{ "schema": "source-reported-project-ledger-v1", "publication_date": "2026-10-11", "scope": "168 source-reported project/campus/cloud-region entries; not a census of unique physical sites", "formal_database_ingested": false, "aggregation_allowed": false, "record_counts": { "us": 47, "sea": 69, "cn": 52, "total": 168 }, "field_notes": { "public_location": "Original public location including city, public address and precision when disclosed; null structured city/address precision is not filled by inference.", "capacity": "Original angles, units, quantity meaning, phases and containment remain in quoted text; no automatic conversion/aggregation.", "country_code": "CN/HK labels retain mainland versus Hong Kong scope.", "identity": "Research record IDs are not canonical physical site IDs. Grouped sites and cloud regions remain as described.", "unknown": "Undisclosed values and nulls are not zeros; source URLs do not prove stored/read original files.", "roles": "Public actor disclosures retained verbatim; construction, operation and use are separate." }, "records": [ { "id": "dc-research-20261011-us-001", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Stargate Abilene", "public_location": "美国 得州 Taylor County Abilene Lancium Clean Campus；园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Crusoe；Lancium供地及能源；Blue Owl与Primary Digital Infrastructure参与园区融资", "operator": "Oracle OCI", "disclosed_user": "OpenAI" }, "capacity": { "quoted_text": "1.2 GW 园区总电力设计值，非已投运 IT 值", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "首期2025-09已运行；Oracle披露截至2026-09交付总容量75%，其余随后季度交付；未给该比例对应的IT MW", "boundary": "Stargate总承诺的子项目；75%不得与1.2GW直接拼成确定IT容量", "evidence_date_text": "2025-09-30；2026-09更新。[来源1](https://www.crusoe.ai/resources/newsroom/crusoe-announces-flagship-abilene-data-center-is-live)；[来源2](https://www.oracle.com/data-centers/)", "sources": [ "https://www.crusoe.ai/resources/newsroom/crusoe-announces-flagship-abilene-data-center-is-live", "https://www.oracle.com/data-centers/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "99a96d8c3f7570a75abd4dfe7fe3a9f906ff9845365a8be87c5cb06b976e213b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 1 Stargate Abilene\n\n**地点**：美国 得州 Taylor County Abilene Lancium Clean Campus；园区级。\n\n**容量与口径**：1.2 GW 园区总电力设计值，非已投运 IT 值。\n\n**建设与分期状态**：首期2025-09已运行；Oracle披露截至2026-09交付总容量75%，其余随后季度交付；未给该比例对应的IT MW。\n\n**建设开发主体**：Crusoe；Lancium供地及能源；Blue Owl与Primary Digital Infrastructure参与园区融资。**设施或算力运营主体**：Oracle OCI。**已披露使用主体**：OpenAI。\n\n**重复与边界**：Stargate总承诺的子项目；75%不得与1.2GW直接拼成确定IT容量。\n\n**证据日期**：2025-09-30；2026-09更新。[来源1](https://www.crusoe.ai/resources/newsroom/crusoe-announces-flagship-abilene-data-center-is-live)；[来源2](https://www.oracle.com/data-centers/)" }, { "id": "dc-research-20261011-us-002", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Crusoe Microsoft Abilene", "public_location": "美国 得州 Taylor County Abilene；毗邻Stargate Abilene的独立园区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Crusoe", "operator": "Crusoe提供基础设施；Microsoft为承租方", "disclosed_user": "Microsoft；下游模型客户未逐站披露" }, "capacity": { "quoted_text": "0.672 GW critical IT（2×336 MW）；0.9 GW为专用电厂/园区供电", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-03-27宣布开发；首栋目标2027年中通电，不能列作既有", "boundary": "与Stargate Abilene邻接但使用方不同；2.1GW是两园区总电力投影，不另立可加总项目", "evidence_date_text": "2026-03-27。[来源1](https://www.crusoe.ai/resources/newsroom/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure)", "sources": [ "https://www.crusoe.ai/resources/newsroom/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "ae5a47bd2728c5ad53e067b5c50ebe12a68e22a2425406ce4b5503340e7989b0", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 2 Crusoe Microsoft Abilene\n\n**地点**：美国 得州 Taylor County Abilene；毗邻Stargate Abilene的独立园区。\n\n**容量与口径**：0.672 GW critical IT（2×336 MW）；0.9 GW为专用电厂/园区供电。\n\n**建设与分期状态**：2026-03-27宣布开发；首栋目标2027年中通电，不能列作既有。\n\n**建设开发主体**：Crusoe。**设施或算力运营主体**：Crusoe提供基础设施；Microsoft为承租方。**已披露使用主体**：Microsoft；下游模型客户未逐站披露。\n\n**重复与边界**：与Stargate Abilene邻接但使用方不同；2.1GW是两园区总电力投影，不另立可加总项目。\n\n**证据日期**：2026-03-27。[来源1](https://www.crusoe.ai/resources/newsroom/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure)" }, { "id": "dc-research-20261011-us-003", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Stargate Frontier", "public_location": "美国 得州 Shackelford County；县级，Vantage官网未公布门牌", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Vantage Data Centers", "operator": "Vantage设施；Oracle OCI算力", "disclosed_user": "OpenAI" }, "capacity": { "quoted_text": "1.4 GW GPU compute园区规划；10栋", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "在建；2025公告首交付目标2H26，Oracle最新页面改为1H27客户交付", "boundary": "Oracle/OpenAI 4.5GW扩建及Stargate总承诺子项", "evidence_date_text": "2025-08-19；2026-09施工图及时间更新。[来源1](https://vantage-dc.com/news/vantage-data-centers-unveils-plans-for-frontier-a-25b-mega-campus-in-texas-to-meet-unprecedented-ai-demand/)；[来源2](https://www.oracle.com/data-centers/)", "sources": [ "https://vantage-dc.com/news/vantage-data-centers-unveils-plans-for-frontier-a-25b-mega-campus-in-texas-to-meet-unprecedented-ai-demand/", "https://www.oracle.com/data-centers/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "6ab0d5a3ead5056d5532acafc2d0d4c9c2e1f6f9a9aa550a72c5e19d93f2b154", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 3 Stargate Frontier\n\n**地点**：美国 得州 Shackelford County；县级，Vantage官网未公布门牌。\n\n**容量与口径**：1.4 GW GPU compute园区规划；10栋。\n\n**建设与分期状态**：在建；2025公告首交付目标2H26，Oracle最新页面改为1H27客户交付。\n\n**建设开发主体**：Vantage Data Centers。**设施或算力运营主体**：Vantage设施；Oracle OCI算力。**已披露使用主体**：OpenAI。\n\n**重复与边界**：Oracle/OpenAI 4.5GW扩建及Stargate总承诺子项。\n\n**证据日期**：2025-08-19；2026-09施工图及时间更新。[来源1](https://vantage-dc.com/news/vantage-data-centers-unveils-plans-for-frontier-a-25b-mega-campus-in-texas-to-meet-unprecedented-ai-demand/)；[来源2](https://www.oracle.com/data-centers/)" }, { "id": "dc-research-20261011-us-004", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Stargate Lighthouse", "public_location": "美国 威斯康星州 Port Washington Ozaukee County；城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Vantage Data Centers", "operator": "Vantage设施；Oracle OCI算力", "disclosed_user": "OpenAI" }, "capacity": { "quoted_text": "0.902GW园区数据中心容量、4栋；WEC预计至2030年1.3GW电力需求，两个角度均保留", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-12开始建设；Oracle客户交付目标2H27，Vantage园区完成目标2028", "boundary": "Oracle/OpenAI扩建子项；0.902GW不得再与WEC1.3GW负荷相加", "evidence_date_text": "运营商网页2026-10-11查阅；Oracle2026-08施工图。[来源1](https://vantage-dc.com/data-center-locations/north-america/port-washington-wisconsin)；[来源2](https://www.oracle.com/data-centers/)；[来源3](https://s22.q4cdn.com/994559668/files/doc_presentations/2026/Feb/06/02-2026-February-Final.pdf)", "sources": [ "https://vantage-dc.com/data-center-locations/north-america/port-washington-wisconsin", "https://www.oracle.com/data-centers/", "https://s22.q4cdn.com/994559668/files/doc_presentations/2026/Feb/06/02-2026-February-Final.pdf" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "fea632914dd7576505aa44f2433c294743fcd01b9cdd83fa1f0ad9f1284fe533", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 4 Stargate Lighthouse\n\n**地点**：美国 威斯康星州 Port Washington Ozaukee County；城市级。\n\n**容量与口径**：0.902GW园区数据中心容量、4栋；WEC预计至2030年1.3GW电力需求，两个角度均保留。\n\n**建设与分期状态**：2025-12开始建设；Oracle客户交付目标2H27，Vantage园区完成目标2028。\n\n**建设开发主体**：Vantage Data Centers。**设施或算力运营主体**：Vantage设施；Oracle OCI算力。**已披露使用主体**：OpenAI。\n\n**重复与边界**：Oracle/OpenAI扩建子项；0.902GW不得再与WEC1.3GW负荷相加。\n\n**证据日期**：运营商网页2026-10-11查阅；Oracle2026-08施工图。[来源1](https://vantage-dc.com/data-center-locations/north-america/port-washington-wisconsin)；[来源2](https://www.oracle.com/data-centers/)；[来源3](https://s22.q4cdn.com/994559668/files/doc_presentations/2026/Feb/06/02-2026-February-Final.pdf)" }, { "id": "dc-research-20261011-us-005", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Stargate Project Jupiter", "public_location": "美国 新墨西哥州 Doña Ana County Santa Teresa；园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "STACK Infrastructure与BorderPlex Digital Assets；微网为邻接独立项目", "operator": "Oracle为数据中心租户/运营商；微网运营主体另列", "disclosed_user": "OpenAI（Stargate站点）" }, "capacity": { "quoted_text": "Oracle披露配套Bloom燃料电池最高2.45 GW；此为装机发电，不等于IT容量；园区IT总量本页不代填", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "数据中心在建；配套微网仍涉及许可；Oracle网站目标1H27客户交付，未来日期有执行风险", "boundary": "Bloom整体2.8GW供应框架与本项目2.45GW不能叠加；电厂和机房须分开", "evidence_date_text": "2026-04-27；2026-09-14。[来源1](https://www.oracle.com/news/announcement/oracle-borderplex-and-bloom-energy-to-power-project-jupiter-with-fuel-cell-technology-2026-04-27/)；[来源2](https://www.oracle.com/news/announcement/project-jupiter-statement-on-construction-permitting-2026-09-14/)", "sources": [ "https://www.oracle.com/news/announcement/oracle-borderplex-and-bloom-energy-to-power-project-jupiter-with-fuel-cell-technology-2026-04-27/", "https://www.oracle.com/news/announcement/project-jupiter-statement-on-construction-permitting-2026-09-14/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "65456735b658fab786db0c088194c6a2a117aaf9d8b2c8c8d463ad0a534c0520", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 5 Stargate Project Jupiter\n\n**地点**：美国 新墨西哥州 Doña Ana County Santa Teresa；园区级。\n\n**容量与口径**：Oracle披露配套Bloom燃料电池最高2.45 GW；此为装机发电，不等于IT容量；园区IT总量本页不代填。\n\n**建设与分期状态**：数据中心在建；配套微网仍涉及许可；Oracle网站目标1H27客户交付，未来日期有执行风险。\n\n**建设开发主体**：STACK Infrastructure与BorderPlex Digital Assets；微网为邻接独立项目。**设施或算力运营主体**：Oracle为数据中心租户/运营商；微网运营主体另列。**已披露使用主体**：OpenAI（Stargate站点）。\n\n**重复与边界**：Bloom整体2.8GW供应框架与本项目2.45GW不能叠加；电厂和机房须分开。\n\n**证据日期**：2026-04-27；2026-09-14。[来源1](https://www.oracle.com/news/announcement/oracle-borderplex-and-bloom-energy-to-power-project-jupiter-with-fuel-cell-technology-2026-04-27/)；[来源2](https://www.oracle.com/news/announcement/project-jupiter-statement-on-construction-permitting-2026-09-14/)" }, { "id": "dc-research-20261011-us-006", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Stargate The Barn", "public_location": "美国 密歇根州 Washtenaw County Saline Township；250英亩园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Related Digital；Blackstone融资；Walbridge承建", "operator": "Oracle OCI", "disclosed_user": "OpenAI" }, "capacity": { "quoted_text": "1 GW数据中心园区；原始公告为超过1GW，2026开工公告以1GW描述", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-06-01庆祝开工；Oracle目标2H27客户交付", "boundary": "2025-10宣布后加入Oracle/OpenAI扩建，不能把原7GW与新增单站简单累加", "evidence_date_text": "2026-06-01。[来源1](https://openai.com/index/stargate-michigan-data-center/)；[来源2](https://www.related.com/press-releases/2026-06-01/related-digital-blackstone-oracle-openai-walbridge-and-governor-whitmer)", "sources": [ "https://openai.com/index/stargate-michigan-data-center/", "https://www.related.com/press-releases/2026-06-01/related-digital-blackstone-oracle-openai-walbridge-and-governor-whitmer" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "dc70f025c7665a5d56f3badd3d0424bc7d03cb503165c38d3978848196257264", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 6 Stargate The Barn\n\n**地点**：美国 密歇根州 Washtenaw County Saline Township；250英亩园区级。\n\n**容量与口径**：1 GW数据中心园区；原始公告为超过1GW，2026开工公告以1GW描述。\n\n**建设与分期状态**：2026-06-01庆祝开工；Oracle目标2H27客户交付。\n\n**建设开发主体**：Related Digital；Blackstone融资；Walbridge承建。**设施或算力运营主体**：Oracle OCI。**已披露使用主体**：OpenAI。\n\n**重复与边界**：2025-10宣布后加入Oracle/OpenAI扩建，不能把原7GW与新增单站简单累加。\n\n**证据日期**：2026-06-01。[来源1](https://openai.com/index/stargate-michigan-data-center/)；[来源2](https://www.related.com/press-releases/2026-06-01/related-digital-blackstone-oracle-openai-walbridge-and-governor-whitmer)" }, { "id": "dc-research-20261011-us-007", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Stargate Milam County", "public_location": "美国 得州 Milam County；县级，近Burlington为地方记录称谓", "city": null, "address_precision": null, "roles": { "developer_or_builder": "SB Energy；OpenAI与SoftBank投资SB Energy", "operator": "SB Energy", "disclosed_user": "OpenAI" }, "capacity": { "quoted_text": "1.2 GW数据中心规划；官网未明确全部为IT还是设施输入", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-01-09明确由SB Energy建设运营；未见本次证据确认全园区已交付", "boundary": "与Lordstown合计1.5GW是2025承诺；本项1.2GW已包括其中", "evidence_date_text": "2026-01-09。[来源1](https://openai.com/index/stargate-sb-energy-partnership/)", "sources": [ "https://openai.com/index/stargate-sb-energy-partnership/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "6ba8e151865756d721fbc77504a8ac4c875bedd2f2ede66de4bae04758187f93", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 7 Stargate Milam County\n\n**地点**：美国 得州 Milam County；县级，近Burlington为地方记录称谓。\n\n**容量与口径**：1.2 GW数据中心规划；官网未明确全部为IT还是设施输入。\n\n**建设与分期状态**：2026-01-09明确由SB Energy建设运营；未见本次证据确认全园区已交付。\n\n**建设开发主体**：SB Energy；OpenAI与SoftBank投资SB Energy。**设施或算力运营主体**：SB Energy。**已披露使用主体**：OpenAI。\n\n**重复与边界**：与Lordstown合计1.5GW是2025承诺；本项1.2GW已包括其中。\n\n**证据日期**：2026-01-09。[来源1](https://openai.com/index/stargate-sb-energy-partnership/)" }, { "id": "dc-research-20261011-us-008", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Stargate Lordstown", "public_location": "美国 俄亥俄州 Trumbull County Lordstown；原汽车厂区域，城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "SoftBank与OpenAI", "operator": "SoftBank相关主体；单站运营法人与完整分工未披露", "disclosed_user": "OpenAI" }, "capacity": { "quoted_text": "官方单站MW未单独披露；不将1.5−1.2=0.3GW推算列为公司事实", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-09-23官方已开工；原称2026运行，未用过期目标认定当前投运", "boundary": "与Milam为同一1.5GW两站承诺", "evidence_date_text": "2025-09-23。[来源1](https://openai.com/index/five-new-stargate-sites/)", "sources": [ "https://openai.com/index/five-new-stargate-sites/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "bce9c1271255343c09e33b9046cf8094df1491bfbf3afbd5e893b3254e2f3a20", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 8 Stargate Lordstown\n\n**地点**：美国 俄亥俄州 Trumbull County Lordstown；原汽车厂区域，城市级。\n\n**容量与口径**：官方单站MW未单独披露；不将1.5−1.2=0.3GW推算列为公司事实。\n\n**建设与分期状态**：2025-09-23官方已开工；原称2026运行，未用过期目标认定当前投运。\n\n**建设开发主体**：SoftBank与OpenAI。**设施或算力运营主体**：SoftBank相关主体；单站运营法人与完整分工未披露。**已披露使用主体**：OpenAI。\n\n**重复与边界**：与Milam为同一1.5GW两站承诺。\n\n**证据日期**：2025-09-23。[来源1](https://openai.com/index/five-new-stargate-sites/)" }, { "id": "dc-research-20261011-us-009", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "OpenAI Project Camellia", "public_location": "美国 佐治亚州 Effingham County Savannah Gateway Industrial Hub；工业园级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "OpenAI设计开发；具体承建与融资伙伴尚未确定", "operator": "尚待确定", "disclosed_user": "OpenAI" }, "capacity": { "quoted_text": "3.2 GW Georgia Power合同供电；IT设计值未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "开发早期，设计、融资、运营模式尚待完成；供电拟2028–2032分期", "boundary": "勿将电力合同额写为已投运算力", "evidence_date_text": "2026-07-22。[来源1](https://openai.com/index/building-ai-infrastructure-with-the-effingham-county-community/)", "sources": [ "https://openai.com/index/building-ai-infrastructure-with-the-effingham-county-community/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "878a866d8c8c4646ca74d7759aa6cd4f6ed1c0882ff7f1df18f118a6190833af", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 9 OpenAI Project Camellia\n\n**地点**：美国 佐治亚州 Effingham County Savannah Gateway Industrial Hub；工业园级。\n\n**容量与口径**：3.2 GW Georgia Power合同供电；IT设计值未披露。\n\n**建设与分期状态**：开发早期，设计、融资、运营模式尚待完成；供电拟2028–2032分期。\n\n**建设开发主体**：OpenAI设计开发；具体承建与融资伙伴尚未确定。**设施或算力运营主体**：尚待确定。**已披露使用主体**：OpenAI。\n\n**重复与边界**：勿将电力合同额写为已投运算力。\n\n**证据日期**：2026-07-22。[来源1](https://openai.com/index/building-ai-infrastructure-with-the-effingham-county-community/)" }, { "id": "dc-research-20261011-us-010", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Meta Hyperion", "public_location": "美国 路易斯安那州 Richland Parish；近Holly Ridge/Rayville，堂区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Meta与Blue Owl管理基金合资（20%/80%）；Meta管理建设", "operator": "Meta管理设施并租用全部园区", "disclosed_user": "Meta" }, "capacity": { "quoted_text": "5GW compute capacity为2026扩展后的远期目标；Entergy规划5.2GW新增燃气发电配套，尚待监管批准", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-12开工；2026-07公告扩建，仍跨多年建设；5GW非既有", "boundary": "Entergy5.2GW新燃气发电为能源配套，不追加到5GW机房容量", "evidence_date_text": "2025-10-21；2026-07-13。[来源1](https://about.fb.com/news/2026/07/teachers-local-businesses-win-as-meta-expands-louisiana-data-center/)；[来源2](https://about.fb.com/news/2025/10/meta-blue-owl-capital-develop-hyperion-data-center/)；[来源3](https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/080726-data-centers-ai-boom-spurs-new-natural-gas-power-plans-in-the-us-southeast)", "sources": [ "https://about.fb.com/news/2026/07/teachers-local-businesses-win-as-meta-expands-louisiana-data-center/", "https://about.fb.com/news/2025/10/meta-blue-owl-capital-develop-hyperion-data-center/", "https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/080726-data-centers-ai-boom-spurs-new-natural-gas-power-plans-in-the-us-southeast" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "1677640b8a5ee4d9bfb45520a98253136493a05854a42a5a3d1bfba5e722990e", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 10 Meta Hyperion\n\n**地点**：美国 路易斯安那州 Richland Parish；近Holly Ridge/Rayville，堂区级。\n\n**容量与口径**：5GW compute capacity为2026扩展后的远期目标；Entergy规划5.2GW新增燃气发电配套，尚待监管批准。\n\n**建设与分期状态**：2024-12开工；2026-07公告扩建，仍跨多年建设；5GW非既有。\n\n**建设开发主体**：Meta与Blue Owl管理基金合资（20%/80%）；Meta管理建设。**设施或算力运营主体**：Meta管理设施并租用全部园区。**已披露使用主体**：Meta。\n\n**重复与边界**：Entergy5.2GW新燃气发电为能源配套，不追加到5GW机房容量。\n\n**证据日期**：2025-10-21；2026-07-13。[来源1](https://about.fb.com/news/2026/07/teachers-local-businesses-win-as-meta-expands-louisiana-data-center/)；[来源2](https://about.fb.com/news/2025/10/meta-blue-owl-capital-develop-hyperion-data-center/)；[来源3](https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/080726-data-centers-ai-boom-spurs-new-natural-gas-power-plans-in-the-us-southeast)" }, { "id": "dc-research-20261011-us-011", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Meta Prometheus", "public_location": "美国 俄亥俄州 New Albany International Business Park；城市/园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Meta；具体建筑承包分包未在所引公告列全", "operator": "Meta", "disclosed_user": "Meta" }, "capacity": { "quoted_text": "1 GW AI集群目标，横跨多栋数据中心", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-09工程公告称下一代集群，2026-01确认所在地；本轮未用第三方估计把1GW全列投运", "boundary": "6.6GW核能协议涵盖现有/未来电源及多个地点，不是Prometheus容量", "evidence_date_text": "2025-09-29；2026-01-09。[来源1](https://engineering.fb.com/2025/09/29/data-infrastructure/metas-infrastructure-evolution-and-the-advent-of-ai/)；[来源2](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/)", "sources": [ "https://engineering.fb.com/2025/09/29/data-infrastructure/metas-infrastructure-evolution-and-the-advent-of-ai/", "https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "aa2fc97ff849f58973a185a962d4f6058a7b18b9e8b67d8f912c753b595e31d8", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 11 Meta Prometheus\n\n**地点**：美国 俄亥俄州 New Albany International Business Park；城市/园区级。\n\n**容量与口径**：1 GW AI集群目标，横跨多栋数据中心。\n\n**建设与分期状态**：2025-09工程公告称下一代集群，2026-01确认所在地；本轮未用第三方估计把1GW全列投运。\n\n**建设开发主体**：Meta；具体建筑承包分包未在所引公告列全。**设施或算力运营主体**：Meta。**已披露使用主体**：Meta。\n\n**重复与边界**：6.6GW核能协议涵盖现有/未来电源及多个地点，不是Prometheus容量。\n\n**证据日期**：2025-09-29；2026-01-09。[来源1](https://engineering.fb.com/2025/09/29/data-infrastructure/metas-infrastructure-evolution-and-the-advent-of-ai/)；[来源2](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/)" }, { "id": "dc-research-20261011-us-012", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "AWS Project Rainier Indiana", "public_location": "美国 印第安纳州 St Joseph County New Carlisle；园区级；Rainier另跨多站", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Amazon AWS", "operator": "AWS", "disclosed_user": "Anthropic训练与部署Claude" }, "capacity": { "quoted_text": "官方可确认训练集群已运行；2026可持续性材料称Indiana园区2.2GW，但非全园区已投运证明", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-10-29 Rainier训练集群正式运行；保留集群与园区建设分期区别", "boundary": "Rainier跨站算力不得全部定位New Carlisle；后续北Indiana2.4GW扩建不贸然加总", "evidence_date_text": "2025-10-29；2026-06-12。