国际周报 | 软银加速全球AI算力基建布局;施耐德电气:印度数据中心业务增长将超过核心业务

大厂动态 Big Tech Developments

Equinix斥资5.35亿美元在西班牙启用

MD5数据中心

Equinix Opens MD5 Data Center in Spain with 

$535M Investment

全球主机托管巨头Equinix近日在西班牙马德里正式启用MD5数据中心。该设施是其4.6亿欧元（约5.35亿美元）扩建计划的核心，旨在提升南欧互连能力并巩固西班牙数字枢纽地位。MD5占地超4400平方米，具备N+1冗余及5+1备用发电机配置，目标可用性达99.999%。该中心完全由可再生能源供电，致力于2027年获LEED认证。目前马德里生态系统已连接逾225家公司，成为推动欧洲数字经济的重要基石。Global colocation giant Equinix has officially opened its MD5 data center in Madrid, Spain. As the core of a €460 million ($535M) expansion, it aims to boost Southern Europe's interconnection capacity. Spanning over 4,400 sqm with N+1 redundancy, the facility targets 99.999% availability. Powered entirely by renewable energy, it aims for LEED certification by 2027. The Madrid ecosystem currently connects over 225 companies, serving as a vital cornerstone for Europe's digital economy.

点评：夯实南欧数字基建基石。Comment: Solidifying Southern Europe's digital infrastructure.

软银加速全球AI算力基建布局

SoftBank Accelerates Global AI Infrastructure Expansion

软银近期在AI基础设施领域动作频频。在欧洲，软银宣布将在法国投资最高750亿欧元（约合870亿美元），依托法国丰富的核电资源，于2031年前打造总容量达5GW的欧洲最大AI数据中心集群。与此同时，软银在日本本土的算力布局也同步落地，宣布将于2026年10月推出“AI数据中心GPU云”服务。该服务搭载其自研的Infrinia AI Cloud OS软件栈，并部署英伟达GB200 NVL72等高性能GPU，旨在通过软硬结合，为日本企业提供安全、高性能且可扩展的AI算力平台，加速AI开发与商业化落地。SoftBank has recently made frequent moves in the AI infrastructure sector. In Europe, it announced a maximum investment of €75 billion (approx. $87 billion) in France, leveraging the country's abundant nuclear power to build Europe's largest AI data center cluster with a total capacity of 5GW by 2031. Meanwhile, its domestic computing layout is also landing in Japan, with the announcement of launching the "AI Data Center GPU Cloud" service in October 2026. Powered by its proprietary Infrinia AI Cloud OS and high-performance GPUs like the NVIDIA GB200 NVL72, the service aims to provide Japanese enterprises with a secure, high-performance, and scalable AI computing platform through integrated hardware and software, accelerating AI development and commercialization.

点评：软硬兼施，全球算力加速落地。Comment: Soft and hard tactics accelerate global computing.

贝恩资本旗下Hscale收购米兰新地块

Bain-Backed Hscale Acquires New Milan Site

贝恩资本支持的Hscale宣布收购米兰西北部第二个大规模数据中心园区，总投资约20亿欧元。该项目将使Hscale在米兰的总承诺电力容量达250MW，预计2028年全面运营。Hscale采用“液冷优先”设计，同一建筑可无缝切换直冷、风冷或混合配置，以应对严苛的AI负载。此外，公司通过与Aquila Clean Energy合作确保清洁能源供应。目前Hscale在挪威有运营设施，并在欧洲多地拥有1GW开发管线。Bain-backed Hscale announced the acquisition of its second large-scale data center campus in northwest Milan, with a total investment of around €2 billion. The project will bring Hscale's total committed power capacity in Milan to 250MW, fully operational by 2028. Hscale uses a "liquid-cooling-first" design, allowing the same building to seamlessly switch between direct liquid, air, or hybrid cooling for demanding AI workloads. Additionally, the company ensures clean energy supply through a partnership with Aquila Clean Energy. Hscale currently operates a facility in Norway and has a 1GW pipeline across Europe.

点评：液冷优先设计，灵活应对AI需求。Comment: Liquid-cooling-first design, flexibly meets AI demand.

