国际周报 | 科润推出面向AI数据中心领域的集成变压器与变电站解决方案;施耐德电气与富士康就数据中心基础设施达成合作

大厂动态 Big Tech Developments

Galaxy DC获2.5亿美元融资，发力东南亚AIDC

Galaxy DC Secures $250m to Fund Data Center Platform

立足新加坡的Galaxy DC宣布完成2.5亿美元首轮战略融资，资金将用于在东南亚建设GW级超大规模AI数据中心集群。此前，该公司已宣布在泰国东部经济走廊的Silicon Tech Park投资超20亿美元打造绿色AIDC算力集群。此举精准匹配了全球爆发的AI算力刚需，展现了中国出海企业依托东南亚区位优势，加速布局全球数字基础设施的战略决心。Singapore-based Galaxy DCannounced the completion of a $250 million initial strategic financing round. The funds will be used to build GW-scale AI data center clusters in Southeast Asia. Previously, the company announced a $2 billion investment in a green AIDC computing cluster at Silicon Tech Park in Thailand's Eastern Economic Corridor. This move precisely matches the surging global demand for AI computing power, demonstrating the strategic determination of Chinese enterprises to accelerate global digital infrastructure layout leveraging Southeast Asia's geographical advantages.

点评：获2.5亿融资，深耕东南亚算力。Comment: $250m raised, deepening SEA computing.

亚马逊斥资百亿在密苏里州建数据中心园区

AWS Commits $10bn to Data Center Campus in 

Montgomery City, Missouri

亚马逊宣布投资100亿美元在密苏里州蒙哥马利县建设“Project Green”数据中心园区，预计创造数千个建筑岗位。园区将分两期建设共21栋数据中心建筑，并配套138兆瓦可再生能源及水资源处理设施。亚马逊承诺承担全部电网接入成本，并投入700万美元用于社区应急与公共设施建设。此举不仅展现了其在AI算力领域的持续扩张，也通过政企协同与基础设施共建，有效缓解了地方对水电资源的担忧。AWS has pledged a $10 billion investment to build the "Project Green" data center campus in Montgomery County, Missouri, expected to create thousands of construction jobs. The campus will be built in two phases comprising 21 data center buildings, supported by a 138MW renewable energy project and water treatment facilities. Amazon committed to covering all grid connection costs and investing $7 million in community emergency and public infrastructure. This move demonstrates its continued expansion in AI computing, while mitigating local concerns over resource consumption through public-private collaboration and infrastructure co-development.

点评：百亿投资，政企协同建算力。Comment: $10bn investment, synergy for computing.

阿里云一周内连发巴黎与东京节点，

加速全球AI算力扩张

Alibaba Cloud Launches Paris and Tokyo Nodes 

in a Week, Accelerating Global AI Expansion

阿里云近日在法国巴黎和东京分别启用新数据中心，其中巴黎节点包含两个可用区，是其欧洲第三个枢纽；东京第五座数据中心则瞄准零售、游戏等本地产业需求。此举是其近700亿美元全球云网络投资计划的一部分，旨在满足激增的AI Token调用需求。配合下半年在欧洲和东南亚推出的Agentic AI产品矩阵，阿里云正以“基础设施+AI应用”双轮驱动，全面深化全球化布局。Alibaba Cloud recently launched new data centers in Paris, France, and Tokyo, Japan. The Paris region, featuring two availability zones, serves as its third European hub, while Tokyo's fifth data center targets local industries like retail and gaming. This move is part of its nearly $70 billion global cloud network investment plan, aimed at meeting surging AI token demands. Coupled with an Agentic AI product matrix launching in Europe and Southeast Asia later this year, Alibaba Cloud is driving its global expansion through a dual approach of infrastructure and AI applications.

点评：基建与应用并举，提速全球AI布局。Comment: Infra and apps combined, speeding global AI layout.

谷歌斥资15亿美元扩建阿拉巴马州数据中心园区

Google to Spend $1.5bn Expanding Its Data Center Campus 

in Jackson County, Alabama

谷歌宣布于2026至2027年间投资15亿美元，扩建其位于阿拉巴马州杰克逊县的数据中心园区。该园区建于退役煤电厂旧址，有效盘活了既有电网基础设施。为缓解AI算力扩张带来的能源与民生压力，谷歌承诺全额承担扩建电力及基建成本，并引入300兆瓦新增发电容量（含先进核能）。此外，谷歌还设立200万美元能源影响基金，支持当地社区节能改造，践行可持续发展承诺。Google announced a $1.5 billion investment spanning 2026 and 2027 to expand its data center campus in Jackson County, Alabama. Built on the site of a retired coal plant, the campus effectively repurposes existing grid infrastructure. To mitigate the energy and livelihood pressures caused by AI computing expansion, Google committed to fully covering power and infrastructure costs, bringing in 300MW of new generation capacity, including advanced nuclear power. Additionally, Google established a $2 million Energy Impact Fund to support local energy efficiency upgrades, demonstrating its commitment to sustainable development.

