 Q1" }, { "name": "A202", "gw": 0.0651, "by": "2027Q3", "basis": "IT", "done": false, "est": false, "note": "2027 Q3 通电" } ], "milestones": [], "operator": { "name": "Bitdeer", "type": "新云" } } }, { "id": "firmus-batam", "region": "东南亚", "name": "Firmus × DayOne 巴淡 AI 工厂（Kabil，Meta 租用东南亚算力）", "owner": "DayOne（运营/建设）；Firmus（租户，GPU 云）；Meta 签约租用 Firmus 东南亚算力（未指明站点）", "country": "印度尼西亚", "location": "廖内群岛省巴淡岛 Kabil Industrial Tech Park", "coords_note": "ArusGrid 标注位置仅到区级；卫星图以 OSM 的 Kabil 地名点为中心（约 9km 范围），非精确地块。", "aoi": [ 104.08, 1.03, 104.16, 1.11 ], "capacity": "360MW，最多约 17 万块 NVIDIA GPU；PLN Batam 511MVA（约 450MW）PPA 分期供电", "status": "在建", "status_level": "amber", "investment": "未披露", "site_area": "未披露", "target": "2027 Q1 起投运，持续至 2028", "timeline": [ { "date": "2026-04", "event": "DayOne 与 PLN Batam 签 511MVA PPA，2026–27 分期供电", "src": "https://dayonedc.com/markets/dayone-signs-indonesias-largest-511mva-450mw-ppa-to-expand-hyperscale-data-center-platform-in-batam" }, { "date": "2026-06-29", "event": "Firmus 宣布与 NVIDIA 在巴淡建 360MW、17 万 GPU 园区", "src": "https://techwireasia.com/2026/06/nvidia-firmus-batam-ai-data-centre/" }, { "date": "2026-09-29", "event": "Meta 与 Firmus 签东南亚 GPU 算力协议（含扩容选择权，未披露站点与金额）", "src": "https://firmus.co/newsroom/firmus-and-meta-announce-strategic-ai-infrastructure-agreements-across-asia-pacific" }, { "date": "2026-10-09", "event": "Firmus 撤回 ASX IPO（拟募 A$71 亿、估值约 A$437 亿），转向私募融资", "src": "https://www.cnbc.com/2026/10/09/nvidia-ai-firmus-ipo-.html" }, { "date": "2026-10-12", "event": "巴淡—民丹大停电约 16 小时，约 90% 区域断电（IESR）", "src": "https://x.com/IESR/status/2109864245110489403" } ], "blockers": [ { "type": "融资", "level": "high", "text": "IPO 撤回；路透称投资者担心债务（完工后约 300 亿美元）、缺乏建设记录，且 CDC 退出 A$730 亿 Southgate 合作。按投资人转述的 IPO 材料，巴淡约占 2029 年 EBIT 预测的 50%。", "src": "https://money.usnews.com/investing/news/articles/2026-10-08/australian-nvidia-backed-ai-data-centre-operator-firmus-shelves-ipo" }, { "type": "电网", "level": "high", "text": "10/12 巴淡电网崩溃大停电，引发“数据中心挤占民用电”的质疑；原因尚无官方结论。", "src": "https://x.com/IESR/status/2109864245110489403" }, { "type": "水资源/舆论", "level": "high", "text": "Nongsa 居民数月缺水，居民怀疑与数据中心有关，官方归因于旱季与厄尔尼诺；BP Batam 要求 DayOne 自建海水淡化厂作为审批条件。", "src": "https://x.com/MongabayID/status/2110158845419114819" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：低（地名/道路中心点（近似））。为区域或道路级坐标，画面未必覆盖实际地块，不据此下结论。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/firmus-batam_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2025-10-23", "file": "img/firmus-batam_wb_2025-10-23.jpg", "scene": "Esri Wayback 2025-10-23", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 1.069, "lon": 104.12, "conf": "低", "src": "地名/道路中心点（近似）" }, "timelapse": [ { "year": 2022, "date": "2022-08-08", "file": "img/firmus-batam_s2_2022.jpg", "scene": "S2B_48NVG_20220808_0_L2A", "cloud": 13 }, { "year": 2023, "date": "2023-09-27", "file": "img/firmus-batam_s2_2023.jpg", "scene": "S2A_48NUG_20230927_0_L2A", "cloud": 11 }, { "year": 2024, "date": "2024-07-28", "file": "img/firmus-batam_s2_2024.jpg", "scene": "S2B_48NVG_20240728_0_L2A", "cloud": 13 }, { "year": 2025, "date": "2025-09-06", "file": "img/firmus-batam_s2_2025.jpg", "scene": "S2C_48NVG_20250906_0_L2A", "cloud": 6 }, { "year": 2026, "date": "2026-08-22", "file": "img/firmus-batam_s2_2026.jpg", "scene": "S2C_48NVG_20260822_0_L2A", "cloud": 3 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/firmus-batam_wb_2021-10-13.jpg", "zoom": 16, "versions": 3 }, { "label": "最新", "release": "2025-10-23", "file": "img/firmus-batam_wb_2025-10-23.jpg", "zoom": 16, "versions": 3 } ] }, "xposts": [ { "user": "australian", "date": "2026-10-11", "text": "英文：巴淡当地人对数据中心热潮不满——这里是 Firmus 增长故事的核心", "metrics": "4千 浏览", "url": "https://x.com/australian/status/2109075261161709708" }, { "user": "tommyr345", "date": "2026-10-12", "text": "英文：按 IPO 材料，Firmus 2029 年 EBIT 约 50% 来自巴淡、32% 来自马来西亚", "metrics": "9.8千 浏览", "url": "https://x.com/tommyr345/status/2109552123201343801" }, { "user": "IESR", "date": "2026-10-13", "text": "印尼语：巴淡停电近 16 小时，约 90% 区域断电，“不只是技术故障”", "metrics": "", "url": "https://x.com/IESR/status/2109864245110489403" }, { "user": "eddesign_", "date": "2026-10-13", "text": "印尼语：“数据中心灯火通明，居民家里一片漆黑”的担忧", "metrics": "5.5千 浏览", "url": "https://x.com/eddesign_/status/2109875669631135907" }, { "user": "MongabayID", "date": "2026-10-14", "text": "印尼语：居民怀疑数据中心导致缺水，官方称是旱季与厄尔尼诺", "metrics": "", "url": "https://x.com/MongabayID/status/2110158845419114819" }, { "user": "RichoShen", "date": "2026-10-13", "text": "印尼语：巴淡自来水断供，居民抗议、抢买水车", "metrics": "", "url": "https://x.com/RichoShen/status/2109838088323412313" }, { "user": "KryptonCGO", "date": "2026-10-12", "text": "英文：DayOne 申请纳斯达克 IPO；伙伴 Firmus 刚撤回 IPO", "metrics": "", "url": "https://x.com/KryptonCGO/status/2109478714480513120" }, { "user": "RogerWei1982", "date": "2026-10-14", "text": "中文：Firmus 撤回 IPO，估值与基本面脱节", "metrics": "", "url": "https://x.com/RogerWei1982/status/2110184229665738796" } ], "news": [ { "date": "2026-09-29", "source": "DCD", "text": "Meta 将租用 Firmus 东南亚 AI 算力；巴淡园区预计容纳 17 万 GPU", "url": "https://www.datacenterdynamics.com/en/news/meta-signs-on-to-use-ai-capacity-at-firmus-southeast-asia-data-centers/" }, { "date": "2026-09-29", "source": "Capital Brief", "text": "公告未确认 Meta 使用哪个站点，也无财务细节", "url": "https://www.capitalbrief.com/briefing/firmus-signs-ai-infrastructure-deal-with-meta-in-southeast-asia-1f90a0cd-d846-4889-af4c-5fe5f946a146/" }, { "date": "2026-10-09", "source": "ABC News", "text": "Firmus 因需求冷淡撤回巨额 IPO；投资人担心债务", "url": "https://www.abc.net.au/news/2026-10-09/firmus-float-gets-pulled-following-lacklustre-investor-demand/107246230" }, { "date": "2026-10-09", "source": "The Guardian", "text": "Firmus 撤回自 Telstra 以来最大的 ASX 上市", "url": "https://www.theguardian.com/australia-news/2026/oct/09/firmus-pulls-asx-float-datacentre-investor-doubt-australia" }, { "date": "2026-10-09", "source": "X 新闻（Grok 聚合）", "text": "Firmus IPO 失败引发数据中心股抛售（IREN 等）", "url": "https://x.com/i/trending/2108514664749666570" } ], "sources": [ { "name": "Firmus 新闻稿（Meta 协议）", "url": "https://firmus.co/newsroom/firmus-and-meta-announce-strategic-ai-infrastructure-agreements-across-asia-pacific" }, { "name": "ArusGrid：DayOne KITP", "url": "https://arusgrid.com/project/id-riau-dayone-kitp" }, { "name": "Mingtiandi", "url": "https://www.mingtiandi.com/real-estate/data-centres/dayone-firmus-building-360mw-data-centre-campus-in-batam/" }, { "name": "Yahoo Finance：IPO 撤回细节", "url": "https://finance.yahoo.com/technology/ai/articles/firmus-withdraws-7-1-billion-151554787.html" } ], "xsummary": "两条舆论线：①英文/中文/日文金融圈热议 Firmus IPO 撤回、估值与债务风险，以及 DayOne 的 IPO；②印尼语民生圈在 10/12 巴淡大停电与 Nongsa 缺水后，把矛头指向数据中心（因果未经证实，官方另有解释）。Meta 协议本身讨论不多。", "updated": "2026-10-14", "plan": { "start": "2026-06-29", "status": "at_risk", "confidence": "低", "headline": "融资（IPO 撤回）+ 电网大停电 + 用水争议，未宣布延期", "risk": { "reason": "Firmus 撤回 ASX IPO，资金来源转私募；巴淡 10/12 大停电；居民缺水争议", "since": "2026-10-09", "unblock": "私募融资落地；PLN Batam 供电可靠性有说法；海水淡化方案获 BP Batam 认可", "unblock_inferred": true }, "enduser": { "name": "Meta", "via": "Firmus GPU 云", "conf": "推断", "src": "https://firmus.co/newsroom/firmus-and-meta-announce-strategic-ai-infrastructure-agreements-across-asia-pacific", "note": "Meta 签了 Firmus 东南亚算力协议，但未指明站点" }, "phases": [ { "name": "全园区", "gw": 0.36, "by": "2028Q4", "basis": "未说明", "done": false, "est": false, "note": "2027 Q1 起分期投运至 2028；按区间末端计" } ], "milestones": [ { "date": "2026-04", "label": "PLN PPA" }, { "date": "2027-03", "label": "首期投运目标" } ], "operator": { "name": "Firmus", "type": "新云" } } }, { "id": "stargate-abilene", "name": "OpenAI Stargate Abilene（Crusoe / Oracle）", "owner": "Crusoe 开发建设；Oracle（OCI）租用；OpenAI 使用", "country": "美国", "location": "得克萨斯州 Abilene，Lancium Clean Campus", "coords_note": "约 32.506N, 99.779W（Epoch AI）", "capacity": "规划 1.2GW、8 栋楼；Oracle 2026/4 称 200MW 已运行；Epoch 估 IT 421MW（4 栋）", "status": "部分运行", "status_level": "green", "investment": "一期 71 亿美元建设贷款（Exchange 报道）", "site_area": "约 400 万平方英尺", "target": "Epoch 预计 5–8 号楼约 2026/11 投运；Crusoe 称调试持续至 2027 Q1", "timeline": [ { "date": "2024-05-31", "event": "Epoch 估算：开工/场平。Land clearing begins for northern two buildings (Building 1-2)", "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene", "epoch": true }, { "date": "2025-09-26", "event": "Epoch 估算：IT 功率约 105MW。Building 1 is fully operational around this date. The first phase was \\\"live\\\" on Septembe", "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene", "epoch": true }, { "date": "2025-09-30", "event": "Crusoe 宣布前两栋楼（200MW+）上线", "src": "https://www.datacenterdynamics.com/en/news/crusoes-abilene-data-center-officially-live-serving-oracle-and-openais-stargate/" }, { "date": "2025-12-24", "event": "Epoch 估算：IT 功率约 211MW。Building 2 is fully operational. This exact date corresponds to the expected completion da", "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene", "epoch": true }, { "date": "2026-04", "event": "Oracle：Abilene 已有 200MW 运行", "src": "https://tracker.bepresearch.com/projects/stargate-abilene-texas" }, { "date": "2026-05", "event": "Epoch 估 3、4 号楼投运", "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene" }, { "date": "2026-05-23", "event": "Epoch 估算：IT 功率约 421MW。Buildings 3 and 4 are estimated to be operational. On April 22nd, Oracle [posted](https://", "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene", "epoch": true }, { "date": "2026-07", "event": "5–8 号楼结构完工、内装中", "src": "https://computeatlas.net/blog/deep-dive-stargate-abilene" } ], "blockers": [ { "type": "电力", "level": "medium", "text": "大部分依赖电网 + 现场燃气轮机（约 300MW 级）过渡，1GW 变电站建成前受限。", "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene" }, { "type": "调试", "level": "medium", "text": "封顶≠完工：每栋白空间内装 4–6 个月，液冷调试更长。", "src": "https://exchange.construction/news/stargate-abilene-data-center-tops-out-2026/" }, { "type": "融资/政治", "level": "low", "text": "贷款结构与得州数据中心税收优惠在 X 上受质疑。", "src": "https://x.com/LumiritX/status/2110226614399201557" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-12-21", "file": "img/stargate-abilene_wb_2021-12-21.jpg", "scene": "Esri Wayback 2021-12-21", "note": "早期（Wayback 版本）" }, { "date": "2026-02-26", "file": "img/stargate-abilene_wb_2026-02-26.jpg", "scene": "Esri Wayback 2026-02-26", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 32.50131, "lon": -99.78561, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-10-01", "file": "img/stargate-abilene_s2_2022.jpg", "scene": "S2A_14SMB_20221001_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-10-14", "file": "img/stargate-abilene_s2_2023.jpg", "scene": "S2B_14SMA_20231014_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-13", "file": "img/stargate-abilene_s2_2024.jpg", "scene": "S2A_14SMB_20241013_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-10-03", "file": "img/stargate-abilene_s2_2025.jpg", "scene": "S2B_14SMB_20251003_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-08", "file": "img/stargate-abilene_s2_2026.jpg", "scene": "S2B_14SMB_20261008_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-12-21", "file": "img/stargate-abilene_wb_2021-12-21.jpg", "zoom": 16, "versions": 7 }, { "label": "最新", "release": "2026-02-26", "file": "img/stargate-abilene_wb_2026-02-26.jpg", "zoom": 16, "versions": 7 } ] }, "xposts": [ { "user": "edzitron", "date": "2026-10-13", "text": "英文：据消息源，Abilene 若低于 300 亿美元就算“地球上最幸运的项目”", "metrics": "1万 浏览", "url": "https://x.com/edzitron/status/2110088905991315509" }, { "user": "RambouilletAssn", "date": "2026-10-12", "text": "英文：住在 7 英里外，每天约 8,000 名工人在周边活动", "metrics": "", "url": "https://x.com/RambouilletAssn/status/2109502104062570591" }, { "user": "LumiritX", "date": "2026-10-14", "text": "英文：摩根大通为 Stargate 安排 96 亿美元贷款，风险在较小的贷款", "metrics": "", "url": "https://x.com/LumiritX/status/2110226614399201557" }, { "user": "jamestalarico", "date": "2026-10-12", "text": "英文（政治广告）：数据中心拿税收优惠，账单由居民承担", "metrics": "41.8万 浏览", "url": "https://x.com/jamestalarico/status/2109664482545066442" } ], "news": [ { "date": "2026-07", "source": "Compute Atlas", "text": "Stargate Abilene 深度：1.2GW，8 栋中 4 栋运行", "url": "https://computeatlas.net/blog/deep-dive-stargate-abilene" }, { "date": "2025-09-30", "source": "DCD", "text": "Crusoe Abilene 园区正式上线", "url": "https://www.datacenterdynamics.com/en/news/crusoes-abilene-data-center-officially-live-serving-oracle-and-openais-stargate/" } ], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene" }, { "name": "BEP 追踪", "url": "https://tracker.bepresearch.com/projects/stargate-abilene-texas" } ], "xsummary": "X 讨论集中在成本与融资（Ed Zitron 质疑造价、摩根大通贷款），当地人描述施工规模；得州政治广告把数据中心与税收优惠、用水挂钩。X 上流传的“6/8 栋已交付”等数字未经核实。", "updated": "2026-10-14", "region": "美国", "plan": { "start": "2024-06", "status": "on_track", "confidence": "中", "headline": "4 栋运行，5–8 号楼内装调试中", "risk": null, "enduser": { "name": "OpenAI", "via": "Oracle OCI", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene", "note": "" }, "phases": [ { "name": "1–4 号楼", "gw": 0.421, "by": "2026Q2", "basis": "IT", "done": true, "est": true, "note": "Epoch 估算" }, { "name": "5–8 号楼", "gw": 0.779, "by": "2027Q1", "basis": "未说明", "done": false, "est": true, "note": "1.2GW 总量减已运行（推算）；Crusoe 称调试至 2027 Q1" } ], "milestones": [ { "date": "2025-09-30", "label": "前两栋上线" }, { "date": "2026-07", "label": "5–8 号楼封顶" } ], "operator": { "name": "Crusoe", "type": "新云", "note": "Crusoe 建设园区，Oracle OCI 运营算力；按“运营方”统计时计入 Crusoe" }, "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-05-31", "mw": 0.0 }, { "date": "2025-06-28", "mw": 0.0 }, { "date": "2025-09-26", "mw": 105.0 }, { "date": "2025-12-24", "mw": 211.0 }, { "date": "2026-01-15", "mw": 211.0 }, { "date": "2026-03-24", "mw": 211.0 }, { "date": "2026-05-23", "mw": 421.0 }, { "date": "2026-07-28", "mw": 421.0 } ] } } }, { "id": "xai-colossus", "name": "xAI Colossus 2（孟菲斯）+ Southaven 电厂", "owner": "xAI / SpaceXAI（MZX Tech LLC 为电厂许可主体）", "country": "美国", "location": "田纳西州孟菲斯 Tulane Rd；电厂在密西西比州 Southaven Stanton Rd", "coords_note": "约 34.995N, 90.037W（Epoch AI，Colossus 2）", "capacity": "Epoch 估 IT 946MW（2026/10/9）；永久燃机电厂 1.2GW（41 台）", "status": "运行中 · 电厂在建", "status_level": "green", "investment": "Southaven MACROHARDRR 200 亿美元+（据州长，X 转述）", "site_area": "—", "target": "临时燃机须在 2027/7 前全部拆除", "timeline": [ { "date": "2025-02-28", "event": "Epoch 估算：开工/场平。Land clearing begins next to the existing building.", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "epoch": true }, { "date": "2025-10-19", "event": "Epoch 估算：IT 功率约 239MW。Battery facility looks complete (though more might be added). Turbines look connected up, ", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "epoch": true }, { "date": "2026-03-11", "event": "MDEQ 发放 41 台永久燃机空气许可", "src": "https://www.compute-atlas.com/facilities/xai-colossus-2-power-station-southaven-ms" }, { "date": "2026-04-06", "event": "Epoch 估算：IT 功率约 490MW。The first array of dry cooling air-cooled condensers for Building 1 has been completed and", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "epoch": true }, { "date": "2026-04-14", "event": "NAACP/SELC/Earthjustice 就无证临时燃机起诉", "src": "https://www.compute-atlas.com/facilities/xai-colossus-2-power-station-southaven-ms" }, { "date": "2026-06-15", "event": "Epoch 估算：IT 功率约 946MW。