DigitalBridge斥资10.5亿美元收购ArcLight

DigitalBridge to Acquire ArcLight for $1.05bn

全球数字基础设施投资巨头DigitalBridge近日宣布，将以最高10.5亿美元收购北美知名能源投资机构ArcLight Capital。此次交易包含6.5亿美元基础收购价及最高4亿美元的或有对价，合并后将形成管理规模超1500亿美元的行业巨头。ArcLight拥有超70吉瓦的发电资产及15吉瓦的开发管线。随着AI算力需求爆发，电力已成为制约数据中心扩张的核心瓶颈，此次合并将深度整合数字基建与电力基建能力。交易以软银集团完成对DigitalBridge的收购为前提，ArcLight将作为独立业务运营，其创始人将出任DigitalBridge副董事长。Global digital infrastructure investment giant DigitalBridge recently announced it will acquire North American energy investor ArcLight Capital for up to $1.05 billion. The deal includes a $650 million base purchase price and up to $400 million in contingent consideration, forming a new industry titan with over $150 billion in combined assets under management. ArcLight owns over 70GW of generation assets and a 15GW development pipeline. As AI compute demand surges, power has become a critical bottleneck for data center expansion; this merger deeply integrates digital and power infrastructure capabilities. The transaction is conditioned upon SoftBank Group's acquisition of DigitalBridge. ArcLight will operate as an independent business, with its founder becoming DigitalBridge's Vice Chairman.

点评：算力缺电催生巨头。Comment: Compute power shortage births a giant.

AWS将在德新建数据中心

AWS Reveals Plans for New Data Center in Maintal, 

Germany

AWS近日披露了其在德国黑森州美因塔尔新建数据中心的计划。该园区占地约10.6公顷，将包含两座服务器大楼、变电站及办公区。作为AWS对法兰克福区域94.4亿美元投资的一部分，新设施将直接接入电网，并主要采用空气循环冷却系统。AWS表示，93%的冷却用水将来自收集的雨水，服务器每千瓦时耗水量远低于行业平均水平。该项目预计将创造多达100个长期工作岗位。不过，AWS的进驻在当地引发了一些争议，部分居民对市政当局未能阻止该地块出售表示不满。AWS has recently revealed plans for a new data center in Maintal, Germany. Spanning approximately 10.6 hectares, the campus will host two server buildings, a substation, and offices. As part of AWS's $9.44 billion investment in the Frankfurt region, the new facility will connect directly to the grid and primarily use recirculated air cooling. AWS stated that 93% of the cooling water will come from collected rainwater, with its servers consuming far less water per kWh than the industry average. The project is expected to create up to 100 permanent jobs. However, AWS's arrival has sparked some local controversy, with residents expressing dissatisfaction over the municipality's inability to block the land sale.

点评：节水设计化解环保争议。Comment: Water-saving design eases eco-concerns.

科技动态 Tech Insights

家庭变身微型数据中心：利用闲置电力加速AI部署

The newest AI boom pitch: Host a mini data center at 

your home

旧金山初创公司SPAN推出XFRA计划，利用美国家庭闲置电力部署液冷微型数据中心节点。每户配备含16块英伟达Blackwell GPU的静音机柜、智能面板及备用电池。住户不仅无需承担费用，还可享受电费与网费补贴。该方案旨在绕过传统数据中心漫长的建设周期，计划2027年扩展至8万个节点，提供超1吉瓦分布式算力。尽管面临物理防盗、数据安全及局部电网负荷等质疑，这种将算力下沉至住宅边缘的模式，为缓解AI推理算力紧缺提供了极具创新性的解题思路。San Francisco startup SPAN has launched the XFRA initiative, deploying liquid-cooled mini data center nodes by harnessing excess residential power capacity. Each home is equipped with a silent cabinet containing 16 Nvidia Blackwell GPUs, a smart panel, and a backup battery. Homeowners incur no costs and receive subsidies for electricity and internet. Aiming to bypass the lengthy construction timelines of traditional data centers, the plan targets 80,000 nodes providing over 1GW of distributed compute by 2027. Despite concerns regarding physical security, data safety, and local grid load, this innovative edge-computing model offers a novel solution to the critical shortage of AI inference capacity.

