X：Rohan Paul (@rohanpaul_ai)· X：Rohan Paul (@rohanpaul_ai)·· 10 天前AI 评分59
Columbia Business School 报告测算 182.7 GW 美国数据中心建设所需的算力收入
AI 导读
Rohan Paul 引述 Columbia Business School 报告《Financing the AI Buildout》，测算 2025–2032 年新增 182.7 GW 美国数据中心容量约对应 107 万机架、7700 万块 GPU（按 GB300 NVL72 配置），需要 3.725 万亿美元成熟年收入，折合约 5.5 美元每 GPU 小时（满载）。
正文
The $800B–$1T AI capex wave is a beautiful choreography of chips, power, credit, and capital.
Hyperscalers bring the credit quality, outside investors bring the capital, and frontier AI firms get access to far more compute than they could finance on their own.
From Columbia Business School report "Financing the AI Buildout" ans that.
来源：X：Rohan Paul (@rohanpaul_ai) · x.com