The site is estimated to have at least ~830 MW of GPU server power, with at least \\\"at lea", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "epoch": true }, { "date": "2026-07", "event": "与 MDEQ 签同意令：69 台临时燃机 2027/7 前拆除", "src": "https://x.ai/memphis/updates" }, { "date": "2026-08-31", "event": "关停 11 台临时燃机", "src": "https://www.actionnews5.com/2026/08/31/xai-shuts-down-11-turbines-southaven-facility/" }, { "date": "2026-11-09", "event": "（计划）密西西比州就永久电厂举行正式听证", "src": "https://rachelandthecity.com/what-you-should-know-about-mississippis-upcoming-hearing-on-xais-turbines/" } ], "blockers": [ { "type": "许可/诉讼", "level": "high", "text": "临时燃机在许可之外运行，诉讼未决；州里仍列有 57 台临时燃机。", "src": "https://rachelandthecity.com/what-you-should-know-about-mississippis-upcoming-hearing-on-xais-turbines/" }, { "type": "空气质量/社区", "level": "high", "text": "周边为已不达标的黑人社区，噪音、氮氧化物排放引发抗议；居民在田纳西联邦法院起诉。", "src": "https://wreg.com/wp-content/uploads/sites/18/2026/09/CARTER-VS-MZX-TECH-LLC-1.pdf" }, { "type": "电力", "level": "medium", "text": "永久电厂仍在建，此前临时燃机是两座数据中心的唯一电源（法庭证词）。", "src": "https://rachelandthecity.com/what-you-should-know-about-mississippis-upcoming-hearing-on-xais-turbines/" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/xai-colossus_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-06-30", "file": "img/xai-colossus_wb_2026-06-30.jpg", "scene": "Esri Wayback 2026-06-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 34.98929, "lon": -90.03857, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-09-27", "file": "img/xai-colossus_s2_2022.jpg", "scene": "S2B_16SBD_20220927_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-10-07", "file": "img/xai-colossus_s2_2023.jpg", "scene": "S2A_16SBD_20231007_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-11", "file": "img/xai-colossus_s2_2024.jpg", "scene": "S2A_16SBD_20241011_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-09-16", "file": "img/xai-colossus_s2_2025.jpg", "scene": "S2C_15SYU_20250916_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-11", "file": "img/xai-colossus_s2_2026.jpg", "scene": "S2C_16SBD_20261011_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/xai-colossus_wb_2021-10-13.jpg", "zoom": 16, "versions": 6 }, { "label": "最新", "release": "2026-06-30", "file": "img/xai-colossus_wb_2026-06-30.jpg", "zoom": 16, "versions": 6 } ] }, "xposts": [ { "user": "allthemoney", "date": "2026-10-12", "text": "英文：Colossus 2 需约 1GW：燃机、Megapack、规划中的 1,300 万加仑/日水回收厂", "metrics": "", "url": "https://x.com/allthemoney/status/2109473566353961196" }, { "user": "corj1k", "date": "2026-10-09", "text": "英文：孟菲斯市政厅因住宅旁的甲烷燃机爆发争议", "metrics": "", "url": "https://x.com/corj1k/status/2108579749828128953" }, { "user": "yashudalistened", "date": "2026-10-08", "text": "英文：燃机先于许可安装；NAACP 称每年近 2,500 吨氮氧化物", "metrics": "", "url": "https://x.com/yashudalistened/status/2108188020574765349" }, { "user": "therealvane11", "date": "2026-10-11", "text": "英文：SpaceX 文件显示 2026/4 购买约 2.69 亿美元 Megapack", "metrics": "", "url": "https://x.com/therealvane11/status/2109313789979963541" }, { "user": "JSCC2020Lee", "date": "2026-10-10", "text": "英文：Epoch 10/9 排名 Colossus 2 当前 IT 946MW 居首", "metrics": "", "url": "https://x.com/JSCC2020Lee/status/2108931916384669854" } ], "news": [ { "date": "2026-08-31", "source": "Action News 5", "text": "SpaceXAI 关停 Southaven 11 台燃机", "url": "https://www.actionnews5.com/2026/08/31/xai-shuts-down-11-turbines-southaven-facility/" }, { "date": "2026-10", "source": "Rachel and the City", "text": "密西西比 11/9–10 燃机听证须知", "url": "https://rachelandthecity.com/what-you-should-know-about-mississippis-upcoming-hearing-on-xais-turbines/" } ], "sources": [ { "name": "xAI 孟菲斯官方更新", "url": "https://x.ai/memphis/updates" }, { "name": "Compute Atlas：Southaven 电厂", "url": "https://www.compute-atlas.com/facilities/xai-colossus-2-power-station-southaven-ms" } ], "xsummary": "X 两极：环保/社区倡导者聚焦燃机排放、诉讼与环境正义；支持者强调建设速度、算力规模（Epoch 排名第一）以及孟菲斯大学研究称空气质量无显著下降。Grok 账号大量回复，需注意其并非独立信源。", "updated": "2026-10-14", "region": "美国", "plan": { "start": "2025-03", "status": "at_risk", "confidence": "中", "headline": "已运行，但临时燃机诉讼与许可未决", "risk": { "reason": "临时燃机无证运行诉讼未决；永久电厂待听证", "since": "2026-04-14", "unblock": "11/9 听证通过；临时燃机按同意令 2027/7 前拆除，永久电厂并网", "unblock_inferred": true }, "enduser": { "name": "xAI", "via": "自建", "conf": "确认", "src": "https://x.ai/memphis/updates", "note": "Epoch（2026/10）称 Colossus 2 算力也由 Anthropic、Cursor 使用（报道）；本站仍按 xAI 计" }, "phases": [ { "name": "当前运行", "gw": 0.946, "by": "2026Q4", "basis": "IT", "done": true, "est": true, "note": "Epoch 估算（2026/10/9）；1.2GW 电厂为电源，不计入" } ], "milestones": [ { "date": "2026-11-09", "label": "电厂听证" }, { "date": "2027-07", "label": "临时燃机拆除期限" } ], "operator": { "name": "xAI", "type": "自建" }, "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2025-02-28", "mw": 0.0 }, { "date": "2025-09-08", "mw": 0.0 }, { "date": "2025-10-19", "mw": 239.0 }, { "date": "2026-01-13", "mw": 239.0 }, { "date": "2026-04-06", "mw": 490.0 }, { "date": "2026-06-15", "mw": 946.0 } ] } } }, { "id": "meta-hyperion", "name": "Meta Hyperion", "owner": "Meta（与 Blue Owl 成立合资公司）", "country": "美国", "location": "路易斯安那州 Richland Parish，Holly Ridge", "coords_note": "约 32.488N, 91.632W（Epoch AI）", "capacity": "规划 5GW；Meta 称 2030 年达 2GW，约 2032 年全面完工", "status": "在建", "status_level": "amber", "investment": "500 亿美元+（2026/7 Meta 口径）", "site_area": "近 1,000 万平方英尺", "target": "2GW @2030；5GW @~2032", "timeline": [ { "date": "2024-12", "event": "开工", "src": "https://www.cnbc.com/2026/07/13/meta-louisiana-data-center-investment-reaches-50-billion-amid-ai-push.html" }, { "date": "2024-12-20", "event": "Epoch 估算：开工/场平。Land clearing begins.", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-hyperion", "epoch": true }, { "date": "2025-10", "event": "Meta 与 Blue Owl 成立合资公司（270 亿美元口径）", "src": "https://www.cnbc.com/2026/07/13/meta-louisiana-data-center-investment-reaches-50-billion-amid-ai-push.html" }, { "date": "2026-07-13", "event": "Meta 宣布扩至 5GW、500 亿美元+", "src": "https://www.cnbc.com/2026/07/13/meta-louisiana-data-center-investment-reaches-50-billion-amid-ai-push.html" }, { "date": "2026-10-12", "event": "Business Insider：当地营业税收入 2024→2025 由 2,100 万增至 3,900 万美元", "src": "https://www.businessinsider.com/meta-ai-data-center-construction-louisiana-local-business-growth-economy-2026-10" } ], "blockers": [ { "type": "电力/监管", "level": "medium", "text": "Entergy 路易斯安那的供电与燃气电厂案件仍在公共事业委员会审理（U-37425 等）；二期在审。", "src": "https://louisianai.com/diligence/meta-hyperion" }, { "type": "规模/工期", "level": "medium", "text": "5GW 需多年分期，高峰期约 7,500 名施工人员。", "src": "https://www.neoteo.com/en/richland-parish-businesses-report-demand-from-metas-hyperion-build" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-12-21", "file": "img/meta-hyperion_wb_2021-12-21.jpg", "scene": "Esri Wayback 2021-12-21", "note": "早期（Wayback 版本）" }, { "date": "2026-02-26", "file": "img/meta-hyperion_wb_2026-02-26.jpg", "scene": "Esri Wayback 2026-02-26", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 32.51059, "lon": -91.63604, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-09-30", "file": "img/meta-hyperion_s2_2022.jpg", "scene": "S2B_15SXS_20220930_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-09-30", "file": "img/meta-hyperion_s2_2023.jpg", "scene": "S2A_15SXS_20230930_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-09-09", "file": "img/meta-hyperion_s2_2024.jpg", "scene": "S2B_15SXR_20240909_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-10-14", "file": "img/meta-hyperion_s2_2025.jpg", "scene": "S2B_15SXS_20251014_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-09-29", "file": "img/meta-hyperion_s2_2026.jpg", "scene": "S2B_15SXR_20260929_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-12-21", "file": "img/meta-hyperion_wb_2021-12-21.jpg", "zoom": 16, "versions": 7 }, { "label": "最新", "release": "2026-02-26", "file": "img/meta-hyperion_wb_2026-02-26.jpg", "zoom": 16, "versions": 7 } ] }, "xposts": [ { "user": "benitoz", "date": "2026-10-13", "text": "英文：Prometheus 超 1GW、Hyperion 到 5GW，规划于 Llama 时代，正在上线", "metrics": "", "url": "https://x.com/benitoz/status/2110037895365161229" }, { "user": "CapexAndChill", "date": "2026-10-13", "text": "英文：扎克伯格原话：“正在路易斯安那建 5GW 的 Hyperion 集群”", "metrics": "", "url": "https://x.com/CapexAndChill/status/2110049796798951649" }, { "user": "zacxbtc", "date": "2026-10-14", "text": "英文：扎克伯格承认在不确定模型能否成功前投入至多 2,000 亿美元基建", "metrics": "", "url": "https://x.com/zacxbtc/status/2110211533552894386" } ], "news": [ { "date": "2026-07-13", "source": "CNBC", "text": "Meta 路易斯安那数据中心投资达 500 亿美元", "url": "https://www.cnbc.com/2026/07/13/meta-louisiana-data-center-investment-reaches-50-billion-amid-ai-push.html" }, { "date": "2026-10-12", "source": "Business Insider", "text": "Meta 项目带火当地小镇生意", "url": "https://www.businessinsider.com/meta-ai-data-center-construction-louisiana-local-business-growth-economy-2026-10" } ], "sources": [ { "name": "LouisianAI 尽调页", "url": "https://louisianai.com/diligence/meta-hyperion" }, { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/meta-hyperion" } ], "xsummary": "X 讨论集中在扎克伯格 Cheeky Pint 访谈（Muse Wonder 模型、2,000 亿美元资本开支赌注），Hyperion 作为“5GW 集群”被反复引用；对当地影响讨论较少。", "updated": "2026-10-14", "region": "美国", "plan": { "start": "2024-12", "status": "on_track", "confidence": "中", "headline": "在建；Meta 称 2030 年 2GW、约 2032 年 5GW", "risk": null, "enduser": { "name": "Meta", "via": "自建", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-hyperion", "note": "" }, "phases": [ { "name": "一期至 2GW", "gw": 2.0, "by": "2030Q4", "basis": "未说明", "done": false, "est": false, "note": "Meta 口径" }, { "name": "扩至 5GW", "gw": 3.0, "by": "2032Q4", "basis": "未说明", "done": false, "est": false, "note": "约 2032 年" } ], "milestones": [ { "date": "2026-07-13", "label": "宣布扩至 5GW" } ], "operator": { "name": "Meta", "type": "超大规模" }, "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/meta-hyperion", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-12-20", "mw": 0.0 }, { "date": "2025-10-19", "mw": 0.0 }, { "date": "2026-04-19", "mw": 0.0 } ] } } }, { "id": "meta-prometheus", "name": "Meta Prometheus", "owner": "Meta", "country": "美国", "location": "俄亥俄州 New Albany", "coords_note": "约 40.098N, 82.748W（Epoch AI）", "capacity": "目标约 1GW+；Epoch 估当前 IT 471MW，预计 2028 Q3 达 1,022MW", "status": "部分运行", "status_level": "green", "investment": "Epoch 估当前 178 亿美元", "site_area": "30+ 座结构（含帐篷式机房）", "target": "Socrates 南/北电厂约 2026/11 全面运行；全面建成约 2028", "timeline": [ { "date": "2022-04-14", "event": "Epoch 估算：开工/场平。Land clearing begins for Building 1-2", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus", "epoch": true }, { "date": "2025-10-14", "event": "首次通电（Epoch）", "src": "https://ailoadmap.com/project/meta-prometheus" }, { "date": "2025-10-14", "event": "Epoch 估算：IT 功率约 76MW。Building 1 is operational, based on there being minimal construction work and cars in the ", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus", "epoch": true }, { "date": "2026-01-18", "event": "Epoch 估算：IT 功率约 368MW。Buildings 2-6 are operational, based on all equipment being in place, the paved ground, an", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus", "epoch": true }, { "date": "2026-08-19", "event": "无人机热成像：南区运行，北区帐篷完工但未带负载", "src": "https://blog.synmax.com/vulcan/drone-imagery-confirms-metas-prometheus-south-operating-prometheus-north-under-construction" }, { "date": "2026-08-31", "event": "Epoch：7–10 号楼运行，Socrates South 约 69% 铭牌出力", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus" }, { "date": "2026-08-31", "event": "Epoch 估算：IT 功率约 471MW。Buildings 7-10 (tents) are operational, based on infrared drone video from RAAD (raad.com)", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus", "epoch": true }, { "date": "2026-10-13", "event": "Meta 称 Muse Wonder 模型在 Prometheus 训练（X 转述）", "src": "https://x.com/TheLastMegawatt/status/2110126097644052889" } ], "blockers": [ { "type": "电力", "level": "medium", "text": "北区要等 Socrates North 燃气电厂并网；核电协议（Vistra 等）为购电承诺，非现场供电。", "src": "https://tracker.bepresearch.com/projects/meta-prometheus-new-albany" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/meta-prometheus_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2025-07-31", "file": "img/meta-prometheus_wb_2025-07-31.jpg", "scene": "Esri Wayback 2025-07-31", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 40.08778, "lon": -82.74276, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-06-03", "file": "img/meta-prometheus_s2_2022.jpg", "scene": "S2B_17TLE_20220603_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-09-01", "file": "img/meta-prometheus_s2_2023.jpg", "scene": "S2A_17TLE_20230901_1_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-09-05", "file": "img/meta-prometheus_s2_2024.jpg", "scene": "S2A_17TLE_20240905_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-10-05", "file": "img/meta-prometheus_s2_2025.jpg", "scene": "S2B_17TLE_20251005_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-05", "file": "img/meta-prometheus_s2_2026.jpg", "scene": "S2C_17TLE_20261005_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/meta-prometheus_wb_2021-10-13.jpg", "zoom": 16, "versions": 3 }, { "label": "最新", "release": "2025-07-31", "file": "img/meta-prometheus_wb_2025-07-31.jpg", "zoom": 16, "versions": 3 } ] }, "xposts": [ { "user": "SigForseti", "date": "2026-10-13", "text": "英文：OCP 大会上 Meta 介绍 Prometheus：30+ 座结构、帐篷机房数月建成", "metrics": "", "url": "https://x.com/SigForseti/status/2110076295350731204" }, { "user": "sk_signals", "date": "2026-10-13", "text": "英文：Muse Wonder 在 Prometheus 训练，API 定价 $4/$20 每百万 token", "metrics": "", "url": "https://x.com/sk_signals/status/2110041208957321402" } ], "news": [ { "date": "2026-08", "source": "SynMax Vulcan", "text": "无人机热成像确认南区运行、北区在建", "url": "https://blog.synmax.com/vulcan/drone-imagery-confirms-metas-prometheus-south-operating-prometheus-north-under-construction" } ], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus" }, { "name": "AI Loadmap", "url": "https://ailoadmap.com/project/meta-prometheus" } ], "xsummary": "X 热度来自 Meta 新模型 Muse Wonder（称在 Prometheus 训练）和 OCP 大会上展示的帐篷式机房；整体正面，偏技术/投资视角。", "updated": "2026-10-14", "region": "美国", "plan": { "start": "2024", "status": "on_track", "confidence": "中", "headline": "南区运行，北区等待燃气电厂并网", "risk": null, "enduser": { "name": "Meta", "via": "自建", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus", "note": "" }, "phases": [ { "name": "当前运行", "gw": 0.471, "by": "2026Q3", "basis": "IT", "done": true, "est": true, "note": "Epoch 估算" }, { "name": "至 1,022MW", "gw": 0.551, "by": "2028Q3", "basis": "IT", "done": false, "est": true, "note": "Epoch 预计" } ], "milestones": [ { "date": "2025-10-14", "label": "首次通电" }, { "date": "2026-11", "label": "Socrates 电厂全面运行（预计）" } ], "operator": { "name": "Meta", "type": "超大规模" }, "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/meta-prometheus", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2022-04-14", "mw": 0.0 }, { "date": "2025-06-01", "mw": 0.0 }, { "date": "2025-09-20", "mw": 0.0 }, { "date": "2025-10-14", "mw": 76.0 }, { "date": "2026-01-18", "mw": 368.0 }, { "date": "2026-03-12", "mw": 368.0 }, { "date": "2026-05-18", "mw": 368.0 }, { "date": "2026-08-31", "mw": 471.0 } ] } } }, { "id": "microsoft-fairwater", "name": "Microsoft Fairwater（威斯康星）", "owner": "Microsoft", "country": "美国", "location": "威斯康星州 Mount Pleasant（原富士康地块）", "coords_note": "约 42.694N, 87.925W（Epoch AI）", "capacity": "一期已全面运行（微软称“全球最强超算”）；二期在建，2028 年完工", "status": "一期运行 · 二期在建", "status_level": "green", "investment": "首座 33 亿美元（X 转述），总承诺约 70 亿美元", "site_area": "修订方案：7 栋数据中心、约 588 万平方英尺", "target": "二期 2028", "timeline": [ { "date": "2023-07-14", "event": "Epoch 估算：开工/场平。Land clearing begins for Building 1.", "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-wisconsin", "epoch": true }, { "date": "2026-01", "event": "村委会批准至多 15 座数据中心的场地规划", "src": "https://www.wpr.org/news/microsoft-finishes-construction-mount-pleasant-data-center" }, { "date": "2026-04", "event": "设备上线、开始试运行", "src": "https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/" }, { "date": "2026-04-16", "event": "Epoch 估算：IT 功率约 369MW。