[来源1](https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster)；[来源2](https://preview.prod.sustainability.aboutamazon.com/stories/inside-amazons-approach-to-data-center-sustainability)", "sources": [ "https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster", "https://preview.prod.sustainability.aboutamazon.com/stories/inside-amazons-approach-to-data-center-sustainability" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "20305f225f16003e509b0cbb7828a8667b65b97102862e31aa86a0aa6daffb42", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 12 AWS Project Rainier Indiana\n\n**地点**：美国 印第安纳州 St Joseph County New Carlisle；园区级；Rainier另跨多站。\n\n**容量与口径**：官方可确认训练集群已运行；2026可持续性材料称Indiana园区2.2GW，但非全园区已投运证明。\n\n**建设与分期状态**：2025-10-29 Rainier训练集群正式运行；保留集群与园区建设分期区别。\n\n**建设开发主体**：Amazon AWS。**设施或算力运营主体**：AWS。**已披露使用主体**：Anthropic训练与部署Claude。\n\n**重复与边界**：Rainier跨站算力不得全部定位New Carlisle；后续北Indiana2.4GW扩建不贸然加总。\n\n**证据日期**：2025-10-29；2026-06-12。[来源1](https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster)；[来源2](https://preview.prod.sustainability.aboutamazon.com/stories/inside-amazons-approach-to-data-center-sustainability)" }, { "id": "dc-research-20261011-us-013", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Microsoft Fairwater", "public_location": "美国 威斯康星州 Racine County Mount Pleasant；315英亩园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Microsoft；承建方未在本次核心公告逐一披露", "operator": "Microsoft Azure", "disclosed_user": "Microsoft；OpenAI2026社区公告将Mount Pleasant纳入其AI园区合作，具体全部下游租用量未披露" }, "capacity": { "quoted_text": "微软所引公告不披露可核验GW；3栋、约120万平方英尺", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-06-23宣布首个设施完成建设，Fairwater fully operational", "boundary": "WEC I-94 corridor2.6GW负荷预测跨园区，不能填作Fairwater单站IT", "evidence_date_text": "2026-06-23。[来源1](https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/)；[来源2](https://openai.com/index/stargate-community/)", "sources": [ "https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/", "https://openai.com/index/stargate-community/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "a78612e7a38cc2ba0a92f78186b8257ec05592809aa29d5b05a4d346167359e3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 13 Microsoft Fairwater\n\n**地点**：美国 威斯康星州 Racine County Mount Pleasant；315英亩园区级。\n\n**容量与口径**：微软所引公告不披露可核验GW；3栋、约120万平方英尺。\n\n**建设与分期状态**：2026-06-23宣布首个设施完成建设，Fairwater fully operational。\n\n**建设开发主体**：Microsoft；承建方未在本次核心公告逐一披露。**设施或算力运营主体**：Microsoft Azure。**已披露使用主体**：Microsoft；OpenAI2026社区公告将Mount Pleasant纳入其AI园区合作，具体全部下游租用量未披露。\n\n**重复与边界**：WEC I-94 corridor2.6GW负荷预测跨园区，不能填作Fairwater单站IT。\n\n**证据日期**：2026-06-23。[来源1](https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/)；[来源2](https://openai.com/index/stargate-community/)" }, { "id": "dc-research-20261011-us-014", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "SpaceXAI Colossus I", "public_location": "美国 田纳西州 Memphis South Memphis Lowry Road；公开街道级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "xAI/SpaceXAI", "operator": "SpaceXAI", "disclosed_user": "SpaceXAI Grok" }, "capacity": { "quoted_text": "官方本页不公布已投运IT MW；不以GPU数量反推确定MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已运行的Grok训练设施；2024启用后持续扩建", "boundary": "公司Memphis地区近2GW扩张目标不能拆成三个各2GW项目", "evidence_date_text": "官方运营信息页2026-10-11查阅；SpaceX2026-06招股资料。[来源1](https://x.ai/memphis/info)；[来源2](https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf)", "sources": [ "https://x.ai/memphis/info", "https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "e6c5a6f27ebbf075b70dbd6478f5bc6a7cb88bac618103038cc9816170ce5399", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 14 SpaceXAI Colossus I\n\n**地点**：美国 田纳西州 Memphis South Memphis Lowry Road；公开街道级。\n\n**容量与口径**：官方本页不公布已投运IT MW；不以GPU数量反推确定MW。\n\n**建设与分期状态**：已运行的Grok训练设施；2024启用后持续扩建。\n\n**建设开发主体**：xAI/SpaceXAI。**设施或算力运营主体**：SpaceXAI。**已披露使用主体**：SpaceXAI Grok。\n\n**重复与边界**：公司Memphis地区近2GW扩张目标不能拆成三个各2GW项目。\n\n**证据日期**：官方运营信息页2026-10-11查阅；SpaceX2026-06招股资料。[来源1](https://x.ai/memphis/info)；[来源2](https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf)" }, { "id": "dc-research-20261011-us-015", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "SpaceXAI Colossus II Whitehaven", "public_location": "美国 田纳西州 Memphis Whitehaven Tulane Road；公开街道级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "xAI/SpaceXAI", "operator": "SpaceXAI", "disclosed_user": "SpaceXAI Grok" }, "capacity": { "quoted_text": "单站IT MW未在所引一手资料披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "SpaceX招股材料确认Colossus II场址；对岸Southaven能源基地正在供电和扩建", "boundary": "1.2GW永久燃气电厂位于Mississippi，并非该Tennessee机房IT", "evidence_date_text": "2026-06-05；2026-07-30。[来源1](https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf)；[来源2](https://x.ai/memphis/updates)", "sources": [ "https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf", "https://x.ai/memphis/updates" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "4cca4ccca85c4018f9d689886174739c5c8c26e094c7f55cef8842f268dfb4ac", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 15 SpaceXAI Colossus II Whitehaven\n\n**地点**：美国 田纳西州 Memphis Whitehaven Tulane Road；公开街道级。\n\n**容量与口径**：单站IT MW未在所引一手资料披露。\n\n**建设与分期状态**：SpaceX招股材料确认Colossus II场址；对岸Southaven能源基地正在供电和扩建。\n\n**建设开发主体**：xAI/SpaceXAI。**设施或算力运营主体**：SpaceXAI。**已披露使用主体**：SpaceXAI Grok。\n\n**重复与边界**：1.2GW永久燃气电厂位于Mississippi，并非该Tennessee机房IT。\n\n**证据日期**：2026-06-05；2026-07-30。[来源1](https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf)；[来源2](https://x.ai/memphis/updates)" }, { "id": "dc-research-20261011-us-016", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "SpaceXAI MACROHARDRR", "public_location": "美国 密西西比州 DeSoto County Southaven 2400 Stateline Road；公开门牌级；电厂另在2875 Stanton Road", "city": null, "address_precision": null, "roles": { "developer_or_builder": "xAI/SpaceXAI；电厂相关实体MZX Tech", "operator": "SpaceXAI", "disclosed_user": "SpaceXAI" }, "capacity": { "quoted_text": "单站IT MW未公开；Southaven永久电厂1.2GW装机不作机房容量", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-01官方投资公告原拟2026-02运行；后续资料不足以认定全部规划投运", "boundary": "与SpaceXAI Colossus II Whitehaven为跨州AI系统相关场址；临时及永久电源不得重算IT", "evidence_date_text": "2026-01-08；城市2026-01-07；能源更新2026-07-30。[来源1](https://mississippi.org/news/tech-leader-xai-investing-more-than-20-billion-in-southaven/)；[来源2](https://www.southaven.org/Blog.aspx?IID=227)；[来源3](https://mississippitoday.org/2025/12/31/elon-musk-mississippi-data-center-southaven-memphis/)；[来源4](https://x.ai/memphis/updates)", "sources": [ "https://mississippi.org/news/tech-leader-xai-investing-more-than-20-billion-in-southaven/", "https://www.southaven.org/Blog.aspx?IID=227", "https://mississippitoday.org/2025/12/31/elon-musk-mississippi-data-center-southaven-memphis/", "https://x.ai/memphis/updates" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "9f605527707b9f8dcb82575d77142cb89f601c433eaa2757a1feb5bd91986667", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 16 SpaceXAI MACROHARDRR\n\n**地点**：美国 密西西比州 DeSoto County Southaven 2400 Stateline Road；公开门牌级；电厂另在2875 Stanton Road。\n\n**容量与口径**：单站IT MW未公开；Southaven永久电厂1.2GW装机不作机房容量。\n\n**建设与分期状态**：2026-01官方投资公告原拟2026-02运行；后续资料不足以认定全部规划投运。\n\n**建设开发主体**：xAI/SpaceXAI；电厂相关实体MZX Tech。**设施或算力运营主体**：SpaceXAI。**已披露使用主体**：SpaceXAI。\n\n**重复与边界**：与SpaceXAI Colossus II Whitehaven为跨州AI系统相关场址；临时及永久电源不得重算IT。\n\n**证据日期**：2026-01-08；城市2026-01-07；能源更新2026-07-30。[来源1](https://mississippi.org/news/tech-leader-xai-investing-more-than-20-billion-in-southaven/)；[来源2](https://www.southaven.org/Blog.aspx?IID=227)；[来源3](https://mississippitoday.org/2025/12/31/elon-musk-mississippi-data-center-southaven-memphis/)；[来源4](https://x.ai/memphis/updates)" }, { "id": "dc-research-20261011-us-017", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Google Project Tembo", "public_location": "美国 怀俄明州 Laramie County Cheyenne以南Switchgrass Industrial Park；园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google；Tallgrass负责Cheyenne Power Hub；此前Crusoe退出/暂停", "operator": "Google；电力由Black Hills及第三方资源", "disclosed_user": "Google" }, "capacity": { "quoted_text": "旧版项目1.8GW电力需求；Black Hills新版2.7GW resource mix包括reserve margin，非2.7GW IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-09-30签供电协议；2027年底开始供能、2030达峰值负荷为计划", "boundary": "曾称Project Jade的同一开发不得各算一次；10GW旧扩展潜力不作确定建设", "evidence_date_text": "2026-10-06。[来源1](https://ir.blackhillscorp.com/news-releases/news-release-details/black-hills-corp-executes-definitive-agreements-serve-googles)；[来源2](https://www.laramiecountywy.gov/Public-Notices/Project-Tembo-Data-Center)", "sources": [ "https://ir.blackhillscorp.com/news-releases/news-release-details/black-hills-corp-executes-definitive-agreements-serve-googles", "https://www.laramiecountywy.gov/Public-Notices/Project-Tembo-Data-Center" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "4c4cc112b4bf5c663acc3e9ddcad738ef97ab3fa6a7ac60ccce9c069b3951db4", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 17 Google Project Tembo\n\n**地点**：美国 怀俄明州 Laramie County Cheyenne以南Switchgrass Industrial Park；园区级。\n\n**容量与口径**：旧版项目1.8GW电力需求；Black Hills新版2.7GW resource mix包括reserve margin，非2.7GW IT。\n\n**建设与分期状态**：2026-09-30签供电协议；2027年底开始供能、2030达峰值负荷为计划。\n\n**建设开发主体**：Google；Tallgrass负责Cheyenne Power Hub；此前Crusoe退出/暂停。**设施或算力运营主体**：Google；电力由Black Hills及第三方资源。**已披露使用主体**：Google。\n\n**重复与边界**：曾称Project Jade的同一开发不得各算一次；10GW旧扩展潜力不作确定建设。\n\n**证据日期**：2026-10-06。[来源1](https://ir.blackhillscorp.com/news-releases/news-release-details/black-hills-corp-executes-definitive-agreements-serve-googles)；[来源2](https://www.laramiecountywy.gov/Public-Notices/Project-Tembo-Data-Center)" }, { "id": "dc-research-20261011-us-018", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Google Armstrong County", "public_location": "美国 得州 Armstrong County；县级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google", "operator": "Google", "disclosed_user": "Google/Google Cloud；终端模型客户未逐站披露" }, "capacity": { "quoted_text": "单站MW未披露；400亿美元为全得州投资", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-11-14宣布新园区；Google地点页列为开发中，未确认全站投运", "boundary": "不得将全州投资按每园区重复计", "evidence_date_text": "2025-11-14；地点页2026-10-11查阅。[来源1](https://blog.google/company-news/inside-google/company-announcements/google-american-innovation-texas/)；[来源2](https://datacenters.google/locations/texas/)", "sources": [ "https://blog.google/company-news/inside-google/company-announcements/google-american-innovation-texas/", "https://datacenters.google/locations/texas/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "c36e4ea4ba7107eec3506f7b860c0666ccce8c17003562d66b4efa195821d673", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 18 Google Armstrong County\n\n**地点**：美国 得州 Armstrong County；县级。\n\n**容量与口径**：单站MW未披露；400亿美元为全得州投资。\n\n**建设与分期状态**：2025-11-14宣布新园区；Google地点页列为开发中，未确认全站投运。\n\n**建设开发主体**：Google。**设施或算力运营主体**：Google。**已披露使用主体**：Google/Google Cloud；终端模型客户未逐站披露。\n\n**重复与边界**：不得将全州投资按每园区重复计。\n\n**证据日期**：2025-11-14；地点页2026-10-11查阅。[来源1](https://blog.google/company-news/inside-google/company-announcements/google-american-innovation-texas/)；[来源2](https://datacenters.google/locations/texas/)" }, { "id": "dc-research-20261011-us-019", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Google Haskell County两处园区", "public_location": "美国 得州 Haskell County；县级，两站未分别披露门牌", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google；部分能源园区由Intersect伙伴体系", "operator": "Google", "disclosed_user": "Google/Google Cloud；终端客户未逐站披露" }, "capacity": { "quoted_text": "两站各自MW未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-11-14宣布；其中一站与Intersect/TPG Rise Climate太阳能及储能配套共址", "boundary": "本记录包含两站，不将其误作一栋已投运机房；太阳能MW不作IT", "evidence_date_text": "2025-11-14。[来源1](https://datacenters.google/google-commits-to-increasing-energy-abundance-and-reliability-for-texans/)；[来源2](https://datacenters.google/google-advances-water-security-in-texas/)", "sources": [ "https://datacenters.google/google-commits-to-increasing-energy-abundance-and-reliability-for-texans/", "https://datacenters.google/google-advances-water-security-in-texas/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "5b8ad3a07ae6a6766e2b30b2ce1bc764062bfe8ad7ffef8768f4213052a02065", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 19 Google Haskell County两处园区\n\n**地点**：美国 得州 Haskell County；县级，两站未分别披露门牌。\n\n**容量与口径**：两站各自MW未披露。\n\n**建设与分期状态**：2025-11-14宣布；其中一站与Intersect/TPG Rise Climate太阳能及储能配套共址。\n\n**建设开发主体**：Google；部分能源园区由Intersect伙伴体系。**设施或算力运营主体**：Google。**已披露使用主体**：Google/Google Cloud；终端客户未逐站披露。\n\n**重复与边界**：本记录包含两站，不将其误作一栋已投运机房；太阳能MW不作IT。\n\n**证据日期**：2025-11-14。[来源1](https://datacenters.google/google-commits-to-increasing-energy-abundance-and-reliability-for-texans/)；[来源2](https://datacenters.google/google-advances-water-security-in-texas/)" }, { "id": "dc-research-20261011-us-020", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Google Wilbarger County", "public_location": "美国 得州 Wilbarger County；县级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google", "operator": "Google", "disclosed_user": "Google/Google Cloud" }, "capacity": { "quoted_text": "单站IT MW未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-02-24官方明确数据中心在建；不能由清洁能源采购规模推算IT", "boundary": "属于Texas全州投资体系", "evidence_date_text": "2026-02-24。[来源1](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-wilbarger-county/)", "sources": [ "https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-wilbarger-county/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "788754337fa3bffa55efc0bde0dd45a7e8e773a56839c01c4fc3debbff3b6666", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 20 Google Wilbarger County\n\n**地点**：美国 得州 Wilbarger County；县级。\n\n**容量与口径**：单站IT MW未披露。\n\n**建设与分期状态**：2026-02-24官方明确数据中心在建；不能由清洁能源采购规模推算IT。\n\n**建设开发主体**：Google。**设施或算力运营主体**：Google。**已披露使用主体**：Google/Google Cloud。\n\n**重复与边界**：属于Texas全州投资体系。\n\n**证据日期**：2026-02-24。[来源1](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-wilbarger-county/)" }, { "id": "dc-research-20261011-us-021", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "AWS Madison County两工业园", "public_location": "美国 密西西比州 Madison County Canton及Ridgeland区域；县/工业园级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Amazon AWS；Madison County经济发展机构支持", "operator": "AWS", "disclosed_user": "AWS；具体客户未逐站披露" }, "capacity": { "quoted_text": "两园区IT MW未公开", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024公告100亿美元并开工；2026-03追加110亿美元Madison County投资，施工分期持续", "boundary": "初始100亿、追加110亿与全州250亿总额存在包含关系", "evidence_date_text": "2024-01；2026-03-30。[来源1](https://www.aboutamazon.com/news/aws/aws-10-billion-investment-mississippi)；[来源2](https://www.aboutamazon.com/news/company-news/amazon-25-billion-mississippi-data-centers)", "sources": [ "https://www.aboutamazon.com/news/aws/aws-10-billion-investment-mississippi", "https://www.aboutamazon.com/news/company-news/amazon-25-billion-mississippi-data-centers" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "dec0894471ae721b4601d6d4a1b3b997e8e150a43bc723277a3e6b6b20c3a2df", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 21 AWS Madison County两工业园\n\n**地点**：美国 密西西比州 Madison County Canton及Ridgeland区域；县/工业园级。\n\n**容量与口径**：两园区IT MW未公开。\n\n**建设与分期状态**：2024公告100亿美元并开工；2026-03追加110亿美元Madison County投资，施工分期持续。\n\n**建设开发主体**：Amazon AWS；Madison County经济发展机构支持。**设施或算力运营主体**：AWS。**已披露使用主体**：AWS；具体客户未逐站披露。\n\n**重复与边界**：初始100亿、追加110亿与全州250亿总额存在包含关系。\n\n**证据日期**：2024-01；2026-03-30。[来源1](https://www.aboutamazon.com/news/aws/aws-10-billion-investment-mississippi)；[来源2](https://www.aboutamazon.com/news/company-news/amazon-25-billion-mississippi-data-centers)" }, { "id": "dc-research-20261011-us-022", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "AWS Warren County", "public_location": "美国 密西西比州 Warren County；县级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Amazon AWS", "operator": "AWS", "disclosed_user": "AWS；具体客户未披露" }, "capacity": { "quoted_text": "单站IT MW未公开", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-11-20宣布至少30亿美元新园区，未以计划交付认定已运营", "boundary": "全州250亿美元投资组成部分", "evidence_date_text": "2025-11-20。[来源1](https://www.aboutamazon.com/news/company-news/amazon-3-billion-mississippi-data-center-investment)", "sources": [ "https://www.aboutamazon.com/news/company-news/amazon-3-billion-mississippi-data-center-investment" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "930baf3c9257c9b0f02e04be91bea3681288608a9aab5db96170d076b6f2223d", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 22 AWS Warren County\n\n**地点**：美国 密西西比州 Warren County；县级。\n\n**容量与口径**：单站IT MW未公开。\n\n**建设与分期状态**：2025-11-20宣布至少30亿美元新园区，未以计划交付认定已运营。\n\n**建设开发主体**：Amazon AWS。**设施或算力运营主体**：AWS。**已披露使用主体**：AWS；具体客户未披露。\n\n**重复与边界**：全州250亿美元投资组成部分。\n\n**证据日期**：2025-11-20。[来源1](https://www.aboutamazon.com/news/company-news/amazon-3-billion-mississippi-data-center-investment)" }, { "id": "dc-research-20261011-us-023", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "AWS Hinds County Delphi改造", "public_location": "美国 密西西比州 Hinds County原Delphi工厂；厂区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Amazon AWS", "operator": "AWS", "disclosed_user": "AWS；具体客户未披露" }, "capacity": { "quoted_text": "IT MW未公开", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-03-30宣布10亿美元旧工业设施改造", "boundary": "全州250亿美元总额子项", "evidence_date_text": "2026-03-30。[来源1](https://www.aboutamazon.com/news/company-news/amazon-25-billion-mississippi-data-centers)", "sources": [ "https://www.aboutamazon.com/news/company-news/amazon-25-billion-mississippi-data-centers" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "d6c16beadb3fca9ab105e4260726904193e6f85869a06a2e3270681fd7e4ab4b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 23 AWS Hinds County Delphi改造\n\n**地点**：美国 密西西比州 Hinds County原Delphi工厂；厂区级。\n\n**容量与口径**：IT MW未公开。\n\n**建设与分期状态**：2026-03-30宣布10亿美元旧工业设施改造。\n\n**建设开发主体**：Amazon AWS。**设施或算力运营主体**：AWS。**已披露使用主体**：AWS；具体客户未披露。\n\n**重复与边界**：全州250亿美元总额子项。\n\n**证据日期**：2026-03-30。[来源1](https://www.aboutamazon.com/news/company-news/amazon-25-billion-mississippi-data-centers)" }, { "id": "dc-research-20261011-us-024", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "AWS Salem Township Susquehanna", "public_location": "美国 宾夕法尼亚州 Luzerne County Salem Township Berwick；Susquehanna核电站相邻园区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "原Talen/Cumulus；现AWS扩建", "operator": "AWS", "disclosed_user": "AWS；具体客户未披露" }, "capacity": { "quoted_text": "0.960GW远期园区电力消费规划，2024-08获开发里程碑；2025-06新Talen协议最高1.920GW front-of-the-meter供电，可服务该园区及Pennsylvania其他地点，不是单站IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "AWS2024收购已有园区后继续建设；2026地方/官方社区信息仍记录施工", "boundary": "960MW原园区设计与1920MW核电采购不能相加；本表不据此确定既有IT", "evidence_date_text": "2024-08-26；2025-06-09；2026-06官方社区更新。[来源1](https://www.amazoninnovationinpa.com/salem-township-innovation-campus/)；[来源2](https://dced.pa.gov/newsroom/governor-josh-shapiro-announces-amazon-plans-to-invest-20-billion-in-pennsylvania-for-ai-infrastructure-in-largest-capital-investment-in-commonwealth-history/)；[来源3](https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-announces-receipt-escrowed-funds-cumulus-data)；[来源4](https://www.sec.gov/Archives/edgar/data/1622536/000162828025038626/tln-20250630.htm)", "sources": [ "https://www.amazoninnovationinpa.com/salem-township-innovation-campus/", "https://dced.pa.gov/newsroom/governor-josh-shapiro-announces-amazon-plans-to-invest-20-billion-in-pennsylvania-for-ai-infrastructure-in-largest-capital-investment-in-commonwealth-history/", "https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-announces-receipt-escrowed-funds-cumulus-data", "https://www.sec.gov/Archives/edgar/data/1622536/000162828025038626/tln-20250630.htm" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "b15dd4258709183841f54f4eda470f1601bffeccb6cd366a31a15c01b801f0be", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 24 AWS Salem Township Susquehanna\n\n**地点**：美国 宾夕法尼亚州 Luzerne County Salem Township Berwick；Susquehanna核电站相邻园区。