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超大规模数据中心

园区、预租动态与面向云和 AI 巨头的批发容量。

80%

of US top-4-market construction already preleased

来源: CBRE

219 GW

projected global demand by 2030

来源: McKinsey

~$25B

TikTok/ByteDance approved Thailand investment

来源: BOI / Mingtiandi

涵盖内容

  • Hyperscale campus tracker: who is building where
  • Prelease rates and what they mean for capacity buyers
  • Wholesale block pricing (10MW+) and escalations
  • Southeast Asia hyperscale wave: Johor, Bangkok, Batam
  • Hyperscaler self-build vs leased capacity

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