点评：闲置电力变现，算力基建下沉至家庭边缘。Comment: Monetizing excess power by decentralizing compute infrastructure to the home edge.

施耐德电气：印度数据中心业务增长将超过核心业务

Schneider Electric: India Data Center Business to Outpace 

Core Growth

施耐德电气预计，受益于AI热潮，其在印度的数据中心业务增长将超过公司核心业务。印度作为亚太地区关键的数据中心增长市场，正吸引大量投资。电力供应优势和高密度AI工作负载需求，正推动该地区基础设施升级。施耐德电气在液冷、高密度供电等方面的技术布局，将助力其抓住市场机遇。公司认为，印度市场潜力巨大，有望成为未来增长的重要引擎。Schneider Electric expects its data center business in India to outpace core growth, driven by the AI boom. As a key growth market in APAC, India is attracting significant investments. Power availability advantages and demand for high-density AI workloads are driving infrastructure upgrades. Schneider's technology portfolio in liquid cooling and high-density power will help capture market opportunities. The company sees huge potential in India, positioning it as a vital growth engine.

点评：AI热潮助推印度算力基建。Comment: AI boom boosts India's computing infrastructure.

江森推出创新热管理方案

Johnson Controls Unveils Innovative Thermal 

Management Solutions

面对AI算力需求激增带来的能源与环境挑战，江森自控在2026年世界数据中心大会上展示了其最新的热管理创新技术。这些方案旨在将非IT能耗降低50%以上，并通过 YORK 吸收式冷水机利用废热制冷，减少90%的冷却电力需求，从而在电网受限时释放额外电力容量。同时，公司通过收购 Alloy Enterprises 和投资 Accelsius，强化了其在直接液冷和双相冷却领域的技术实力，为缓解全球数据中心的电网与水资源压力提供了切实可行的路径。Facing the energy and environmental challenges posed by the surge in AI computing demand, Johnson Controls showcased its latest thermal management innovations at Data Center World 2026. These solutions aim to reduce non-IT energy consumption by over 50% and utilize YORK absorption chillers to cut cooling electricity demand by 90% through waste heat recovery, thereby freeing up additional power capacity when the grid is constrained. Simultaneously, the company has strengthened its technological prowess in direct liquid cooling and two-phase cooling through the acquisition of Alloy Enterprises and an investment in Accelsius, providing a viable pathway to alleviate the pressure on global data center grids and water resources.

点评：废热制冷缓解能源瓶颈。Comment: Waste heat cooling alleviates energy bottlenecks.

国富氢能联手泰国正大能源，在东南亚布局百兆瓦级

数据中心氢能供电

Guofu Hydrogen and CEWA Partner to Deploy Hydrogen 

Power for Southeast Asia Data Centers

中国氢能企业国富氢能与泰国正大集团旗下CEWA及合资公司Hydro Data达成合作，共同开拓东南亚数据中心氢能供电市场。根据协议，三方将率先在泰国罗勇府启动3MW试点项目，该项目是CEWA在当地规划的100MW数据中心综合能源系统的一部分。此次合作标志着国富氢能在海外数据中心供电业务上取得关键突破，有望加速氢能解决方案在东南亚数字基建中的商业化落地。Chinese hydrogen developer Guofu Hydrogen has partnered with Thailand's CEWA and joint venture Hydro Data to explore hydrogen power for data centers in Southeast Asia. Under the agreement, the trio will launch a 3MW pilot project in Rayong, Thailand, which is part of CEWA's planned 100MW comprehensive energy system. This marks a key breakthrough for Guofu Hydrogen in overseas data center power supply, potentially accelerating the commercial adoption of hydrogen solutions in Southeast Asia's digital infrastructure.

点评：氢能进东南亚，解锁算力绿电新场景。Comment: Hydrogen enters Southeast Asia, unlocking green power for computing.