\n\n**容量与口径**：0.960GW远期园区电力消费规划，2024-08获开发里程碑；2025-06新Talen协议最高1.920GW front-of-the-meter供电，可服务该园区及Pennsylvania其他地点，不是单站IT。\n\n**建设与分期状态**：AWS2024收购已有园区后继续建设；2026地方/官方社区信息仍记录施工。\n\n**建设开发主体**：原Talen/Cumulus；现AWS扩建。**设施或算力运营主体**：AWS。**已披露使用主体**：AWS；具体客户未披露。\n\n**重复与边界**：960MW原园区设计与1920MW核电采购不能相加；本表不据此确定既有IT。\n\n**证据日期**：2024-08-26；2025-06-09；2026-06官方社区更新。[来源1](https://www.amazoninnovationinpa.com/salem-township-innovation-campus/)；[来源2](https://dced.pa.gov/newsroom/governor-josh-shapiro-announces-amazon-plans-to-invest-20-billion-in-pennsylvania-for-ai-infrastructure-in-largest-capital-investment-in-commonwealth-history/)；[来源3](https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-announces-receipt-escrowed-funds-cumulus-data)；[来源4](https://www.sec.gov/Archives/edgar/data/1622536/000162828025038626/tln-20250630.htm)" }, { "id": "dc-research-20261011-us-025", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Hut 8 River Bend", "public_location": "美国 路易斯安那州 West Feliciana Parish；592英亩园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Hut 8", "operator": "Hut 8设施；Fluidstack为租户及算力运营", "disclosed_user": "Anthropic；Google为租金/融资信用支持而非已确认最终用户" }, "capacity": { "quoted_text": "0.245 GW签约IT；0.330GW电网容量，PUE1.35；后续最多1000MW扩建优先报价权为条件性", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "在建；首交付/调试目标Q2 2027；截至2026-10媒体仍记录施工", "boundary": "245MW与330MW是同一期IT/设施两个口径", "evidence_date_text": "2025-12-17；SEC同日。[来源1](https://www.hut8.com/news-insights/press-releases/hut-8-signs-15-year-245-mw-ai-data-center-lease-at-river-bend-campus-with-total-contract-value)；[来源2](https://www.sec.gov/Archives/edgar/data/1964789/000110465925122052/hut-20251217xex99d2.htm)", "sources": [ "https://www.hut8.com/news-insights/press-releases/hut-8-signs-15-year-245-mw-ai-data-center-lease-at-river-bend-campus-with-total-contract-value", "https://www.sec.gov/Archives/edgar/data/1964789/000110465925122052/hut-20251217xex99d2.htm" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "dd9a1ee20dcb6ec43e44fb0920d6bd8a6511f4d0b8a9a5fbfbbe04e91907d851", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 25 Hut 8 River Bend\n\n**地点**：美国 路易斯安那州 West Feliciana Parish；592英亩园区级。\n\n**容量与口径**：0.245 GW签约IT；0.330GW电网容量，PUE1.35；后续最多1000MW扩建优先报价权为条件性。\n\n**建设与分期状态**：在建；首交付/调试目标Q2 2027；截至2026-10媒体仍记录施工。\n\n**建设开发主体**：Hut 8。**设施或算力运营主体**：Hut 8设施；Fluidstack为租户及算力运营。**已披露使用主体**：Anthropic；Google为租金/融资信用支持而非已确认最终用户。\n\n**重复与边界**：245MW与330MW是同一期IT/设施两个口径。\n\n**证据日期**：2025-12-17；SEC同日。[来源1](https://www.hut8.com/news-insights/press-releases/hut-8-signs-15-year-245-mw-ai-data-center-lease-at-river-bend-campus-with-total-contract-value)；[来源2](https://www.sec.gov/Archives/edgar/data/1964789/000110465925122052/hut-20251217xex99d2.htm)" }, { "id": "dc-research-20261011-us-026", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Applied Digital Polaris Forge 1", "public_location": "美国 北达科他州 Ellendale；城市/园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Applied Digital", "operator": "Applied Digital设施", "disclosed_user": "CoreWeave；最终下游模型客户未逐站披露" }, "capacity": { "quoted_text": "0.250 GW IT已Ready for Service；全园区0.400GW IT已签约；余0.150GW待交付", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-10-01第二栋第二批75MW交付；2026-10-02正式公告；第三栋仍建设", "boundary": "与旧180MW Ellendale比特币设施须区分；250MW取代旧175MW状态", "evidence_date_text": "2026-10-02；2026-10-07财报。[来源1](https://ir.applieddigital.com/news-events/press-releases/detail/161/applied-digital-brings-an-additional-75-mw-of-ai)；[来源2](https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm)", "sources": [ "https://ir.applieddigital.com/news-events/press-releases/detail/161/applied-digital-brings-an-additional-75-mw-of-ai", "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "fa11174179bd16e3768748168fd0d0f9a102bec2ee6e12a5ddca036ce449549b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 26 Applied Digital Polaris Forge 1\n\n**地点**：美国 北达科他州 Ellendale；城市/园区级。\n\n**容量与口径**：0.250 GW IT已Ready for Service；全园区0.400GW IT已签约；余0.150GW待交付。\n\n**建设与分期状态**：2026-10-01第二栋第二批75MW交付；2026-10-02正式公告；第三栋仍建设。\n\n**建设开发主体**：Applied Digital。**设施或算力运营主体**：Applied Digital设施。**已披露使用主体**：CoreWeave；最终下游模型客户未逐站披露。\n\n**重复与边界**：与旧180MW Ellendale比特币设施须区分；250MW取代旧175MW状态。\n\n**证据日期**：2026-10-02；2026-10-07财报。[来源1](https://ir.applieddigital.com/news-events/press-releases/detail/161/applied-digital-brings-an-additional-75-mw-of-ai)；[来源2](https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm)" }, { "id": "dc-research-20261011-us-027", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Applied Digital Polaris Forge 2", "public_location": "美国 北达科他州 Harwood；城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Applied Digital", "operator": "Applied Digital设施", "disclosed_user": "美国投资级hyperscaler，名称未公开" }, "capacity": { "quoted_text": "0.300 GW IT在建园区；2026年4月披露0.200GW已签约", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "在建，交付目标2H26–1H27；2026-10财报仍称预计年底首交付", "boundary": "签约量可能后续增加；不用匿名客户推断具体云厂", "evidence_date_text": "2026-04-23；2026-10-07。[来源1](https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000036/apld_invxinvestorpresent.htm)；[来源2](https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm)", "sources": [ "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000036/apld_invxinvestorpresent.htm", "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "3fbaa4892848297844425e1993436401d2374cf5b43d73712b08f5dd716b8778", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 27 Applied Digital Polaris Forge 2\n\n**地点**：美国 北达科他州 Harwood；城市级。\n\n**容量与口径**：0.300 GW IT在建园区；2026年4月披露0.200GW已签约。\n\n**建设与分期状态**：在建，交付目标2H26–1H27；2026-10财报仍称预计年底首交付。\n\n**建设开发主体**：Applied Digital。**设施或算力运营主体**：Applied Digital设施。**已披露使用主体**：美国投资级hyperscaler，名称未公开。\n\n**重复与边界**：签约量可能后续增加；不用匿名客户推断具体云厂。\n\n**证据日期**：2026-04-23；2026-10-07。[来源1](https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000036/apld_invxinvestorpresent.htm)；[来源2](https://www.sec.gov/Archives/edgar/data/1144879/000114487926000057/apldq127earningsrelease.htm)" }, { "id": "dc-research-20261011-us-028", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Applied Digital Delta Forge 1", "public_location": "美国 路易斯安那州 Alexandria为2026投资演示标示；城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Applied Digital", "operator": "Applied Digital设施", "disclosed_user": "美国高投资级hyperscaler，名称未公开" }, "capacity": { "quoted_text": "0.300 GW签约IT；0.430GW设施电力", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-01-22开工；交付目标1H27–1H28", "boundary": "430MW utility与300MW IT不能相加", "evidence_date_text": "2026-01-22；2026-04-23。[来源1](https://ir.applieddigital.com/news-events/press-releases/detail/144/applied-digital-breaks-ground-on-delta-forge-1-a-430-mw-ai)；[来源2](https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000036/apld_invxinvestorpresent.htm)", "sources": [ "https://ir.applieddigital.com/news-events/press-releases/detail/144/applied-digital-breaks-ground-on-delta-forge-1-a-430-mw-ai", "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000036/apld_invxinvestorpresent.htm" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "25dbe596eebe235a4dd50a006f552e8477518ca1673eace47610b7bbfd0bbc3b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 28 Applied Digital Delta Forge 1\n\n**地点**：美国 路易斯安那州 Alexandria为2026投资演示标示；城市级。\n\n**容量与口径**：0.300 GW签约IT；0.430GW设施电力。\n\n**建设与分期状态**：2026-01-22开工；交付目标1H27–1H28。\n\n**建设开发主体**：Applied Digital。**设施或算力运营主体**：Applied Digital设施。**已披露使用主体**：美国高投资级hyperscaler，名称未公开。\n\n**重复与边界**：430MW utility与300MW IT不能相加。\n\n**证据日期**：2026-01-22；2026-04-23。[来源1](https://ir.applieddigital.com/news-events/press-releases/detail/144/applied-digital-breaks-ground-on-delta-forge-1-a-430-mw-ai)；[来源2](https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000036/apld_invxinvestorpresent.htm)" }, { "id": "dc-research-20261011-us-029", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "IREN Childress Horizons 1至4", "public_location": "美国 得州 Childress；城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "IREN", "operator": "IREN AI Cloud", "disclosed_user": "Microsoft；最终具体模型客户未披露" }, "capacity": { "quoted_text": "Horizon1已交付0.050GW IT；四期合计0.200GW IT合同；整个Childress750MW为电力/含原挖矿园区", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-08-13 Horizon1获微软接受；Horizons2–4目标2026年内交付", "boundary": "不与Crusoe Lancium Childress Crusoe/Lancium Childress混同；750MW不得当750MW AI IT", "evidence_date_text": "2026-08-13。[来源1](https://www.globenewswire.com/news-release/2026/08/13/3344413/0/en/iren-delivers-horizon-1-to-microsoft-and-achieves-nvidia-exemplar-cloud-status-on-gb300-nvl72.html)", "sources": [ "https://www.globenewswire.com/news-release/2026/08/13/3344413/0/en/iren-delivers-horizon-1-to-microsoft-and-achieves-nvidia-exemplar-cloud-status-on-gb300-nvl72.html" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "f1c23c3574e1c2bda2fb8a56f82ea226e9feb0f8e2a73c433cdeda14eda687f7", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 29 IREN Childress Horizons 1至4\n\n**地点**：美国 得州 Childress；城市级。\n\n**容量与口径**：Horizon1已交付0.050GW IT；四期合计0.200GW IT合同；整个Childress750MW为电力/含原挖矿园区。\n\n**建设与分期状态**：2026-08-13 Horizon1获微软接受；Horizons2–4目标2026年内交付。\n\n**建设开发主体**：IREN。**设施或算力运营主体**：IREN AI Cloud。**已披露使用主体**：Microsoft；最终具体模型客户未披露。\n\n**重复与边界**：不与Crusoe Lancium Childress Crusoe/Lancium Childress混同；750MW不得当750MW AI IT。\n\n**证据日期**：2026-08-13。[来源1](https://www.globenewswire.com/news-release/2026/08/13/3344413/0/en/iren-delivers-horizon-1-to-microsoft-and-achieves-nvidia-exemplar-cloud-status-on-gb300-nvl72.html)" }, { "id": "dc-research-20261011-us-030", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "IREN Sweetwater Hub", "public_location": "美国 得州 Sweetwater；Sweetwater1与Sweetwater2，城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "IREN", "operator": "IREN", "disclosed_user": "具体园区最终客户未披露" }, "capacity": { "quoted_text": "2GW电网接入框架：1.4GW+0.6GW；非2GW已安装AI IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-05披露Sweetwater1变电站已通电；2026-09-08有条件纳入ERCOT Batch Zero Base Load；楼宇IT待分期", "boundary": "变电站通电与机房Ready for Service是不同阶段", "evidence_date_text": "2026-05-07；2026-09-08。[来源1](https://iren.gcs-web.com/news-releases/news-release-details/iren-business-update-and-q3-fy26-results)；[来源2](https://www.globenewswire.com/news-release/2026/09/08/3357498/0/en/iren-s-2gw-sweetwater-hub-included-as-base-load-in-ercot-batch-zero.html)", "sources": [ "https://iren.gcs-web.com/news-releases/news-release-details/iren-business-update-and-q3-fy26-results", "https://www.globenewswire.com/news-release/2026/09/08/3357498/0/en/iren-s-2gw-sweetwater-hub-included-as-base-load-in-ercot-batch-zero.html" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "1d300bd14b792e29499bf3b3180c5c28fe08f658e08124ecda0f36f15e1fdba5", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 30 IREN Sweetwater Hub\n\n**地点**：美国 得州 Sweetwater；Sweetwater1与Sweetwater2，城市级。\n\n**容量与口径**：2GW电网接入框架：1.4GW+0.6GW；非2GW已安装AI IT。\n\n**建设与分期状态**：2026-05披露Sweetwater1变电站已通电；2026-09-08有条件纳入ERCOT Batch Zero Base Load；楼宇IT待分期。\n\n**建设开发主体**：IREN。**设施或算力运营主体**：IREN。**已披露使用主体**：具体园区最终客户未披露。\n\n**重复与边界**：变电站通电与机房Ready for Service是不同阶段。\n\n**证据日期**：2026-05-07；2026-09-08。[来源1](https://iren.gcs-web.com/news-releases/news-release-details/iren-business-update-and-q3-fy26-results)；[来源2](https://www.globenewswire.com/news-release/2026/09/08/3357498/0/en/iren-s-2gw-sweetwater-hub-included-as-base-load-in-ercot-batch-zero.html)" }, { "id": "dc-research-20261011-us-031", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "TeraWulf Lake Mariner", "public_location": "美国 纽约州 Niagara County Somerset；原电厂园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "TeraWulf", "operator": "TeraWulf设施", "disclosed_user": "Core42及Fluidstack；Google为Fluidstack合同信用支持" }, "capacity": { "quoted_text": "2026-02公告39MW IT在线；Core42 60MW与Fluidstack380MW IT合同；750MW为gross园区扩展目标，非既有IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "多期扩建；2026-08披露CB3/4/5按客户改装需求调整收入开始时间，不能沿用最初交付目标", "boundary": "原比特币245MW与AI IT混合园区不能统称全AI；2026-02在线值只代表当时快照", "evidence_date_text": "2026-02-26；2026-08-05。[来源1](https://investors.terawulf.com/news-events/press-releases/detail/132/terawulf-reports-fourth-quarter-and-full-year-2025-results)；[来源2](https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001083301-26-000162/terawulfq22026investorpr.htm)", "sources": [ "https://investors.terawulf.com/news-events/press-releases/detail/132/terawulf-reports-fourth-quarter-and-full-year-2025-results", "https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001083301-26-000162/terawulfq22026investorpr.htm" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "65dbe3824a3c408220eccf0d970cc13486c637db16c6e34e4b08622184ff555f", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 31 TeraWulf Lake Mariner\n\n**地点**：美国 纽约州 Niagara County Somerset；原电厂园区级。\n\n**容量与口径**：2026-02公告39MW IT在线；Core42 60MW与Fluidstack380MW IT合同；750MW为gross园区扩展目标，非既有IT。\n\n**建设与分期状态**：多期扩建；2026-08披露CB3/4/5按客户改装需求调整收入开始时间，不能沿用最初交付目标。\n\n**建设开发主体**：TeraWulf。**设施或算力运营主体**：TeraWulf设施。**已披露使用主体**：Core42及Fluidstack；Google为Fluidstack合同信用支持。\n\n**重复与边界**：原比特币245MW与AI IT混合园区不能统称全AI；2026-02在线值只代表当时快照。\n\n**证据日期**：2026-02-26；2026-08-05。[来源1](https://investors.terawulf.com/news-events/press-releases/detail/132/terawulf-reports-fourth-quarter-and-full-year-2025-results)；[来源2](https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001083301-26-000162/terawulfq22026investorpr.htm)" }, { "id": "dc-research-20261011-us-032", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "TeraWulf Fluidstack Abernathy", "public_location": "美国 得州 Abernathy；城市/园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "TeraWulf与Fluidstack合资", "operator": "TeraWulf设施；Fluidstack租用", "disclosed_user": "Fluidstack；Google信用支持，最终模型客户未披露" }, "capacity": { "quoted_text": "0.168 GW critical IT规划/合同", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-10设合资；2026-02披露在建，目标2H26；尚不据目标判定全投运", "boundary": "公司522MW合同为多站汇总及持股口径，不与单站再次叠加", "evidence_date_text": "2026-02-26。[来源1](https://investors.terawulf.com/news-events/press-releases/detail/132/terawulf-reports-fourth-quarter-and-full-year-2025-results)", "sources": [ "https://investors.terawulf.com/news-events/press-releases/detail/132/terawulf-reports-fourth-quarter-and-full-year-2025-results" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "9a986a35f2a5051242413f8101fa6191f3ba12f2803e6a6d9e6b2271764e2086", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 32 TeraWulf Fluidstack Abernathy\n\n**地点**：美国 得州 Abernathy；城市/园区级。\n\n**容量与口径**：0.168 GW critical IT规划/合同。\n\n**建设与分期状态**：2025-10设合资；2026-02披露在建，目标2H26；尚不据目标判定全投运。\n\n**建设开发主体**：TeraWulf与Fluidstack合资。**设施或算力运营主体**：TeraWulf设施；Fluidstack租用。**已披露使用主体**：Fluidstack；Google信用支持，最终模型客户未披露。\n\n**重复与边界**：公司522MW合同为多站汇总及持股口径，不与单站再次叠加。\n\n**证据日期**：2026-02-26。[来源1](https://investors.terawulf.com/news-events/press-releases/detail/132/terawulf-reports-fourth-quarter-and-full-year-2025-results)" }, { "id": "dc-research-20261011-us-033", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "CoreWeave Lancaster", "public_location": "美国 宾夕法尼亚州 Lancaster；原RR Donnelley印刷厂区域，城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Chirisa Technology Parks与Machine Investment Group联合开发；CoreWeave租赁并装备", "operator": "CoreWeave", "disclosed_user": "CoreWeave；下游客户未逐站披露" }, "capacity": { "quoted_text": "初期0.100GW，扩展潜力0.300GW；公告未明确IT/设施", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-07宣布设备投资及开发；不将潜力全量列既有", "boundary": "100MW一期包括在300MW潜力内", "evidence_date_text": "2025-07-15。[来源1](https://investors.coreweave.com/news/news-details/2025/CoreWeave-Announces-Multi-Billion-Dollar-Commitment-to-AI-Infrastructure-in-Pennsylvania/default.aspx)", "sources": [ "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Announces-Multi-Billion-Dollar-Commitment-to-AI-Infrastructure-in-Pennsylvania/default.aspx" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "f1bbe77d0609311bc45d82fbf9bc50ecbb0d53cd55115485e09f1c2d8a744c4a", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 33 CoreWeave Lancaster\n\n**地点**：美国 宾夕法尼亚州 Lancaster；原RR Donnelley印刷厂区域，城市级。\n\n**容量与口径**：初期0.100GW，扩展潜力0.300GW；公告未明确IT/设施。\n\n**建设与分期状态**：2025-07宣布设备投资及开发；不将潜力全量列既有。\n\n**建设开发主体**：Chirisa Technology Parks与Machine Investment Group联合开发；CoreWeave租赁并装备。**设施或算力运营主体**：CoreWeave。**已披露使用主体**：CoreWeave；下游客户未逐站披露。\n\n**重复与边界**：100MW一期包括在300MW潜力内。\n\n**证据日期**：2025-07-15。[来源1](https://investors.coreweave.com/news/news-details/2025/CoreWeave-Announces-Multi-Billion-Dollar-Commitment-to-AI-Infrastructure-in-Pennsylvania/default.aspx)" }, { "id": "dc-research-20261011-us-034", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "CyrusOne Freestone", "public_location": "美国 得州 Freestone County Freestone Energy Center邻接园区；县/电厂级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "CyrusOne；Calpine/Constellation供电", "operator": "CyrusOne", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.380GW供电协议；IT值未单独披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-02-09宣布连接新数据中心，已签电力协议，不等于投运", "boundary": "与CyrusOne Thad Hill是不同园区；电源供电MW非IT", "evidence_date_text": "2026-02-09。[来源1](https://www.cyrusone.com/resources/press-releases/constellation-and-cyrusone-announce-agreement-to-support-new-data-center-facility-at-freestone-energy-center-in-texas)", "sources": [ "https://www.cyrusone.com/resources/press-releases/constellation-and-cyrusone-announce-agreement-to-support-new-data-center-facility-at-freestone-energy-center-in-texas" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "e721e52f84b235b90132bc775d828003790649bc701640f5eee08234f0d15e4a", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 34 CyrusOne Freestone\n\n**地点**：美国 得州 Freestone County Freestone Energy Center邻接园区；县/电厂级。\n\n**容量与口径**：0.380GW供电协议；IT值未单独披露。\n\n**建设与分期状态**：2026-02-09宣布连接新数据中心，已签电力协议，不等于投运。\n\n**建设开发主体**：CyrusOne；Calpine/Constellation供电。**设施或算力运营主体**：CyrusOne。**已披露使用主体**：客户未披露。\n\n**重复与边界**：与CyrusOne Thad Hill是不同园区；电源供电MW非IT。\n\n**证据日期**：2026-02-09。[来源1](https://www.cyrusone.com/resources/press-releases/constellation-and-cyrusone-announce-agreement-to-support-new-data-center-facility-at-freestone-energy-center-in-texas)" }, { "id": "dc-research-20261011-us-035", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "CyrusOne Thad Hill", "public_location": "美国 得州 Bosque County Thad Hill Energy Center邻接园区；县/电厂级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "CyrusOne；Calpine powered land", "operator": "CyrusOne", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.400GW供电协议，分190MW和新增210MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-11-03第二阶段协议；建设/交付分期，未据协议判定既有", "boundary": "第二阶段210MW已计入400MW；非额外400MW", "evidence_date_text": "2025-11-03。[来源1](https://www.cyrusone.com/resources/press-releases/calpine-and-cyrusone-announce-phase-2-of-powered-land-agreement-to-support-hyperscale-data-center-at-thad-hill-energy-center-in-texas)", "sources": [ "https://www.cyrusone.com/resources/press-releases/calpine-and-cyrusone-announce-phase-2-of-powered-land-agreement-to-support-hyperscale-data-center-at-thad-hill-energy-center-in-texas" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "125edd9933969c86f3ab61dc46b8d0071b8c35dba75e59e0c35421d0215f7b34", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 35 CyrusOne Thad Hill\n\n**地点**：美国 得州 Bosque County Thad Hill Energy Center邻接园区；县/电厂级。\n\n**容量与口径**：0.400GW供电协议，分190MW和新增210MW。\n\n**建设与分期状态**：2025-11-03第二阶段协议；建设/交付分期，未据协议判定既有。\n\n**建设开发主体**：CyrusOne；Calpine powered land。**设施或算力运营主体**：CyrusOne。**已披露使用主体**：客户未披露。\n\n**重复与边界**：第二阶段210MW已计入400MW；非额外400MW。\n\n**证据日期**：2025-11-03。