美国数据中心建设支出暴增90%
美国数据中心建设支出9月同比大增90%，升至创纪录的年化965亿美元，AI基础设施建设正在重塑美国经济。数据要点：1. 该同比增幅为10年来最大，且已连续4个月同比增长超过60%；2. 自2024年初以来，数据中心建设支出已接近增至原来的四倍；3. 同期一般办公楼建设支出同比下降8%，至460亿美元，接近2016年1月以来最低水平；4. 两者差距扩大至创纪录的505亿美元；5. 美国整体建设支出9月环比下降1.9%，为2020年4月以来最大单月降幅。 US data center construction spending jumped +90% YoY in September, to a record annualized rate of $96.5 billion. This also marks the largest YoY increase in 10 years. This figure is now risen more than +60% YoY for 4 consecutive months. Since the start of 2024, data center construction spending has nearly quadrupled. Meanwhile, general office construction spending fell -8% YoY in September, to $46.0 billion, near its lowest level since January 2016. This brought the gap between data center and general office construction spending to a record $50.5 billion. Overall, US construction spending fell -1.9% MoM in September, its biggest monthly decline since April 2020. The AI infrastructure buildout is transforming the US economy. 全球资讯 美国经济 数据中心