点评：盘活旧址，兼顾算力与民生。Comment: Repurposing sites, balancing AI and livelihood.

STT GDC在韩国首尔正式启用数据中心

STT GDC Launches Data Center in Seoul, South Korea

亚太数据中心企业STT GDC宣布在韩国首尔正式启用首座数据中心STT Seoul 1，标志着其成功进入韩国市场。该设施位于金川区，建筑面积约4万平方米，支持高达30兆瓦的IT负载，由STT GDC与晓星重工业合资开发并获Uptime Tier III认证。双方表示，该设施将为超大规模及企业级高密度AI工作负载提供高韧性基础设施，成为韩国AI生态系统发展的新里程碑。APAC data center firm STT GDC has officially launched its first data center, STT Seoul 1, in Seoul, South Korea, marking its entry into the Korean market. Located in Geumcheon-gu, the 40,000-square-meter facility supports up to 30MW of IT load and was developed via a joint venture with Hyosung Heavy Industries, achieving Uptime Tier III certification. Both parties stated that the facility will provide resilient infrastructure for hyperscale and enterprise high-density AI workloads, serving as a new milestone for the development of Korea's AI ecosystem.

点评：进军首尔，筑牢AI算力基石。Comment: Entering Seoul, solidifying AI infrastructure.

Equinix在香港推出第六座数据中心，专为AI与

高密度负载打造

Equinix Launches Sixth Data Center in Hong Kong 

for AI and High-Density Workloads

Equinix正式启用位于香港荃湾的第六座数据中心HK6，首阶段投资1.24亿美元，提供1000个机柜，满载可达3550个。该设施专为AI和高密度工作负载设计，配备液冷系统，并提供中立的混合云AI测试环境。作为Equinix十年来在港最大单笔投资，HK6彰显了其深耕本地市场的决心，且目前其在港的六座设施已实现全部满租。Equinix has officially opened HK6, its sixth data center in Tsuen Wan, Hong Kong, with an initial $124 million investment providing 1,000 racks, scaling to 3,550 at full build-out. Designed for AI and high-density workloads, the facility features liquid cooling and offers a neutral hybrid-cloud AI testing environment. As Equinix's largest single investment in Hong Kong in a decade, HK6 underscores its long-term commitment, with all six of its local facilities currently fully leased.

点评：液冷加持，深耕香港AI算力。Comment: Liquid cooling, deepening HK AI computing.

微软在印第安纳州拉波特市破土动工数据中心园区

Microsoft Breaks Ground on Data Center Campus in La 

Porte, Indiana

微软近日在印第安纳州拉波特市正式破土动工数据中心园区，计划建设17栋建筑，首期将创造逾600个长期岗位。作为10亿美元投资计划的一部分，该园区将采用先进的闭环液冷技术，并承诺通过防洪与栖息地保护回馈社区。此举不仅彰显了微软加速AI基建扩张的决心，也反映了其在地方政治与社区关系上的积极斡旋。Microsoft recently broke ground on a data center campus in La Porte, Indiana, planning 17 buildings and creating over 600 permanent jobs in its first phase. As part of a $1 billion investment, the campus will utilize advanced closed-loop liquid cooling and has committed to community benefits like flood protection. This move highlights Microsoft's determination to accelerate AI infrastructure expansion and its proactive mediation in local politics and community relations.

点评：液冷加持，加速AI基建扩张。Comment: Liquid cooling, accelerating AI expansion.

科技动态 Tech Insights

施耐德电气与富士康就AIDC基础设施达成合作

Schneider Electric, Foxconn Partner on AI Data Center 

Infrastructure

施耐德电气宣布与富士康达成战略合作，共同开发并规模化下一代AI数据中心基础设施，预计年内投产。此次合作将结合富士康在先进制造与AI系统集成方面的专长，以及施耐德电气在电力、制冷和能源管理领域的领先技术。双方致力于提供一体化、即插即用的解决方案，助力客户在全球范围内以更快的速度、更高的效率构建和运营AI基础设施，推动AI算力产业的标准化与规模化发展。Schneider Electric announced a strategic collaboration with Foxconn to develop and scale infrastructure for next-generation AI data centers, with production expected to begin later this year. The partnership combines Foxconn's expertise in advanced manufacturing and AI system integration with Schneider Electric's leadership in power, cooling, and energy management. They aim to deliver integrated, ready-to-deploy solutions, helping customers globally build and operate AI infrastructure with greater speed and efficiency, thereby promoting the standardization and scaling of the AI computing industry.

点评：强强联合，加速AI基建落地。Comment: Strong alliance accelerates AI infrastructure.