[来源1](https://www.cyrusone.com/resources/press-releases/calpine-and-cyrusone-announce-phase-2-of-powered-land-agreement-to-support-hyperscale-data-center-at-thad-hill-energy-center-in-texas)" }, { "id": "dc-research-20261011-us-036", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "CyrusOne Eolian Fort Worth", "public_location": "美国 得州 Fort Worth市中心西北约7英里 Chisholm Grid区域；园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "CyrusOne与Eolian", "operator": "CyrusOne", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.200GW园区；非该处100MW电池储能功率", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-01-13宣布利用现有高压基础设施加速开发；具体投运容量未披露", "boundary": "既有BESS属于电源设施，不能计为机房", "evidence_date_text": "2026-01-13。[来源1](https://www.cyrusone.com/resources/press-releases/cyrusone-and-eolian-partner-to-enable-rapid-deployment-of-200-megawatt-data-center-campus-in-fort-worth-texas)", "sources": [ "https://www.cyrusone.com/resources/press-releases/cyrusone-and-eolian-partner-to-enable-rapid-deployment-of-200-megawatt-data-center-campus-in-fort-worth-texas" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "f975f942918de3ed849b3c7f7f49d2d7c55acfd7bff35edc4a0ea14c41146634", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 36 CyrusOne Eolian Fort Worth\n\n**地点**：美国 得州 Fort Worth市中心西北约7英里 Chisholm Grid区域；园区级。\n\n**容量与口径**：0.200GW园区；非该处100MW电池储能功率。\n\n**建设与分期状态**：2026-01-13宣布利用现有高压基础设施加速开发；具体投运容量未披露。\n\n**建设开发主体**：CyrusOne与Eolian。**设施或算力运营主体**：CyrusOne。**已披露使用主体**：客户未披露。\n\n**重复与边界**：既有BESS属于电源设施，不能计为机房。\n\n**证据日期**：2026-01-13。[来源1](https://www.cyrusone.com/resources/press-releases/cyrusone-and-eolian-partner-to-enable-rapid-deployment-of-200-megawatt-data-center-campus-in-fort-worth-texas)" }, { "id": "dc-research-20261011-us-037", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "T5 Grayslake Chicago IV", "public_location": "美国 伊利诺伊州 Lake County Grayslake；Cornerstone商务园 Peterson Road附近，园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "T5 Data Centers", "operator": "T5", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "扩展后全园区最高1.2GW IT，1.6GW已落实公用电力；原0.480GW方案被扩展，不能两者相加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "园区已获村镇土地用途与分区批准；官方2026-06 FAQ及网站记录诉讼存在；一期3栋各60MW目标2027Q4，未视为已投运", "boundary": "0.480GW旧方案包括在扩展后1.2GW内；1.6GW电力与1.2GW IT不相加", "evidence_date_text": "2025-02-10容量扩展；2026-06地方政府更新。[来源1](https://www.datacenterdynamics.com/en/news/t5-plans-five-gigawatt-scale-data-center-campuses-announces-chicago-campus/)；[来源2](https://t5datacenters.com/resources/t5-data-centers-expands-chicago-footprint-with-acquisition-of-fifth-data-center-chi-v/)；[来源3](https://villageofgrayslake.com/881/Approved-T5-Data-Center-Campus-Informati)", "sources": [ "https://www.datacenterdynamics.com/en/news/t5-plans-five-gigawatt-scale-data-center-campuses-announces-chicago-campus/", "https://t5datacenters.com/resources/t5-data-centers-expands-chicago-footprint-with-acquisition-of-fifth-data-center-chi-v/", "https://villageofgrayslake.com/881/Approved-T5-Data-Center-Campus-Informati" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "4821e73de03e3dfcb460c991552404b25241e13bda3c5e02cf8664b1d116d0b4", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 37 T5 Grayslake Chicago IV\n\n**地点**：美国 伊利诺伊州 Lake County Grayslake；Cornerstone商务园 Peterson Road附近，园区级。\n\n**容量与口径**：扩展后全园区最高1.2GW IT，1.6GW已落实公用电力；原0.480GW方案被扩展，不能两者相加。\n\n**建设与分期状态**：园区已获村镇土地用途与分区批准；官方2026-06 FAQ及网站记录诉讼存在；一期3栋各60MW目标2027Q4，未视为已投运。\n\n**建设开发主体**：T5 Data Centers。**设施或算力运营主体**：T5。**已披露使用主体**：客户未披露。\n\n**重复与边界**：0.480GW旧方案包括在扩展后1.2GW内；1.6GW电力与1.2GW IT不相加。\n\n**证据日期**：2025-02-10容量扩展；2026-06地方政府更新。[来源1](https://www.datacenterdynamics.com/en/news/t5-plans-five-gigawatt-scale-data-center-campuses-announces-chicago-campus/)；[来源2](https://t5datacenters.com/resources/t5-data-centers-expands-chicago-footprint-with-acquisition-of-fifth-data-center-chi-v/)；[来源3](https://villageofgrayslake.com/881/Approved-T5-Data-Center-Campus-Informati)" }, { "id": "dc-research-20261011-us-038", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Tract Buckeye Technology Park", "public_location": "美国 亚利桑那州 Maricopa County Buckeye；大型土地园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Tract（土地与主规划基础设施）", "operator": "未来园区各数据中心运营商未披露", "disclosed_user": "最终用户未披露" }, "capacity": { "quoted_text": "最多1.8GW电力基础设施潜力；不等于获批/已建IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-08-28土地收购后电力及园区规划；官网项目目录仍为1.8GW", "boundary": "土地园区潜力与未来入驻商园区规划存在重叠，不能再全量加总", "evidence_date_text": "2024-08-28；项目目录2026-10-11查阅。[来源1](https://www.tract.com/news/tract-closes-acquisition-of-2069-acres-in-buckeye-arizona/)；[来源2](https://www.tract.com/projects/)", "sources": [ "https://www.tract.com/news/tract-closes-acquisition-of-2069-acres-in-buckeye-arizona/", "https://www.tract.com/projects/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "a85f1bb2c41be27756751ea3b1a025e90b0c7d92031eb42b3a38002e6b0b2962", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 38 Tract Buckeye Technology Park\n\n**地点**：美国 亚利桑那州 Maricopa County Buckeye；大型土地园区级。\n\n**容量与口径**：最多1.8GW电力基础设施潜力；不等于获批/已建IT。\n\n**建设与分期状态**：2024-08-28土地收购后电力及园区规划；官网项目目录仍为1.8GW。\n\n**建设开发主体**：Tract（土地与主规划基础设施）。**设施或算力运营主体**：未来园区各数据中心运营商未披露。**已披露使用主体**：最终用户未披露。\n\n**重复与边界**：土地园区潜力与未来入驻商园区规划存在重叠，不能再全量加总。\n\n**证据日期**：2024-08-28；项目目录2026-10-11查阅。[来源1](https://www.tract.com/news/tract-closes-acquisition-of-2069-acres-in-buckeye-arizona/)；[来源2](https://www.tract.com/projects/)" }, { "id": "dc-research-20261011-us-039", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Fermi America Project Matador", "public_location": "美国 得州 Carson County Amarillo以外 Texas Tech University System租地；县/园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Fermi America；TTU System供地；Hyundai E&C等能源工程合作", "operator": "未来数据中心租户尚未披露", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "17GW私人电网远期发电目标；包含约11GW燃气、4.4GW核能及其他；IT机房容量未公开", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-02获6GW燃气许可；2026-03宣布增加申请及17GW扩版；远期核能仍在规划/许可", "boundary": "17GW完全不可当作已部署17GW AI IT；旧11GW被扩版包含", "evidence_date_text": "2026-03-13。[来源1](https://fermiamerica.com/worlds-largest-private-grid-fermi-america-to-file-additional-5gw-clean-air-permit-for-project-matador-with-the-texas-commission-on-environmental-quality-tceq-upsizing-campus-proje/)", "sources": [ "https://fermiamerica.com/worlds-largest-private-grid-fermi-america-to-file-additional-5gw-clean-air-permit-for-project-matador-with-the-texas-commission-on-environmental-quality-tceq-upsizing-campus-proje/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "e350e917ad3d9fd8902cf8e75cbd20ec7cd66c270fc809be44ebba40822d2abf", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 39 Fermi America Project Matador\n\n**地点**：美国 得州 Carson County Amarillo以外 Texas Tech University System租地；县/园区级。\n\n**容量与口径**：17GW私人电网远期发电目标；包含约11GW燃气、4.4GW核能及其他；IT机房容量未公开。\n\n**建设与分期状态**：2026-02获6GW燃气许可；2026-03宣布增加申请及17GW扩版；远期核能仍在规划/许可。\n\n**建设开发主体**：Fermi America；TTU System供地；Hyundai E&C等能源工程合作。**设施或算力运营主体**：未来数据中心租户尚未披露。**已披露使用主体**：未披露。\n\n**重复与边界**：17GW完全不可当作已部署17GW AI IT；旧11GW被扩版包含。\n\n**证据日期**：2026-03-13。[来源1](https://fermiamerica.com/worlds-largest-private-grid-fermi-america-to-file-additional-5gw-clean-air-permit-for-project-matador-with-the-texas-commission-on-environmental-quality-tceq-upsizing-campus-proje/)" }, { "id": "dc-research-20261011-us-040", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Vantage Reno NV1", "public_location": "美国 内华达州 Storey County Sparks 1121 USA Parkway；公开门牌级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Vantage Data Centers", "operator": "Vantage", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.224GW critical IT园区全建目标；4栋", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "官网will be home，不能将设计总值判为全投运；分栋现有交付量未列", "boundary": "同一园区不同栋不能另加园区总值", "evidence_date_text": "官网2026-10-11查阅。[来源1](https://vantage-dc.com/data-center-locations/north-america/reno-nevada/)；[来源2](https://vantage-dc.com/company/contact-us/)", "sources": [ "https://vantage-dc.com/data-center-locations/north-america/reno-nevada/", "https://vantage-dc.com/company/contact-us/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "1869f76f076b39d4144019c719aa2a65f002894c599f1178501795fab38f32ec", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 40 Vantage Reno NV1\n\n**地点**：美国 内华达州 Storey County Sparks 1121 USA Parkway；公开门牌级。\n\n**容量与口径**：0.224GW critical IT园区全建目标；4栋。\n\n**建设与分期状态**：官网will be home，不能将设计总值判为全投运；分栋现有交付量未列。\n\n**建设开发主体**：Vantage Data Centers。**设施或算力运营主体**：Vantage。**已披露使用主体**：客户未披露。\n\n**重复与边界**：同一园区不同栋不能另加园区总值。\n\n**证据日期**：官网2026-10-11查阅。[来源1](https://vantage-dc.com/data-center-locations/north-america/reno-nevada/)；[来源2](https://vantage-dc.com/company/contact-us/)" }, { "id": "dc-research-20261011-us-041", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "QTS Atlanta 1", "public_location": "美国 佐治亚州 Atlanta 1033/1025 Jefferson St NW、953/1103 Herndon St NW；4楼公开门牌", "city": null, "address_precision": null, "roles": { "developer_or_builder": "QTS；Blackstone持有平台", "operator": "QTS", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.278GW+ critical campus capacity；全园区容量，非证实全部已交付", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "运营园区与未来建筑/变电站扩展并存，官网不拆既有MW", "boundary": "旧Atlanta Metro及Atlanta1–4楼别名为同一园区", "evidence_date_text": "官网2026-10-11查阅。[来源1](https://q.com/data-centers/atlanta-1/)", "sources": [ "https://q.com/data-centers/atlanta-1/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "4c33a41fdb8766ec106b37d26b9cc3599cbefec479181a6473cddd7e5095e9a1", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 41 QTS Atlanta 1\n\n**地点**：美国 佐治亚州 Atlanta 1033/1025 Jefferson St NW、953/1103 Herndon St NW；4楼公开门牌。\n\n**容量与口径**：0.278GW+ critical campus capacity；全园区容量，非证实全部已交付。\n\n**建设与分期状态**：运营园区与未来建筑/变电站扩展并存，官网不拆既有MW。\n\n**建设开发主体**：QTS；Blackstone持有平台。**设施或算力运营主体**：QTS。**已披露使用主体**：客户未披露。\n\n**重复与边界**：旧Atlanta Metro及Atlanta1–4楼别名为同一园区。\n\n**证据日期**：官网2026-10-11查阅。[来源1](https://q.com/data-centers/atlanta-1/)" }, { "id": "dc-research-20261011-us-042", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "QTS Richmond 1", "public_location": "美国 弗吉尼亚州 Henrico County Sandston 6000 Technology Boulevard；公开门牌级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "QTS；Blackstone持有平台", "operator": "QTS", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.238GW critical campus capacity；6栋master plan", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "运营园区持续扩展，官网不拆已交付与待建MW", "boundary": "不与Richmond3另园区混同", "evidence_date_text": "官网2026-10-11查阅。[来源1](https://q.com/data-centers/richmond-1/)；[来源2](https://qtsdatacenters.com/wp-content/uploads/2024/07/QTS_Facility_Sheet_RIC1-DC1-DC2-DC3.pdf)", "sources": [ "https://q.com/data-centers/richmond-1/", "https://qtsdatacenters.com/wp-content/uploads/2024/07/QTS_Facility_Sheet_RIC1-DC1-DC2-DC3.pdf" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "11ccc54d0bde6efac54805c705a9c1207c6d84e0e6ce9d6b22494116e80ba1a3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 42 QTS Richmond 1\n\n**地点**：美国 弗吉尼亚州 Henrico County Sandston 6000 Technology Boulevard；公开门牌级。\n\n**容量与口径**：0.238GW critical campus capacity；6栋master plan。\n\n**建设与分期状态**：运营园区持续扩展，官网不拆已交付与待建MW。\n\n**建设开发主体**：QTS；Blackstone持有平台。**设施或算力运营主体**：QTS。**已披露使用主体**：客户未披露。\n\n**重复与边界**：不与Richmond3另园区混同。\n\n**证据日期**：官网2026-10-11查阅。[来源1](https://q.com/data-centers/richmond-1/)；[来源2](https://qtsdatacenters.com/wp-content/uploads/2024/07/QTS_Facility_Sheet_RIC1-DC1-DC2-DC3.pdf)" }, { "id": "dc-research-20261011-us-043", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Crusoe Lancium Childress", "public_location": "美国 得州 Childress County 270英亩Lancium土地；县/园区级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Crusoe；Lancium供地及开发管理能源", "operator": "Crusoe基础设施；具体租户运营分工未披露", "disclosed_user": "领先hyperscale科技公司，名称未公开" }, "capacity": { "quoted_text": "1GW grid-connected园区规划；公告未明示净IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-07-15宣布，原预计Q3 2026开工；尚不以时间目标认定已动工", "boundary": "与IREN Childress Horizons 1至4 IREN Childress完全不同项目", "evidence_date_text": "2026-07-15。[来源1](https://www.crusoe.ai/resources/newsroom/crusoe-and-lancium-announce-1-gigawatt-ai-data-center-campus-in-childress-texas)", "sources": [ "https://www.crusoe.ai/resources/newsroom/crusoe-and-lancium-announce-1-gigawatt-ai-data-center-campus-in-childress-texas" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "bdf23085091274c4a4ee91ff36a1e1efd71fc598a18cbd43ef22973d77254f5d", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 43 Crusoe Lancium Childress\n\n**地点**：美国 得州 Childress County 270英亩Lancium土地；县/园区级。\n\n**容量与口径**：1GW grid-connected园区规划；公告未明示净IT。\n\n**建设与分期状态**：2026-07-15宣布，原预计Q3 2026开工；尚不以时间目标认定已动工。\n\n**建设开发主体**：Crusoe；Lancium供地及开发管理能源。**设施或算力运营主体**：Crusoe基础设施；具体租户运营分工未披露。**已披露使用主体**：领先hyperscale科技公司，名称未公开。\n\n**重复与边界**：与IREN Childress Horizons 1至4 IREN Childress完全不同项目。\n\n**证据日期**：2026-07-15。[来源1](https://www.crusoe.ai/resources/newsroom/crusoe-and-lancium-announce-1-gigawatt-ai-data-center-campus-in-childress-texas)" }, { "id": "dc-research-20261011-us-044", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Vantage Phoenix AZ1", "public_location": "美国 亚利桑那州 Goodyear 45 S Bullard Avenue；公开门牌级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Vantage Data Centers", "operator": "Vantage", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.176GW园区IT全量；已投运分栋MW本台账不推断", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "现有园区与扩建空间并存；全量设计值不作既有证明", "boundary": "与Phoenix市场汇总存在包含关系", "evidence_date_text": "官网2026-10-11查阅。[来源1](https://vantage-dc.com/data-center-locations/north-america/phoenix-arizona/)；[来源2](https://vantage-dc.com/company/contact-us/)；[来源3](https://vantage-dc.com/fr/data-center-locations/north-america/phoenix-arizona/)", "sources": [ "https://vantage-dc.com/data-center-locations/north-america/phoenix-arizona/", "https://vantage-dc.com/company/contact-us/", "https://vantage-dc.com/fr/data-center-locations/north-america/phoenix-arizona/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "f17b49c1afb37cca0c2dbe24e9efbada4a9224afbe56db38d49ef9e661abe7f2", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 44 Vantage Phoenix AZ1\n\n**地点**：美国 亚利桑那州 Goodyear 45 S Bullard Avenue；公开门牌级。\n\n**容量与口径**：0.176GW园区IT全量；已投运分栋MW本台账不推断。\n\n**建设与分期状态**：现有园区与扩建空间并存；全量设计值不作既有证明。\n\n**建设开发主体**：Vantage Data Centers。**设施或算力运营主体**：Vantage。**已披露使用主体**：客户未披露。\n\n**重复与边界**：与Phoenix市场汇总存在包含关系。\n\n**证据日期**：官网2026-10-11查阅。[来源1](https://vantage-dc.com/data-center-locations/north-america/phoenix-arizona/)；[来源2](https://vantage-dc.com/company/contact-us/)；[来源3](https://vantage-dc.com/fr/data-center-locations/north-america/phoenix-arizona/)" }, { "id": "dc-research-20261011-us-045", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Vantage Fredericksburg VA4", "public_location": "美国 弗吉尼亚州 Stafford County Fredericksburg地区 225 Centreport Parkway；公开门牌级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Vantage Data Centers；总包DPR Construction", "operator": "Vantage", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "0.192GW critical IT全园区设计容量，3栋两层建筑", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-11-06已举行动工仪式；首栋计划2027年末开启，未算既有", "boundary": "不能当作Virginia州全量", "evidence_date_text": "2025-11-06；官网2026-10-11查阅。[来源1](https://vantage-dc.com/news/vantage-data-centers-invests-2b-in-fredericksburg-virginia-region-to-deliver-fourth-campus-in-the-commonwealth/)；[来源2](https://vantage-dc.com/data-center-locations/north-america/fredericksburg-va)", "sources": [ "https://vantage-dc.com/news/vantage-data-centers-invests-2b-in-fredericksburg-virginia-region-to-deliver-fourth-campus-in-the-commonwealth/", "https://vantage-dc.com/data-center-locations/north-america/fredericksburg-va" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "3936fcd9423f1c48e321807359bf241a0575c6e1db65c73cf0e7b3b8495a188d", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 45 Vantage Fredericksburg VA4\n\n**地点**：美国 弗吉尼亚州 Stafford County Fredericksburg地区 225 Centreport Parkway；公开门牌级。\n\n**容量与口径**：0.192GW critical IT全园区设计容量，3栋两层建筑。\n\n**建设与分期状态**：2025-11-06已举行动工仪式；首栋计划2027年末开启，未算既有。\n\n**建设开发主体**：Vantage Data Centers；总包DPR Construction。**设施或算力运营主体**：Vantage。**已披露使用主体**：客户未披露。\n\n**重复与边界**：不能当作Virginia州全量。\n\n**证据日期**：2025-11-06；官网2026-10-11查阅。[来源1](https://vantage-dc.com/news/vantage-data-centers-invests-2b-in-fredericksburg-virginia-region-to-deliver-fourth-campus-in-the-commonwealth/)；[来源2](https://vantage-dc.com/data-center-locations/north-america/fredericksburg-va)" }, { "id": "dc-research-20261011-us-046", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Switch Tahoe Reno Citadel", "public_location": "美国 内华达州 Storey County Tahoe Reno Industrial Center；工业园级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Switch", "operator": "Switch", "disclosed_user": "多租户；终端云/电商客户未逐站实名披露" }, "capacity": { "quoted_text": "原设计最多0.650GW园区电力；当前官网称multi-gigawatt expansion但未给精确当前IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2017启用首栋，之后多年扩建；650MW不等于首栋已交付量", "boundary": "Citadel/Tahoe Reno为同一园区；旧规划数不表示2026全投运", "evidence_date_text": "2017-02首期公告；官网2026-10-11查阅。[来源1](https://www.switch.com/switch-tahoe-reno-data-center-now-open/)；[来源2](https://www.switch.com/tahoe-reno/)", "sources": [ "https://www.switch.com/switch-tahoe-reno-data-center-now-open/", "https://www.switch.com/tahoe-reno/" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "ae39a2ef9ceebb5b97cba6a90737442d3b66cd690bacad203b9f70f8e7b40fb9", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 46 Switch Tahoe Reno Citadel\n\n**地点**：美国 内华达州 Storey County Tahoe Reno Industrial Center；工业园级。\n\n**容量与口径**：原设计最多0.650GW园区电力；当前官网称multi-gigawatt expansion但未给精确当前IT。\n\n**建设与分期状态**：2017启用首栋，之后多年扩建；650MW不等于首栋已交付量。\n\n**建设开发主体**：Switch。**设施或算力运营主体**：Switch。**已披露使用主体**：多租户；终端云/电商客户未逐站实名披露。\n\n**重复与边界**：Citadel/Tahoe Reno为同一园区；旧规划数不表示2026全投运。\n\n**证据日期**：2017-02首期公告；官网2026-10-11查阅。[来源1](https://www.switch.com/switch-tahoe-reno-data-center-now-open/)；[来源2](https://www.switch.com/tahoe-reno/)" }, { "id": "dc-research-20261011-us-047", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "us", "country_code": "US", "country_label": "美国", "name": "Google Pine Island Project Skyway", "public_location": "美国 明尼苏达州 Pine Island；城市级", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google；Xcel配套能源", "operator": "Google", "disclosed_user": "Google" }, "capacity": { "quoted_text": "单站IT MW未披露；1.9GW为新增电力组合含风太阳能长时储能", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-02-24宣布；2026-04-15 Xcel提交服务及并网协议，规划阶段", "boundary": "1.9GW能源组合不得当作机房IT", "evidence_date_text": "2026-02-24；2026-04-15。[来源1](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-pine-island/)；[来源2](https://pineislandmn.gov/index.asp?DE=3F9BAF37-F932-4AB5-90FB-BC7DB52B4E57&SEC=C3D5713E-C854-48A5-84BE-9308E2B3851E)", "sources": [ "https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-pine-island/", "https://pineislandmn.gov/index.asp?DE=3F9BAF37-F932-4AB5-90FB-BC7DB52B4E57&SEC=C3D5713E-C854-48A5-84BE-9308E2B3851E" ], "provenance": { "appendix_path": "appendices/us.md", "section_markdown_sha256": "5f652099899dba5a232c9dedb5592dab88f6ce71c6a9e8ee388b1812e41a96ab", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "#### 47 Google Pine Island Project Skyway\n\n**地点**：美国 明尼苏达州 Pine Island；城市级。\n\n**容量与口径**：单站IT MW未披露；1.9GW为新增电力组合含风太阳能长时储能。\n\n**建设与分期状态**：2026-02-24宣布；2026-04-15 Xcel提交服务及并网协议，规划阶段。\n\n**建设开发主体**：Google；Xcel配套能源。**设施或算力运营主体**：Google。**已披露使用主体**：Google。\n\n**重复与边界**：1.9GW能源组合不得当作机房IT。\n\n**证据日期**：2026-02-24；2026-04-15。[来源1](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-pine-island/)；[来源2](https://pineislandmn.gov/index.asp?DE=3F9BAF37-F932-4AB5-90FB-BC7DB52B4E57&SEC=C3D5713E-C854-48A5-84BE-9308E2B3851E)" }, { "id": "dc-research-20261011-sea-001", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "SG", "country_label": "新加坡", "name": "Nxera DC Tuas", "public_location": "Tuas；公告未披露街道门牌", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Singtel Nxera", "operator": "Nxera", "disclosed_user": "终端客户未披露；开业前 90% 以上容量已签约" }, "capacity": { "quoted_text": "58 MW IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-02-09 开业", "boundary": null, "evidence_date_text": "2026-02-09 开业", "sources": [ "https://www.singtel.com/about-us/media-centre/news-releases/nxera-opens-data-centre", "https://www.nxera-dc.com/our-reach/singapore-dc-tuas" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "193ed9e3671bffcfc4f5a90a40717b3560423b7dd44207e8eecc9146c144286c", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Nxera DC Tuas\n\n**地点：**Tuas；公告未披露街道门牌。