Building 1 is operational. [X post](https://x.com/satyanadella/status/2044767391293509761?", "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-wisconsin", "epoch": true }, { "date": "2026-06-23", "event": "首座设施全面运行；二期正在做基础与钢结构", "src": "https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/" }, { "date": "2026-10-14", "event": "规划委员会审议修订方案：9 栋改 7 栋，总面积增加", "src": "https://finance-commerce.com/2026/10/microsoft-mount-pleasant-data-center-expansion-2/" } ], "blockers": [ { "type": "规划调整", "level": "low", "text": "北区方案缩为 7 栋，预计应税价值下降约 24%；最终规模未定。", "src": "https://www.bizjournals.com/milwaukee/news/2026/10/12/microsoft-mount-pleasant-data-center.html" }, { "type": "社区", "level": "low", "text": "威斯康星部分社区反对数据中心用电用水（泛指）。", "src": "https://www.wpr.org/news/microsoft-finishes-construction-mount-pleasant-data-center" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/microsoft-fairwater_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2025-05-29", "file": "img/microsoft-fairwater_wb_2025-05-29.jpg", "scene": "Esri Wayback 2025-05-29", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 42.68393, "lon": -87.9152, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-07-14", "file": "img/microsoft-fairwater_s2_2022.jpg", "scene": "S2A_16TDN_20220714_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-08-28", "file": "img/microsoft-fairwater_s2_2023.jpg", "scene": "S2A_16TDN_20230828_0_L2A", "cloud": 2 }, { "year": 2024, "date": "2024-10-06", "file": "img/microsoft-fairwater_s2_2024.jpg", "scene": "S2B_16TDN_20241006_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-09-16", "file": "img/microsoft-fairwater_s2_2025.jpg", "scene": "S2C_16TDN_20250916_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-06", "file": "img/microsoft-fairwater_s2_2026.jpg", "scene": "S2B_16TDN_20261006_1_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/microsoft-fairwater_wb_2021-10-13.jpg", "zoom": 16, "versions": 5 }, { "label": "最新", "release": "2025-05-29", "file": "img/microsoft-fairwater_wb_2025-05-29.jpg", "zoom": 16, "versions": 5 } ] }, "xposts": [ { "user": "AiJobsBoom", "date": "2026-10-06", "text": "英文：原富士康地块；6 月完成首座，二期 2028，获批至多 15 座", "metrics": "", "url": "https://x.com/AiJobsBoom/status/2107296841062563904" }, { "user": "aipredictionx", "date": "2026-10-06", "text": "英文：追踪纳德拉关于 Fairwater 与 AI 容量的承诺", "metrics": "", "url": "https://x.com/aipredictionx/status/2107453379718816034" } ], "news": [ { "date": "2026-06-23", "source": "Microsoft", "text": "首座 Mount Pleasant 设施完工", "url": "https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/" }, { "date": "2026-10-12", "source": "Milwaukee Business Journal", "text": "微软缩减部分规划", "url": "https://www.bizjournals.com/milwaukee/news/2026/10/12/microsoft-mount-pleasant-data-center.html" } ], "sources": [ { "name": "WPR", "url": "https://www.wpr.org/news/microsoft-finishes-construction-mount-pleasant-data-center" }, { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-wisconsin" } ], "xsummary": "X 讨论较少，以就业/投资信息转发和对微软 AI 容量承诺的追踪为主；没有明显的负面舆论热点。", "updated": "2026-10-14", "region": "美国", "plan": { "start": "2023", "status": "on_track", "confidence": "中", "headline": "一期全面运行，二期 2028 年完工；容量未公开", "risk": null, "enduser": { "name": "Microsoft", "via": "自建", "conf": "确认", "src": "https://www.wpr.org/news/microsoft-finishes-construction-mount-pleasant-data-center", "note": "" }, "phases": [ { "name": "一期", "gw": 0.369, "by": "2026Q2", "basis": "IT", "done": true, "est": true, "note": "Epoch 估" }, { "name": "二期首批", "gw": 0.368, "by": "2027Q1", "basis": "IT", "done": false, "est": true, "note": "Epoch 预测" }, { "name": "二期其余", "gw": 1.526, "by": "2028Q2", "basis": "IT", "done": false, "est": true, "note": "Epoch 预测（至 2,263MW）；微软称二期 2028" } ], "milestones": [ { "date": "2026-06-23", "label": "一期全面运行" } ], "operator": { "name": "Microsoft", "type": "超大规模" }, "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-wisconsin", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2023-07-14", "mw": 0.0 }, { "date": "2025-09-26", "mw": 0.0 }, { "date": "2026-01-28", "mw": 0.0 }, { "date": "2026-04-16", "mw": 369.0 }, { "date": "2026-05-15", "mw": 369.0 } ] } } }, { "id": "aws-rainier", "name": "AWS Project Rainier（New Carlisle，Anthropic）", "owner": "Amazon（AWS）；Anthropic 使用", "country": "美国", "location": "印第安纳州 New Carlisle", "coords_note": "约 41.668N, 86.475W（Epoch AI）", "capacity": "近 50 万颗 Trainium2；Epoch 估 IT 约 910MW；全面建成约 2.2–2.3GW", "status": "运行中 · 扩建", "status_level": "green", "investment": "—", "site_area": "约 18 栋运行，14 栋在建（南区 19–32 号楼）", "target": "全面建成 2027 末–2028", "timeline": [ { "date": "2024-02-09", "event": "Epoch 估算：开工/场平。Land clearing begins in the northern section", "src": "https://epoch.ai/data/ai-data-centers/directory/anthropic-amazon-new-carlisle", "epoch": true }, { "date": "2025", "event": "AWS 宣布 Project Rainier 投用（近 50 万颗 Trainium2）", "src": "https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster" }, { "date": "2025-06-23", "event": "Epoch 估算：IT 功率约 398MW。Buildings 1-7 are operational. Based on all of the roofs being completed for over 5 months", "src": "https://epoch.ai/data/ai-data-centers/directory/anthropic-amazon-new-carlisle", "epoch": true }, { "date": "2025-12-23", "event": "Epoch 估算：IT 功率约 626MW。Buildings 8-11 are operational, given it's been over 7 months since their roofs were compl", "src": "https://epoch.ai/data/ai-data-centers/directory/anthropic-amazon-new-carlisle", "epoch": true }, { "date": "2026", "event": "南区扩建开始场平施工，部分许可待批", "src": "https://measuredai.substack.com/p/aws-new-carlisle-data-center-campus" }, { "date": "2026-03-23", "event": "Epoch 估算：IT 功率约 910MW。Buildings 12-16 are operational. Based on how long previous buildings took, when they were", "src": "https://epoch.ai/data/ai-data-centers/directory/anthropic-amazon-new-carlisle", "epoch": true } ], "blockers": [ { "type": "许可", "level": "low", "text": "南区扩建部分许可待批（二手来源）。", "src": "https://measuredai.substack.com/p/aws-new-carlisle-data-center-campus" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2022-01-12", "file": "img/aws-rainier_wb_2022-01-12.jpg", "scene": "Esri Wayback 2022-01-12", "note": "早期（Wayback 版本）" }, { "date": "2026-03-26", "file": "img/aws-rainier_wb_2026-03-26.jpg", "scene": "Esri Wayback 2026-03-26", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 41.67936, "lon": -86.47123, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-06-16", "file": "img/aws-rainier_s2_2022.jpg", "scene": "S2B_16TEM_20220616_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-10-02", "file": "img/aws-rainier_s2_2023.jpg", "scene": "S2B_16TEM_20231002_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-03", "file": "img/aws-rainier_s2_2024.jpg", "scene": "S2B_16TEM_20241003_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-09-28", "file": "img/aws-rainier_s2_2025.jpg", "scene": "S2B_16TEM_20250928_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-09-11", "file": "img/aws-rainier_s2_2026.jpg", "scene": "S2C_16TEM_20260911_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2022-01-12", "file": "img/aws-rainier_wb_2022-01-12.jpg", "zoom": 16, "versions": 8 }, { "label": "最新", "release": "2026-03-26", "file": "img/aws-rainier_wb_2026-03-26.jpg", "zoom": 16, "versions": 8 } ] }, "xposts": [ { "user": "JSCC2020Lee", "date": "2026-10-10", "text": "英文：Epoch 排名中 Anthropic-Amazon New Carlisle 以 910MW 位列第二", "metrics": "", "url": "https://x.com/JSCC2020Lee/status/2108931916384669854" }, { "user": "rich_odinn", "date": "2026-10-09", "text": "英文：Rainier 连接百万级 Trainium2，算力为早期 Claude 的 5 倍", "metrics": "", "url": "https://x.com/rich_odinn/status/2108561513086582947" } ], "news": [ { "date": "—", "source": "About Amazon", "text": "Project Rainier：全球最强的 AI 训练计算机之一", "url": "https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster" } ], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/anthropic-amazon-new-carlisle" }, { "name": "BEP 追踪", "url": "https://tracker.bepresearch.com/projects/project-rainier-new-carlisle" } ], "xsummary": "X 上主要是算力排行与 Anthropic 算力来源的讨论，偏中性；没有明显的社区争议热点。", "updated": "2026-10-14", "region": "美国", "plan": { "start": "2024", "status": "on_track", "confidence": "中", "headline": "运行中，南区扩建场平", "risk": null, "enduser": { "name": "Anthropic", "via": "AWS", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/anthropic-amazon-new-carlisle", "note": "" }, "phases": [ { "name": "当前运行", "gw": 0.91, "by": "2025Q4", "basis": "IT", "done": true, "est": true, "note": "Epoch 估约 910MW" }, { "name": "扩建至约 2.25GW", "gw": 1.34, "by": "2028Q4", "basis": "未说明", "done": false, "est": true, "note": "全面建成 2.2–2.3GW 取中值减当前；2027 末–2028，按末端计" } ], "milestones": [], "operator": { "name": "AWS", "type": "超大规模" }, "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/anthropic-amazon-new-carlisle", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-02-09", "mw": 0.0 }, { "date": "2024-06-10", "mw": 0.0 }, { "date": "2025-05-10", "mw": 0.0 }, { "date": "2025-06-23", "mw": 398.0 }, { "date": "2025-09-26", "mw": 398.0 }, { "date": "2025-10-17", "mw": 398.0 }, { "date": "2025-12-23", "mw": 626.0 }, { "date": "2026-02-09", "mw": 626.0 }, { "date": "2026-03-23", "mw": 910.0 }, { "date": "2026-06-03", "mw": 910.0 } ] } } }, { "id": "anthropic-western-downs", "name": "Western Downs Digital Park（Zerra DC，Anthropic 租用）", "owner": "Zerra DC（新加坡）开发；Anthropic 租用 1 号楼", "country": "澳大利亚", "location": "昆士兰州 Kogan，Dalby Kogan Road（Dalby 西北 37km）", "coords_note": "仅有道路与区域描述，无地块坐标，暂不做卫星对比。", "capacity": "1.44GW（峰值电力 2.16GW），4 栋", "status": "规划/审批中", "status_level": "amber", "investment": "约 300 亿澳元", "site_area": "725.5 公顷；建筑面积约 19.5 万㎡", "target": "1 号楼 2027；全部建成需 4–6 年", "timeline": [ { "date": "2026-09-18", "event": "ABC：Anthropic 签长期租约（须经 FIRB 批准）", "src": "https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376" }, { "date": "2026-10-07", "event": "Macquarie Capital 投资 Zerra（X/Mingtiandi）", "src": "https://x.com/Mingtiandi/status/2107661615026053159" } ], "blockers": [ { "type": "审批", "level": "high", "text": "租约须经外国投资审查委员会（FIRB）批准；项目仍在规划审批中。", "src": "https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376" }, { "type": "电力", "level": "high", "text": "满负荷日耗电约 43–47GWh，约为昆州日均用电的 25–30%；须接入 Braemar 变电站，由租户自建连接。", "src": "https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376" }, { "type": "冷却可行性", "level": "medium", "text": "宣称 100% 风冷、几乎不用水；学者认为高密度 AI 负载“好得难以置信”。", "src": "https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376" } ], "xposts": [ { "user": "carbonwen", "date": "2026-10-12", "text": "中文：AI 机房为什么往澳洲乡下跑？Western Downs 仍在审批", "metrics": "", "url": "https://x.com/carbonwen/status/2109548857201991806" }, { "user": "Qlder", "date": "2026-10-07", "text": "英文：Anthropic 签约后，昆州对新燃煤电厂提案持开放态度", "metrics": "", "url": "https://x.com/Qlder/status/2107757712075567590" }, { "user": "Mingtiandi", "date": "2026-10-07", "text": "英文：Macquarie 投资 Zerra（澳/日/印规划 2GW+）", "metrics": "", "url": "https://x.com/Mingtiandi/status/2107661615026053159" } ], "news": [ { "date": "2026-09-18", "source": "ABC News", "text": "Anthropic 将在昆州数据中心运行 Claude：需要知道的事", "url": "https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376" }, { "date": "—", "source": "Infrastructure News", "text": "Anthropic 租下昆州数据园区一期", "url": "https://infrastructurenews.com.au/story/anthropic-leases-first-stage-of-queensland-data-campus" } ], "sources": [ { "name": "ABC 解读", "url": "https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376" } ], "xsummary": "X 讨论有限：中文/韩文圈关注 Anthropic 全球扩张；澳洲本地关注能源政策（燃煤提案）与资本（Macquarie）。", "updated": "2026-10-14", "region": "澳大利亚", "satellite": { "source": "—", "caveat": "未找到可公开核实的精确坐标，暂无卫星对比。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "plan": { "start": null, "status": "at_risk", "confidence": "低", "headline": "规划审批中，FIRB 与电网接入未定", "risk": { "reason": "租约须经 FIRB 批准，项目仍在规划审批；需自建接入 Braemar 变电站", "since": "2026-09-18", "unblock": "FIRB 批准租约 + 规划许可 + 电网接入协议", "unblock_inferred": true }, "enduser": { "name": "Anthropic", "via": "Zerra 租赁", "conf": "报道", "src": "https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376", "note": "据报道 Anthropic 只租 1 号楼" }, "phases": [ { "name": "1 号楼", "gw": 0.36, "by": "2027Q4", "basis": "IT", "done": false, "est": true, "note": "1.44GW÷4 栋（推算）" }, { "name": "2–4 号楼", "gw": 1.08, "by": "2032Q4", "basis": "IT", "done": false, "est": true, "note": "“4–6 年”按末端计；租户未知", "user": "其他/未知" } ], "milestones": [], "operator": { "name": "Zerra", "type": "托管" } } }, { "id": "cdc-marsden-park", "name": "CDC Marsden Park 园区", "owner": "CDC Data Centres", "country": "澳大利亚", "location": "新南威尔士州悉尼 Marsden Park，105 & 113 Hollinsworth Road", "coords_note": "约 33.722S, 150.828E（OSM 道路地理编码，近似）", "capacity": "504MW IT（总 720MW），6 栋 4 层建筑", "status": "在建", "status_level": "amber", "investment": "—", "site_area": "约 20.9 公顷", "target": "主体结构 2026/7–2027/11；分期至 2029", "timeline": [ { "date": "2024-05", "event": "申请项目专属 SEARs（州重大项目）", "src": "https://majorprojects.planningportal.nsw.gov.au/prweb/PRRestService/mp/01/getContent?AttachRef=PDA-70018977%2120240515T234614.601+GMT" }, { "date": "2025-10", "event": "开工（二手来源）", "src": "https://cdc.com/locations/sydney-and-regional-nsw/marsden-park/" }, { "date": "2026-10-06", "event": "CDC 退出与 Firmus 的 A$730 亿 Southgate 合作（AFR）", "src": "https://www.afr.com/technology/cdc-signal-end-to-73b-firmus-partnership-97-5pc-incomplete-20261006-p61324" } ], "blockers": [ { "type": "电力", "level": "medium", "text": "悉尼大型数据中心项目普遍面临供电协议难题（AFR 相关报道经 X 转述）。", "src": "https://x.com/BowlerBarrister/status/2110133331291717791" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：低（地名/道路中心点（近似））。为区域或道路级坐标，画面未必覆盖实际地块，不据此下结论。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-11-03", "file": "img/cdc-marsden-park_wb_2021-11-03.jpg", "scene": "Esri Wayback 2021-11-03", "note": "早期（Wayback 版本）" }, { "date": "2026-03-26", "file": "img/cdc-marsden-park_wb_2026-03-26.jpg", "scene": "Esri Wayback 2026-03-26", "note": "最新（Wayback 版本）" } ], "coords": { "lat": -33.722, "lon": 150.828, "conf": "低", "src": "地名/道路中心点（近似）" }, "timelapse": [ { "year": 2022, "date": "2022-05-04", "file": "img/cdc-marsden-park_s2_2022.jpg", "scene": "S2A_56HLH_20220728_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-09-16", "file": "img/cdc-marsden-park_s2_2023.jpg", "scene": "S2B_56HKH_20230916_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-05-28", "file": "img/cdc-marsden-park_s2_2024.jpg", "scene": "S2B_56HLH_20240423_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-08-31", "file": "img/cdc-marsden-park_s2_2025.jpg", "scene": "S2C_56HKH_20250831_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-08-31", "file": "img/cdc-marsden-park_s2_2026.jpg", "scene": "S2B_56HKH_20260831_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-11-03", "file": "img/cdc-marsden-park_wb_2021-11-03.jpg", "zoom": 16, "versions": 8 }, { "label": "最新", "release": "2026-03-26", "file": "img/cdc-marsden-park_wb_2026-03-26.jpg", "zoom": 16, "versions": 8 } ] }, "xposts": [ { "user": "rampart_news", "date": "2026-10-12", "text": "英文：Rampart 专访 CDC 创始人 Greg Boorer（200 亿澳元规模）", "metrics": "", "url": "https://x.com/rampart_news/status/2109484602373087636" }, { "user": "BowlerBarrister", "date": "2026-10-14", "text": "英文：悉尼数据中心供电重置，Goodman、NextDC、AirTrunk 等大项目存疑", "metrics": "", "url": "https://x.com/BowlerBarrister/status/2110133331291717791" } ], "news": [ { "date": "2026-10-06", "source": "AFR", "text": "CDC 释放终止 A$730 亿 Firmus 合作信号，仅完成 2.5%", "url": "https://www.afr.com/technology/cdc-signal-end-to-73b-firmus-partnership-97-5pc-incomplete-20261006-p61324" } ], "sources": [ { "name": "CDC Marsden Park", "url": "https://cdc.com/locations/sydney-and-regional-nsw/marsden-park/" }, { "name": "NSW 重大项目门户", "url": "https://majorprojects.planningportal.nsw.gov.au/prweb/PRRestService/mp/01/getContent?AttachRef=SSD-70889211%2120251128T050853.709+GMT" } ], "xsummary": "X 上 CDC 的话题多与 Firmus 合作破裂有关；悉尼供电约束被提及。