NOV联手TerraFlow，为AIDC打造长时储能方案

NOV Partners with TerraFlow on Long-Duration Storage for 

AI Data Centers

美国工业设备巨头NOV近日宣布与TerraFlow Energy达成合作，旨在将先进的玻璃纤维解决方案应用于AI数据中心的长时储能领域。此次合作将结合TerraFlow的长时储能技术与NOV在复合材料方面的深厚专长，以应对AI数据中心日益增长的电力保障需求。TerraFlow的核心产品LDUPS是一种部署在电网与计算设施之间的大容量液流电池。随着谷歌、Meta等科技巨头纷纷布局，长时储能正成为缓解数据中心电力瓶颈的关键技术方向。US industrial equipment giant NOV recently announced a partnership with TerraFlow Energy to apply advanced fiberglass solutions to long-duration energy storage for AI data centers. The collaboration combines TerraFlow's long-duration storage technology with NOV's deep expertise in composite materials to address the growing power reliability demands of AI data centers. TerraFlow's core product, LDUPS, is a high-capacity flow battery positioned between the electrical grid and computing facilities. As tech giants like Google and Meta actively invest in this space, long-duration storage is becoming a key direction to alleviate power bottlenecks in data centers.

点评：复合材料赋能，破解AI储能难题。Comment: Composites empower, cracking the AI storage puzzle.

Digital Realty在伦敦推出液冷实验室，助力AI

基础设施测试与优化

Digital Realty Launches Liquid Cooling Lab in London 

for AI Infrastructure Testing and Optimization

全球数字基础设施巨头Digital Realty近日宣布，在英国伦敦Docklands区域正式推出其首个欧洲、中东和非洲（DRIL）创新实验室。该实验室位于LHR19数据中心内，占地约100平方米，通过直冷芯片液冷技术，可支持高达150千瓦或更高的功率密度，并配备了Inova提供的1.5兆瓦冷却液分配单元。这一全新设施为企业客户提供了真实的测试环境，使其能够在全面部署前，对AI和混合云基础设施解决方案进行测试、验证和优化。目前，实验室已部署了Orca量子计算机和Oracle的多个机柜，并可通过ServiceFabric平台连接至其在伦敦的其他设施。Global digital infrastructure giant Digital Realty recently announced the launch of its first EMEA Digital Realty Innovation Lab (DRIL) in the Docklands area of London, UK. Located within the LHR19 data center and spanning approximately 100 square meters, the lab supports power densities of 150kW or more through direct-to-chip liquid cooling, featuring a 1.5MW cooling distribution unit from Inova. This new facility provides a real-world environment for enterprise customers to test, validate, and optimize AI and hybrid cloud infrastructure solutions before full-scale deployment. The lab currently features an Orca quantum computer and several racks from Oracle, with connectivity to Digital Realty's other London facilities via the ServiceFabric platform.

点评：伦敦设点，液冷加速AI落地。Comment: London hub boosts AI adoption with liquid cooling.

行业万花筒 Industry Highlights

AI驱动数据中心狂潮，2030年电气设备市场将飙升

至650亿美元

Data center boom to push electrical equipment market 

to $65B by 2030

伍德麦肯兹报告显示，受AI驱动的数据中心建设狂潮推动，美国电气设备市场预计在2030年激增至650亿美元，届时数据中心将占据全美电力设备总需求的40%。然而，行业正面临严峻的供应链危机，大型变压器交货周期延长至三年，价格飙升超50%，叠加熟练劳动力短缺，给电网基建带来巨大压力。渠道合作伙伴正面临如何在设备资源有限的情况下应对供应瓶颈与价格压力的挑战。Wood Mackenzie reports that driven by the AI-fueled data center boom, the U.S. electrical equipment market is projected to surge to $65 billion by 2030, with data centers accounting for 40% of total demand. However, the industry faces a severe supply chain crisis, with large transformer lead times stretching to three years and prices soaring over 50%. Coupled with skilled labor shortages, this creates immense pressure on grid infrastructure. Channel partners must now navigate supply bottlenecks and pricing pressures amidst limited equipment availability.

点评：变压器告急，供应链瓶颈倒逼基建升级。Comment: Transformer shortage and supply chain bottlenecks force infrastructure upgrades.