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AIDC负载显著高于传统数据中心,企业通常自建110、220kv变电站
AIDC负载显著高于传统数据中心,企业通常自建110、220kv变电站
行业数据
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图片格式:PNG
图片大小:131KB
图片尺寸:1811*994
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所属报告:
电力设备与新能源行业供配电专题:AIDC浪潮兴起把握设备变革契机-250125(43页).pdf
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行业数据
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行业数据
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图36、全球数据中心用电量及区域占比
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2026-07-20
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图27、2024-2029年全球数据中心液冷市场规模
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2026-07-20
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图28、2025年全球数据中心液冷市场规模分地
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2026-07-20
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图16、全球IT产业中数据中心IT支出金额及增
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图15、全球超大规模数据中心数量增长趋势
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2026-07-20
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2026-07-30
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2026-07-30
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1)以往数据中心负载低:在传统数据中心时代,大厂一栋标准数据机房大约有 2 万台服务器,1020 多台机柜,单机柜功耗 12kW 以上,IT 总容量约 12.9MW,电力容量大概在 20MVA左右,通常由市政公共变电站引来四路 10kV 电源,对区域电网的整体压力不是很大。 2)AIDC 负载高:在 AIDC 时代,以英伟达 H100 的 DGX 架构 8 卡 GPU服务器为例,部署一个 1024 台服务器的万卡算力集群(单机柜按 12kW,考虑制冷等辅助用电),需要 15~20MVA的电力容量,一栋 10 万卡的算力集群建筑,单栋建筑的用电规模则达到 100MW 以上。 3)AIDC 催生自建变电站需求:当数据中心用电容量超过当地供电部门允许引接公共变电站的最大容量,且用电需求已影响到了当地供电部门的电网规划时,用户需自己建设变电站。此外企业自建变电站还能保障电力供应的自主性与灵活性,实现成本控制和效率提升。目前企业自用变电站等级主要为 110kv、220kv,随着智算芯片密度的持续增加,园区的用电规模可以达到 200MW,甚至攀升至 300~500MW 的水平,企业自建变电站需求越加迫切。
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电力设备与新能源行业供配电专题:AIDC浪潮兴起把握设备变革契机-250125(43页).pdf
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