Marsden Park 项目本身讨论很少。", "updated": "2026-10-14", "region": "澳大利亚", "plan": { "start": "2025-10", "status": "on_track", "confidence": "低", "headline": "在建，分期至 2029", "risk": null, "enduser": { "name": "其他/未知", "via": "CDC 托管", "conf": "未知", "src": "https://cdc.com/locations/sydney-and-regional-nsw/marsden-park/", "note": "" }, "phases": [ { "name": "全部 6 栋", "gw": 0.504, "by": "2029Q4", "basis": "IT", "done": false, "est": true, "note": "分期至 2029，按末端计" } ], "milestones": [ { "date": "2027-11", "label": "主体结构完工（计划）" } ], "operator": { "name": "CDC", "type": "托管" } } }, { "id": "firmus-bell-bay", "name": "Firmus Project Southgate — Bell Bay（塔斯马尼亚）", "owner": "Firmus Technologies", "country": "澳大利亚", "location": "塔斯马尼亚 George Town，Long Reach（原 Gunns 纸浆厂地块，Bell Bay 先进制造区）", "coords_note": "以 OSM 的 Long Reach 地名点为中心，非精确地块。", "capacity": "288MW（获批）；Firmus 另在 St Leonards 建 104MW、Wesley Vale 申请 52MW", "status": "已获批 · 待开工/上诉中", "status_level": "amber", "investment": "—", "site_area": "—", "target": "未公布", "timeline": [ { "date": "2026-08-25", "event": "George Town 议会 6:1 批准（349 份意见，近 6,000 人请愿反对）", "src": "https://www.abc.net.au/news/2026-08-25/firmus-ai-bell-bay-receives-george-town-council-approval/107074336" }, { "date": "2026-10-06", "event": "CDC 退出 Southgate 合作（1.6GW 计划仅交付 42MW）", "src": "https://www.rampart.news/firmus-cdc-axe-southgate-partnership/" }, { "date": "2026-10-09", "event": "Firmus 撤回 ASX IPO", "src": "https://www.abc.net.au/news/2026-10-09/firmus-float-gets-pulled-following-lacklustre-investor-demand/107246230" }, { "date": "2026-10-10", "event": "塔州 EPA 申请加入 TASCAT 上诉（涉及 276 台柴油发电机用途，X 转述）", "src": "https://x.com/MinocrisyHQ/status/2108853158793585103" } ], "blockers": [ { "type": "融资", "level": "high", "text": "IPO 撤回 + CDC 退出合作，资金来源不确定。", "src": "https://www.rampart.news/firmus-cdc-axe-southgate-partnership/" }, { "type": "许可/上诉", "level": "high", "text": "柴油发电机数量曾误报（128 台 vs 276 台）；附加条件限制使用；EPA 介入上诉。", "src": "https://www.abc.net.au/news/2026-08-25/firmus-ai-bell-bay-receives-george-town-council-approval/107074336" }, { "type": "社区/能源", "level": "medium", "text": "将成为塔州最大用电户，居民担忧能源安全、噪音与生态。", "src": "https://www.abc.net.au/news/2026-08-25/firmus-ai-bell-bay-receives-george-town-council-approval/107074336" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：低（地名/道路中心点（近似））。为区域或道路级坐标，画面未必覆盖实际地块，不据此下结论。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/firmus-bell-bay_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-08-05", "file": "img/firmus-bell-bay_wb_2026-08-05.jpg", "scene": "Esri Wayback 2026-08-05", "note": "最新（Wayback 版本）" } ], "coords": { "lat": -41.1706, "lon": 146.9456, "conf": "低", "src": "地名/道路中心点（近似）" }, "timelapse": [ { "year": 2022, "date": "2022-03-25", "file": "img/firmus-bell-bay_s2_2022.jpg", "scene": "S2B_55GDQ_20220325_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-05-17", "file": "img/firmus-bell-bay_s2_2023.jpg", "scene": "S2A_55GDQ_20230517_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-02-26", "file": "img/firmus-bell-bay_s2_2024.jpg", "scene": "S2B_55GDQ_20240226_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-07-24", "file": "img/firmus-bell-bay_s2_2025.jpg", "scene": "S2A_55GDQ_20250724_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-07-05", "file": "img/firmus-bell-bay_s2_2026.jpg", "scene": "S2B_55GDQ_20260705_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/firmus-bell-bay_wb_2021-10-13.jpg", "zoom": 16, "versions": 7 }, { "label": "最新", "release": "2026-08-05", "file": "img/firmus-bell-bay_wb_2026-08-05.jpg", "zoom": 16, "versions": 7 } ] }, "xposts": [ { "user": "AdrianChinaAI", "date": "2026-10-11", "text": "英文：Bell Bay 面临新执行风险：EPA 申请加入 276 台柴油机上诉", "metrics": "", "url": "https://x.com/AdrianChinaAI/status/2109172441033630114" }, { "user": "MinocrisyHQ", "date": "2026-10-10", "text": "英文：EPA 称当初被告知仅应急使用，扩大使用本应触发评估", "metrics": "", "url": "https://x.com/MinocrisyHQ/status/2108853158793585103" }, { "user": "ramaraju9999999", "date": "2026-10-11", "text": "英文：估值约 18.5 亿→150 亿→437 亿；CDC 退出 Southgate 时仅完成 2.5%", "metrics": "", "url": "https://x.com/ramaraju9999999/status/2109124903354122569" }, { "user": "RiseOfWampus", "date": "2026-10-13", "text": "英文：反对“柴油 AI 工厂”，提出众筹替代方案", "metrics": "", "url": "https://x.com/RiseOfWampus/status/2109842286997909969" } ], "news": [ { "date": "2026-08-25", "source": "ABC News", "text": "Bell Bay 288MW AI 数据中心以 6:1 获批", "url": "https://www.abc.net.au/news/2026-08-25/firmus-ai-bell-bay-receives-george-town-council-approval/107074336" }, { "date": "2026-10", "source": "Rampart", "text": "Firmus 与 CDC 终止 Southgate 合作", "url": "https://www.rampart.news/firmus-cdc-axe-southgate-partnership/" }, { "date": "2026-10-09", "source": "X 新闻（Grok 聚合）", "text": "Nvidia 支持的 Firmus 撤回澳洲 IPO", "url": "https://x.com/i/trending/2107797115988570251" } ], "sources": [ { "name": "Firmus Southgate FAQ", "url": "https://firmus.co/infrastructure/southgate/project-southgate-faqs" }, { "name": "Forbes AU：IPO 失败解析", "url": "https://www.forbes.com.au/news/investing/firmus-44-billion-ipo-flop/" } ], "xsummary": "X 上 Firmus 是当周澳洲 AI 基建最热话题：IPO 失败拖累 ASX AI 股，引发对估值、稀释和债务的分析；塔州本地关注柴油发电机与 EPA 上诉，反对声音组织化。", "updated": "2026-10-14", "region": "澳大利亚", "plan": { "start": null, "status": "blocked", "confidence": "低", "headline": "IPO 撤回 + 规划上诉，开工无时间表", "risk": { "reason": "Firmus IPO 撤回、CDC 退出合作；TASCAT 上诉中，EPA 申请介入", "since": "2026-10-09", "unblock": "上诉结案（维持许可）+ 新融资到位", "unblock_inferred": true }, "enduser": { "name": "其他/未知", "via": "Firmus GPU 云", "conf": "未知", "src": "https://firmus.co/infrastructure/southgate/project-southgate-faqs", "note": "" }, "phases": [ { "name": "获批规模", "gw": 0.288, "by": null, "basis": "未说明", "done": false, "est": false, "note": "投运时间未公布" } ], "milestones": [ { "date": "2026-08-25", "label": "议会批准" } ], "operator": { "name": "Firmus", "type": "新云" } } }, { "id": "google-vizag", "region": "印度", "name": "Google 维沙卡帕特南 AI Hub", "owner": "Google；AdaniConneX、Nxtra（Airtel）承建", "country": "印度", "location": "安得拉邦 Visakhapatnam，三个园区约 601 英亩", "coords_note": "", "capacity": "约 1GW（Adani 口径“近 1GW”）", "status": "在建", "status_level": "amber", "investment": "150 亿美元（2026–2030）", "site_area": "—", "target": "一期 2028 年末；全部约 5 年内", "timeline": [ { "date": "2025-10", "event": "宣布", "src": "https://www.googlecloudpresscorner.com/2026-04-28-Google-Breaks-Ground-on-India-AI-Hub,-Launching-a-National-Industrial-Ecosystem-Alongside-Indias-Digital-Infrastructure-Milestone" }, { "date": "2026-04-28", "event": "奠基开工", "src": "https://www.googlecloudpresscorner.com/2026-04-28-Google-Breaks-Ground-on-India-AI-Hub,-Launching-a-National-Industrial-Ecosystem-Alongside-Indias-Digital-Infrastructure-Milestone" }, { "date": "2026-08-27", "event": "Google：一期 24–30 个月内建成，2028 年末投运", "src": "https://www.business-standard.com/companies/news/google-eyes-first-phase-of-vizag-ai-hub-by-2028-full-operations-in-5-years-126082701451_1.html" }, { "date": "2026-10-12", "event": "当地抗议（水、征地）；Google 称采用风冷", "src": "https://www.business-standard.com/economy/news/google-defends-15-billion-vizag-ai-hub-amid-water-concerns-protests-126101200341_1.html" } ], "blockers": [ { "type": "社区/水资源", "level": "medium", "text": "居民就缺水、征地、环境与就业大规模抗议；Google 称风冷不耗淡水。", "src": "https://www.business-standard.com/economy/news/google-defends-15-billion-vizag-ai-hub-amid-water-concerns-protests-126101200341_1.html" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：中（OSM 要素「Google-Adani Data Center U/C」（Tarluvada 园区；共 3 个园区，另两个在 Srikrishnapuram、Rambilli 附近））。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/google-vizag_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-04-30", "file": "img/google-vizag_wb_2026-04-30.jpg", "scene": "Esri Wayback 2026-04-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 17.8974, "lon": 83.3233, "conf": "中", "src": "OSM 要素「Google-Adani Data Center U/C」（Tarluvada 园区；共 3 个园区，另两个在 Srikrishnapuram、Rambilli 附近）" }, "timelapse": [ { "year": 2022, "date": "2022-08-25", "file": "img/google-vizag_s2_2022.jpg", "scene": "S2B_44QQE_20220825_0_L2A", "cloud": 2 }, { "year": 2023, "date": "2023-10-09", "file": "img/google-vizag_s2_2023.jpg", "scene": "S2B_44QQE_20231009_0_L2A", "cloud": 1 }, { "year": 2024, "date": "2024-06-15", "file": "img/google-vizag_s2_2024.jpg", "scene": "S2B_44QQE_20240615_0_L2A", "cloud": 8 }, { "year": 2025, "date": "2025-07-30", "file": "img/google-vizag_s2_2025.jpg", "scene": "S2B_44QQE_20250730_0_L2A", "cloud": 15 }, { "year": 2026, "date": "2026-09-28", "file": "img/google-vizag_s2_2026.jpg", "scene": "S2C_44QQE_20260928_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/google-vizag_wb_2021-10-13.jpg", "zoom": 16, "versions": 6 }, { "label": "最新", "release": "2026-04-30", "file": "img/google-vizag_wb_2026-04-30.jpg", "zoom": 16, "versions": 6 } ] }, "xposts": [ { "user": "jobinindia", "date": "2026-10-13", "text": "英文：称 Google+Adani 维沙卡项目正在清理 600+ 英亩农田与林地（附视频，未核实）", "metrics": "63 浏览", "url": "https://x.com/jobinindia/status/2109900809915736319" }, { "user": "moneycontrolcom", "date": "2026-08-07", "text": "英文：Adani 首次披露 1GW 项目财务：目标美元回报 12%，建设成本每 MW 7–7.5 千万卢比", "metrics": "8.3千 浏览", "url": "https://x.com/moneycontrolcom/status/2085679853790220783" }, { "user": "VizagNewsman", "date": "2026-08-28", "text": "泰卢固文：Google 亚太基建负责人称 2028 年底前完成一期并投运，24–30 个月内建成", "metrics": "7.1千 浏览", "url": "https://x.com/VizagNewsman/status/2093216664678514978" }, { "user": "bolisetti_satya", "date": "2026-08-07", "text": "泰卢固文：转述路透报道，担忧缺水与生态风险，呼吁技术进步不应以环境为代价", "metrics": "8.8千 浏览", "url": "https://x.com/bolisetti_satya/status/2085516936084107667" }, { "user": "_techiefeed", "date": "2026-07-14", "text": "英文：安得拉邦为 AI Hub 配套划拨 91.38 英亩建物流园（₹1,008 亿卢比）", "metrics": "59 浏览", "url": "https://x.com/_techiefeed/status/2076989501478502457" } ], "news": [ { "date": "2026-04-28", "source": "Google 新闻稿", "text": "维沙卡 AI Hub 正式奠基，三园区近 1GW", "url": "https://www.googlecloudpresscorner.com/2026-04-28-Google-Breaks-Ground-on-India-AI-Hub,-Launching-a-National-Industrial-Ecosystem-Alongside-Indias-Digital-Infrastructure-Milestone" }, { "date": "2026-08-27", "source": "Business Standard", "text": "一期 2028 年底投运，全部 5 年内", "url": "https://www.business-standard.com/companies/news/google-eyes-first-phase-of-vizag-ai-hub-by-2028-full-operations-in-5-years-126082701451_1.html" }, { "date": "2026-10-12", "source": "Business Standard / AFP", "text": "Google 回应水资源抗议：采用风冷", "url": "https://www.business-standard.com/economy/news/google-defends-15-billion-vizag-ai-hub-amid-water-concerns-protests-126101200341_1.html" } ], "sources": [ { "name": "Google 新闻稿", "url": "https://www.googlecloudpresscorner.com/2026-04-28-Google-Breaks-Ground-on-India-AI-Hub,-Launching-a-National-Industrial-Ecosystem-Alongside-Indias-Digital-Infrastructure-Milestone" }, { "name": "Business Standard：时间表", "url": "https://www.business-standard.com/companies/news/google-eyes-first-phase-of-vizag-ai-hub-by-2028-full-operations-in-5-years-126082701451_1.html" } ], "xsummary": "X 上英文讨论以投资与就业叙事为主（Adani 回报率、州政府“AI 之都”）；泰卢固文帖子明显分化：一边转发 Google 2028 时间表与“十万岗位”说法，一边担忧缺水、清林与征地。清林视频等说法未经核实。", "updated": "2026-10-14", "plan": { "start": "2026-04-28", "status": "at_risk", "confidence": "中", "headline": "已开工；一期 2028 年末，当地抗议", "risk": { "reason": "居民就缺水、征地抗议", "since": "2026-10", "unblock": "地方政府与社区就用水、征地达成共识", "unblock_inferred": true }, "operator": { "name": "Google", "type": "超大规模" }, "enduser": { "name": "Google", "via": "自建", "conf": "确认", "src": "https://www.googlecloudpresscorner.com/2026-04-28-Google-Breaks-Ground-on-India-AI-Hub,-Launching-a-National-Industrial-Ecosystem-Alongside-Indias-Digital-Infrastructure-Milestone", "note": "" }, "phases": [ { "name": "一期", "gw": null, "by": "2028Q4", "basis": "未知", "done": false, "est": false, "note": "一期规模未公布" }, { "name": "全部（约 1GW）", "gw": 1.0, "by": "2030Q4", "basis": "未说明", "done": false, "est": true, "note": "“5 年内”，与 2026–2030 投资期对齐（推算）" } ], "milestones": [ { "date": "2026-04-28", "label": "奠基" } ] } }, { "id": "google-cedar-rapids", "region": "美国", "name": "Google Cedar Rapids", "owner": "Google", "country": "美国", "location": "艾奥瓦州 Cedar Rapids", "coords_note": "", "capacity": "Epoch 估 IT 261MW（2027 Q2，3 栋）", "status": "在建", "status_level": "green", "investment": "Epoch 估 99 亿美元", "site_area": "—", "target": "1 号楼 2026 Q4；2–3 号楼 2027（Epoch）", "timeline": [ { "date": "2024-06-14", "event": "Epoch 估算：开工/场平。Land clearing begins.", "src": "https://epoch.ai/data/ai-data-centers/directory/google-cedar-rapids", "epoch": true }, { "date": "2026-04-16", "event": "卫星：1 号楼发电机/冷却塔约完成一半，2 号楼封顶", "src": "https://epoch.ai/data/ai-data-centers/directory/google-cedar-rapids" } ], "blockers": [ { "type": "工期", "level": "low", "text": "Epoch 预测基于卫星进度推算，非 Google 官方时间表。", "src": "https://epoch.ai/data/ai-data-centers/directory/google-cedar-rapids" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/google-cedar-rapids_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-04-30", "file": "img/google-cedar-rapids_wb_2026-04-30.jpg", "scene": "Esri Wayback 2026-04-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 41.91699, "lon": -91.72237, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-09-13", "file": "img/google-cedar-rapids_s2_2022.jpg", "scene": "S2B_15TXG_20220913_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-07-30", "file": "img/google-cedar-rapids_s2_2023.jpg", "scene": 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70% 房产税减免、仅需 31 个全职岗位（未核实）", "metrics": "37 浏览", "url": "https://x.com/Knightwolfbr/status/2087623749650510262" }, { "user": "johoshua", "date": "2026-09-24", "text": "英文：自称现场约 4,000 名承包商在建第二栋（未核实）", "metrics": "92 浏览", "url": "https://x.com/johoshua/status/2103046598385103256" } ], "news": [ { "date": "2026-04-20", "source": "Epoch AI", "text": "卫星：1 号楼发电机约一半到位，2 号楼封顶；预计 2026 Q4 起分栋投运", "url": "https://epoch.ai/data/ai-data-centers/directory/google-cedar-rapids" } ], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/google-cedar-rapids" } ], "xsummary": "X 讨论量小，集中在税收优惠、就业和 Cedar River 用水；工地人数等说法均为个人帖子，未核实。", "updated": "2026-10-14", "plan": { "start": "2024", "status": "on_track", "confidence": "中", "headline": "在建，Epoch 预计 2026 Q4 起分栋投运", "risk": null, "operator": { "name": "Google", "type": "超大规模" }, "enduser": { "name": "Google", "via": "自建", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/google-cedar-rapids", "note": "Epoch 推测 DeepMind 使用" }, "phases": [ { "name": "1 号楼", "gw": 0.087, "by": "2026Q4", "basis": "IT", "done": false, "est": true, "note": "Epoch" }, { "name": "2 号楼", "gw": 0.087, "by": "2027Q1", "basis": "IT", "done": false, "est": true, "note": "Epoch" }, { "name": "3 号楼", "gw": 0.087, "by": "2027Q2", "basis": "IT", "done": false, "est": true, "note": "Epoch" } ], "milestones": [], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/google-cedar-rapids", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-06-14", "mw": 0.0 }, { "date": "2025-10-27", "mw": 0.0 }, { "date": "2025-12-29", "mw": 0.0 }, { "date": "2026-04-16", "mw": 0.0 } ] } } }, { "id": "google-kc-mica", "region": "美国", "name": "Google Kansas City「Project Mica」", "owner": "Google", "country": "美国", "location": "密苏里州 Clay County，I-435 与 169 号公路东北角", "coords_note": "", "capacity": "700MW（Port KC 口径）", "status": "在建", "status_level": "green", "investment": "—", "site_area": "—", "target": "未公布（Google 称同类项目一般 18–24 个月）", "timeline": [ { "date": "2026-02-13", "event": "Google 确认参与，已开工", "src": "https://www.datacenterdynamics.com/en/news/construction-begins-at-googles-second-data-center-campus-in-kansas-city-missouri/" } ], "blockers": [ { "type": "电力", "level": "low", "text": "由 Evergy 供电；QTS 早年因供电时间表退出此园区。", "src": "https://www.datacenterdynamics.com/en/news/construction-begins-at-googles-second-data-center-campus-in-kansas-city-missouri/" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：中（OSM 要素「Google Project Mica Data Center」（在建））。