Kutengeserana Kwekunze Kwepasi Pose paData Center Kwawedzera Muna 2026, Kuchikonzerwa neAI Computing Demand uye Green Transition

Kukadzi 27, 2026 - Musika wepasi rose wekutengeserana kwekunze kwenzvimbo dzedata wakaona kukura kwakasimba mumwedzi miviri yekutanga ya2026, zvichikonzerwa nekuwanda kwekuda kwezvivakwa zveAI computing uye kusundidzira kwepasi rose kwekuvandudza zvakatipoteredza uye kabhoni shoma, zvichienderana nemishumo mitsva yekutsvagisa kwemusika muindasitiri. Nekuwedzera kuri kuramba kuchienderera mberi kweAI yekugadzira, big data analytics, uye maapplication e5G, kudiwa kwemidziyo yenzvimbo dzedata inoshanda zvakanyanya uye mhinduro kwakawedzera, zvichiita kuti huwandu hwezvigadzirwa zvine chekuita nazvo husvike pakakwirira.

Mushumo wekupedzisira weQYResearch unoratidza kuti kutengeswa kwepasi rose kwenzvimbo dzedata kwakasvika mabhiriyoni mazana matatu nemakumi mashanu nemashanu emadhora ekuAmerica muna 2025, uye kunotarisirwa kukura kusvika mabhiriyoni mazana manomwe nemakumi mashanu nemashanu emadhora ekuAmerica panosvika gore ra2032, nekuwedzera kwehuwandu hwegore negore (CAGR) kwe11.6% kubva muna 2026 kusvika 2032. Chinhu chikuru chinoita kuti kukura uku kuve kudiwa kukuru kwesimba reAI computing, iro rakasimudzira kuvakwa kwenzvimbo dzedata dzakakura zvikuru, dzine simba guru uye rakakurudzira kudiwa kwemasevha, michina yekutonhodza mvura, nezvimwe zvikamu zvikuru. Panyaya yekutengeserana kwekunze, vatengesi vemidziyo yedata vekuChina vakawana kukura kwenhamba mbiri mukutengesa kunze kwenyika kumisika yeAsia-Pacific neMiddle East, zvishoma nezvishoma vachichinja kubva pakutengesa kunze kwenyika zvichienderana nemutengo kuenda kumhando itsva yepasi rose inotungamirwa netekinoroji nemabhurandi.

Data remusika rinoratidzawo kusimba kweindasitiri. Kubva musi wa26 Kukadzi 2026, kukosha kwese kwemusika kwechikamu chedata centre (index 885887) kwakasvika 18.079535 trillion yuan, nemutengo wekupedzisira we2476.5430, kuwedzera kwegore negore kwe1.78%. Huwandu hwekutengeserana pazuva iroro hwakasvika 6.24024 trillion yuan, zvichiratidza kushanda kwakasimba kwemusika. Panyaya yemaumbirwo ezvigadzirwa, zvigadzirwa zvine kukosha kwakanyanya zvakaita semasisitimu ekutonhodza mvura, makabati ane simba rakawanda, uye mhinduro dzekugadzirisa nekuchengetedza dzave simba guru rekutumira kunze kwenyika, zvichiita kuti pave neinopfuura 60% yehuwandu hwese hwemidziyo yedata centre inotengeswa kunze kwenyika.

Vari muindasitiri vakataura kuti musika wepasi rose wekutengeserana kwekunze kwenzvimbo dzedata uri kusanganawo nematambudziko akadai sekugadziriswazve kwemitemo yekutengeserana kwenyika dzese uye kuwedzera kwekuchengetedzwa kwekutengeserana. Semuenzaniso, mutero we15% wehuwandu huchaiswa kuThailand neUS unogona kukanganisa cheni yekugovera yeindasitiri yenzvimbo dzedata muSoutheast Asia. Zvisinei, kukura kwenguva refu kuri kuramba kuchichinja, kunyanya nekufambira mberi kwakadzama kwe "East-West Computing Project" muChina uye kukurumidza kwekuvakwa kwezvivakwa zvedhijitari mumisika iri kusimukira, izvo zvicharamba zvichiburitsa kudiwa kukuru kwemusika wekutengeserana kwekunze kwenzvimbo dzedata.