AI最烧钱的战场：数据中心的真实账单
硅谷101
@thevalley101About
驶向未来。 一档深度科技与商业视频栏目，旗下有同名播客。通过对前沿科技及商业的一手视角和深度挖掘，我们希望带来深度有趣的前沿选题。Solid journalism still matters. 联系我们：[email protected]
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5000亿美元，是NASA预估让人类登陆火星的预算，却只够OpenAI建一座“星际之门”数据中心。而这，仅仅是开始。随着Meta、xAI等科技巨头纷纷加入这场基建狂潮，全球正掀起一场围绕AI算力的万亿级资本竞赛。但你是否好奇：这些天文数字般的资金，究竟流向了哪些环节？为什么不同机构的预算相差数千亿美元？ 本期视频，我们将深度拆解一座数据中心的全部成本结构：IT设备、冷却系统、供电设备和工程建设，逐一算清每GW背后的真实支出。更重要的是，在AI泡沫争议不断的当下，巨头们为何宁愿冒着过度投资的风险，也不敢停下脚步？当AI的竞速进入深水区，未来10年的算力基建，会把全球的科技版图改变到什么程度？ 时间轴： 00:00 - 01:02 5000亿豪赌“星际之门”：预算超越人类登陆火星计划 01:02 - 03:04 算力核心：解析天价服务器账单 03:04 - 04:45 散热保卫战：3%支出承载的安全隐患 04:45 - 06:35 供电设备：冗余性将导致成本翻倍 06:35 - 07:34 工程建设与账单总计，看懂星际之门为何花费5000亿美元 07:34 - 10:48 计算分歧：千亿预算差从何而来？ 10:48 - 14:30 隐形支出：巨头亲自下场建电厂 14:30 - 17:42 狂潮下的理性：过度投资也有退路 撰稿： 王梓沁，硅谷101研究员 编辑/主持/制片： 陈茜，硅谷101联合创始人 【关于硅谷101】 我们是由海内外一线媒体记者/主持人创办的栏目，深度解析硅谷创新趋势，以轻松的风格分享科技行业的最新动态。我们采过顶级科技大佬，积累了数万小时的媒体经验，做过调查性报道，操盘过千万级传播量的知名深度稿，引发全国讨论和微博热搜；致力于将最专业的媒体素养和信息搜集能力转化为易传播的新媒体力量。 旗下同名播客栏目：https://www.youtube.com/@valley101podcast 关注我们，从这里驶向未来。 联系我们：[email protected] 【往期精彩视频】 https://www.youtube.com/watch?v=2TV2jMaIcak&t=161s https://www.youtube.com/watch?v=EsaUQNx59vA&t=323s https://www.youtube.com/watch?v=0mrko3cYqBs&t=1499s https://www.youtube.com/watch?v=EUsIYVtt3y0&t=1162s https://www.youtube.com/watch?v=8ndEN6VVlUw&t=778s https://www.youtube.com/watch?v=9RMvKWHgyF8&t=1093s https://www.youtube.com/watch?v=sdsiJAyO4Fw&t=1144s https://www.youtube.com/watch?v=DFyc0rFBptE&t=566s https://www.youtube.com/watch?v=Tzp0EF-sysI&t=364s https://www.youtube.com/watch?v=44skDPOPbgo https://www.youtube.com/watch?v=65TkswVEd5Y&t=422s https://www.youtube.com/watch?v=8uHur4G1ZVI&t=2240s https://www.youtube.com/watch?v=H-G76kecXfY&t=1136s https://www.youtube.com/watch?v=h8FTJxGu_hA&t=704s https://www.youtube.com/watch?v=_f2c0eZ-N7M&t=302s https://www.youtube.com/watch?v=3el8ppdGnSk https://www.youtube.com/watch?v=AGLzjvykebo https://www.youtube.com/watch?v=pdcT2jwXP0s&t https://www.youtube.com/watch?v=2PSCnOFkR3U&t https://www.youtube.com/watch?v=b_OpjUz7zN8 https://www.youtube.com/watch?v=CfxuqbB9dj4&t=2510s https://www.youtube.com/watch?v=Jy5OozI1zMs https://www.youtube.com/watch?v=58bS_-215vI&t=137s https://www.youtube.com/watch?v=sKVVl89pv_0&t=107s https://www.youtube.com/watch?v=PSfdilqMxRM&t=875s https://www.youtube.com/watch?v=LyCv2Dm9A1o&t=1725s https://www.youtube.com/watch?v=lyAP8bRKUJo&t=1472s
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