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/google-kc-mica_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-04-30", "file": "img/google-kc-mica_wb_2026-04-30.jpg", "scene": "Esri Wayback 2026-04-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 39.3214, "lon": -94.5766, "conf": "中", "src": "OSM 要素「Google Project Mica Data Center」（在建）" }, "timelapse": [ { "year": 2022, "date": "2022-07-20", "file": "img/google-kc-mica_s2_2022.jpg", "scene": "S2A_15SUD_20220720_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-06-20", "file": "img/google-kc-mica_s2_2023.jpg", "scene": "S2B_15SUD_20230620_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-07", "file": "img/google-kc-mica_s2_2024.jpg", "scene": "S2A_15SUD_20241007_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-08-08", "file": "img/google-kc-mica_s2_2025.jpg", "scene": "S2A_15SUD_20250808_1_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-09-02", "file": "img/google-kc-mica_s2_2026.jpg", "scene": "S2B_15SUD_20260902_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/google-kc-mica_wb_2021-10-13.jpg", "zoom": 16, "versions": 9 }, { "label": "最新", "release": "2026-04-30", "file": "img/google-kc-mica_wb_2026-04-30.jpg", "zoom": 16, "versions": 9 } ] }, "xposts": [ { "user": "tightspreadz", "date": "2026-02-12", "text": "英文：转述彭博，Google 确认 Project Mica，并按与 Evergy 的协议承担全部电费，需电约 500MW", "metrics": "654 浏览", "url": "https://x.com/tightspreadz/status/2022083215746384354" }, { "user": "ConstrucReview", "date": "2026-02-14", "text": "英文：Google 确认 100 亿美元 Project Mica 园区", "metrics": "22 浏览", "url": "https://x.com/ConstrucReview/status/2022566620581757191" }, { "user": "JayBleezy42069", "date": "2026-03-05", "text": "英文：称 Mica 获 25 年 75% 房产税减免", "metrics": "85 浏览", "url": "https://x.com/JayBleezy42069/status/2029407938331222031" } ], "news": [ { "date": "2026-02-13", "source": "DCD", "text": "Google 确认第二个堪萨斯城园区开工，5 栋、700MW（Port KC 口径）", "url": "https://www.datacenterdynamics.com/en/news/construction-begins-at-googles-second-data-center-campus-in-kansas-city-missouri/" } ], "sources": [ { "name": "DCD", "url": "https://www.datacenterdynamics.com/en/news/construction-begins-at-googles-second-data-center-campus-in-kansas-city-missouri/" } ], "xsummary": "X 上主要转述 2 月的官方确认（100 亿美元、电费自担）与税收减免；用电口径出现 500MW 与 700MW 两种说法，本站保留 Port KC 的 700MW 并注明。\"Project Mica\" 关键词噪音较多（有同名加密/软件项目）。", "updated": "2026-10-14", "plan": { "start": "2026-02", "status": "on_track", "confidence": "低", "headline": "已开工，交付时间未公布", "risk": null, "operator": { "name": "Google", "type": "超大规模" }, "enduser": { "name": "Google", "via": "自建", "conf": "确认", "src": "https://www.datacenterdynamics.com/en/news/construction-begins-at-googles-second-data-center-campus-in-kansas-city-missouri/", "note": "" }, "phases": [ { "name": "5 栋（700MW）", "gw": 0.7, "by": "2028Q1", "basis": "未说明", "done": false, "est": true, "note": "官方未给时间；按“18–24 个月”从 2026/2 推算，且可能分期" } ], "milestones": [] } }, { "id": "crusoe-goodnight", "region": "美国", "name": "Crusoe Goodnight 园区（Google 租用）", "owner": "Crusoe 开发；Google 为终端用户", "country": "美国", "location": "得克萨斯州 Armstrong County，Claude", "coords_note": "", "capacity": "一期 4 栋 530MW；二期 3 栋 500MW（Aterio 口径）", "status": "在建", "status_level": "green", "investment": "约 290 亿美元（Aterio）", "site_area": "—", "target": "未公布", "timeline": [ { "date": "2025-06", "event": "Crusoe 开始开发", "src": "https://www.datacenterdynamics.com/en/news/google-named-as-customer-for-crusoes-data-center-campus-in-amarillo-texas/" }, { "date": "2026-09-28", "event": "Crusoe 确认为 Google 开发", "src": "https://www.datacenterdynamics.com/en/news/google-named-as-customer-for-crusoes-data-center-campus-in-amarillo-texas/" } ], "blockers": [ { "type": "透明度", "level": "low", "text": "容量与分期来自第三方（Aterio），非公司公告；时间表未公布。", "src": "https://www.datacenterdynamics.com/en/news/google-named-as-customer-for-crusoes-data-center-campus-in-amarillo-texas/" } ], "satellite": { "source": "—", "caveat": "本轮新增站点，尚未处理卫星图。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "xposts": [ { "user": "TheLastMegawatt", "date": "2026-09-29", "text": "英文：Crusoe 公开确认为 Google 开发 Armstrong County 园区，与 Serena 的 Goodnight 风电同址（Goodnight 1 为 265.5MW，已运行）", "metrics": "100 浏览", "url": "https://x.com/TheLastMegawatt/status/2104900151584383080" }, { "user": "dcsneinfra", "date": "2026-06-10", "text": "英文：称 Crusoe 已把 Amarillo 园区权益转给融资方/Google，正逐步退出开发（未核实）", "metrics": "100 浏览", "url": "https://x.com/dcsneinfra/status/2064724490496725136" }, { "user": "hoatanhoano", "date": "2026-10-07", "text": "越南文：Google 被曝为 290 亿美元德州园区租户，7 栋楼", "metrics": "217 浏览", "url": "https://x.com/hoatanhoano/status/2107634184558977253" } ], "news": [ { "date": "2026-09-30", "source": "DCD", "text": "Google 被确认为 Crusoe Goodnight 园区终端用户；Aterio 称一期 530MW、二期 500MW", "url": "https://www.datacenterdynamics.com/en/news/google-named-as-customer-for-crusoes-data-center-campus-in-amarillo-texas/" } ], "sources": [ { "name": "DCD", "url": "https://www.datacenterdynamics.com/en/news/google-named-as-customer-for-crusoes-data-center-campus-in-amarillo-texas/" } ], "xsummary": "X 关注点：Crusoe 9/28 确认 Google 为客户；另有帖子称 Crusoe 正把园区转给 Google、自身退出（与 Wyoming Tembo 的传闻相似），未获证实。\"运营方\"暂按 Crusoe 计。", "updated": "2026-10-14", "plan": { "start": "2025-06", "status": "on_track", "confidence": "低", "headline": "在建，Google 为终端用户；时间表未公布", "risk": null, "operator": { "name": "Crusoe", "type": "新云" }, "enduser": { "name": "Google", "via": "Crusoe", "conf": "确认", "src": "https://www.datacenterdynamics.com/en/news/google-named-as-customer-for-crusoes-data-center-campus-in-amarillo-texas/", "note": "" }, "phases": [ { "name": "一期 4 栋", "gw": 0.53, "by": null, "basis": "未说明", "done": false, "est": true, "note": "Aterio 口径" }, { "name": "二期 3 栋", "gw": 0.5, "by": null, "basis": "未说明", "done": false, "est": true, "note": "Aterio 口径" } ], "milestones": [ { "date": "2026-09-28", "label": "确认 Google" } ] } }, { "id": "nebius-vineland", "region": "美国", "name": "Nebius Vineland（微软专用）", "owner": "DataOne 开发；Nebius 运营；Microsoft 使用", "country": "美国", "location": "新泽西州 Vineland，South Lincoln Ave", "coords_note": "", "capacity": "300–350MW（Nebius 称 300MW）；14 个数据厅", "status": "部分运行 · 二期在建", "status_level": "amber", "investment": "微软合同 174 亿美元（可扩至 194 亿）", "site_area": "—", "target": "建设/调试 2026/12；全面运营 2027", "timeline": [ { "date": "2025-02", "event": "DataOne 开工", "src": "https://measuredai.substack.com/p/microsoft-new-jersey-ai-data-center" }, { "date": "2026-02", "event": "约 50MW 通电", "src": "https://measuredai.substack.com/p/microsoft-new-jersey-ai-data-center" }, { "date": "2026-08-06", "event": "市政府对 LNG 罐、8/10 对 Bloom 燃料电池下停工令", "src": "https://hntrbrk.com/breaking-news/vineland" }, { "date": "2026-08-17", "event": "规划委员会批准二期", "src": "https://blockspace.media/insight/vineland-approves-dataone-ai-data-center-expansion/" } ], "blockers": [ { "type": "许可/电力", "level": "high", "text": "电源改为 Bloom 燃料电池（约 250MW 保证容量），两张停工令是否撤销无公开确认。", "src": "https://measuredai.substack.com/p/microsoft-new-jersey-ai-data-center" }, { "type": "许可/空气", "level": "high", "text": "Floodlight/卫报（8/27）称热成像显示 62 台燃气发电机中至少 45 台无许可运行，NJDEP 称未发放也未受理许可（经 X 转述）。", "src": "https://x.com/grok/status/2093489763491696995" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：中（OSM 要素「DataOne Vineland」（在建））。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2022-01-12", "file": "img/nebius-vineland_wb_2022-01-12.jpg", "scene": "Esri Wayback 2022-01-12", "note": "早期（Wayback 版本）" }, { "date": "2025-11-20", "file": "img/nebius-vineland_wb_2025-11-20.jpg", "scene": "Esri Wayback 2025-11-20", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 39.4263, "lon": -75.0151, "conf": "中", "src": "OSM 要素「DataOne Vineland」（在建）" }, "timelapse": [ { "year": 2022, "date": "2022-08-13", "file": "img/nebius-vineland_s2_2022.jpg", "scene": "S2B_18SVJ_20220813_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-10-02", "file": "img/nebius-vineland_s2_2023.jpg", "scene": "S2A_18SVJ_20231002_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-11", "file": "img/nebius-vineland_s2_2024.jpg", "scene": "S2B_18SVJ_20241011_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-08-22", "file": "img/nebius-vineland_s2_2025.jpg", "scene": "S2C_18SVJ_20250822_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-08", "file": "img/nebius-vineland_s2_2026.jpg", "scene": "S2A_18SVJ_20261008_1_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2022-01-12", "file": "img/nebius-vineland_wb_2022-01-12.jpg", "zoom": 16, "versions": 7 }, { "label": "最新", "release": "2025-11-20", "file": "img/nebius-vineland_wb_2025-11-20.jpg", "zoom": 16, "versions": 7 } ] }, "xposts": [ { "user": "grok", "date": "2026-08-29", "text": "英文：转述 Floodlight/卫报（8/27）：热成像无人机显示 62 台燃气发电机中至少 45 台无许可运行，NJDEP 称未发放也未受理许可", "metrics": "58 浏览", "url": "https://x.com/grok/status/2093489763491696995" }, { "user": "ilzmcfly", "date": "2026-04-20", "text": "英文：称 NJDEP 已发至少两份技术缺陷通知，Nebius 靠芬兰站点交付微软首批容量（未核实）", "metrics": "3.8万 浏览", "url": "https://x.com/ilzmcfly/status/2046310291479167351" }, { "user": "koss__danny", "date": "2026-09-15", "text": "英文：规划委员会批准二期修订方案，现场使用 Bloom 燃料电池", "metrics": "1 浏览", "url": "https://x.com/koss__danny/status/2099663622100107429" }, { "user": "Tractordriver88", "date": "2026-10-02", "text": "英文：多头投资者称 Vineland 并未延期、“一切就绪”", "metrics": "4.1千 浏览", "url": "https://x.com/Tractordriver88/status/2105912561887592522" } ], "news": [ { "date": "2026-08-18", "source": "Blockspace", "text": "规划委员会批准 DataOne 二期扩建", "url": "https://blockspace.media/insight/vineland-approves-dataone-ai-data-center-expansion/" }, { "date": "2026-08", "source": "Hunterbrook", "text": "市政府就 LNG 罐与 Bloom 燃料电池下停工令，Nebius 财报会上未提", "url": "https://hntrbrk.com/breaking-news/vineland" }, { "date": "2026", "source": "Measured AI", "text": "Vineland 全解：电源改为现场 Bloom 燃料电池，2026/2 约 50MW 通电", "url": "https://measuredai.substack.com/p/microsoft-new-jersey-ai-data-center" } ], "sources": [ { "name": "Blockspace", "url": "https://blockspace.media/insight/vineland-approves-dataone-ai-data-center-expansion/" }, { "name": "Hunterbrook", "url": "https://hntrbrk.com/breaking-news/vineland" }, { "name": "Measured AI", "url": "https://measuredai.substack.com/p/microsoft-new-jersey-ai-data-center" } ], "xsummary": "X 上多空对立明显：空方集中在无许可燃气发电机（Floodlight/卫报报道）、NJDEP 缺陷通知和停工令；多方强调二期获批、Bloom 供电、“未延期”。许可是否全部补齐，至今没有公开确认。", "updated": "2026-10-14", "plan": { "start": "2025-02", "status": "at_risk", "confidence": "中", "headline": "部分运行；电源设施曾被下停工令", "risk": { "reason": "LNG 罐与 Bloom 燃料电池安装无许可，被市政府下停工令", "since": "2026-08-06", "unblock": "取得许可并撤销停工令（未见公开确认）", "unblock_inferred": true }, "operator": { "name": "Nebius", "type": "新云" }, "enduser": { "name": "Microsoft", "via": "Nebius", "conf": "确认", "src": "https://blockspace.media/insight/vineland-approves-dataone-ai-data-center-expansion/", "note": "" }, "phases": [ { "name": "已通电部分", "gw": 0.05, "by": "2026Q1", "basis": "未说明", "done": true, "est": false, "note": "约 50MW" }, { "name": "其余至 300MW", "gw": 0.25, "by": "2027Q4", "basis": "未说明", "done": false, "est": false, "note": "全面运营 2027，按末端计" } ], "milestones": [ { "date": "2026-08-17", "label": "二期获批" } ] } }, { "id": "coreweave-lancaster", "region": "美国", "name": "CoreWeave Lancaster", "owner": "Chirisa、Machine Investment Group 开发；CoreWeave 唯一租户", "country": "美国", "location": "宾夕法尼亚州 Lancaster，216 Greenfield Rd", "coords_note": "", "capacity": "初期 100MW，可扩至 300MW", "status": "在建", "status_level": "green", "investment": "CoreWeave 承诺 60 亿美元+", "site_area": "—", "target": "1 号楼 2027 年夏", "timeline": [ { "date": "2025-06", "event": "1 号楼开工", "src": "https://lancasteronline.com/business/local_business/lenders-passed-on-financing-for-lancaster-city-data-centers-report/article_cf4631fa-288f-43ef-adf8-d21b63da5d9b.html" }, { "date": "2025-07-15", "event": "CoreWeave 宣布", "src": "https://coreweave.com/news/coreweave-announces-multi-billion-dollar-commitment-to-ai-infrastructure-in-pennsylvania" }, { "date": "2026-08", "event": "居民就 2 号楼审批提起上诉", "src": "https://datacentercensus.com/dc/coreweave-lancaster-pa" } ], "blockers": [ { "type": "许可", "level": "medium", "text": "2 号楼与 Harrisburg Pike 地块仍待审批；居民上诉。", "src": "https://datacentercensus.com/dc/coreweave-lancaster-pa" }, { "type": "融资", "level": "low", "text": "报道称贷款方曾拒绝放贷；CoreWeave 称资金到位。", "src": "https://lancasteronline.com/business/local_business/lenders-passed-on-financing-for-lancaster-city-data-centers-report/article_cf4631fa-288f-43ef-adf8-d21b63da5d9b.html" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：中（OSM 地址地理编码：216 Greenfield Rd）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2022-01-12", "file": "img/coreweave-lancaster_wb_2022-01-12.jpg", "scene": "Esri Wayback 2022-01-12", "note": "早期（Wayback 版本）" }, { "date": "2025-12-18", "file": "img/coreweave-lancaster_wb_2025-12-18.jpg", "scene": "Esri Wayback 2025-12-18", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 40.0487, "lon": -76.2561, "conf": "中", "src": "OSM 地址地理编码：216 Greenfield Rd" }, "timelapse": [ { "year": 2022, "date": "2022-08-13", "file": "img/coreweave-lancaster_s2_2022.jpg", "scene": "S2B_18TUK_20220813_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-06-29", "file": "img/coreweave-lancaster_s2_2023.jpg", "scene": "S2B_18TUK_20230629_0_L2A", "cloud": 1 }, { "year": 2024, "date": "2024-10-11", "file": "img/coreweave-lancaster_s2_2024.jpg", "scene": "S2B_18TUK_20241011_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-10-01", "file": "img/coreweave-lancaster_s2_2025.jpg", "scene": "S2C_18TUK_20251001_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-06-03", "file": "img/coreweave-lancaster_s2_2026.jpg", "scene": "S2B_18TUK_20260603_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2022-01-12", "file": "img/coreweave-lancaster_wb_2022-01-12.jpg", "zoom": 16, "versions": 7 }, { "label": "最新", "release": "2025-12-18", "file": "img/coreweave-lancaster_wb_2025-12-18.jpg", "zoom": 16, "versions": 7 } ] }, "xposts": [ { "user": "DataCenterTrack", "date": "2026-09-06", "text": "英文：CoreWeave Lancaster 最多 60 亿美元、100MW（可扩至 300MW），预计 2027 Q1 投运", "metrics": "2 浏览", "url": "https://x.com/DataCenterTrack/status/2096435101278278019" }, { "user": "rdd147", "date": "2026-09-29", "text": "英文：质疑 Blue Owl 除 5 亿美元过桥贷款外未披露其他贷款方，“值得调查、未证实”", "metrics": "3.3千 浏览", "url": "https://x.com/rdd147/status/2104810379826409654" }, { "user": "sootenyorr", "date": "2026-09-09", "text": "英文：Turner 承建 CoreWeave Lancaster", "metrics": "248 浏览", "url": "https://x.com/sootenyorr/status/2097689376356696383" } ], "news": [ { "date": "2026-02-24", "source": "LancasterOnline", "text": "报道称贷款方未承诺 40 亿美元；CoreWeave 称资金到位、进度不变", "url": "https://lancasteronline.com/business/local_business/lenders-passed-on-financing-for-lancaster-city-data-centers-report/article_cf4631fa-288f-43ef-adf8-d21b63da5d9b.html" }, { "date": "2026-09", "source": "Data Center Census", "text": "1 号楼 2027 年夏；居民对 2 号楼审批上诉，法官暂缓听证", "url": "https://datacentercensus.com/dc/coreweave-lancaster-pa" } ], "sources": [ { "name": "Lancaster 市政府", "url": "https://www.cityoflancasterpa.gov/data-center/" }, { "name": "CoreWeave 新闻稿", "url": "https://coreweave.com/news/coreweave-announces-multi-billion-dollar-commitment-to-ai-infrastructure-in-pennsylvania" } ], "xsummary": "X 讨论集中在融资：有人质疑 Blue Owl 的贷款结构，但均为猜测；投运时间有“2027 Q1”与市政府“2027 年夏”两种说法，本站采用市政府口径。", "updated": "2026-10-14", "plan": { "start": "2025-06", "status": "on_track", "confidence": "中", "headline": "1 号楼在建，2027 年夏完工；扩建待审批", "risk": null, "operator": { "name": "CoreWeave", "type": "新云" }, "enduser": { "name": "其他/未知", "via": "CoreWeave", "conf": "未知", "src": "https://coreweave.com/news/coreweave-announces-multi-billion-dollar-commitment-to-ai-infrastructure-in-pennsylvania", "note": "" }, "phases": [ { "name": "1 号楼", "gw": 0.1, "by": "2027Q3", "basis": "未说明", "done": false, "est": false, "note": "“2027 年夏”" }, { "name": "扩至 300MW", "gw": 0.2, "by": null, "basis": "未说明", "done": false, "est": false, "note": "待审批，无时间" } ], "milestones": [] } }, { "id": "coreweave-denton", "region": "美国", "name": "CoreWeave Denton（Core Scientific）", "owner": "Core Scientific 开发；CoreWeave 租用", "country": "美国", "location": "得克萨斯州 Denton", "coords_note": "", "capacity": "约 260MW（Core Scientific）；Epoch 估 IT 262MW→282MW", "status": "运行中", "status_level": "green", "investment": "Epoch 估 99 亿美元", "site_area": "—", "target": "8 号楼 2027/5（TDLR 计划）", "timeline": [ { "date": "2024-11-01", "event": "Epoch 估算：开工/场平。