\n\n**建设主体：**Singtel Nxera。**运营主体：**Nxera。**使用主体：**终端客户未披露；开业前 90% 以上容量已签约。\n\n**容量：**58 MW IT。\n\n**阶段与日期：**2026-02-09 开业。\n\n资料：[Singtel 开业公告](https://www.singtel.com/about-us/media-centre/news-releases/nxera-opens-data-centre)、[IT 口径](https://www.nxera-dc.com/our-reach/singapore-dc-tuas)。" }, { "id": "dc-research-20261011-sea-002", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "SG", "country_label": "新加坡", "name": "AirTrunk SGP1", "public_location": "Loyang，22 Loyang Drive，508972", "city": null, "address_precision": null, "roles": { "developer_or_builder": "AirTrunk", "operator": "AirTrunk", "disclosed_user": "StarHub 公开在园区提供数据中心服务；其他用户未披露" }, "capacity": { "quoted_text": "78 MW 以上园区 capacity，项目页未再细分 IT 与设施输入", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2020-12-09 开业，运营", "boundary": null, "evidence_date_text": "2020-12-09 开业，运营", "sources": [ "https://airtrunk.com/location/sgp1-singapore/", "https://www.netlinktrust.com/images/pdf/List%20of%20Data%20Centres%20PDF%20Sep%202025.pdf", "https://corporate.starhub.com/about-us/newsroom/2019/october/starhub-airtrunk-world-class-data-centre-sg.html" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "1d193f99054c12548cb424bc31a7f12faae4d5b523a9463802e242e2dadd52e4", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AirTrunk SGP1\n\n**地点：**Loyang，22 Loyang Drive，508972。\n\n**建设主体：**AirTrunk。**运营主体：**AirTrunk。**使用主体：**StarHub 公开在园区提供数据中心服务；其他用户未披露。\n\n**容量：**78 MW 以上园区 capacity，项目页未再细分 IT 与设施输入。\n\n**阶段与日期：**2020-12-09 开业，运营。\n\n资料：[园区](https://airtrunk.com/location/sgp1-singapore/)、[NetLink Trust 地址](https://www.netlinktrust.com/images/pdf/List%20of%20Data%20Centres%20PDF%20Sep%202025.pdf)、[StarHub 合作](https://corporate.starhub.com/about-us/newsroom/2019/october/starhub-airtrunk-world-class-data-centre-sg.html)。" }, { "id": "dc-research-20261011-sea-003", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "SG", "country_label": "新加坡", "name": "AirTrunk SGP2", "public_location": "Loyang；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "AirTrunk", "operator": "AirTrunk 拟运营", "disclosed_user": "未披露；批准联盟关联不代表客户已占满园区" }, "capacity": { "quoted_text": "70 MW 以上完整设计容量，分期交付未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-08 绿贷用于开发，2026-03 银行仍写将建设；列开发阶段，未確認开业", "boundary": null, "evidence_date_text": "2025-08 绿贷用于开发，2026-03 银行仍写将建设；列开发阶段，未確認开业", "sources": [ "https://airtrunk.com/zh-hans/airtrunk-secures-landmark-s2-25-billion-green-loan-advancing-singapores-role-as-asias-green-finance-hub/", "https://www.sc.com/en/news/corporate-investment-banking/landmark-green-loan-for-airtrunk-sgp2-data-centre/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "e817ef100bd914f7a41f7df583702b03104e556c9aa63e26644c62b5d3556554", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AirTrunk SGP2\n\n**地点：**Loyang；门牌未披露。\n\n**建设主体：**AirTrunk。**运营主体：**AirTrunk 拟运营。**使用主体：**未披露；批准联盟关联不代表客户已占满园区。\n\n**容量：**70 MW 以上完整设计容量，分期交付未披露。\n\n**阶段与日期：**2025-08 绿贷用于开发，2026-03 银行仍写将建设；列开发阶段，未確認开业。\n\n资料：[融资公告](https://airtrunk.com/zh-hans/airtrunk-secures-landmark-s2-25-billion-green-loan-advancing-singapores-role-as-asias-green-finance-hub/)、[2026 银行案例](https://www.sc.com/en/news/corporate-investment-banking/landmark-green-loan-for-airtrunk-sgp2-data-centre/)。" }, { "id": "dc-research-20261011-sea-004", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "SG", "country_label": "新加坡", "name": "DayOne SG1", "public_location": "Jurong East，21 Jalan Buroh", "city": null, "address_precision": null, "roles": { "developer_or_builder": "DayOne", "operator": "DayOne 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "批准 20 MW；2026-09-20 SEC 仍归 secured powered land，相应 IT 储备", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-07 破土；当前官网目标 2027 RFS，公司严格阶段口径仍未列 construction", "boundary": null, "evidence_date_text": "2025-07 破土；当前官网目标 2027 RFS，公司严格阶段口径仍未列 construction", "sources": [ "https://dayonedc.com/market/singapore", "https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "b2f7ca07e9070d942cc112b6110a30851c92704bc64ba7ce3b1c30d8641f0fe2", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DayOne SG1\n\n**地点：**Jurong East，21 Jalan Buroh。\n\n**建设主体：**DayOne。**运营主体：**DayOne 拟运营。**使用主体：**未披露。\n\n**容量：**批准 20 MW；2026-09-20 SEC 仍归 secured powered land，相应 IT 储备。\n\n**阶段与日期：**2025-07 破土；当前官网目标 2027 RFS，公司严格阶段口径仍未列 construction。\n\n资料：[当前园区页](https://dayonedc.com/market/singapore)、[SEC 阶段口径](https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm)。" }, { "id": "dc-research-20261011-sea-005", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "SG", "country_label": "新加坡", "name": "Equinix SG6", "public_location": "Jalan Tukang；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Equinix", "operator": "Equinix 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "完工目标 20 MW；本期建设 MW 未另披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-11-19 宣布，目标 Q1 2027；开发中，未投运", "boundary": null, "evidence_date_text": "2024-11-19 宣布，目标 Q1 2027；开发中，未投运", "sources": [ "https://newsroom.equinix.com/2024-11-19-Equinix-Fosters-AI-Development-by-Building-a-High-Performance-and-Sustainable-Data-Center-in-Singapore" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "3f37d6223e83964952cf4204d21e8afbe6f4037ed35720b31ec900c3b6fe6570", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Equinix SG6\n\n**地点：**Jalan Tukang；门牌未披露。\n\n**建设主体：**Equinix。**运营主体：**Equinix 拟运营。**使用主体：**未披露。\n\n**容量：**完工目标 20 MW；本期建设 MW 未另披露。\n\n**阶段与日期：**2024-11-19 宣布，目标 Q1 2027；开发中，未投运。\n\n资料：[官方公告](https://newsroom.equinix.com/2024-11-19-Equinix-Fosters-AI-Development-by-Building-a-High-Performance-and-Sustainable-Data-Center-in-Singapore)。" }, { "id": "dc-research-20261011-sea-006", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "SG", "country_label": "新加坡", "name": "STT Singapore 6", "public_location": "Loyang，1 Loyang Close，506755", "city": null, "address_precision": null, "roles": { "developer_or_builder": "STTGDC", "operator": "STTGDC", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "40 MW IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2021-07-06 开业，运营", "boundary": null, "evidence_date_text": "2021-07-06 开业，运营", "sources": [ "https://www.sttgdc.com/sg-en/newsroom/st-telemedia-global-data-centres-launches-its-hyperscale-loyang-facility" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "83b204e7915422e96673d8476d5adcfbab495aaf97498f614e6ab10ecd72e743", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### STT Singapore 6\n\n**地点：**Loyang，1 Loyang Close，506755。\n\n**建设主体：**STTGDC。**运营主体：**STTGDC。**使用主体：**未披露。\n\n**容量：**40 MW IT。\n\n**阶段与日期：**2021-07-06 开业，运营。\n\n资料：[官方开业](https://www.sttgdc.com/sg-en/newsroom/st-telemedia-global-data-centres-launches-its-hyperscale-loyang-facility)。" }, { "id": "dc-research-20261011-sea-007", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "SG", "country_label": "新加坡", "name": "Google Singapore campus", "public_location": "Jurong West；公开目录地址 2 Jurong West Street 23，项目街址为目录来源", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google", "operator": "Google", "disclosed_user": "Google 自用" }, "capacity": { "quoted_text": "MW 未披露；官方确认 2024 完成第四座设施，不能把第三方 220 MW 估计当官方披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2013 起运营；2024 新设施完成", "boundary": null, "evidence_date_text": "2013 起运营；2024 新设施完成", "sources": [ "https://datacenters.google/locations/singapore/", "https://www.datacenters.com/google-singapore" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "e1149f32e6806a926aa96bdba8a3797a4b8c88423eb3fa779425e65e46ff8e50", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Google Singapore campus\n\n**地点：**Jurong West；公开目录地址 2 Jurong West Street 23，项目街址为目录来源。\n\n**建设主体：**Google。**运营主体：**Google。**使用主体：**Google 自用。\n\n**容量：**MW 未披露；官方确认 2024 完成第四座设施，不能把第三方 220 MW 估计当官方披露。\n\n**阶段与日期：**2013 起运营；2024 新设施完成。\n\n资料：[Google 官方园区](https://datacenters.google/locations/singapore/)、[公开地址目录](https://www.datacenters.com/google-singapore)。" }, { "id": "dc-research-20261011-sea-008", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "AirTrunk JHB1", "public_location": "Iskandar Puteri，SiLC 工业区；街道门牌未确定", "city": null, "address_precision": null, "roles": { "developer_or_builder": "AirTrunk Malaysia；承建 Leightons Malaysia", "operator": "AirTrunk", "disclosed_user": "终端客户未披露" }, "capacity": { "quoted_text": "园区 150 MW 以上 IT；初始交付 50 MW 以上", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-07 开业；2026 IFC 称已有签约园区，后续扩建与运营混合，最新分期交付量未披露", "boundary": null, "evidence_date_text": "2024-07 开业；2026 IFC 称已有签约园区，后续扩建与运营混合，最新分期交付量未披露", "sources": [ "https://airtrunk.com/airtrunk-jhb1100mw-expansion-underway/", "https://disclosures.ifc.org/project-detail/ESRS/52336/airtrunk-johor" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "9dbb081fb2dc667ce4e32bbb950d28d5705bfb1e92cb5132ab58a98e9ca1dd5d", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AirTrunk JHB1\n\n**地点：**Iskandar Puteri，SiLC 工业区；街道门牌未确定。\n\n**建设主体：**AirTrunk Malaysia；承建 Leightons Malaysia。**运营主体：**AirTrunk。**使用主体：**终端客户未披露。\n\n**容量：**园区 150 MW 以上 IT；初始交付 50 MW 以上。\n\n**阶段与日期：**2024-07 开业；2026 IFC 称已有签约园区，后续扩建与运营混合，最新分期交付量未披露。\n\n资料：[AirTrunk](https://airtrunk.com/airtrunk-jhb1100mw-expansion-underway/)、[IFC](https://disclosures.ifc.org/project-detail/ESRS/52336/airtrunk-johor)。" }, { "id": "dc-research-20261011-sea-009", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "AirTrunk JHB2", "public_location": "Iskandar Puteri，与 JHB1 相邻的 SiLC 工业区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "AirTrunk；承建 Leightons Malaysia", "operator": "AirTrunk", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "园区 270 MW 以上 IT；本期在建 IT MW 未单独披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-02 宣布；2026 IFC 确认施工管理，归分期在建，未确认投运", "boundary": null, "evidence_date_text": "2025-02 宣布；2026 IFC 确认施工管理，归分期在建，未确认投运", "sources": [ "https://airtrunk.com/airtrunk-scales-up-in-malaysia-with-announcement-of-second-malaysia-hyperscale-data-centre-jhb2/", "https://disclosures.ifc.org/project-detail/ESRS/52336/airtrunk-johor" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ea2e2465ce3070fc9187f3894fe27f6c83d3b0d912af51b4b196ecdbdb8759e7", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AirTrunk JHB2\n\n**地点：**Iskandar Puteri，与 JHB1 相邻的 SiLC 工业区。\n\n**建设主体：**AirTrunk；承建 Leightons Malaysia。**运营主体：**AirTrunk。**使用主体：**未披露。\n\n**容量：**园区 270 MW 以上 IT；本期在建 IT MW 未单独披露。\n\n**阶段与日期：**2025-02 宣布；2026 IFC 确认施工管理，归分期在建，未确认投运。\n\n资料：[公司公告](https://airtrunk.com/airtrunk-scales-up-in-malaysia-with-announcement-of-second-malaysia-hyperscale-data-centre-jhb2/)、[IFC](https://disclosures.ifc.org/project-detail/ESRS/52336/airtrunk-johor)。" }, { "id": "dc-research-20261011-sea-010", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "AirTrunk JHB3", "public_location": "Johor，Iskandar Puteri，靠近 JHB1 和 JHB2；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "AirTrunk", "operator": "AirTrunk 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "138 MW 以上 IT 全园区", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-04-30 宣布规划", "boundary": null, "evidence_date_text": "2026-04-30 宣布规划", "sources": [ "https://airtrunk.com/location/jhb3-johor-bahru/", "https://airtrunk.com/airtrunk-doubles-down-in-malaysia-with-two-new-hyperscale-campuses-in-johor-bahru/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "618ec864503dc3d2d3148b7ef2bcfd0c44b9c865b82341755c9d1bbd5d8e1d17", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AirTrunk JHB3\n\n**地点：**Johor，Iskandar Puteri，靠近 JHB1 和 JHB2；门牌未披露。\n\n**建设主体：**AirTrunk。**运营主体：**AirTrunk 拟运营。**使用主体：**未披露。\n\n**容量：**138 MW 以上 IT 全园区。\n\n**阶段与日期：**2026-04-30 宣布规划。\n\n资料：[园区](https://airtrunk.com/location/jhb3-johor-bahru/)、[宣布](https://airtrunk.com/airtrunk-doubles-down-in-malaysia-with-two-new-hyperscale-campuses-in-johor-bahru/)。" }, { "id": "dc-research-20261011-sea-011", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "AirTrunk JHB4", "public_location": "Johor，Iskandar Puteri，靠近 JHB1 和 JHB2；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "AirTrunk", "operator": "AirTrunk 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "142 MW 以上 IT 全园区；与 JHB3 合计 280 MW 以上", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-04-30 宣布规划", "boundary": null, "evidence_date_text": "2026-04-30 宣布规划", "sources": [ "https://airtrunk.com/location/jhb4-johor-bahru/", "https://airtrunk.com/airtrunk-doubles-down-in-malaysia-with-two-new-hyperscale-campuses-in-johor-bahru/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "618bfbb8f7b248e3de701921e6846cf20475b56c0a691f6685a34d3c179ce951", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AirTrunk JHB4\n\n**地点：**Johor，Iskandar Puteri，靠近 JHB1 和 JHB2；门牌未披露。\n\n**建设主体：**AirTrunk。**运营主体：**AirTrunk 拟运营。**使用主体：**未披露。\n\n**容量：**142 MW 以上 IT 全园区；与 JHB3 合计 280 MW 以上。\n\n**阶段与日期：**2026-04-30 宣布规划。\n\n资料：[园区](https://airtrunk.com/location/jhb4-johor-bahru/)、[宣布](https://airtrunk.com/airtrunk-doubles-down-in-malaysia-with-two-new-hyperscale-campuses-in-johor-bahru/)。" }, { "id": "dc-research-20261011-sea-012", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "Vantage JHB1 原 Yondr Johor", "public_location": "Kulai，Sedenak Tech Park，约 72.5 acres", "city": null, "address_precision": null, "roles": { "developer_or_builder": "初始开发 Yondr；2025-11-24 售予 Vantage", "operator": "Vantage Data Centers", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "完整园区 300 MW 以上 IT；首栋目标 98 MW；2025-06 首批交付 25 MW IT，后续容量不能全作已投运", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "运营与扩建混合；2025-11 交易完成", "boundary": null, "evidence_date_text": "运营与扩建混合；2025-11 交易完成", "sources": [ "https://www.yondrgroup.com/newsroom/press-release/yondr-group-achieves-first-completion-milestone-six-months-ahead-of-schedule-at-98mw-johor-data-center/", "https://www.yondrgroup.com/newsroom/press-release/yondr-group-completes-sale-of-johor-campus-to-vantage-data-centers/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "6c507db5665fe1234635ef5f783ee09cbe47224c4e2e14e59193b71133eac092", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Vantage JHB1 原 Yondr Johor\n\n**地点：**Kulai，Sedenak Tech Park，约 72.5 acres。\n\n**建设主体：**初始开发 Yondr；2025-11-24 售予 Vantage。**运营主体：**Vantage Data Centers。**使用主体：**未披露。\n\n**容量：**完整园区 300 MW 以上 IT；首栋目标 98 MW；2025-06 首批交付 25 MW IT，后续容量不能全作已投运。\n\n**阶段与日期：**运营与扩建混合；2025-11 交易完成。\n\n资料：[首次交付](https://www.yondrgroup.com/newsroom/press-release/yondr-group-achieves-first-completion-milestone-six-months-ahead-of-schedule-at-98mw-johor-data-center/)、[交易完成](https://www.yondrgroup.com/newsroom/press-release/yondr-group-completes-sale-of-johor-campus-to-vantage-data-centers/)。" }, { "id": "dc-research-20261011-sea-013", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "PDG JH1", "public_location": "Kulai，Sedenak Tech Park", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Princeton Digital Group", "operator": "PDG", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "当前官网 200 MW 全园区，旧公告 150 MW；最新完整 RFS 分期 MW 未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-07 一期交付；运营与扩建混合", "boundary": null, "evidence_date_text": "2024-07 一期交付；运营与扩建混合", "sources": [ "https://princetondg.com/where-we-operate/", "https://princetondg.com/press-releases/princeton-digital-group-delivers-phase-one-of-its-150mw-ai-ready-jh1-campus-in-sedenak-tech-park-johor/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "7b7a1c3bc98cd62ae5aa26778c23cd7efbd470b2d9c4181e3c5b3fbaee9ea44f", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### PDG JH1\n\n**地点：**Kulai，Sedenak Tech Park。\n\n**建设主体：**Princeton Digital Group。**运营主体：**PDG。**使用主体：**未披露。\n\n**容量：**当前官网 200 MW 全园区，旧公告 150 MW；最新完整 RFS 分期 MW 未披露。\n\n**阶段与日期：**2024-07 一期交付；运营与扩建混合。\n\n资料：[当前园区](https://princetondg.com/where-we-operate/)、[一期交付](https://princetondg.com/press-releases/princeton-digital-group-delivers-phase-one-of-its-150mw-ai-ready-jh1-campus-in-sedenak-tech-park-johor/)。" }, { "id": "dc-research-20261011-sea-014", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "PDG JH2", "public_location": "Johor，Eco Business Park，Mukim Senai，距 JH1 约 16 km", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Princeton Digital Group", "operator": "PDG 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "官网规划 300 MW，5 栋楼", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "规划", "boundary": null, "evidence_date_text": "规划", "sources": [ "https://princetondg.com/where-we-operate/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "39f57ca660f2c0cf340b5d546e8829b4868330aa51bb87f2a84d22363e95746e", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### PDG JH2\n\n**地点：**Johor，Eco Business Park，Mukim Senai，距 JH1 约 16 km。\n\n**建设主体：**Princeton Digital Group。**运营主体：**PDG 拟运营。**使用主体：**未披露。\n\n**容量：**官网规划 300 MW，5 栋楼。\n\n**阶段与日期：**规划。\n\n资料：[官方园区表](https://princetondg.com/where-we-operate/)。" }, { "id": "dc-research-20261011-sea-015", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "DayOne NTP 与 KTP", "public_location": "Iskandar Puteri，Nusajaya Tech Park；Johor Bahru，Kempas Tech Park", "city": null, "address_precision": null, "roles": { "developer_or_builder": "DayOne", "operator": "DayOne", "disclosed_user": "F-1 记载柔佛 10 家客户，姓名未披露" }, "capacity": { "quoted_text": "2026-09-20：789 MW IT Ready For Service、616 MW IT 在建、208 MW IT 对应 secured powered land；三类互斥，Bookings 不另加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "NTP 2023 投运，KTP 2025 投运；采用最新 SEC 资产阶段口径。RFS 是机房可服务容量，不是实际服务器用电", "boundary": null, "evidence_date_text": "NTP 2023 投运，KTP 2025 投运；采用最新 SEC 资产阶段口径。RFS 是机房可服务容量，不是实际服务器用电", "sources": [ "https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "b5bf1fc3c8d980c1f3a927c2b04549ed8091372ddb40c4e218332a5b7a60f02b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DayOne NTP 与 KTP\n\n**地点：**Iskandar Puteri，Nusajaya Tech Park；Johor Bahru，Kempas Tech Park。\n\n**建设主体：**DayOne。**运营主体：**DayOne。**使用主体：**F-1 记载柔佛 10 家客户，姓名未披露。\n\n**容量：**2026-09-20：789 MW IT Ready For Service、616 MW IT 在建、208 MW IT 对应 secured powered land；三类互斥，Bookings 不另加。\n\n**阶段与日期：**NTP 2023 投运，KTP 2025 投运；采用最新 SEC 资产阶段口径。RFS 是机房可服务容量，不是实际服务器用电。\n\n资料：[SEC F-1 第 103 页](https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm)。" }, { "id": "dc-research-20261011-sea-016", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "DayOne Greater Kuala Lumpur", "public_location": "大吉隆坡；本表未逐园公开门牌", "city": null, "address_precision": null, "roles": { "developer_or_builder": "DayOne", "operator": "DayOne 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "2026-09-20：RFS 为 0，IT 在建 128 MW，secured powered land 对应 IT 1,320 MW；土地容量不是建筑投运", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "在建加土地储备；不得把 1.320 GW 列为已开工机房", "boundary": null, "evidence_date_text": "在建加土地储备；不得把 1.320 GW 列为已开工机房", "sources": [ "https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "a869a3dfdcd1282d2d7730a87519881465d8376aeb3c8d0ac4511e900a0f1a96", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DayOne Greater Kuala Lumpur\n\n**地点：**大吉隆坡；本表未逐园公开门牌。\n\n**建设主体：**DayOne。**运营主体：**DayOne 拟运营。**使用主体：**未披露。\n\n**容量：**2026-09-20：RFS 为 0，IT 在建 128 MW，secured powered land 对应 IT 1,320 MW；土地容量不是建筑投运。\n\n**阶段与日期：**在建加土地储备；不得把 1.320 GW 列为已开工机房。