格隆汇1月17日|摩根大通估计,美国科技巨擘因应人工智能(AI)热潮而积极兴建更多数据中心,今明两年美国本地生产总值(GDP)将额外增加0.1%至0.2%。美国总统拜登周二签署行政命令,容许私人企业在官地上申请建设数据中心。摩通相信,有关数据中心的投资热潮将历时数年,推动美国GDP增长。根据该行估算,数据中心兴建工程为美国2024年的GDP贡献了0.1%至0.3%。摩通预测,为支持AI数据中心,美国须增加供电能力,每增加5兆瓦至10兆瓦电力,便须200亿美元开支,相当于GDP增长0.07%。
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