Construction start - The [Texas Department of Licensing and Regulation](https://www.tdlr.t", "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx", "epoch": true }, { "date": "2025-05-31", "event": "Epoch 估算：IT 功率约 8MW。First 8 MW billable tranche dedicated to AI [starts running at the site](https://investors", "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx", "epoch": true }, { "date": "2025-11", "event": "因天气/施工延期，OpenAI 同意推迟合同起始", "src": "https://theenergymag.com/news/2026-01-14/coreweave-gpu-openai" }, { "date": "2025-12-31", "event": "Epoch 估算：IT 功率约 67MW。Half the campus energized. 67 billable MW [are now dedicated](https://d1io3yog0oux5.cloudf", "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx", "epoch": true }, { "date": "2026-02-23", "event": "Epoch 估算：IT 功率约 131MW。Buildings 1-3 (Denton North) are largely built out/operational, and Denton South has its f", "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx", "epoch": true }, { "date": "2026-07", "event": "1–7 号楼运行，260MW 计费", "src": "https://datacenters.cutrerlabs.com/intel/2026-07-01-core-scientific-denton-coreweave-260mw-billing/" }, { "date": "2026-07-03", "event": "Epoch 估算：IT 功率约 262MW。Buildings 1-7 are operational and running, with no construction work visible. This is base", "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx", "epoch": true }, { "date": "2026-09-01", "event": "8 号楼内装开工（TDLR）", "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx" } ], "blockers": [ { "type": "无", "level": "low", "text": "当前无重大卡点；此前延期已消化。", "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-11-30", "file": "img/coreweave-denton_wb_2021-11-30.jpg", "scene": "Esri Wayback 2021-11-30", "note": "早期（Wayback 版本）" }, { "date": "2026-04-30", "file": "img/coreweave-denton_wb_2026-04-30.jpg", "scene": "Esri Wayback 2026-04-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 33.21479, "lon": -97.21003, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-10-01", "file": "img/coreweave-denton_s2_2022.jpg", "scene": "S2A_14SPB_20221001_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-10-06", "file": "img/coreweave-denton_s2_2023.jpg", "scene": "S2A_14SPB_20231006_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-09-10", "file": "img/coreweave-denton_s2_2024.jpg", "scene": "S2A_14SPB_20240910_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-10-10", "file": "img/coreweave-denton_s2_2025.jpg", "scene": "S2B_14SPB_20251010_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-10", "file": "img/coreweave-denton_s2_2026.jpg", "scene": "S2C_14SPB_20261010_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-11-30", "file": "img/coreweave-denton_wb_2021-11-30.jpg", "zoom": 16, "versions": 9 }, { "label": "最新", "release": "2026-04-30", "file": "img/coreweave-denton_wb_2026-04-30.jpg", "zoom": 16, "versions": 9 } ] }, "xposts": [ { "user": "blockspace", "date": "2026-06-10", "text": "英文：Core Scientific CEO 介绍 Denton 园区，将支持 260MW 关键 IT", "metrics": "4.3千 浏览", "url": "https://x.com/blockspace/status/2064749929214390633" }, { "user": "perspez", "date": "2026-09-11", "text": "英文：Core Scientific 更新 ERCOT 状态：Denton 371MW，其中 297MW 为已通电基荷，另 74MW 已纳入 2025 输电规划", "metrics": "750 浏览", "url": "https://x.com/perspez/status/2098493252504883699" }, { "user": "meta_rach", "date": "2026-09-08", "text": "英文：Denton 居民不满：批给数据中心的电力超过全市用电两倍，用水仅为“预计数”", "metrics": "97 浏览", "url": "https://x.com/meta_rach/status/2097182073811284416" } ], "news": [ { "date": "2026-07-28", "source": "Core Scientific Q2（经 Cutrer Labs）", "text": "Denton 约 260MW 已租给 CoreWeave 并开始计费", "url": "https://datacenters.cutrerlabs.com/intel/2026-07-01-core-scientific-denton-coreweave-260mw-billing/" }, { "date": "2026-01", "source": "DCD", "text": "CoreWeave 在延期的 Denton 站点部署 1.6 万块 GPU（为 OpenAI）", "url": "https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/" } ], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx" }, { "name": "DCD", "url": "https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/" } ], "xsummary": "X 上以投资者视角为主：260MW 已计费、ERCOT 电力批复（Denton 297MW 基荷 + 74MW）；也有本地居民对用电用水的不满。暂无新的卡点。", "updated": "2026-10-14", "plan": { "start": "2024-11", "status": "on_track", "confidence": "高", "headline": "1–7 号楼运行，8 号楼内装中", "risk": null, "operator": { "name": "CoreWeave", "type": "新云" }, "enduser": { "name": "OpenAI", "via": "CoreWeave", "conf": "报道", "src": "https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/", "note": "The Information 报道；Epoch 标为“可能”" }, "phases": [ { "name": "1–7 号楼", "gw": 0.262, "by": "2026Q2", "basis": "IT", "done": true, "est": true, "note": "Epoch" }, { "name": "8 号楼", "gw": 0.02, "by": "2027Q2", "basis": "IT", "done": false, "est": true, "note": "Epoch" } ], "milestones": [], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-11-01", "mw": 0.0 }, { "date": "2025-05-31", "mw": 8.0 }, { "date": "2025-12-31", "mw": 67.0 }, { "date": "2026-02-23", "mw": 131.0 }, { "date": "2026-03-02", "mw": 131.0 }, { "date": "2026-07-03", "mw": 262.0 }, { "date": "2026-09-01", "mw": 262.0 } ] } } }, { "id": "lambda-kc", "region": "美国", "name": "Lambda Kansas City「Project Blitz」", "owner": "Lambda（唯一租户）；开发方纠纷中", "country": "美国", "location": "密苏里州 Kansas City，11155 N. Airworld Dr", "coords_note": "", "capacity": "首期 24MW，可扩至 100MW+", "status": "延期", "status_level": "red", "investment": "首期约 5 亿美元", "site_area": "—", "target": "原定 2026 年初；已延期，新时间未公布", "timeline": [ { "date": "2025-10-28", "event": "Lambda 宣布，计划 2026 年初上线", "src": "https://lambda.ai/blog/lambda-to-build-a-100mw-ai-factory-in-kansas-city-mo" }, { "date": "2026-06-04", "event": "仲裁纠纷曝光：落后数月、超支数亿美元", "src": "https://www.bizjournals.com/kansascity/news/2026/06/04/primary-digital-raeden-lambda-dispute-ai-factory.html" }, { "date": "2026-06", "event": "撤回 Port KC 债券申请", "src": "https://www.kshb.com/news/local-news/data-centers/northland-ai-data-center-withdraws-bond-application-with-port-kc" } ], "blockers": [ { "type": "开发方纠纷", "level": "high", "text": "仲裁纠纷，Lambda 借出 2.2 亿美元+维持项目。", "src": "https://www.bizjournals.com/kansascity/news/2026/06/04/primary-digital-raeden-lambda-dispute-ai-factory.html" }, { "type": "电力", "level": "medium", "text": "Evergy 全额供电预计 2026 年夏末。", "src": "https://www.kshb.com/news/local-news/data-centers/northland-ai-data-center-withdraws-bond-application-with-port-kc" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：中（OSM 地址地理编码：11155 N Airworld Dr）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/lambda-kc_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-04-30", "file": "img/lambda-kc_wb_2026-04-30.jpg", "scene": "Esri Wayback 2026-04-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 39.296, "lon": -94.676, "conf": "中", "src": "OSM 地址地理编码：11155 N Airworld Dr" }, "timelapse": [ { "year": 2022, "date": "2022-07-20", "file": "img/lambda-kc_s2_2022.jpg", "scene": "S2A_15SUD_20220720_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-06-20", "file": "img/lambda-kc_s2_2023.jpg", "scene": "S2B_15SUD_20230620_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-07", "file": "img/lambda-kc_s2_2024.jpg", "scene": "S2A_15SUD_20241007_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-08-08", "file": "img/lambda-kc_s2_2025.jpg", "scene": "S2A_15SUD_20250808_1_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-09-02", "file": "img/lambda-kc_s2_2026.jpg", "scene": "S2B_15SUD_20260902_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/lambda-kc_wb_2021-10-13.jpg", "zoom": 16, "versions": 10 }, { "label": "最新", "release": "2026-04-30", "file": "img/lambda-kc_wb_2026-04-30.jpg", "zoom": 16, "versions": 10 } ] }, "xposts": [ { "user": "AndroOxinu", "date": "2026-06-05", "text": "英文：转发 KC Business Journal：Lambda 堪萨斯城 AI 工厂陷仲裁纠纷", "metrics": "53 浏览", "url": "https://x.com/AndroOxinu/status/2062722688347472373" }, { "user": "ninoysmith", "date": "2026-07-02", "text": "英文：称 Lambda 已在堪萨斯城上线 100MW、1 万+ Blackwell Ultra（与公开报道矛盾，未核实）", "metrics": "429 浏览", "url": "https://x.com/ninoysmith/status/2072510714808602849" } ], "news": [ { "date": "2026-06-04", "source": "Kansas City Business Journal", "text": "项目落后数月、超支数亿美元，Lambda 借出 2.2 亿美元+", "url": "https://www.bizjournals.com/kansascity/news/2026/06/04/primary-digital-raeden-lambda-dispute-ai-factory.html" }, { "date": "2026-06", "source": "KSHB", "text": "Project Blitz 撤回 Port KC 债券申请；Evergy 全额供电预计夏末", "url": "https://www.kshb.com/news/local-news/data-centers/northland-ai-data-center-withdraws-bond-application-with-port-kc" }, { "date": "2026-06", "source": "Kansas City Star", "text": "法庭文件称终端用户为微软（微软未回应）", "url": "https://www.kansascity.com/news/local/article316024513.html" } ], "sources": [ { "name": "Lambda 博客", "url": "https://lambda.ai/blog/lambda-to-build-a-100mw-ai-factory-in-kansas-city-mo" }, { "name": "Kansas City Star", "url": "https://www.kansascity.com/news/local/article316024513.html" } ], "xsummary": "X 讨论很少：主要是转发仲裁纠纷报道；有一条帖子称“100MW 已上线”，与公开的 24MW 首期和延期报道矛盾，本站不采纳。“Lambda”关键词噪音大。", "updated": "2026-10-14", "plan": { "start": "2025-10", "status": "delayed", "confidence": "低", "headline": "落后原计划数月 + 开发方仲裁纠纷", "risk": { "reason": "开发方仲裁纠纷、超支，原定 2026 年初上线已错过", "since": "2026-06-04", "unblock": "仲裁解决/资金到位，Evergy 全额供电后投运", "unblock_inferred": true }, "operator": { "name": "Lambda", "type": "新云" }, "enduser": { "name": "Microsoft", "via": "Lambda", "conf": "报道", "src": "https://www.kansascity.com/news/local/article316024513.html", "note": "法庭文件提及，微软未确认" }, "phases": [ { "name": "首期", "gw": 0.024, "by": null, "basis": "未说明", "done": false, "est": false, "note": "原定 2026 年初，已延期" }, { "name": "扩至 100MW", "gw": 0.076, "by": null, "basis": "未说明", "done": false, "est": false, "note": "未定" } ], "milestones": [] } }, { "id": "nscale-loughton", "region": "英国", "name": "Nscale Loughton（微软）", "owner": "Nscale；Microsoft 锚定客户", "country": "英国", "location": "英格兰 Essex Loughton", "coords_note": "", "capacity": "50MW，可扩至 90MW", "status": "延期（电网）", "status_level": "red", "investment": "微软称约 150 亿美元用于此（Guardian 转述）", "site_area": "—", "target": "原定 2027；电网称 2030 年代初中期才能供电", "timeline": [ { "date": "2025-09-16", "event": "宣布微软合作，2027 Q1 交付 23,040 块 GB300", "src": "https://www.nscale.com/press-releases/nscale-uk-ai-infrastructure-announcement" }, { "date": "2026-03-09", "event": "Guardian：现场仍是脚手架堆场", "src": "https://www.theguardian.com/technology/2026/mar/09/from-press-release-to-scrap-metal-site-the-essex-supercomputer-thats-still-a-scaffolding-yard" }, { "date": "2026-09-24", "event": "UKPN 称电网到 2030 年代初中期才能供电", "src": "https://www.theguardian.com/technology/2026/sep/24/construction-largest-supercomputer-delayed" } ], "blockers": [ { "type": "电力", "level": "high", "text": "UKPN 无法在 2030 年代初之前提供 90MW。", "src": "https://www.theguardian.com/technology/2026/sep/24/construction-largest-supercomputer-delayed" } ], "satellite": { "source": "—", "caveat": "本轮新增站点，尚未处理卫星图。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "xposts": [ { "user": "NewsTongueX", "date": "2026-09-24", "text": "英文：英国“最大 AI 超算”因电网短缺推迟到 2030 年代", "metrics": "62 浏览", "url": "https://x.com/NewsTongueX/status/2103205188852994303" }, { "user": "trashfuturepod", "date": "2026-03-15", "text": "英文：讽刺 Nscale “忘了买地”，Loughton 现场仍是脚手架堆场", "metrics": "2万 浏览", "url": "https://x.com/trashfuturepod/status/2033294070022361575" }, { "user": "tariquesha1", "date": "2026-03-31", "text": "英文：Loughton 镇议会提出规划异议：容量比原方案大 50%，可能拖垮本地基础设施", "metrics": "77 浏览", "url": "https://x.com/tariquesha1/status/2039081314284900859" }, { "user": "nigeldrummond", "date": "2026-09-27", "text": "英文：UKPN 接入推迟到 2030 年代初中期，宣传仍说 2027——“看通电日期，别看融资标题”", "metrics": "83 浏览", "url": "https://x.com/nigeldrummond/status/2104158602072088766" } ], "news": [ { "date": "2026-03-09", "source": "The Guardian", "text": "“从新闻稿到废料场”：现场仍是脚手架堆场", "url": "https://www.theguardian.com/technology/2026/mar/09/from-press-release-to-scrap-metal-site-the-essex-supercomputer-thats-still-a-scaffolding-yard" }, { "date": "2026-09-24", "source": "The Guardian", "text": "因供电问题将错过 2027 年，可能拖到 2030 年代中期", "url": "https://www.theguardian.com/technology/2026/sep/24/construction-largest-supercomputer-delayed" } ], "sources": [ { "name": "Nscale 新闻稿", "url": "https://www.nscale.com/press-releases/nscale-uk-ai-infrastructure-announcement" }, { "name": "Guardian", "url": "https://www.theguardian.com/technology/2026/sep/24/construction-largest-supercomputer-delayed" } ], "xsummary": "X 上几乎一边倒地负面：“脚手架堆场”、规划异议、电网要到 2030 年代；评论者把它当作“IPO 叙事与通电现实脱节”的典型例子。", "updated": "2026-10-14", "plan": { "start": null, "status": "blocked", "confidence": "中", "headline": "电网 2030 年代前无法供电，2027 目标落空", "risk": { "reason": "UKPN 称电网 2030 年代初中期才能供电", "since": "2026-09-24", "unblock": "提前接入电网或现场发电方案获批", "unblock_inferred": true }, "operator": { "name": "Nscale", "type": "新云" }, "enduser": { "name": "Microsoft", "via": "Nscale", "conf": "确认", "src": "https://www.nscale.com/press-releases/nscale-uk-ai-infrastructure-announcement", "note": "" }, "phases": [ { "name": "首期 50MW", "gw": 0.05, "by": null, "basis": "未说明", "done": false, "est": false, "note": "原定 2027 Q1，已不可行" }, { "name": "扩至 90MW", "gw": 0.04, "by": null, "basis": "未说明", "done": false, "est": false, "note": "" } ], "milestones": [] } }, { "id": "xai-colossus-1", "region": "美国", "name": "xAI Colossus 1（孟菲斯）", "owner": "xAI / SpaceXAI", "country": "美国", "location": "田纳西州孟菲斯，原 Electrolux 厂房", "coords_note": "", "capacity": "Epoch 估当前 IT 340MW", "status": "已交付", "status_level": "green", "investment": "—", "site_area": "—", "target": "已交付", "timeline": [ { "date": "2024-04-24", "event": "Epoch 估算：开工/场平。Construction starts with a road added on site, retrofitting a former Electrolux building.", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "epoch": true }, { "date": "2024-08-11", "event": "Epoch 估算：IT 功率约 35MW。First [significant/useful training workload](https://x.ai/colossus) on 25k H100s.", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "epoch": true }, { "date": "2024-09-02", "event": "Epoch 估算：IT 功率约 139MW。[100k H100s online](https://archive.is/z39uN).", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "epoch": true }, { "date": "2025-02-17", "event": "Epoch 估算：IT 功率约 278MW。150k H100s and 50k H200s online. This is roughly when [Musk](https://archive.is/z39uN) [sa", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "epoch": true }, { "date": "2025-07-22", "event": "Epoch 估算：IT 功率约 340MW。30k B200s [added](https://archive.is/oHQSA) (in GB200 configuration).", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "epoch": true }, { "date": "2025-09-17", "event": "Epoch 估算：IT 功率约 268MW。Third substation looks completed, but it doesn't appear to be connected to the building ye", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "epoch": true }, { "date": "2025-11-07", "event": "Epoch 估算：IT 功率约 340MW。