谷歌发布开源液冷到空气侧挂冷却系统Brazos

Google Unveils New Open-Source Liquid-to-Air Cooling 

Sidecar Brazos

谷歌宣布推出名为“Brazos”的开源机架级液冷到空气冷却系统，专为现有风冷数据中心改造设计。该系统采用模块化侧挂架构，支持单机架60kW散热，并直接接入40-60V直流母线。谷歌已向行业开放其技术规范与设计资产，旨在降低高密度AI算力部署门槛。此举不仅加速了OCP生态的液冷标准化进程，也为传统数据中心向AI时代平滑过渡提供了低成本、高兼容性的解决方案。Google has unveiled "Brazos," an open-source rack-level liquid-to-air cooling system designed for retrofitting existing air-cooled data centers. Featuring a modular sidecar architecture, the system supports 60kW of cooling per rack and connects directly to a 40-60V DC busbar. By opening its technical specifications and design assets to the industry, Google aims to lower the barriers to high-density AI computing deployment. This move accelerates liquid cooling standardization within the OCP ecosystem and provides a cost-effective, highly compatible solution for the smooth transition of traditional data centers to the AI era.

点评：开源侧挂，加速液冷改造。

Comment: Open-source sidecar accelerates retrofit.

科润推出面向AIDC领域的集成变压器与变电站

解决方案

Kerun Launches Integrated Transformer and Substation 

Solution for AI Data Center Sector

中国电力设备制造商科润智能控制推出面向AI数据中心的集成变压器与变电站解决方案，重点针对中东等高温气候地区。该方案集成了K因子抗谐波变压器与FR3植物油绝缘技术，旨在解决高密度算力带来的谐波干扰与持续高温难题。系统支持冗余配置及智能监控，可定制化交付，为AI基础设施在极端环境下的安全、稳定运行提供了可靠的电力保障。Chinese power equipment manufacturer Kerun Intelligent Control has launched an integrated transformer and substation solution for AI data centers, focusing on high-heat climates like the Middle East. Featuring K-Factor harmonic-resistant transformers and FR3 vegetable oil insulation, the solution addresses harmonic interference and continuous high temperatures caused by high-density computing. Supporting redundancy and intelligent monitoring with customizable delivery, it provides reliable power assurance for the safe and stable operation of AI infrastructure in extreme environments.

点评：抗热抗扰，护航AI算力供电。Comment: Heat/harmonic resistance secures AI power.

松下扩充电池模组制造以应对数据中心需求激增

Panasonic to Expand Battery Module Manufacturing in 

Response to Surging Data Center Demand

为抢占AI数据中心储能市场，松下计划在2026至2028财年投入3500亿日元（约21亿美元），并于2028财年前将墨西哥电池模组工厂扩至三座。配合美国堪萨斯州电芯量产及日本大阪产线转型，松下构建了北美一体化供应链。同时，公司正积极研发超级电容备电、高压直流架构及先进液冷系统，以解决AI高功率负载下的电压波动与散热难题。To seize the AI data center energy storage market, Panasonic plans to invest ¥350 billion (approx. $2.1bn) from FY2026 to FY2028, expanding its battery module plants in Mexico to three by FY2028. Alongside cell mass production in Kansas and production line conversion in Osaka, Japan, Panasonic is building a unified North American supply chain. The company is also developing supercapacitor backups, HVDC architectures, and advanced liquid cooling to address voltage fluctuations and heat dissipation caused by high-power AI workloads.

点评：重金押注，抢占AI储能高地。Comment: Heavy investment in AI energy storage.

行业万花筒 Industry Highlights

研究称近八成数据中心面临洪水与火灾等

气候灾害高风险

Nearly 80% of Data Center Capacity is at Elevated 

Risk to Climate Hazards, Study Says

气候风险分析机构First Street的最新报告显示，全球79%的数据中心容量正面临洪水、极端大风和野火等突发性气候灾害的高风险，超半数还受极端高温等慢性气候压力影响。研究指出，行业长期依赖的历史气候模型已无法准确反映当前风险，且投资者在评估20至30年生命周期的数据中心资产时，往往忽视了气候对长期运营成本的冲击。目前亚太地区风险敞口最高（89%），美国北弗吉尼亚、马来西亚柔佛等核心增长市场均位列高风险区。部分头部运营商已开始通过采用无水冷却及闭环水循环系统来主动对冲风险。A new report by climate risk analytics firm First Street reveals that 79% of global data center capacity faces elevated acute climate hazards, including flooding, extreme winds, and wildfires, while over half are also exposed to chronic climate stress like extreme heat. The study highlights that traditional historical climate models are no longer accurate, and investors often overlook the long-term operational cost impacts of climate on 20-to-30-year assets. The Asia-Pacific region has the highest risk exposure at 89%, with key growth markets like Northern Virginia and Johor in the high-risk tier. Some leading operators are now proactively mitigating risks by adopting waterless and closed-loop water cooling systems.

点评：气候风险凸显，倒逼基建升级。Comment: Climate risks highlight, forcing infra upgrade.