\n\n资料：[SEC F-1 第 103 页](https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm)。" }, { "id": "dc-research-20261011-sea-017", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "Bridge Data Centres MY06", "public_location": "Kulai／Sedenak，Sedenak Tech Park", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Bridge Data Centres", "operator": "Bridge Data Centres", "disclosed_user": "首期锚定客户 ByteDance；其他用户未披露" }, "capacity": { "quoted_text": "当前官网完整园区 508 MW IT、15 栋；2022 旧园区设计 110 MW；最新已交付分期量未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2022-10-20 首期开业；运营与扩建混合", "boundary": null, "evidence_date_text": "2022-10-20 首期开业；运营与扩建混合", "sources": [ "https://www.bridgedatacentres.com/locations/malaysia/", "https://www.mida.gov.my/media-release/bridge-data-centres-and-bytedance-celebrate-grand-opening-of-the-first-phase-hyperscale-data-centre-my06-in-johor-malaysia/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "b2cd893df72b1d77421b6207ec20db9dac441815021c09daee24089358c1e246", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Bridge Data Centres MY06\n\n**地点：**Kulai／Sedenak，Sedenak Tech Park。\n\n**建设主体：**Bridge Data Centres。**运营主体：**Bridge Data Centres。**使用主体：**首期锚定客户 ByteDance；其他用户未披露。\n\n**容量：**当前官网完整园区 508 MW IT、15 栋；2022 旧园区设计 110 MW；最新已交付分期量未披露。\n\n**阶段与日期：**2022-10-20 首期开业；运营与扩建混合。\n\n资料：[当前官网](https://www.bridgedatacentres.com/locations/malaysia/)、[MIDA 开业与客户](https://www.mida.gov.my/media-release/bridge-data-centres-and-bytedance-celebrate-grand-opening-of-the-first-phase-hyperscale-data-centre-my06-in-johor-malaysia/)。" }, { "id": "dc-research-20261011-sea-018", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "Bridge Data Centres MY07", "public_location": "Johor，Ulu Tiram；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Bridge Data Centres", "operator": "Bridge Data Centres", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "当前官网全园区 374 MW IT、8 栋；旧公告 200 MW 以上。最新全园 RFS MW 未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-05 已披露现场液冷部署，分期运营与开发混合", "boundary": null, "evidence_date_text": "2026-05 已披露现场液冷部署，分期运营与开发混合", "sources": [ "https://www.bridgedatacentres.com/locations/malaysia/", "https://www.bridgedatacentres.com/advancing-ai-infrastructure-with-liquid-cooling-in-malaysia/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ea5cde0f1083dd3bc53e519db91b3056ae7847b40b792c6871a43e394e9e88c1", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Bridge Data Centres MY07\n\n**地点：**Johor，Ulu Tiram；门牌未披露。\n\n**建设主体：**Bridge Data Centres。**运营主体：**Bridge Data Centres。**使用主体：**未披露。\n\n**容量：**当前官网全园区 374 MW IT、8 栋；旧公告 200 MW 以上。最新全园 RFS MW 未披露。\n\n**阶段与日期：**2026-05 已披露现场液冷部署，分期运营与开发混合。\n\n资料：[当前容量](https://www.bridgedatacentres.com/locations/malaysia/)、[2026 液冷部署](https://www.bridgedatacentres.com/advancing-ai-infrastructure-with-liquid-cooling-in-malaysia/)。" }, { "id": "dc-research-20261011-sea-019", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "STT Johor", "public_location": "Iskandar Puteri，Nusa Cemerlang Industrial Park", "city": null, "address_precision": null, "roles": { "developer_or_builder": "STTGDC", "operator": "STTGDC", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "2026-08 最新全园区规划 166 MW IT，取代旧 120 MW；一期 16 MW IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-02 开工；最新一期 factsheet 目标 Q2 2027，未确认投运", "boundary": null, "evidence_date_text": "2025-02 开工；最新一期 factsheet 目标 Q2 2027，未确认投运", "sources": [ "https://www.sttgdc.com/my-en/newsroom/stt-gdc-deepens-malaysia-commitment-up-to-usd-1.37-billion-green-financing-stt-johor-campus", "https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-12/STT_Johor_1_Factsheet_v20251201.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "75067c5df0aa379dc0ef12e606c108dfcdceab4012b50dc7fd4fae07556ae165", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### STT Johor\n\n**地点：**Iskandar Puteri，Nusa Cemerlang Industrial Park。\n\n**建设主体：**STTGDC。**运营主体：**STTGDC。**使用主体：**未披露。\n\n**容量：**2026-08 最新全园区规划 166 MW IT，取代旧 120 MW；一期 16 MW IT。\n\n**阶段与日期：**2025-02 开工；最新一期 factsheet 目标 Q2 2027，未确认投运。\n\n资料：[最新融资与容量](https://www.sttgdc.com/my-en/newsroom/stt-gdc-deepens-malaysia-commitment-up-to-usd-1.37-billion-green-financing-stt-johor-campus)、[一期资料](https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-12/STT_Johor_1_Factsheet_v20251201.pdf)。" }, { "id": "dc-research-20261011-sea-020", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "TM Nxera Johor", "public_location": "Iskandar Puteri，EduCity 周边；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Telekom Malaysia 与 Singtel Nxera 合资", "operator": "TM Nxera", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "初始官方一期 64 MW，IT 远期 200 MW；2026-01 TNB 供电合同 280 MW 是设施供电，不能替代 IT 数", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-04 封顶，目标 H2 2026 商运；未确认截至 10-11 投运", "boundary": null, "evidence_date_text": "2026-04 封顶，目标 H2 2026 商运；未确认截至 10-11 投运", "sources": [ "https://www.tm.com.my/news/tm_singtel_nxera_develop_next_gen_data_centres", "https://tm.com.my/news/tm_nxera_green_data_centre_campus", "https://www.tm.com.my/news/nxera_topping_out_ceremony" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "a384ae13d855806ac4cd598cc9cb6a139cceadffeaf0eb9077bb9efc246decc6", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### TM Nxera Johor\n\n**地点：**Iskandar Puteri，EduCity 周边；门牌未披露。\n\n**建设主体：**Telekom Malaysia 与 Singtel Nxera 合资。**运营主体：**TM Nxera。**使用主体：**未披露。\n\n**容量：**初始官方一期 64 MW，IT 远期 200 MW；2026-01 TNB 供电合同 280 MW 是设施供电，不能替代 IT 数。\n\n**阶段与日期：**2026-04 封顶，目标 H2 2026 商运；未确认截至 10-11 投运。\n\n资料：[初始规划](https://www.tm.com.my/news/tm_singtel_nxera_develop_next_gen_data_centres)、[供电合同](https://tm.com.my/news/tm_nxera_green_data_centre_campus)、[封顶](https://www.tm.com.my/news/nxera_topping_out_ceremony)。" }, { "id": "dc-research-20261011-sea-021", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "NTT Johor campus", "public_location": "Gelang Patah，Johor Bahru；约 68.5 acres", "city": null, "address_precision": null, "roles": { "developer_or_builder": "NTT DATA Global Data Centers", "operator": "NTT DATA 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "完整园区 290 MW IT，6 栋", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-12-05 宣布拟购地；列土地与规划，未确认开工或开业", "boundary": null, "evidence_date_text": "2024-12-05 宣布拟购地；列土地与规划，未确认开工或开业", "sources": [ "https://services.global.ntt/en-us/newsroom/ntt-data-announces-land-acquisition-for-new-data-center-in-malaysia" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "f32469c1323688928fc1c459cab687d0e64fab5b94396cd47e6f732bcaea055e", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### NTT Johor campus\n\n**地点：**Gelang Patah，Johor Bahru；约 68.5 acres。\n\n**建设主体：**NTT DATA Global Data Centers。**运营主体：**NTT DATA 拟运营。**使用主体：**未披露。\n\n**容量：**完整园区 290 MW IT，6 栋。\n\n**阶段与日期：**2024-12-05 宣布拟购地；列土地与规划，未确认开工或开业。\n\n资料：[官方宣布](https://services.global.ntt/en-us/newsroom/ntt-data-announces-land-acquisition-for-new-data-center-in-malaysia)。" }, { "id": "dc-research-20261011-sea-022", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "Google Elmina", "public_location": "Selangor，大吉隆坡，Elmina Business Park", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google；地产与土地合作 Sime Darby Property", "operator": "Google", "disclosed_user": "Google 自用" }, "capacity": { "quoted_text": "MW 未披露；20 亿美元包括数据中心及云区域投资，不能由金额换算 GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-10-01 破土，在建", "boundary": null, "evidence_date_text": "2024-10-01 破土，在建", "sources": [ "https://blog.google/intl/en-my/company-news/inside-google/2024_10_google-breaks-ground-on-us2-billion/", "https://www.simedarbyproperty.com/sites/default/files/2024-10/20241002%20-%20For%20Immediate%20Release-%20Google%E2%80%99s%20Hyperscale%20Data%20Centre%20at%20Elmina%20Business%20Park%20Breaks%20Ground.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "e485392881c3286bd79fe51c59ed1004c9b6c7c31d41587d4bbc1d201119bbc4", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Google Elmina\n\n**地点：**Selangor，大吉隆坡，Elmina Business Park。\n\n**建设主体：**Google；地产与土地合作 Sime Darby Property。**运营主体：**Google。**使用主体：**Google 自用。\n\n**容量：**MW 未披露；20 亿美元包括数据中心及云区域投资，不能由金额换算 GW。\n\n**阶段与日期：**2024-10-01 破土，在建。\n\n资料：[Google 破土](https://blog.google/intl/en-my/company-news/inside-google/2024_10_google-breaks-ground-on-us2-billion/)、[地产方施工公告](https://www.simedarbyproperty.com/sites/default/files/2024-10/20241002%20-%20For%20Immediate%20Release-%20Google%E2%80%99s%20Hyperscale%20Data%20Centre%20at%20Elmina%20Business%20Park%20Breaks%20Ground.pdf)。" }, { "id": "dc-research-20261011-sea-023", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "Equinix JH1", "public_location": "Iskandar Puteri，No.2 and 6，Jalan Teknologi Perintis 1/3，Taman Teknologi Nusajaya", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Equinix", "operator": "Equinix", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "首期 500 cabinets；MW 未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-05 开业", "boundary": null, "evidence_date_text": "2024-05 开业", "sources": [ "https://www.equinix.com/es/es/data-centers/asia-pacific-colocation/malaysia-colocation/johor-data-center/jh1", "https://newsroom.equinix.com/2024-05-27-Equinixs-Dual-Metro-Data-Centers-Propel-Malaysias-Digital-Economy-Ambition-to-New-Heights" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "207c18543dba66451cc31b67c4ed43a194ff4aaf62f34410ee5b87fa2578d1e3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Equinix JH1\n\n**地点：**Iskandar Puteri，No.2 and 6，Jalan Teknologi Perintis 1/3，Taman Teknologi Nusajaya。\n\n**建设主体：**Equinix。**运营主体：**Equinix。**使用主体：**未披露。\n\n**容量：**首期 500 cabinets；MW 未披露。\n\n**阶段与日期：**2024-05 开业。\n\n资料：[官方地址](https://www.equinix.com/es/es/data-centers/asia-pacific-colocation/malaysia-colocation/johor-data-center/jh1)、[开业](https://newsroom.equinix.com/2024-05-27-Equinixs-Dual-Metro-Data-Centers-Propel-Malaysias-Digital-Economy-Ambition-to-New-Heights)。" }, { "id": "dc-research-20261011-sea-024", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "MY", "country_label": "马来西亚", "name": "Equinix KL1", "public_location": "Cyberjaya，2 Jalan Cyber Point 4，Cyber 8，63000，Selangor", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Equinix", "operator": "Equinix", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "首期 450 cabinets，完整 900；MW 未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024 开业", "boundary": null, "evidence_date_text": "2024 开业", "sources": [ "https://www.equinix.com/data-centers/asia-pacific-colocation/malaysia-colocation/kuala-lumpur-data-centers/kl1", "https://newsroom.equinix.com/2024-05-27-Equinixs-Dual-Metro-Data-Centers-Propel-Malaysias-Digital-Economy-Ambition-to-New-Heights" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "48c5b4a7bfcaf1491d11e6154cdf2ca95ed49af7429fc011f9abbcb9f8620218", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Equinix KL1\n\n**地点：**Cyberjaya，2 Jalan Cyber Point 4，Cyber 8，63000，Selangor。\n\n**建设主体：**Equinix。**运营主体：**Equinix。**使用主体：**未披露。\n\n**容量：**首期 450 cabinets，完整 900；MW 未披露。\n\n**阶段与日期：**2024 开业。\n\n资料：[官方地址](https://www.equinix.com/data-centers/asia-pacific-colocation/malaysia-colocation/kuala-lumpur-data-centers/kl1)、[开业](https://newsroom.equinix.com/2024-05-27-Equinixs-Dual-Metro-Data-Centers-Propel-Malaysias-Digital-Economy-Ambition-to-New-Heights)。" }, { "id": "dc-research-20261011-sea-025", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "DCI H1 Campus", "public_location": "大雅加达 Bekasi／Cibitung，Jalan Jawa，Blok GG5-1，MM2100 Industrial Area，Cikarang Barat，17520", "city": null, "address_precision": null, "roles": { "developer_or_builder": "PT DCI Indonesia Tbk", "operator": "DCI", "disclosed_user": "6 家全球云商及 80 多家电信商等，实名租户未逐一披露" }, "capacity": { "quoted_text": "当前 75 MW IT，5 栋 live；远期可至 300 MW；JK6 36 MW 已包含在现总量，不能重复加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已运营；JK6 2025-06-03 开幕", "boundary": null, "evidence_date_text": "已运营；JK6 2025-06-03 开幕", "sources": [ "https://dci-indonesia.com/data-centers", "https://www.peeringdb.com/fac/8167" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "572b00ecc8b272f213a2f6e96c7a5ab43af596e1f40adf66a23be884213bf88a", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DCI H1 Campus\n\n**地点：**大雅加达 Bekasi／Cibitung，Jalan Jawa，Blok GG5-1，MM2100 Industrial Area，Cikarang Barat，17520。\n\n**建设主体：**PT DCI Indonesia Tbk。**运营主体：**DCI。**使用主体：**6 家全球云商及 80 多家电信商等，实名租户未逐一披露。\n\n**容量：**当前 75 MW IT，5 栋 live；远期可至 300 MW；JK6 36 MW 已包含在现总量，不能重复加。\n\n**阶段与日期：**已运营；JK6 2025-06-03 开幕。\n\n资料：[官方容量](https://dci-indonesia.com/data-centers)、[运营商地址](https://www.peeringdb.com/fac/8167)。" }, { "id": "dc-research-20261011-sea-026", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "DCI H2 Campus", "public_location": "西爪哇 Karawang，Pertiwi Lestari Industrial Estate；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "DCI 与 Salim Group 的 PT Datacenter Indonesia Sukses Makmur 合作", "operator": "DCI", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "当前 30 MW IT，2 栋 live；远期至少 600 MW IT；园内 30 MW 太阳能另属发电容量", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已运营；2023 旧开业容量 27 MW 已更新", "boundary": null, "evidence_date_text": "已运营；2023 旧开业容量 27 MW 已更新", "sources": [ "https://dci-indonesia.com/data-centers", "https://dci-indonesia.com/news/dci-indonesia-and-salim-group-inaugurate-second-data-center-in-karawang-pioneering-the-first-solar-powered-data-center-in-indonesia" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "7dd9c7cb24ecf9cf4e57732faba3276ede30c35f400c6700dfe288796612532b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DCI H2 Campus\n\n**地点：**西爪哇 Karawang，Pertiwi Lestari Industrial Estate；门牌未披露。\n\n**建设主体：**DCI 与 Salim Group 的 PT Datacenter Indonesia Sukses Makmur 合作。**运营主体：**DCI。**使用主体：**未披露。\n\n**容量：**当前 30 MW IT，2 栋 live；远期至少 600 MW IT；园内 30 MW 太阳能另属发电容量。\n\n**阶段与日期：**已运营；2023 旧开业容量 27 MW 已更新。\n\n资料：[当前官网](https://dci-indonesia.com/data-centers)、[合作建设](https://dci-indonesia.com/news/dci-indonesia-and-salim-group-inaugurate-second-data-center-in-karawang-pioneering-the-first-solar-powered-data-center-in-indonesia)。" }, { "id": "dc-research-20261011-sea-027", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "DCI H5 Data Center Park", "public_location": "廖内群岛 Bintan 岛；700 ha 园区，门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "DCI Platform，其他合作主体未确认", "operator": "DCI 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "远期 1,000 MW IT 全园区设计", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "官网 Planned，非已投运或已开工 1 GW", "boundary": null, "evidence_date_text": "官网 Planned，非已投运或已开工 1 GW", "sources": [ "https://dci-indonesia.com/data-centers" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "13214f2cbf7f37a09bdded23547531da686b389eba5f9d258387a7bd58769dce", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DCI H5 Data Center Park\n\n**地点：**廖内群岛 Bintan 岛；700 ha 园区，门牌未披露。\n\n**建设主体：**DCI Platform，其他合作主体未确认。**运营主体：**DCI 拟运营。**使用主体：**未披露。\n\n**容量：**远期 1,000 MW IT 全园区设计。\n\n**阶段与日期：**官网 Planned，非已投运或已开工 1 GW。\n\n资料：[官方项目目录](https://dci-indonesia.com/data-centers)。" }, { "id": "dc-research-20261011-sea-028", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "PDG JC1 与 JC2", "public_location": "Bekasi／Cibitung，MM2100；JC1 Jl. Sumbawa No.1，Mekarwangi；JC2 Jalan Sumba，Blok A-B，Kav. B12-1，Cikarang Barat", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Princeton Digital Group", "operator": "PDG", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "两站合计 26 MW，JC2 22 MW；所阅原文 capacity，IT 与设施口径未进一步标明", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "运营；JC2 2023-09-25 投运", "boundary": null, "evidence_date_text": "运营；JC2 2023-09-25 投运", "sources": [ "https://princetondg.com/where-we-operate/", "https://princetondg.com/press-releases/princeton-digital-group-launches-its-22mw-hyperscale-data-center-in-greater-jakarta-2/", "https://www.peeringdb.com/fac/9016", "https://www.peeringdb.com/fac/14211" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "6501d04228e3b8eeee075eefc3e3f2399806ecaef11540b888e902f7830349ea", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### PDG JC1 与 JC2\n\n**地点：**Bekasi／Cibitung，MM2100；JC1 Jl. Sumbawa No.1，Mekarwangi；JC2 Jalan Sumba，Blok A-B，Kav. B12-1，Cikarang Barat。\n\n**建设主体：**Princeton Digital Group。**运营主体：**PDG。**使用主体：**未披露。\n\n**容量：**两站合计 26 MW，JC2 22 MW；所阅原文 capacity，IT 与设施口径未进一步标明。\n\n**阶段与日期：**运营；JC2 2023-09-25 投运。\n\n资料：[官网](https://princetondg.com/where-we-operate/)、[JC2 投运](https://princetondg.com/press-releases/princeton-digital-group-launches-its-22mw-hyperscale-data-center-in-greater-jakarta-2/)、[JC1 地址](https://www.peeringdb.com/fac/9016)、[JC2 地址](https://www.peeringdb.com/fac/14211)。" }, { "id": "dc-research-20261011-sea-029", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "PDG JC3", "public_location": "Bekasi Regency，Kota Deltamas／Central Cikarang，Greenland International Industrial Center GIIC", "city": null, "address_precision": null, "roles": { "developer_or_builder": "PDG", "operator": "PDG 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "全园区 120 MW 开发商披露 capacity；两栋分期，施工期 MW 未独立披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-11-19 开工；2026-05 融资；首期目标 Q4 2026，未确认截至 10-11 已投运", "boundary": null, "evidence_date_text": "2025-11-19 开工；2026-05 融资；首期目标 Q4 2026，未确认截至 10-11 已投运", "sources": [ "https://princetondg.com/press-releases/princeton-digital-group-breaks-ground-on-milestone-usd-1-billion-120-mw-greater-jakarta-campus/", "https://princetondg.com/press-releases/pdg-raising-usd-856-million-debt-for-its-hyperscale-data-center-expansion-in-indonesia/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ce85b2b96b2954cc7277e4c5dc084c5fc788fee8f1aaf936b5168a40ad4728c3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### PDG JC3\n\n**地点：**Bekasi Regency，Kota Deltamas／Central Cikarang，Greenland International Industrial Center GIIC。\n\n**建设主体：**PDG。**运营主体：**PDG 拟运营。**使用主体：**未披露。\n\n**容量：**全园区 120 MW 开发商披露 capacity；两栋分期，施工期 MW 未独立披露。\n\n**阶段与日期：**2025-11-19 开工；2026-05 融资；首期目标 Q4 2026，未确认截至 10-11 已投运。\n\n资料：[开工](https://princetondg.com/press-releases/princeton-digital-group-breaks-ground-on-milestone-usd-1-billion-120-mw-greater-jakarta-campus/)、[融资](https://princetondg.com/press-releases/pdg-raising-usd-856-million-debt-for-its-hyperscale-data-center-expansion-in-indonesia/)。" }, { "id": "dc-research-20261011-sea-030", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "PDG JC4", "public_location": "Bekasi Regency，GIIC，距 JC3 约 1.7 km", "city": null, "address_precision": null, "roles": { "developer_or_builder": "PDG", "operator": "PDG 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "远期 240 MW 开发商 capacity，4 栋各 60 MW；不是已部署全量", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-04-30 宣布土地电力落实且建设已经开始；分期在建，本期施工 MW 未单列", "boundary": null, "evidence_date_text": "2026-04-30 宣布土地电力落实且建设已经开始；分期在建，本期施工 MW 未单列", "sources": [ "https://princetondg.com/press-releases/pdg-acquires-240-mw-of-powered-land-in-jakarta-advancing-its-rapid-expansion-across-asia/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "4ee974760bcdfbe8aa5ca654438b1194eb71b6cb0c0a872ee35ddf5670d0e9e7", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### PDG JC4\n\n**地点：**Bekasi Regency，GIIC，距 JC3 约 1.7 km。\n\n**建设主体：**PDG。**运营主体：**PDG 拟运营。**使用主体：**未披露。\n\n**容量：**远期 240 MW 开发商 capacity，4 栋各 60 MW；不是已部署全量。\n\n**阶段与日期：**2026-04-30 宣布土地电力落实且建设已经开始；分期在建，本期施工 MW 未单列。\n\n资料：[官方公告](https://princetondg.com/press-releases/pdg-acquires-240-mw-of-powered-land-in-jakarta-advancing-its-rapid-expansion-across-asia/)。" }, { "id": "dc-research-20261011-sea-031", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "Digital Edge EDGE2", "public_location": "South Jakarta，Jl. Kuningan Mulia，12980", "city": null, "address_precision": null, "roles": { "developer_or_builder": "PT Ekagrata Data Gemilang；Digital Edge 与 Indonet", "operator": "Digital Edge Indonesia", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "23 MW IT；约 3,400 racks", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-02-28 投运", "boundary": null, "evidence_date_text": "2024-02-28 投运", "sources": [ "https://id.digitaledgedc.com/news/edge2-23-mw-data-center-facility-in-the-heart-of-jakarta-is-ready-for-service", "https://www.peeringdb.com/fac/15081" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "302f72665f120fd5c28e756fec613a38796a3b341e45d8ec3d6a23c1dfbc1891", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Digital Edge EDGE2\n\n**地点：**South Jakarta，Jl. Kuningan Mulia，12980。