Third substation was expected to power the building in Fall.", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "epoch": true } ], "blockers": [ { "type": "无", "level": "low", "text": "已交付运行；本站主要用于历史对比。", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/xai-colossus-1_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-06-30", "file": "img/xai-colossus-1_wb_2026-06-30.jpg", "scene": "Esri Wayback 2026-06-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 35.06017, "lon": -90.15546, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-09-27", "file": "img/xai-colossus-1_s2_2022.jpg", "scene": "S2B_16SBD_20220927_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-10-07", "file": "img/xai-colossus-1_s2_2023.jpg", "scene": "S2A_16SBD_20231007_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-11", "file": "img/xai-colossus-1_s2_2024.jpg", "scene": "S2A_16SBD_20241011_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-09-16", "file": "img/xai-colossus-1_s2_2025.jpg", "scene": "S2C_15SYU_20250916_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-11", "file": "img/xai-colossus-1_s2_2026.jpg", "scene": "S2C_16SBD_20261011_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/xai-colossus-1_wb_2021-10-13.jpg", "zoom": 16, "versions": 6 }, { "label": "最新", "release": "2026-06-30", "file": "img/xai-colossus-1_wb_2026-06-30.jpg", "zoom": 16, "versions": 6 } ] }, "xposts": [], "news": [], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/colossus-1" } ], "xsummary": "历史基准站点（2022–2026 已交付），未做 X 扫描。", "updated": "2026-10-14", "plan": { "start": "2024-04", "status": "delivered", "confidence": "中", "headline": "2024 年 4 月改造、约 4 个月首批上线；2026 年起转给 Anthropic 使用（Epoch）", "risk": null, "operator": { "name": "xAI", "type": "自建" }, "enduser": { "name": "Anthropic", "via": "xAI", "conf": "报道", "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "note": "Colossus 1 is an operational AI data center with AI chips owned by SpaceXAI and used by Anthropic. It hosts an estimated" }, "phases": [ { "name": "全部", "gw": 0.34, "by": "2025Q3", "basis": "IT", "done": true, "est": true, "note": "Epoch；2024 年起 xAI 自用，2026/5 起据 SpaceX 协议由 Anthropic 使用" } ], "milestones": [], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/colossus-1", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-04-24", "mw": 0.0 }, { "date": "2024-08-11", "mw": 35.0 }, { "date": "2024-09-02", "mw": 139.0 }, { "date": "2025-02-17", "mw": 278.0 }, { "date": "2025-03-06", "mw": 278.0 }, { "date": "2025-07-22", "mw": 340.0 }, { "date": "2025-09-17", "mw": 268.0 }, { "date": "2025-10-19", "mw": 268.0 }, { "date": "2025-11-07", "mw": 340.0 }, { "date": "2026-02-11", "mw": 340.0 }, { "date": "2026-05-06", "mw": 340.0 }, { "date": "2026-06-01", "mw": 340.0 }, { "date": "2026-06-15", "mw": 340.0 } ] } } }, { "id": "microsoft-fairwater-atlanta", "region": "美国", "name": "Microsoft Fairwater Atlanta", "owner": "Microsoft", "country": "美国", "location": "佐治亚州 Atlanta", "coords_note": "", "capacity": "Epoch 估当前 IT 636MW", "status": "已交付", "status_level": "green", "investment": "—", "site_area": "—", "target": "已交付", "timeline": [ { "date": "2023-04-09", "event": "Epoch 估算：开工/场平。Land clearing begins for southern part (Building 1-2)", "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-atlanta", "epoch": true }, { "date": "2025-10-14", "event": "Epoch 估算：IT 功率约 321MW。Building 1 and 2 are [operational](https://news.microsoft.com/source/features/ai/from-wisc", "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-atlanta", "epoch": true }, { "date": "2026-06-14", "event": "Epoch 估算：IT 功率约 636MW。Building 3 and 4 are operational.", "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-atlanta", "epoch": true } ], "blockers": [ { "type": "无", "level": "low", "text": "已交付运行；本站主要用于历史对比。", "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-atlanta" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-12-21", "file": "img/microsoft-fairwater-atlanta_wb_2021-12-21.jpg", "scene": "Esri Wayback 2021-12-21", "note": "早期（Wayback 版本）" }, { "date": "2026-04-30", "file": "img/microsoft-fairwater-atlanta_wb_2026-04-30.jpg", "scene": "Esri Wayback 2026-04-30", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 33.45719, "lon": -84.52452, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-09-26", "file": "img/microsoft-fairwater-atlanta_s2_2022.jpg", "scene": "S2A_16SGC_20220926_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-08-27", "file": "img/microsoft-fairwater-atlanta_s2_2023.jpg", "scene": "S2B_16SGC_20230827_0_L2A", "cloud": 2 }, { "year": 2024, "date": "2024-10-10", "file": "img/microsoft-fairwater-atlanta_s2_2024.jpg", "scene": "S2B_16SGC_20241010_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-09-10", "file": "img/microsoft-fairwater-atlanta_s2_2025.jpg", "scene": "S2C_16SGC_20250910_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-07", "file": "img/microsoft-fairwater-atlanta_s2_2026.jpg", "scene": "S2A_16SGC_20261007_1_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-12-21", "file": "img/microsoft-fairwater-atlanta_wb_2021-12-21.jpg", "zoom": 16, "versions": 11 }, { "label": "最新", "release": "2026-04-30", "file": "img/microsoft-fairwater-atlanta_wb_2026-04-30.jpg", "zoom": 16, "versions": 11 } ] }, "xposts": [], "news": [], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-atlanta" } ], "xsummary": "历史基准站点（2022–2026 已交付），未做 X 扫描。", "updated": "2026-10-14", "plan": { "start": "2023-04", "status": "delivered", "confidence": "中", "headline": "2025/10 首批，2026/6 扩至约 636MW（Epoch 估）", "risk": null, "operator": { "name": "Microsoft", "type": "超大规模" }, "enduser": { "name": "Microsoft", "via": "自建", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-atlanta", "note": "Microsoft Fairwater Atlanta is an operational AI data center with AI chips owned by Microsoft and likely used by OpenAI " }, "phases": [ { "name": "全部", "gw": 0.636, "by": "2026Q2", "basis": "IT", "done": true, "est": true, "note": "Epoch；可能由 OpenAI 使用" } ], "milestones": [], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-atlanta", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2023-04-09", "mw": 0.0 }, { "date": "2025-10-14", "mw": 321.0 }, { "date": "2026-02-13", "mw": 321.0 }, { "date": "2026-05-15", "mw": 321.0 }, { "date": "2026-06-14", "mw": 636.0 } ] } } }, { "id": "google-pryor-north", "region": "美国", "name": "Google Pryor（北区）", "owner": "Google", "country": "美国", "location": "俄克拉荷马州 Pryor", "coords_note": "", "capacity": "Epoch 估当前 IT 368MW", "status": "已交付", "status_level": "green", "investment": "—", "site_area": "—", "target": "已交付", "timeline": [ { "date": "2024-07-19", "event": "Epoch 估算：IT 功率约 53MW。Building 1 is operational, based on default roof-to-operational time.", "src": "https://epoch.ai/data/ai-data-centers/directory/google-pryor-north", "epoch": true }, { "date": "2026-09-06", "event": "Epoch 估算：IT 功率约 368MW。Building 2 is operational, confirmed via RAAD drone imagery of spinning cooling tower fans", "src": "https://epoch.ai/data/ai-data-centers/directory/google-pryor-north", "epoch": true } ], "blockers": [ { "type": "无", "level": "low", "text": "已交付运行；本站主要用于历史对比。", "src": "https://epoch.ai/data/ai-data-centers/directory/google-pryor-north" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-12-21", "file": "img/google-pryor-north_wb_2021-12-21.jpg", "scene": "Esri Wayback 2021-12-21", "note": "早期（Wayback 版本）" }, { "date": "2026-02-26", "file": "img/google-pryor-north_wb_2026-02-26.jpg", "scene": "Esri Wayback 2026-02-26", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 36.24535, "lon": -95.32349, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-07-10", "file": "img/google-pryor-north_s2_2022.jpg", "scene": "S2A_15STA_20220710_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-09-28", "file": "img/google-pryor-north_s2_2023.jpg", "scene": "S2B_15STA_20230928_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-07", "file": "img/google-pryor-north_s2_2024.jpg", "scene": "S2A_15STA_20241007_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-08-18", "file": "img/google-pryor-north_s2_2025.jpg", "scene": "S2B_15STA_20250818_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-08-18", "file": "img/google-pryor-north_s2_2026.jpg", "scene": "S2C_15STA_20260818_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-12-21", "file": "img/google-pryor-north_wb_2021-12-21.jpg", "zoom": 16, "versions": 7 }, { "label": "最新", "release": "2026-02-26", "file": "img/google-pryor-north_wb_2026-02-26.jpg", "zoom": 16, "versions": 7 } ] }, "xposts": [], "news": [], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/google-pryor-north" } ], "xsummary": "历史基准站点（2022–2026 已交付），未做 X 扫描。", "updated": "2026-10-14", "plan": { "start": "2024-07", "status": "delivered", "confidence": "中", "headline": "2026/9 扩至约 368MW（Epoch 估）", "risk": null, "operator": { "name": "Google", "type": "超大规模" }, "enduser": { "name": "Google", "via": "自建", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/google-pryor-north", "note": "Google Pryor (North) is an operational AI data center with AI chips owned by Google and possibly used by Google DeepMind" }, "phases": [ { "name": "全部", "gw": 0.368, "by": "2026Q3", "basis": "IT", "done": true, "est": true, "note": "Epoch" } ], "milestones": [], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/google-pryor-north", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-07-19", "mw": 53.0 }, { "date": "2025-01-28", "mw": 53.0 }, { "date": "2025-10-19", "mw": 53.0 }, { "date": "2026-05-26", "mw": 53.0 }, { "date": "2026-09-06", "mw": 368.0 } ] } } }, { "id": "google-omaha", "region": "美国", "name": "Google Omaha", "owner": "Google", "country": "美国", "location": "内布拉斯加州 Omaha", "coords_note": "", "capacity": "Epoch 估当前 IT 237MW", "status": "已交付", "status_level": "green", "investment": "—", "site_area": "—", "target": "已交付", "timeline": [ { "date": "2021-11-25", "event": "Epoch 估算：开工/场平。Land clearing begins.", "src": "https://epoch.ai/data/ai-data-centers/directory/google-omaha", "epoch": true }, { "date": "2024-04-08", "event": "Epoch 估算：IT 功率约 79MW。Building 1 operational, based on it being 6 months after roof was complete, infrastructure", "src": "https://epoch.ai/data/ai-data-centers/directory/google-omaha", "epoch": true }, { "date": "2024-11-19", "event": "Epoch 估算：IT 功率约 158MW。Building 2 is operational, based on it being 8 months since the roof was complete, and sur", "src": "https://epoch.ai/data/ai-data-centers/directory/google-omaha", "epoch": true }, { "date": "2026-06-30", "event": "Epoch 估算：IT 功率约 237MW。Building 3 is operational (estimate). Based on there being minimal construction work as of", "src": "https://epoch.ai/data/ai-data-centers/directory/google-omaha", "epoch": true } ], "blockers": [ { "type": "无", "level": "low", "text": "已交付运行；本站主要用于历史对比。", "src": "https://epoch.ai/data/ai-data-centers/directory/google-omaha" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/google-omaha_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2026-09-24", "file": "img/google-omaha_wb_2026-09-24.jpg", "scene": "Esri Wayback 2026-09-24", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 41.34173, "lon": -96.08888, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-06-18", "file": "img/google-omaha_s2_2022.jpg", "scene": "S2B_15TTF_20220618_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-08-22", "file": "img/google-omaha_s2_2023.jpg", "scene": "S2B_15TTF_20230822_0_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-10-10", "file": "img/google-omaha_s2_2024.jpg", "scene": "S2A_15TTF_20241010_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-10-10", "file": "img/google-omaha_s2_2025.jpg", "scene": "S2B_14TQL_20251010_1_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-10", "file": "img/google-omaha_s2_2026.jpg", "scene": "S2C_15TTF_20261010_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/google-omaha_wb_2021-10-13.jpg", "zoom": 16, "versions": 6 }, { "label": "最新", "release": "2026-09-24", "file": "img/google-omaha_wb_2026-09-24.jpg", "zoom": 16, "versions": 6 } ] }, "xposts": [], "news": [], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/google-omaha" } ], "xsummary": "历史基准站点（2022–2026 已交付），未做 X 扫描。", "updated": "2026-10-14", "plan": { "start": "2021-11", "status": "delivered", "confidence": "中", "headline": "已运行约 237MW，Epoch 预计 2028 年扩至 395MW", "risk": null, "operator": { "name": "Google", "type": "超大规模" }, "enduser": { "name": "Google", "via": "自建", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/google-omaha", "note": "Google Omaha is an operational AI data center with AI chips owned by Google and possibly used by Google DeepMind. It hos" }, "phases": [ { "name": "已运行", "gw": 0.237, "by": "2026Q2", "basis": "IT", "done": true, "est": true, "note": "Epoch" }, { "name": "扩至 395MW", "gw": 0.158, "by": "2028Q3", "basis": "IT", "done": false, "est": true, "note": "Epoch 预测" } ], "milestones": [], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/google-omaha", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2021-11-25", "mw": 0.0 }, { "date": "2024-04-08", "mw": 79.0 }, { "date": "2024-07-29", "mw": 79.0 }, { "date": "2024-11-19", "mw": 158.0 }, { "date": "2025-03-16", "mw": 158.0 }, { "date": "2025-04-21", "mw": 158.0 }, { "date": "2025-10-21", "mw": 158.0 }, { "date": "2026-05-15", "mw": 158.0 }, { "date": "2026-06-30", "mw": 237.0 } ] } } }, { "id": "google-new-albany", "region": "美国", "name": "Google New Albany", "owner": "Google", "country": "美国", "location": "俄亥俄州 New Albany", "coords_note": "", "capacity": "Epoch 估当前 IT 333MW", "status": "已交付", "status_level": "green", "investment": "—", "site_area": "—", "target": "已交付", "timeline": [ { "date": "2024-04-20", "event": "Epoch 估算：IT 功率约 67MW。Building 1 is operational. Based on ~7 months since roof being completed, and cooling towe", "src": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany", "epoch": true }, { "date": "2024-09-13", "event": "Epoch 估算：IT 功率约 144MW。Building 2 is operational. Google Earth imagery shows 6 cooling towers installed as of 202", "src": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany", "epoch": true }, { "date": "2025-06-01", "event": "Epoch 估算：IT 功率约 222MW。Building 3 is operational, based on all cooling units and tanks installed, minimal constru", "src": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany", "epoch": true }, { "date": "2025-10-14", "event": "Epoch 估算：IT 功率约 333MW。Building 4 is operational, based on all cooling units and tanks installed, minimal constru", "src": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany", "epoch": true } ], "blockers": [ { "type": "无", "level": "low", "text": "已交付运行；本站主要用于历史对比。", "src": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/google-new-albany_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2025-07-31", "file": "img/google-new-albany_wb_2025-07-31.jpg", "scene": "Esri Wayback 2025-07-31", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 40.05677, "lon": -82.76774, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2022, "date": "2022-06-03", "file": "img/google-new-albany_s2_2022.jpg", "scene": "S2B_17TLE_20220603_0_L2A", "cloud": 0 }, { "year": 2023, "date": "2023-09-01", "file": "img/google-new-albany_s2_2023.jpg", "scene": "S2A_17TLE_20230901_1_L2A", "cloud": 0 }, { "year": 2024, "date": "2024-09-05", "file": "img/google-new-albany_s2_2024.jpg", "scene": "S2A_17TLE_20240905_0_L2A", "cloud": 0 }, { "year": 2025, "date": "2025-10-05", "file": "img/google-new-albany_s2_2025.jpg", "scene": "S2B_17TLE_20251005_0_L2A", "cloud": 0 }, { "year": 2026, "date": "2026-10-05", "file": "img/google-new-albany_s2_2026.jpg", "scene": "S2C_17TLE_20261005_0_L2A", "cloud": 0 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/google-new-albany_wb_2021-10-13.jpg", "zoom": 16, "versions": 3 }, { "label": "最新", "release": "2025-07-31", "file": "img/google-new-albany_wb_2025-07-31.jpg", "zoom": 16, "versions": 3 } ] }, "xposts": [], "news": [], "sources": [ { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany" } ], "xsummary": "历史基准站点（2022–2026 已交付），未做 X 扫描。", "updated": "2026-10-14", "plan": { "start": "2024-04", "status": "delivered", "confidence": "中", "headline": "2024–2025 分期上线，约 333MW（Epoch 估）", "risk": null, "operator": { "name": "Google", "type": "超大规模" }, "enduser": { "name": "Google", "via": "自建", "conf": "确认", "src": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany", "note": "Google New Albany is an operational AI data center with AI chips owned by Google and possibly used by Google DeepMind. I" }, "phases": [ { "name": "全部", "gw": 0.333, "by": "2025Q4", "basis": "IT", "done": true, "est": true, "note": "Epoch" } ], "milestones": [], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/google-new-albany", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2024-04-20", "mw": 67.0 }, { "date": "2024-09-13", "mw": 144.0 }, { "date": "2025-06-01", "mw": 222.0 }, { "date": "2025-10-14", "mw": 333.0 }, { "date": "2026-01-18", "mw": 333.0 }, { "date": "2026-03-12", "mw": 333.0 }, { "date": "2026-05-18", "mw": 333.0 } ] } } }, { "id": "bytedance-johor", "region": "东南亚", "name": "字节跳动柔佛 MY06（Bridge Data Centres）", "owner": "Bridge Data Centres（万国/Chindata 系）建设；字节跳动锚定租户", "country": "马来西亚", "location": "柔佛 Kulai，Sedenak Tech Park", "coords_note": "", "capacity": "Epoch 估 IT 243MW（1–10 号楼；8–10 号楼建成但尚未明显使用）", "status": "运行中", "status_level": "green", "investment": "字节 2024/6 宣布马来西亚 AI 枢纽 RM100 亿（含数据中心扩建 RM15 亿）", "site_area": "—", "target": "8–10 号楼投用时间未知", "timeline": [ { "date": "2021-10-01", "event": "Epoch 估算：开工/场平。Land clearing begins for campus 1, seen via satellite imagery. This start date is corrobor", "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06", "epoch": true }, { "date": "2021-11", "event": "MY06 开工", "src": "https://www.mida.gov.my/media-release/bridge-data-centres-and-bytedance-celebrate-grand-opening-of-the-first-phase-hyperscale-data-centre-my06-in-johor-malaysia/" }, { "date": "2022-10-20", "event": "一期开业（314 天建成），字节跳动为锚定租户", "src": "https://www.mida.gov.my/media-release/bridge-data-centres-and-bytedance-celebrate-grand-opening-of-the-first-phase-hyperscale-data-centre-my06-in-johor-malaysia/" }, { "date": "2022-12-31", "event": "Epoch 估算：IT 功率约 19MW。Building 1 (MY06-1) is operational. The [SEC filing for Chindata](https://www.sec.gov/Arch", "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06", "epoch": true }, { "date": "2023-05-30", "event": "Epoch 估算：IT 功率约 61MW。Building 2 (MY06-2) is operational.", "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06", "epoch": true }, { "date": "2024-06-10", "event": "字节宣布马来西亚 AI 枢纽 RM100 亿", "src": "https://www.datacenterdynamics.com/en/news/tiktok-owner-bytedance-to-expand-malaysia-data-center-footprint-in-21bn-ai-deal/" }, { "date": "2024-11-05", "event": "Epoch 估算：IT 功率约 114MW。Building 3 and 4 are operational. Building 3 was [originally scheduled](https://www.sec.go", "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06", "epoch": true }, { "date": "2025-05-25", "event": "Epoch 估算：IT 功率约 243MW。Buildings 5-7 are operational.", "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06", "epoch": true }, { "date": "2026-01-05", "event": "柔佛州务大臣：字节在马数据中心累计投资超 RM295 亿", "src": "https://www.malaymail.com/news/malaysia/2026/01/05/johor-looks-to-lock-in-bytedances-long-term-commitment-after-china-talks-says-onn-hafiz/204326" } ], "blockers": [ { "type": "利用率", "level": "low", "text": "8–10 号楼已建成，但截至 2026/9 未见明显使用（Epoch 卫星判读）。", "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06" } ], "satellite": { "source": "Sentinel-2 L2A 年度真彩色（10m，Element84 Earth Search）＋ Esri World Imagery Wayback 高分辨率（约 0.3–1m）", "caveat": "坐标可信度：高（Epoch AI 目录建筑轮廓）。Sentinel-2 每年取 6/1–10/14 云量最低一景（南半球为 1/1–10/14），10m 分辨率只能看场平与厂房轮廓；Wayback 日期为版本发布日期，实际拍摄日期更早，且同一版本内各瓦片拍摄日期可能不同。卫星图无法判断是否通电。", "images": [ { "date": "2021-10-13", "file": "img/bytedance-johor_wb_2021-10-13.jpg", "scene": "Esri Wayback 2021-10-13", "note": "早期（Wayback 版本）" }, { "date": "2025-04-24", "file": "img/bytedance-johor_wb_2025-04-24.jpg", "scene": "Esri Wayback 2025-04-24", "note": "最新（Wayback 版本）" } ], "coords": { "lat": 1.69721, "lon": 103.41588, "conf": "高", "src": "Epoch AI 目录建筑轮廓" }, "timelapse": [ { "year": 2023, "date": "2023-09-27", "file": "img/bytedance-johor_s2_2023.jpg", "scene": "S2A_48NUG_20230927_0_L2A", "cloud": 11 }, { "year": 2024, "date": "2024-07-28", "file": "img/bytedance-johor_s2_2024.jpg", "scene": "S2B_48NUG_20240728_0_L2A", "cloud": 15 }, { "year": 2025, "date": "2025-09-06", "file": "img/bytedance-johor_s2_2025.jpg", "scene": "S2C_48NUG_20250906_0_L2A", "cloud": 12 }, { "year": 2026, "date": "2026-08-22", "file": "img/bytedance-johor_s2_2026.jpg", "scene": "S2C_48NUG_20260822_0_L2A", "cloud": 13 } ], "hires": [ { "label": "早期", "release": "2021-10-13", "file": "img/bytedance-johor_wb_2021-10-13.jpg", "zoom": 16, "versions": 5 }, { "label": "最新", "release": "2025-04-24", "file": "img/bytedance-johor_wb_2025-04-24.jpg", "zoom": 16, "versions": 5 } ] }, "xposts": [], "news": [], "sources": [ { "name": "MIDA 新闻稿", "url": "https://www.mida.gov.my/media-release/bridge-data-centres-and-bytedance-celebrate-grand-opening-of-the-first-phase-hyperscale-data-centre-my06-in-johor-malaysia/" }, { "name": "Epoch AI 目录", "url": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06" } ], "xsummary": "未做 X 扫描（本轮新增）。", "updated": "2026-10-14", "plan": { "start": "2021-11", "status": "on_track", "confidence": "中", "headline": "1–7 号楼运行；8–10 号楼建成待投用", "risk": null, "operator": { "name": "Bridge Data Centres", "type": "托管" }, "enduser": { "name": "字节跳动/TikTok", "via": "BDC 托管", "conf": "报道", "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06", "note": "Epoch 标为“可能”；MIDA 确认字节为锚定租户" }, "phases": [ { "name": "1–7 号楼", "gw": 0.243, "by": "2025Q2", "basis": "IT", "done": true, "est": true, "note": "Epoch" }, { "name": "8–10 号楼", "gw": null, "by": null, "basis": "未知", "done": false, "est": false, "note": "已建成，容量未单列" } ], "milestones": [ { "date": "2022-10-20", "label": "一期开业" } ], "history": { "src": "https://epoch.ai/data/ai-data-centers/directory/bridge-data-centres-my06", "note": "Epoch AI 基于卫星与申报估算的 IT 功率（MW），只取今天之前的数据", "series": [ { "date": "2021-10-01", "mw": 0.0 }, { "date": "2022-12-31", "mw": 19.0 }, { "date": "2023-03-01", "mw": 19.0 }, { "date": "2023-05-30", "mw": 61.0 }, { "date": "2024-11-05", "mw": 114.0 }, { "date": "2025-02-09", "mw": 114.0 }, { "date": "2025-05-25", "mw": 243.0 }, { "date": "2025-09-23", "mw": 243.0 }, { "date": "2026-03-03", "mw": 243.0 }, { "date": "2026-09-13", "mw": 243.0 } ] } } }, { "id": "bytedance-pecem", "region": "南美", "name": "字节跳动巴西 Pecém 数据中心（Omnia）", "owner": "Omnia（Pátria 旗下）开发；字节跳动包下全部容量", "country": "巴西", "location": "塞阿拉州 Caucaia，Pecém 出口加工区（CE-085 与 CE-348 交汇处）", "coords_note": "", "capacity": "一期 200MW IT（场地总电力约 300MW），20 个数据厅", "status": "在建", "status_level": "amber", "investment": "约 2,000 亿雷亚尔（含后续）", "site_area": "—", "target": "2027 下半年分期投运", "timeline": [ { "date": "2026-01", "event": "开工", "src": "https://www.reuters.com/business/energy/brazils-omnia-casa-dos-ventos-sign-2-billion-energy-deal-tiktok-data-center-2026-05-18/" }, { "date": "2026-05-18", "event": "与 Casa dos Ventos 签 20 年、20 亿美元风电供电协议", "src": "https://www.reuters.com/business/energy/brazils-omnia-casa-dos-ventos-sign-2-billion-energy-deal-tiktok-data-center-2026-05-18/" }, { "date": "2026-05-21", "event": "预制数据厅开始吊装，700+ 工人", "src": "https://diariodonordeste.verdesmares.com.br/negocios/veja-primeiras-imagens-do-data-center-do-tiktok-apos-inicio-da-montagem-1.3765352" }, { "date": "2026-09-15", "event": "联邦检察院与公设辩护人起诉，要求取得运营许可前补做 EIA/RIMA 与原住民协商", "src": "https://economicnewsbrasil.com.br/2026/09/15/data-center-do-tiktok-licenca-operacao/" } ], "blockers": [ { "type": "环境许可/诉讼", "level": "high", "text": "运营许可尚未取得；MPF/DPU 要求补做完整环评并与 Anacé 原住民协商后才能发证。", "src": "https://economicnewsbrasil.com.br/2026/09/15/data-center-do-tiktok-licenca-operacao/" }, { "type": "水资源", "level": "medium", "text": "当地依赖自流井；检方担心抽取地下水与 120 台柴油发电机的影响。", "src": "https://particle.news/story/construction-advances-at-pecm-tiktok-data-center-as-federal-agencies-seek-fuller-environmental" } ], "satellite": { "source": "—", "caveat": "没有可核实的地块坐标，未生成卫星图（不猜测位置）。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "xposts": [], "news": [], "sources": [ { "name": "Reuters", "url": "https://www.reuters.com/business/energy/brazils-omnia-casa-dos-ventos-sign-2-billion-energy-deal-tiktok-data-center-2026-05-18/" }, { "name": "Diário do Nordeste", "url": "https://diariodonordeste.verdesmares.com.br/negocios/veja-primeiras-imagens-do-data-center-do-tiktok-apos-inicio-da-montagem-1.3765352" }, { "name": "O Povo", "url": "https://www.opovo.com.br/noticias/economia/2026/10/08/projeto-de-data-center-no-ceara-tem-quase-40-da-capacidade-de-processamento-de-dados-do-brasil.html" } ], "xsummary": "未做 X 扫描（本轮新增）；巴西本地媒体以葡萄牙文报道为主。", "updated": "2026-10-14", "plan": { "start": "2026-01", "status": "at_risk", "confidence": "中", "headline": "施工按计划，但运营许可卷入诉讼", "risk": { "reason": "运营许可未发；检方起诉，要求先补做完整环评与原住民协商", "since": "2026-09-15", "unblock": "州环保局 Semace 在满足补充条件后发放运营许可", "unblock_inferred": true }, "operator": { "name": "Omnia", "type": "托管" }, "enduser": { "name": "字节跳动/TikTok", "via": "Omnia 托管", "conf": "确认", "src": "https://www.reuters.com/business/energy/brazils-omnia-casa-dos-ventos-sign-2-billion-energy-deal-tiktok-data-center-2026-05-18/", "note": "" }, "phases": [ { "name": "一期", "gw": 0.2, "by": "2027Q4", "basis": "IT", "done": false, "est": false, "note": "“2027 下半年分期”，按末端计" } ], "milestones": [ { "date": "2026-05-18", "label": "风电 PPA" } ] } }, { "id": "volcano-ulanqab", "region": "中国", "name": "火山引擎乌兰察布算力中心群（字节跳动）", "owner": "火山引擎（字节跳动）；项目公司：乌兰察布雁北知微/致远科技", "country": "中国", "location": "内蒙古乌兰察布察哈尔高新区", "coords_note": "", "capacity": "GW 级园区一期机架功率 100MW；高新算力中心一期 46,080 架；京蒙算力中心一期 66,722 架（机架数未换算 MW）", "status": "备案获批 · 计划 2026/10 开工", "status_level": "amber", "investment": "备案合计约 106.5 亿元（4 个项目）；另报道字节在乌兰察布已投 700 亿元建 1GW 集群", "site_area": "—", "target": "2029 年中至年底", "timeline": [ { "date": "2026-08-22", "event": "绿色算力大会：火山引擎 GW 级园区（乌兰察布、和林格尔）签约", "src": "https://mp.ofweek.com/ai/a356714716617" }, { "date": "2026-08-25", "event": "高新算力中心一期备案：25.29 亿元，46,080 架，2026/10–2029/12", "src": "https://www.njjyb.com/news/show/4748.html" }, { "date": "2026-08-27", "event": "京蒙算力中心一期备案：36 亿元，66,722 架，2026/10–2029/06", "src": "http://c.m.163.com/news/a/L5EFKJ0U0511D6RL.html" }, { "date": "2026", "event": "南华早报：字节在集宁区洽谈 5–6GW 园区，目标 2028 年初（初步洽谈，未计入）", "src": "https://www.sohu.com/a/1075118161_121124371" } ], "blockers": [ { "type": "用地", "level": "medium", "text": "乌兰察布签约项目激增，用地指标成为新约束，部分已签约项目仍在等待落地（经济观察网）。", "src": "http://www.eeo.com.cn/2026/0816/1000065.shtml" }, { "type": "透明度", "level": "medium", "text": "备案以机架数计，未披露 IT MW；5–6GW 计划仅为媒体引述的洽谈阶段消息。", "src": "https://www.sohu.com/a/1075118161_121124371" } ], "satellite": { "source": "—", "caveat": "没有可核实的地块坐标，未生成卫星图（不猜测位置）。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "xposts": [], "news": [], "sources": [ { "name": "维科号：集中签约", "url": "https://mp.ofweek.com/ai/a356714716617" }, { "name": "火山引擎 4 个项目备案", "url": "https://www.njjyb.com/news/show/4748.html" }, { "name": "云头条：京蒙算力中心备案", "url": "http://c.m.163.com/news/a/L5EFKJ0U0511D6RL.html" } ], "xsummary": "中文媒体以备案、签约新闻为主；5–6GW 计划只有南华早报引述的洽谈消息。", "updated": "2026-10-14", "plan": { "start": "2026-10", "status": "on_track", "confidence": "低", "headline": "备案获批，计划 2026/10 开工；MW 仅一期 100MW 有披露", "risk": null, "operator": { "name": "字节跳动/火山引擎", "type": "自建" }, "enduser": { "name": "字节跳动/TikTok", "via": "火山引擎", "conf": "确认", "src": "https://www.njjyb.com/news/show/4748.html", "note": "" }, "phases": [ { "name": "GW 级园区一期", "gw": 0.1, "by": null, "basis": "机架功率", "done": false, "est": false, "note": "签约公告；未给时间" }, { "name": "高新算力中心一期", "gw": null, "by": "2029Q4", "basis": "未知", "done": false, "est": false, "note": "46,080 架；不换算 MW" }, { "name": "京蒙算力中心一期", "gw": null, "by": "2029Q2", "basis": "未知", "done": false, "est": false, "note": "66,722 架；不换算 MW" } ], "milestones": [ { "date": "2026-08-25", "label": "备案获批" } ] } }, { "id": "zhipu-1gw", "region": "中国", "name": "智谱 1GW 国产芯片数据中心", "owner": "智谱（Zhipu AI / Z.ai）", "country": "中国", "location": "未披露", "coords_note": "", "capacity": "约 1GW（据彭博报道）；全部国产芯片", "status": "据报道已建成、部分运营", "status_level": "amber", "investment": "未披露", "site_area": "—", "target": "未披露", "timeline": [ { "date": "2026-07-21", "event": "彭博（经观点网、新浪转述）：智谱建成 1GW 国产芯片数据中心，已部分运营", "src": "https://www.guandian.cn/article/20260721/575015.html" }, { "date": "2026-09-17", "event": "智谱与中国移动拟达成 GW 级国产算力合作，首个数万卡算力中心即将投产", "src": "https://caifuhao.eastmoney.com/news/20260917160231851131720" } ], "blockers": [ { "type": "透明度", "level": "high", "text": "位置、建成时间、芯片来源、IT/电力口径均未披露；单一媒体来源。", "src": "https://www.guandian.cn/article/20260721/575015.html" } ], "satellite": { "source": "—", "caveat": "没有可核实的地块坐标，未生成卫星图（不猜测位置）。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "xposts": [], "news": [], "sources": [ { "name": "观点网（转述彭博）", "url": "https://www.guandian.cn/article/20260721/575015.html" }, { "name": "新浪财经", "url": "https://finance.sina.com.cn/wm/2026-07-22/doc-iniispmy8719491.shtml" } ], "xsummary": "中文媒体普遍转述彭博；中国移动合作被视为“Token 入套餐”新模式。", "updated": "2026-10-14", "plan": { "start": null, "status": "on_track", "confidence": "低", "headline": "据报道已建成并部分运营；位置与时间均未披露", "risk": null, "operator": { "name": "智谱", "type": "自建" }, "enduser": { "name": "智谱", "via": "自建", "conf": "报道", "src": "https://www.guandian.cn/article/20260721/575015.html", "note": "" }, "phases": [ { "name": "全部（约 1GW）", "gw": 1.0, "by": null, "basis": "未说明", "done": false, "est": false, "note": "“已建成、部分运营”，运营比例未知，故不计入已运行" } ], "milestones": [] } }, { "id": "alibaba-ulanqab", "region": "中国", "name": "阿里云乌兰察布数据中心（CUBE 5.0 模块化智算）", "owner": "阿里云", "country": "中国", "location": "内蒙古乌兰察布察哈尔高新区", "coords_note": "", "capacity": "未披露 MW", "status": "运行中 · 模块化扩建", "status_level": "green", "investment": "未披露", "site_area": "—", "target": "—", "timeline": [ { "date": "2026-08-10", "event": "阿里云展示 CUBE 5.0 模块化数据中心，称交付周期缩短到 100 天", "src": "https://news.sina.cn/znl/2026-08-12/detail-inimzytm3637608.d.html?vt=4" }, { "date": "2026-08-12", "event": "灵骏真武 M890 超节点在乌兰察布首发；Kimi K3、Qwen 经此对外服务", "src": "https://www.nbd.com.cn/articles/2026-08-13/4540773.html" } ], "blockers": [ { "type": "透明度", "level": "medium", "text": "未披露 MW 与分期；无法量化。", "src": "https://www.nbd.com.cn/articles/2026-08-13/4540773.html" } ], "satellite": { "source": "—", "caveat": "没有可核实的地块坐标，未生成卫星图（不猜测位置）。", "images": [], "coords": null, "timelapse": [], "hires": [] }, "xposts": [], "news": [], "sources": [ { "name": "每日经济新闻", "url": "https://www.nbd.com.cn/articles/2026-08-13/4540773.html" }, { "name": "北方网", "url": "https://news.sina.cn/znl/2026-08-12/detail-inimzytm3637608.d.html?vt=4" } ], "xsummary": "中文媒体关注“100 天交付”和超节点；无量化容量。", "updated": "2026-10-14", "plan": { "start": null, "status": "on_track", "confidence": "低", "headline": "已运行，模块化扩建；容量未公开", "risk": null, "operator": { "name": "阿里云", "type": "超大规模" }, "enduser": { "name": "阿里巴巴", "via": "自建", "conf": "确认", "src": "https://www.nbd.com.cn/articles/2026-08-13/4540773.html", "note": "月之暗面 Kimi 通过阿里云超节点对外服务（租用，报道）" }, "phases": [ { "name": "全部", "gw": null, "by": null, "basis": "未知", "done": false, "est": false, "note": "容量未公开" } ], "milestones": [] } } ]