\n\n**建设主体：**PT Ekagrata Data Gemilang；Digital Edge 与 Indonet。**运营主体：**Digital Edge Indonesia。**使用主体：**未披露。\n\n**容量：**23 MW IT；约 3,400 racks。\n\n**阶段与日期：**2024-02-28 投运。\n\n资料：[官方投运](https://id.digitaledgedc.com/news/edge2-23-mw-data-center-facility-in-the-heart-of-jakarta-is-ready-for-service)、[运营商地址](https://www.peeringdb.com/fac/15081)。" }, { "id": "dc-research-20261011-sea-032", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "Digital Edge CGK Campus", "public_location": "Bekasi／Cikarang，GIIC Industrial Estate", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Digital Edge Indonesia；Indonet 网络合作，Stonepeak 支持", "operator": "Digital Edge", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "全园区 500 MW IT，可扩至 1 GW；首期三栋，不能把全园区远期容量记入当期建设", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "首期开发中；第一栋目标 Q4 2026，其后二栋 Q1 和 Q2 2027；2026-03 获绿贷", "boundary": null, "evidence_date_text": "首期开发中；第一栋目标 Q4 2026，其后二栋 Q1 和 Q2 2027；2026-03 获绿贷", "sources": [ "https://id.digitaledgedc.com/news/digital-edge-4-5b-cgk-500mw-ai-ready-hyperscale-campus-indonesia", "https://id.digitaledgedc.com/news/digital-edge-secures-us665m-green-loan" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "1790cfe8ca73966eeb231150faebfec72b90adc3c1fa8c9e5c92c4facf98f7ac", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Digital Edge CGK Campus\n\n**地点：**Bekasi／Cikarang，GIIC Industrial Estate。\n\n**建设主体：**Digital Edge Indonesia；Indonet 网络合作，Stonepeak 支持。**运营主体：**Digital Edge。**使用主体：**未披露。\n\n**容量：**全园区 500 MW IT，可扩至 1 GW；首期三栋，不能把全园区远期容量记入当期建设。\n\n**阶段与日期：**首期开发中；第一栋目标 Q4 2026，其后二栋 Q1 和 Q2 2027；2026-03 获绿贷。\n\n资料：[官方项目公告](https://id.digitaledgedc.com/news/digital-edge-4-5b-cgk-500mw-ai-ready-hyperscale-campus-indonesia)、[绿贷](https://id.digitaledgedc.com/news/digital-edge-secures-us665m-green-loan)。" }, { "id": "dc-research-20261011-sea-033", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "BDx CGK4 与 AI Campus 2", "public_location": "西爪哇 Purwakarta，Jatiluhur；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "BDx Indonesia，为 BDx、Indosat Ooredoo Hutchison、Lintasarta 合作体系", "operator": "BDx Indonesia", "disclosed_user": "原有 AI 生态涉及 Indosat 与 Lintasarta；扩建终端租户未披露；NVIDIA 为技术合作方" }, "capacity": { "quoted_text": "新阶段 640 MW IT 分期设计；845 MVA 是 PLN 供电，不能与 IT 相加；首栋 120 MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "旧阶段 2024 开业；2026-09-22 新扩建开工，首栋目标 2027 年初。官网 Operational 不能解释成 640 MW 全量运营", "boundary": null, "evidence_date_text": "旧阶段 2024 开业；2026-09-22 新扩建开工，首栋目标 2027 年初。官网 Operational 不能解释成 640 MW 全量运营", "sources": [ "https://www.bdxworld.com/locations/cgk4/", "https://www.bdxworld.com/news/", "https://www.datacenterdynamics.com/en/news/bdx-breaks-ground-on-ai-campus-2-in-jatiluhur-indonesia/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "db41dbe5e9101220dce85c4d15627e9c72da9b524ffe75d4cecd9d5750def69c", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### BDx CGK4 与 AI Campus 2\n\n**地点：**西爪哇 Purwakarta，Jatiluhur；门牌未披露。\n\n**建设主体：**BDx Indonesia，为 BDx、Indosat Ooredoo Hutchison、Lintasarta 合作体系。**运营主体：**BDx Indonesia。**使用主体：**原有 AI 生态涉及 Indosat 与 Lintasarta；扩建终端租户未披露；NVIDIA 为技术合作方。\n\n**容量：**新阶段 640 MW IT 分期设计；845 MVA 是 PLN 供电，不能与 IT 相加；首栋 120 MW。\n\n**阶段与日期：**旧阶段 2024 开业；2026-09-22 新扩建开工，首栋目标 2027 年初。官网 Operational 不能解释成 640 MW 全量运营。\n\n资料：[设施页](https://www.bdxworld.com/locations/cgk4/)、[官方新闻索引](https://www.bdxworld.com/news/)、[开工交叉核实](https://www.datacenterdynamics.com/en/news/bdx-breaks-ground-on-ai-campus-2-in-jatiluhur-indonesia/)。" }, { "id": "dc-research-20261011-sea-034", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "DayOne Batam Nongsa", "public_location": "廖内群岛 Batam，Nongsa Digital Park；街址未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "DayOne", "operator": "DayOne", "disclosed_user": "客户未披露" }, "capacity": { "quoted_text": "2026-09-20：72 MW IT RFS、240 MW IT 在建、120 MW IT 对应 secured powered land；RFS 非实际服务器负荷", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "部分运营与扩建；分期状态以最新 SEC 披露为准", "boundary": null, "evidence_date_text": "部分运营与扩建；分期状态以最新 SEC 披露为准", "sources": [ "https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "3e8f8df831b095c5e017084eb478c007b99d09395683d112493b6d602b61c385", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DayOne Batam Nongsa\n\n**地点：**廖内群岛 Batam，Nongsa Digital Park；街址未披露。\n\n**建设主体：**DayOne。**运营主体：**DayOne。**使用主体：**客户未披露。\n\n**容量：**2026-09-20：72 MW IT RFS、240 MW IT 在建、120 MW IT 对应 secured powered land；RFS 非实际服务器负荷。\n\n**阶段与日期：**部分运营与扩建；分期状态以最新 SEC 披露为准。\n\n资料：[SEC F-1 第 103 页](https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm)。" }, { "id": "dc-research-20261011-sea-035", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "AWS Jakarta Region", "public_location": "Jakarta 区域；物理楼宇街址未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Amazon Web Services，建设与租赁拆分未公开", "operator": "AWS", "disclosed_user": "AWS 云用户；单楼租户未披露" }, "capacity": { "quoted_text": "3 Availability Zones，MW 未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2021-12-13 云区域上线", "boundary": null, "evidence_date_text": "2021-12-13 云区域上线", "sources": [ "https://aws.amazon.com/blogs/aws/now-open-aws-asia-pacific-jakarta-region/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "eb4985018b85382f5d587ba66f19ca4e0097cd53391f1dac2685bdf313eea66f", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AWS Jakarta Region\n\n**地点：**Jakarta 区域；物理楼宇街址未披露。\n\n**建设主体：**Amazon Web Services，建设与租赁拆分未公开。**运营主体：**AWS。**使用主体：**AWS 云用户；单楼租户未披露。\n\n**容量：**3 Availability Zones，MW 未披露。\n\n**阶段与日期：**2021-12-13 云区域上线。\n\n资料：[AWS 官方](https://aws.amazon.com/blogs/aws/now-open-aws-asia-pacific-jakarta-region/)。" }, { "id": "dc-research-20261011-sea-036", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "ID", "country_label": "印尼", "name": "Microsoft Indonesia Central", "public_location": "Indonesia Central；机房具体城市地块与街址未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Microsoft，建设与第三方租赁拆分未公开", "operator": "Microsoft Azure", "disclosed_user": "Azure 云用户，单楼租户未披露" }, "capacity": { "quoted_text": "MW 未披露；不得从投资额换算 GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-04-15 GA，2025-05-27 正式发布，2025-11 继续扩充 AI 云服务", "boundary": null, "evidence_date_text": "2025-04-15 GA，2025-05-27 正式发布，2025-11 继续扩充 AI 云服务", "sources": [ "https://news.microsoft.com/id-id/2025/05/27/microsoft-opens-indonesia-central/", "https://news.microsoft.com/source/asia/2025/11/25/microsoft-expands-ai-infrastructure-and-cloud-services-in-indonesia-empowering-more-organizations-to-innovate-locally/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ac0c6b2cc3e3ba095385abc63b0d16eeada8fa5c8bc6fb31bcd02b9d5a0ab664", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Microsoft Indonesia Central\n\n**地点：**Indonesia Central；机房具体城市地块与街址未披露。\n\n**建设主体：**Microsoft，建设与第三方租赁拆分未公开。**运营主体：**Microsoft Azure。**使用主体：**Azure 云用户，单楼租户未披露。\n\n**容量：**MW 未披露；不得从投资额换算 GW。\n\n**阶段与日期：**2025-04-15 GA，2025-05-27 正式发布，2025-11 继续扩充 AI 云服务。\n\n资料：[Microsoft 发布](https://news.microsoft.com/id-id/2025/05/27/microsoft-opens-indonesia-central/)、[服务扩充](https://news.microsoft.com/source/asia/2025/11/25/microsoft-expands-ai-infrastructure-and-cloud-services-in-indonesia-empowering-more-organizations-to-innovate-locally/)。" }, { "id": "dc-research-20261011-sea-037", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "STT Bangkok 1", "public_location": "Bangkok，Hua Mak／Bang Kapi，1 Soi Ramkhamhaeng 28，10240", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Frasers Property 与 STTGDC 合资", "operator": "STTGDC Thailand", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "最新 2025-10 factsheet 23 MW IT，取代早期 20 至 22 MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2021-09 起运营", "boundary": null, "evidence_date_text": "2021-09 起运营", "sources": [ "https://www.sttelemediagdc.com/th-en/locations/bangkok", "https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-11/STT_Bangkok_1_Fact_Sheet_20251022_0.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "4e22e9b99aff907acc7daf900f708b4e235917e9987f58540e5e0c63976d39f4", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### STT Bangkok 1\n\n**地点：**Bangkok，Hua Mak／Bang Kapi，1 Soi Ramkhamhaeng 28，10240。\n\n**建设主体：**Frasers Property 与 STTGDC 合资。**运营主体：**STTGDC Thailand。**使用主体：**未披露。\n\n**容量：**最新 2025-10 factsheet 23 MW IT，取代早期 20 至 22 MW。\n\n**阶段与日期：**2021-09 起运营。\n\n资料：[当前官网](https://www.sttelemediagdc.com/th-en/locations/bangkok)、[官方 factsheet](https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-11/STT_Bangkok_1_Fact_Sheet_20251022_0.pdf)。" }, { "id": "dc-research-20261011-sea-038", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "STT Bangkok 2", "public_location": "Bangkok，Hua Mak，1 Soi Ramkhamhaeng 28，10240，与 Bangkok 1 同园区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Frasers Property 与 STTGDC 合资", "operator": "STTGDC Thailand 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "24 MW IT 设计", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-03-03 宣布施工，目标 Q4 2026；当前官网 under development；9 月监管重整后逐项目进度未确认", "boundary": null, "evidence_date_text": "2025-03-03 宣布施工，目标 Q4 2026；当前官网 under development；9 月监管重整后逐项目进度未确认", "sources": [ "https://www.sttgdc.com/newsroom/stt-gdc-thailand-commences-construction-stt-bangkok-2", "https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-11/STT_Bangkok_2_Fact_Sheet_20251022.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "a3bc37b3dc17cbfd75b6a8173feef1b3f7e839a6ba95e475664d404d675bf8fb", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### STT Bangkok 2\n\n**地点：**Bangkok，Hua Mak，1 Soi Ramkhamhaeng 28，10240，与 Bangkok 1 同园区。\n\n**建设主体：**Frasers Property 与 STTGDC 合资。**运营主体：**STTGDC Thailand 拟运营。**使用主体：**未披露。\n\n**容量：**24 MW IT 设计。\n\n**阶段与日期：**2025-03-03 宣布施工，目标 Q4 2026；当前官网 under development；9 月监管重整后逐项目进度未确认。\n\n资料：[施工公告](https://www.sttgdc.com/newsroom/stt-gdc-thailand-commences-construction-stt-bangkok-2)、[factsheet](https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-11/STT_Bangkok_2_Fact_Sheet_20251022.pdf)。" }, { "id": "dc-research-20261011-sea-039", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "STT Bangkok 3", "public_location": "Bangkok，Pathumwan，One Bangkok，CUP Building 3 至 4 FL，183 Wireless Road，Lumpini 10330", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Frasers Property 与 STTGDC 合作", "operator": "STTGDC Thailand", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "2 MW IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-06 官方确认运营", "boundary": null, "evidence_date_text": "2024-06 官方确认运营", "sources": [ "https://www.sttgdc.com/th-en/newsroom/2024-frost-sullivan-DC-Colocation-Services-Thailand", "https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-11/STT_Bangkok_3_Factsheet_Oct_2025.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "6efa0528c7271a5d51e0c7e5c442c76a6ce53d18b54aae39e5e32063ff4c8024", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### STT Bangkok 3\n\n**地点：**Bangkok，Pathumwan，One Bangkok，CUP Building 3 至 4 FL，183 Wireless Road，Lumpini 10330。\n\n**建设主体：**Frasers Property 与 STTGDC 合作。**运营主体：**STTGDC Thailand。**使用主体：**未披露。\n\n**容量：**2 MW IT。\n\n**阶段与日期：**2024-06 官方确认运营。\n\n资料：[运营状态](https://www.sttgdc.com/th-en/newsroom/2024-frost-sullivan-DC-Colocation-Services-Thailand)、[factsheet 地址](https://assets.sttelemediagdc.com/sttgdc/global_en/public/2025-11/STT_Bangkok_3_Factsheet_Oct_2025.pdf)。" }, { "id": "dc-research-20261011-sea-040", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "DayOne Chonburi Tech Park", "public_location": "Chonburi，Amata City Chonburi Industrial Estate；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "DayOne；AMATA 土地与工业园基础设施合作", "operator": "DayOne", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "当前园区页 300 MW campus 未细分口径；2025 开工 180 MW 是 grid；最新 SEC 大曼谷合计 RFS 73／在建 47／带电土地 94 MW IT。地理聚合与园区规模不可相加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-03-17 初始开工；部分已 RFS。2026-09-20 SEC 为最新资产阶段；1 GW power platform 属更长期电力目标", "boundary": null, "evidence_date_text": "2025-03-17 初始开工；部分已 RFS。2026-09-20 SEC 为最新资产阶段；1 GW power platform 属更长期电力目标", "sources": [ "https://dayonedc.com/market/greater-bangkok", "https://dayonedc.com/news/dayone-breaks-ground-on-hyperscale-data-center-in-chonburi-pioneering-thailands-digital-future/dayone_pr_breaks-ground-in-chonburi", "https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "3de3fa9be887bb056bc271162dec513d9bf7bf85a9b4c6bd84374a2369532a71", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### DayOne Chonburi Tech Park\n\n**地点：**Chonburi，Amata City Chonburi Industrial Estate；门牌未披露。\n\n**建设主体：**DayOne；AMATA 土地与工业园基础设施合作。**运营主体：**DayOne。**使用主体：**未披露。\n\n**容量：**当前园区页 300 MW campus 未细分口径；2025 开工 180 MW 是 grid；最新 SEC 大曼谷合计 RFS 73／在建 47／带电土地 94 MW IT。地理聚合与园区规模不可相加。\n\n**阶段与日期：**2025-03-17 初始开工；部分已 RFS。2026-09-20 SEC 为最新资产阶段；1 GW power platform 属更长期电力目标。\n\n资料：[当前园区](https://dayonedc.com/market/greater-bangkok)、[开工](https://dayonedc.com/news/dayone-breaks-ground-on-hyperscale-data-center-in-chonburi-pioneering-thailands-digital-future/dayone_pr_breaks-ground-in-chonburi)、[SEC](https://www.sec.gov/Archives/edgar/data/2118192/000119312526414188/d223752df1.htm)。" }, { "id": "dc-research-20261011-sea-041", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "GSA01 Next01", "public_location": "Samut Prakan，Bang Phli，Thepharak Road", "city": null, "address_precision": null, "roles": { "developer_or_builder": "GSA Data Center 01 Co；Gulf、AIS、Singtel 合资", "operator": "GSA", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "25.6 MW service capacity，法定披露未明确 IT 或设施输入", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025 Q2 商运", "boundary": null, "evidence_date_text": "2025 Q2 商运", "sources": [ "https://market.sec.or.th/public/idisc/Download?FILEID=dat/news/202601/2023NWS090120261743000170E.pdf", "https://www.epi-certification.com/sites/details/1609", "https://www.adb.org/news/adb-gsa-sign-deal-open-green-data-center-thailand" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "59a4501e39091b0011810b0c45b9ab55afafb2c315e3c2631bf563737d89afd6", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### GSA01 Next01\n\n**地点：**Samut Prakan，Bang Phli，Thepharak Road。\n\n**建设主体：**GSA Data Center 01 Co；Gulf、AIS、Singtel 合资。**运营主体：**GSA。**使用主体：**未披露。\n\n**容量：**25.6 MW service capacity，法定披露未明确 IT 或设施输入。\n\n**阶段与日期：**2025 Q2 商运。\n\n资料：[Gulf 法定披露](https://market.sec.or.th/public/idisc/Download?FILEID=dat/news/202601/2023NWS090120261743000170E.pdf)、[EPI 地址](https://www.epi-certification.com/sites/details/1609)、[ADB 融资](https://www.adb.org/news/adb-gsa-sign-deal-open-green-data-center-thailand)。" }, { "id": "dc-research-20261011-sea-042", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "GSA02", "public_location": "Chonburi，EEC；具体门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "GSA，Gulf／AIS／Singtel 合资体系", "operator": "GSA 拟运营", "disclosed_user": "约 60% 容量已有协议或确定意向，实名未披露" }, "capacity": { "quoted_text": "38.1 MW service capacity；2026 AGM 写 38.0 MW 为近似数，口径未再定义 IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-01 在建，目标 Q1 2027 商运；9 月后项目级复工进度未确认", "boundary": null, "evidence_date_text": "2026-01 在建，目标 Q1 2027 商运；9 月后项目级复工进度未确认", "sources": [ "https://market.sec.or.th/public/idisc/Download?FILEID=dat/news/202601/2023NWS090120261743000170E.pdf", "https://investor.gulf.co.th/storage/document/shareholder-meetings/agm2026/gulf-agm2026-minutes-en.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "bc6c8a50490dc95eba1f7e12fc4ff34652413fb81319a05c468fe3a6f3773440", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### GSA02\n\n**地点：**Chonburi，EEC；具体门牌未披露。\n\n**建设主体：**GSA，Gulf／AIS／Singtel 合资体系。**运营主体：**GSA 拟运营。**使用主体：**约 60% 容量已有协议或确定意向，实名未披露。\n\n**容量：**38.1 MW service capacity；2026 AGM 写 38.0 MW 为近似数，口径未再定义 IT。\n\n**阶段与日期：**2026-01 在建，目标 Q1 2027 商运；9 月后项目级复工进度未确认。\n\n资料：[法定披露](https://market.sec.or.th/public/idisc/Download?FILEID=dat/news/202601/2023NWS090120261743000170E.pdf)、[2026 AGM](https://investor.gulf.co.th/storage/document/shareholder-meetings/agm2026/gulf-agm2026-minutes-en.pdf)。" }, { "id": "dc-research-20261011-sea-043", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "Gulf Edge Data Center 01 原 GSA03", "public_location": "Rayong，EEC；门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "2026-01 重整：Gulf Edge DC 70%，AIS DC Venture 30%；本项目不再沿用 Singtel 股东描述", "operator": "Gulf Edge Data Center", "disclosed_user": "用户意向及协议谈判中，实名未披露" }, "capacity": { "quoted_text": "一期 100 MW service capacity；口径未明确 IT 与设施", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-01 under development，目标 2027 商运；9 月后逐项目进度未确认", "boundary": null, "evidence_date_text": "2026-01 under development，目标 2027 商运；9 月后逐项目进度未确认", "sources": [ "https://market.sec.or.th/public/idisc/Download?FILEID=dat/news/202601/2023NWS090120261743000170E.pdf", "https://investor.gulf.co.th/storage/document/shareholder-meetings/agm2026/gulf-agm2026-minutes-en.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "9dc258e39273969df8e6df1a94b9c0a5895511e72d65b3327d653b5148db3ca7", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Gulf Edge Data Center 01 原 GSA03\n\n**地点：**Rayong，EEC；门牌未披露。\n\n**建设主体：**2026-01 重整：Gulf Edge DC 70%，AIS DC Venture 30%；本项目不再沿用 Singtel 股东描述。**运营主体：**Gulf Edge Data Center。**使用主体：**用户意向及协议谈判中，实名未披露。\n\n**容量：**一期 100 MW service capacity；口径未明确 IT 与设施。\n\n**阶段与日期：**2026-01 under development，目标 2027 商运；9 月后逐项目进度未确认。\n\n资料：[股权与状态](https://market.sec.or.th/public/idisc/Download?FILEID=dat/news/202601/2023NWS090120261743000170E.pdf)、[名称与一期容量](https://investor.gulf.co.th/storage/document/shareholder-meetings/agm2026/gulf-agm2026-minutes-en.pdf)。" }, { "id": "dc-research-20261011-sea-044", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "Google Thailand data centre", "public_location": "数据中心 Chonburi；云区域 Bangkok；街址未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Google", "operator": "Google", "disclosed_user": "Google Cloud、Search、Maps、Workspace 等自用服务" }, "capacity": { "quoted_text": "MW 未披露；10 亿美元计划不能换算 IT MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-09 公布，2026-09 仍有计划推进会面；未确认全设施投运", "boundary": null, "evidence_date_text": "2024-09 公布，2026-09 仍有计划推进会面；未确认全设施投运", "sources": [ "https://blog.google/intl/th-th/company-news/technology/2024_09_ai-samart-thailand/", "https://www.nationthailand.com/business/investment/40071418" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ccf28c54bb1677c6fb282e8cfc4be8118f321190f0f0cfde9c799571e711e5fb", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Google Thailand data centre\n\n**地点：**数据中心 Chonburi；云区域 Bangkok；街址未披露。\n\n**建设主体：**Google。**运营主体：**Google。**使用主体：**Google Cloud、Search、Maps、Workspace 等自用服务。\n\n**容量：**MW 未披露；10 亿美元计划不能换算 IT MW。\n\n**阶段与日期：**2024-09 公布，2026-09 仍有计划推进会面；未确认全设施投运。\n\n资料：[Google 原文](https://blog.google/intl/th-th/company-news/technology/2024_09_ai-samart-thailand/)、[2026 会面](https://www.nationthailand.com/business/investment/40071418)。" }, { "id": "dc-research-20261011-sea-045", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "TH", "country_label": "泰国", "name": "AWS Thailand Region", "public_location": "Thailand；物理楼宇地址未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Amazon Web Services，实体机房建设与租赁拆分未公开", "operator": "AWS", "disclosed_user": "AWS 云用户；单楼租户未披露" }, "capacity": { "quoted_text": "3 Availability Zones，MW 未披露；AZ 不是建筑栋数", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-01-07 云区域上线", "boundary": null, "evidence_date_text": "2025-01-07 云区域上线", "sources": [ "https://press.aboutamazon.com/2025/1/aws-launches-infrastructure-region-in-thailand" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "11fadbc36cf02e3f95dd7baf2a5c3dcb8b2858a30dc9292b9d655960b7170443", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AWS Thailand Region\n\n**地点：**Thailand；物理楼宇地址未披露。\n\n**建设主体：**Amazon Web Services，实体机房建设与租赁拆分未公开。**运营主体：**AWS。**使用主体：**AWS 云用户；单楼租户未披露。\n\n**容量：**3 Availability Zones，MW 未披露；AZ 不是建筑栋数。\n\n**阶段与日期：**2025-01-07 云区域上线。\n\n资料：[Amazon 官方](https://press.aboutamazon.com/2025/1/aws-launches-infrastructure-region-in-thailand)。" }, { "id": "dc-research-20261011-sea-046", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "Viettel Hoa Lac 3", "public_location": "河内 Hoa Lac Hi-Tech Park，Thach That，Thang Long Boulevard Km 29（园区级地址）", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Viettel Group", "operator": "Viettel IDC", "disclosed_user": "客户名单未披露" }, "capacity": { "quoted_text": "30 MW 总电力设计容量，IT MW 未披露；2,400 racks", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-04-10 投运", "boundary": null, "evidence_date_text": "2024-04-10 投运", "sources": [ "https://viettelamerica.com/2024/04/10/viettel-launches-vietnams-largest-green-data-center-ready-for-ai-development/", "https://baochinhphu.vn/viettel-khai-truong-trung-tam-du-lieu-co-cong-suat-tieu-thu-dien-30mw-102240410151008376.htm" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "a6928be4605f222d729f33a768ba4ae4a34ffdacbb870ad70b3241f4f14be8f9", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Viettel Hoa Lac 3\n\n**地点：**河内 Hoa Lac Hi-Tech Park，Thach That，Thang Long Boulevard Km 29（园区级地址）。\n\n**建设主体：**Viettel Group。**运营主体：**Viettel IDC。**使用主体：**客户名单未披露。\n\n**容量：**30 MW 总电力设计容量，IT MW 未披露；2,400 racks。\n\n**阶段与日期：**2024-04-10 投运。\n\n资料：[Viettel 开业公告](https://viettelamerica.com/2024/04/10/viettel-launches-vietnams-largest-green-data-center-ready-for-ai-development/)、[越南政府电力口径](https://baochinhphu.vn/viettel-khai-truong-trung-tam-du-lieu-co-cong-suat-tieu-thu-dien-30mw-102240410151008376.htm)。" }, { "id": "dc-research-20261011-sea-047", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "Viettel Tan Phu Trung", "public_location": "胡志明市 Cu Chi，Tan Phu Trung Industrial Park（园区级地址）", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Viettel Group；承建 Vinaconex", "operator": "Viettel／Viettel IDC", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "远期设计 140 MW 总电力；约 10,000 racks；本期实际 IT 与在建 MW 未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-04-23 开工，分期建设；140 MW 不能全部归入 IT 在建量", "boundary": null, "evidence_date_text": "2025-04-23 开工，分期建设；140 MW 不能全部归入 IT 在建量", "sources": [ "https://tphcm.baochinhphu.vn/viettel-khoi-cong-trung-tam-du-lieu-nghien-cuu-phat-trien-cong-nghe-cao-quy-mo-sieu-lon-tai-tphcm-101250423174919218.htm", "https://vinaconex.com.vn/public/en/tin-tuc/vinaconex-dong-hanh-cung-viettel-tai-du-an-trung-tam-du-lieu-lon-nhat-viet-nam.html" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "c29d69c606277adf2fb53fd3f7ee1161846e60d646bcc7df556560816b89375a", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Viettel Tan Phu Trung\n\n**地点：**胡志明市 Cu Chi，Tan Phu Trung Industrial Park（园区级地址）。\n\n**建设主体：**Viettel Group；承建 Vinaconex。**运营主体：**Viettel／Viettel IDC。**使用主体：**未披露。\n\n**容量：**远期设计 140 MW 总电力；约 10,000 racks；本期实际 IT 与在建 MW 未披露。\n\n**阶段与日期：**2025-04-23 开工，分期建设；140 MW 不能全部归入 IT 在建量。\n\n资料：[越南政府开工公告](https://tphcm.baochinhphu.vn/viettel-khoi-cong-trung-tam-du-lieu-nghien-cuu-phat-trien-cong-nghe-cao-quy-mo-sieu-lon-tai-tphcm-101250423174919218.htm)、[Vinaconex 承建说明](https://vinaconex.com.vn/public/en/tin-tuc/vinaconex-dong-hanh-cung-viettel-tai-du-an-trung-tam-du-lieu-lon-nhat-viet-nam.html)。" }, { "id": "dc-research-20261011-sea-048", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "STT VNG Ho Chi Minh City 1", "public_location": "胡志明市 Tan Thuan；Lot S.38b-39-40，Road No.18，Tan Thuan Export Processing Zone（运营商地址；VNG联系人页另写 Road 19）", "city": null, "address_precision": null, "roles": { "developer_or_builder": "VNG／STTGDC 合资", "operator": "STTGDC Vietnam／VNG Data Center JSC", "disclosed_user": "具体客户未披露；VNGGames、VNG Cloud 为直接互联对象" }, "capacity": { "quoted_text": "官网当前明确 11.2 MW IT load；2024 旧公告为 9.6 MW 电力，按新产品页记录，不能叠加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已运营；现有业务不受 2026-08 VTH 地块股权出售影响", "boundary": null, "evidence_date_text": "已运营；现有业务不受 2026-08 VTH 地块股权出售影响", "sources": [ "https://www.sttgdc.com/vn-en/locations/ho-chi-minh-city", "https://www.sttgdc.com/vn-en/contact", "https://www.sttgdc.com/vn-en/newsroom/stt-gdc-confirms-proposed-sale-of-interest-vth" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "a6d00d4b41a7f4619d52b783a471bd7a8645e19e5330997b42af1d51f4b4ee58", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### STT VNG Ho Chi Minh City 1\n\n**地点：**胡志明市 Tan Thuan；Lot S.38b-39-40，Road No.18，Tan Thuan Export Processing Zone（运营商地址；VNG联系人页另写 Road 19）。\n\n**建设主体：**VNG／STTGDC 合资。**运营主体：**STTGDC Vietnam／VNG Data Center JSC。**使用主体：**具体客户未披露；VNGGames、VNG Cloud 为直接互联对象。\n\n**容量：**官网当前明确 11.2 MW IT load；2024 旧公告为 9.6 MW 电力，按新产品页记录，不能叠加。\n\n**阶段与日期：**已运营；现有业务不受 2026-08 VTH 地块股权出售影响。\n\n资料：[运营商当前 IT 容量](https://www.sttgdc.com/vn-en/locations/ho-chi-minh-city)、[运营商地址](https://www.sttgdc.com/vn-en/contact)、[VTH 地块退出公告](https://www.sttgdc.com/vn-en/newsroom/stt-gdc-confirms-proposed-sale-of-interest-vth)。" }, { "id": "dc-research-20261011-sea-049", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "FPT Fornix HCM02", "public_location": "胡志明市 Saigon Hi-Tech Park，Tang Nhon Phu，Lot T2-5，D1 Road", "city": null, "address_precision": null, "roles": { "developer_or_builder": "FPT Corporation／FPT Telecom", "operator": "FPT Telecom／FTI", "disclosed_user": "具体客户未披露；提供 Fornix Private Cloud 与托管服务" }, "capacity": { "quoted_text": "3,600 racks、约 10,000 m²；未找到可核实 MW，不能由 racks 自行换算", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-08-20 正式投运", "boundary": null, "evidence_date_text": "2025-08-20 正式投运", "sources": [ "https://fpt.com/en/news/fpt-inaugurates-vietnams-largest-data-center-empowering-national-digital-sovereignty-and-paving-the-way-for-the-ai-era", "https://www.epi-certification.com/sites/map/Vietnam/0/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ae41744f8ced80ad0ec998c7024e62ee6ab79213d7926b6c7848ab28329928c9", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### FPT Fornix HCM02\n\n**地点：**胡志明市 Saigon Hi-Tech Park，Tang Nhon Phu，Lot T2-5，D1 Road。\n\n**建设主体：**FPT Corporation／FPT Telecom。**运营主体：**FPT Telecom／FTI。**使用主体：**具体客户未披露；提供 Fornix Private Cloud 与托管服务。\n\n**容量：**3,600 racks、约 10,000 m²；未找到可核实 MW，不能由 racks 自行换算。\n\n**阶段与日期：**2025-08-20 正式投运。\n\n资料：[FPT 投运公告](https://fpt.com/en/news/fpt-inaugurates-vietnams-largest-data-center-empowering-national-digital-sovereignty-and-paving-the-way-for-the-ai-era)、[EPI 认证地址](https://www.epi-certification.com/sites/map/Vietnam/0/)。" }, { "id": "dc-research-20261011-sea-050", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "CMC Tan Thuan", "public_location": "胡志明市第七郡 Tan Thuan Export Processing Zone，CMC Creative Space（园区级地址）", "city": null, "address_precision": null, "roles": { "developer_or_builder": "CMC Corporation／CMC Telecom", "operator": "CMC Telecom", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "公司披露 12 MW 总容量／供电；未明确可与国家 IT 统计直接对应的口径；1,200 racks", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2022 年投运，2022-06 取得建成设施 Tier III 认证", "boundary": null, "evidence_date_text": "2022 年投运，2022-06 取得建成设施 Tier III 认证", "sources": [ "https://www.cmc.com.vn/insight-detail/uptime-institutes-expert-cmcs-dc-is-the-most-modern-dc-in-vietnam-today-202206086681.html", "https://cmctelecom.vn/bai-viet/tan-thuan-data-center-bespoke-dc-for-you-2/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "2cfd58549c764c38a78f19682fa48f05acfbf09f3df931dabf5f3204bf9cbd57", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### CMC Tan Thuan\n\n**地点：**胡志明市第七郡 Tan Thuan Export Processing Zone，CMC Creative Space（园区级地址）。\n\n**建设主体：**CMC Corporation／CMC Telecom。**运营主体：**CMC Telecom。**使用主体：**未披露。\n\n**容量：**公司披露 12 MW 总容量／供电；未明确可与国家 IT 统计直接对应的口径；1,200 racks。\n\n**阶段与日期：**2022 年投运，2022-06 取得建成设施 Tier III 认证。\n\n资料：[CMC 官方容量与认证](https://www.cmc.com.vn/insight-detail/uptime-institutes-expert-cmcs-dc-is-the-most-modern-dc-in-vietnam-today-202206086681.html)、[CMC 开业与地址](https://cmctelecom.vn/bai-viet/tan-thuan-data-center-bespoke-dc-for-you-2/)。" }, { "id": "dc-research-20261011-sea-051", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "CMC Hyperscale SHTP", "public_location": "胡志明市 Tang Nhon Phu，Saigon Hi-Tech Park，Lot T4-3，D2 Road", "city": null, "address_precision": null, "roles": { "developer_or_builder": "CMC Corporation／CMC Telecom；Samsung C&T 为战略合作方", "operator": "拟由 CMC 运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "初始设计 30 MW，可扩至 120 MW；官方简称容量未一致区分 IT／设施，暂保留原口径", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025 年投资获批；2026-03 设计咨询招标，归入获批规划；未用预定开工日推定已开工", "boundary": null, "evidence_date_text": "2025 年投资获批；2026-03 设计咨询招标，归入获批规划；未用预定开工日推定已开工", "sources": [ "https://cmctelecom.vn/bai-viet/cmc-ky-ket-hop-tac-chien-luoc-voi-samsung-ct-ta%CC%A3i-die%CC%83n-dan-kinh-te-vie%CC%A3t-nam-han-quoc/", "https://www.datacenterdynamics.com/en/product-news/cmc-opens-design-consulting-tender-for-hyperscale-data-center-project-in-ho-chi-minh-city/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "d02368f7b43cc8bac0ec7e871110b0b0c3acd74ae0607474ca5c0f7ba418eb53", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### CMC Hyperscale SHTP\n\n**地点：**胡志明市 Tang Nhon Phu，Saigon Hi-Tech Park，Lot T4-3，D2 Road。\n\n**建设主体：**CMC Corporation／CMC Telecom；Samsung C&T 为战略合作方。**运营主体：**拟由 CMC 运营。**使用主体：**未披露。\n\n**容量：**初始设计 30 MW，可扩至 120 MW；官方简称容量未一致区分 IT／设施，暂保留原口径。\n\n**阶段与日期：**2025 年投资获批；2026-03 设计咨询招标，归入获批规划；未用预定开工日推定已开工。\n\n资料：[CMC 官方容量说明](https://cmctelecom.vn/bai-viet/cmc-ky-ket-hop-tac-chien-luoc-voi-samsung-ct-ta%CC%A3i-die%CC%83n-dan-kinh-te-vie%CC%A3t-nam-han-quoc/)、[公司设计招标新闻稿及具体地块](https://www.datacenterdynamics.com/en/product-news/cmc-opens-design-consulting-tender-for-hyperscale-data-center-project-in-ho-chi-minh-city/)。" }, { "id": "dc-research-20261011-sea-052", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "Evolution VN01 EcoDC E4", "public_location": "河内 Thach That，Hoa Lac Hi-Tech Park，EcoDC E4", "city": null, "address_precision": null, "roles": { "developer_or_builder": "HITC 与 Evolution Data Centres", "operator": "HITC／Evolution 合作", "disclosed_user": "未披露；CMC、FPT、VNPT、Viettel、VNIX 是连接方" }, "capacity": { "quoted_text": "4.75 MW IT；约 750 racks", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "官网明确 In Operation，2026 当前产品页", "boundary": null, "evidence_date_text": "官网明确 In Operation，2026 当前产品页", "sources": [ "https://evolutiondatacentres.com/markets/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "bde6920be1c99dff7e8ea9495d78815f19d01af036beb3c83258a546c1353570", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Evolution VN01 EcoDC E4\n\n**地点：**河内 Thach That，Hoa Lac Hi-Tech Park，EcoDC E4。\n\n**建设主体：**HITC 与 Evolution Data Centres。**运营主体：**HITC／Evolution 合作。**使用主体：**未披露；CMC、FPT、VNPT、Viettel、VNIX 是连接方。\n\n**容量：**4.75 MW IT；约 750 racks。\n\n**阶段与日期：**官网明确 In Operation，2026 当前产品页。\n\n资料：[Evolution 市场页](https://evolutiondatacentres.com/markets/)。" }, { "id": "dc-research-20261011-sea-053", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "Evolution VN02", "public_location": "胡志明市 Tang Nhon Phu，Saigon Hi-Tech Park，Lot T8（49,554.7 m²）", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Evolution DC VN HCMC；Hathor、Frontier、Evolution 投资联合体；HITC 合作", "operator": "拟由 Evolution DC VN HCMC 运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "52 MW IT 园区设计；5,020 racks；本期建设 MW 未披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-03-30 注册许可，2026-08-25 交地；规划／设计建设准备，目标一期 Q4 2027 RFS", "boundary": null, "evidence_date_text": "2026-03-30 注册许可，2026-08-25 交地；规划／设计建设准备，目标一期 Q4 2027 RFS", "sources": [ "https://shtp.hochiminhcity.gov.vn/ban-giao-dat-tren-thuc-dia-tai-lo-t8-khu-cong-nghe-cao-phuong-tang-nhon-phu-thanh-pho-ho-chi-minh-cho-cong-ty-co-phan-evolution-dc-vn-hcmc-987.htm", "https://evolutiondatacentres.com/markets/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "54fed941e87b1d6620387f90bedd6007e1b36a79846b8829e76bb948293702b5", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Evolution VN02\n\n**地点：**胡志明市 Tang Nhon Phu，Saigon Hi-Tech Park，Lot T8（49,554.7 m²）。\n\n**建设主体：**Evolution DC VN HCMC；Hathor、Frontier、Evolution 投资联合体；HITC 合作。**运营主体：**拟由 Evolution DC VN HCMC 运营。**使用主体：**未披露。\n\n**容量：**52 MW IT 园区设计；5,020 racks；本期建设 MW 未披露。\n\n**阶段与日期：**2026-03-30 注册许可，2026-08-25 交地；规划／设计建设准备，目标一期 Q4 2027 RFS。\n\n资料：[SHTP 政府交地公告](https://shtp.hochiminhcity.gov.vn/ban-giao-dat-tren-thuc-dia-tai-lo-t8-khu-cong-nghe-cao-phuong-tang-nhon-phu-thanh-pho-ho-chi-minh-cho-cong-ty-co-phan-evolution-dc-vn-hcmc-987.htm)、[Evolution 当前产品页](https://evolutiondatacentres.com/markets/)。" }, { "id": "dc-research-20261011-sea-054", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "StarMason SHTP", "public_location": "胡志明市 Saigon Hi-Tech Park，Lot T9，约 4.46 ha", "city": null, "address_precision": null, "roles": { "developer_or_builder": "StarMason JSC；Sembcorp Development 持股 49%，合作方 BB Holdings", "operator": "拟由 StarMason 运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "获批设计 60 MW IT，可拓至 90 MW；60 与 90 为包含关系", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-03-27 宣布投资获批；2026-08 政府规划地块确认；分期规划，未据此视为全量在建", "boundary": null, "evidence_date_text": "2026-03-27 宣布投资获批；2026-08 政府规划地块确认；分期规划，未据此视为全量在建", "sources": [ "https://shtp.hochiminhcity.gov.vn/shtp-pmu-khu-cong-nghe-cao-tphcm-san-sang-quy-dat-dich-vu-quy-mo-lon-don-bo-ba-du-an-ha-tang-cong-nghe-va-y-sinh-gan-115-ty-usd-1000.htm", "https://www.sembcorp.com/media/kygln1ez/sembcorp-development-secures-investment-approval-to-develop-proposed-dc-campus-in-hcmc.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "aec32be201a773e9ad92fba55f06734d848afd474d373616974a0d2891d25416", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### StarMason SHTP\n\n**地点：**胡志明市 Saigon Hi-Tech Park，Lot T9，约 4.46 ha。\n\n**建设主体：**StarMason JSC；Sembcorp Development 持股 49%，合作方 BB Holdings。**运营主体：**拟由 StarMason 运营。**使用主体：**未披露。\n\n**容量：**获批设计 60 MW IT，可拓至 90 MW；60 与 90 为包含关系。\n\n**阶段与日期：**2026-03-27 宣布投资获批；2026-08 政府规划地块确认；分期规划，未据此视为全量在建。\n\n资料：[SHTP 政府容量与地块](https://shtp.hochiminhcity.gov.vn/shtp-pmu-khu-cong-nghe-cao-tphcm-san-sang-quy-dat-dich-vu-quy-mo-lon-don-bo-ba-du-an-ha-tang-cong-nghe-va-y-sinh-gan-115-ty-usd-1000.htm)、[Sembcorp 官方持股与远期容量](https://www.sembcorp.com/media/kygln1ez/sembcorp-development-secures-investment-approval-to-develop-proposed-dc-campus-in-hcmc.pdf)。" }, { "id": "dc-research-20261011-sea-055", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "AIC KBC SGI HCM Campus", "public_location": "胡志明市 Cu Chi，Tan Phu Trung Industrial Park，Lot B2-1", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Accelerated Infrastructure Capital 与 Kinh Bac City Development 合资；VietinBank 参与合作／融资", "operator": "最终运营法人未披露", "disclosed_user": "具体客户未披露；目标主权 AI 与国内外 HPC" }, "capacity": { "quoted_text": "2025 MoU 园区 200 MW，口径未明；2026 一期 AI factory 至多 50 MW IT／GPU 负荷；两数不得相加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-03-11 MoU 与投资注册递交，预定 4 月开工不能代替开工证据，归规划", "boundary": null, "evidence_date_text": "2026-03-11 MoU 与投资注册递交，预定 4 月开工不能代替开工证据，归规划", "sources": [ "https://kinhbaccity.vn/en/press-release-11-03-2026.htm", "https://vietnamnews.vn/economy/1767236/hcm-city-attracts-over-2-billion-investment-for-ai-data-centre.html" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "058bf1765a70a8ea3a6129d664a600af135b5e2225354c1621979d2defaf5719", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### AIC KBC SGI HCM Campus\n\n**地点：**胡志明市 Cu Chi，Tan Phu Trung Industrial Park，Lot B2-1。\n\n**建设主体：**Accelerated Infrastructure Capital 与 Kinh Bac City Development 合资；VietinBank 参与合作／融资。**运营主体：**最终运营法人未披露。**使用主体：**具体客户未披露；目标主权 AI 与国内外 HPC。\n\n**容量：**2025 MoU 园区 200 MW，口径未明；2026 一期 AI factory 至多 50 MW IT／GPU 负荷；两数不得相加。\n\n**阶段与日期：**2026-03-11 MoU 与投资注册递交，预定 4 月开工不能代替开工证据，归规划。\n\n资料：[KBC 2026 官方公告](https://kinhbaccity.vn/en/press-release-11-03-2026.htm)、[Vietnam News 一期 IT GPU 口径](https://vietnamnews.vn/economy/1767236/hcm-city-attracts-over-2-billion-investment-for-ai-data-centre.html)。" }, { "id": "dc-research-20261011-sea-056", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "VN", "country_label": "越南", "name": "G42 FPT Viet Thai sovereign AI infrastructure", "public_location": "越南，拟建 3 座数据中心；各城市及地址未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "G42 与 FPT Corporation、Viet Thai Group 联合体", "operator": "最终运营法人未披露", "disclosed_user": "计划服务政府与私人部门，具体客户未披露" }, "capacity": { "quoted_text": "MW 未披露；框架消费／投资承诺最多 10 亿美元，不能换算 GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-02-09 框架协议，审批、负荷分配与选址建设准备阶段", "boundary": null, "evidence_date_text": "2026-02-09 框架协议，审批、负荷分配与选址建设准备阶段", "sources": [ "https://www.mediaoffice.abudhabi/en/technology/g42-signs-us1bn-agreement-with-vietnamese-consortium-to-deploy-national-ai-and-cloud-infrastructure-across-vietnam/", "https://fpt.com/en/news/fpt-partners-strategically-to-develop-data-infrastructure-in-ho-chi-minh-city" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "99d43ac40e734dff1e8a5a92e915594aedbb59141988193b668ccf06c3f84e17", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### G42 FPT Viet Thai sovereign AI infrastructure\n\n**地点：**越南，拟建 3 座数据中心；各城市及地址未披露。\n\n**建设主体：**G42 与 FPT Corporation、Viet Thai Group 联合体。**运营主体：**最终运营法人未披露。**使用主体：**计划服务政府与私人部门，具体客户未披露。\n\n**容量：**MW 未披露；框架消费／投资承诺最多 10 亿美元，不能换算 GW。\n\n**阶段与日期：**2026-02-09 框架协议，审批、负荷分配与选址建设准备阶段。\n\n资料：[阿布扎比政府公告](https://www.mediaoffice.abudhabi/en/technology/g42-signs-us1bn-agreement-with-vietnamese-consortium-to-deploy-national-ai-and-cloud-infrastructure-across-vietnam/)、[FPT 官方公告](https://fpt.com/en/news/fpt-partners-strategically-to-develop-data-infrastructure-in-ho-chi-minh-city)。" }, { "id": "dc-research-20261011-sea-057", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "VITRO Santa Rosa", "public_location": "Laguna，Santa Rosa，Barangay Pulong Santa Cruz；VITRO Santa Rosa Compound", "city": null, "address_precision": null, "roles": { "developer_or_builder": "VITRO Inc／ePLDT／PLDT Group；承建 MDBI（Bouygues）与 Makati Development Corporation", "operator": "VITRO", "disclosed_user": "Toyota Motor Philippines（公开托管客户），其他客户未披露" }, "capacity": { "quoted_text": "50 MW 设施电力；产品册与承建方明确 36 MW IT 设计；2024 初始 IT 10 MW，后续分期激活，不把 36 MW 全量当实际负荷", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-04-23 正式开业；持续扩容", "boundary": null, "evidence_date_text": "2025-04-23 正式开业；持续扩容", "sources": [ "https://pia.gov.ph/news/newly-launched-hyperscale-data-center-in-laguna-to-usher-regional-development-pbbm/", "https://vitrodc.com/wp-content/uploads/2024/02/VITRO-BROCHURE-7232025.pdf", "https://vitrodc.com/toyota-motor-philippines-strengthens-digital-infrastructure-in-vitro-santa-rosa/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "9d446d4cd1c425ebb23b09098a27c2c9f867d37a880f2bbf03d71c02a5697bc5", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### VITRO Santa Rosa\n\n**地点：**Laguna，Santa Rosa，Barangay Pulong Santa Cruz；VITRO Santa Rosa Compound。\n\n**建设主体：**VITRO Inc／ePLDT／PLDT Group；承建 MDBI（Bouygues）与 Makati Development Corporation。**运营主体：**VITRO。**使用主体：**Toyota Motor Philippines（公开托管客户），其他客户未披露。\n\n**容量：**50 MW 设施电力；产品册与承建方明确 36 MW IT 设计；2024 初始 IT 10 MW，后续分期激活，不把 36 MW 全量当实际负荷。\n\n**阶段与日期：**2025-04-23 正式开业；持续扩容。\n\n资料：[菲律宾政府开业与电力口径](https://pia.gov.ph/news/newly-launched-hyperscale-data-center-in-laguna-to-usher-regional-development-pbbm/)、[VITRO 产品册 IT 口径](https://vitrodc.com/wp-content/uploads/2024/02/VITRO-BROCHURE-7232025.pdf)、[公开 Toyota 用户](https://vitrodc.com/toyota-motor-philippines-strengthens-digital-infrastructure-in-vitro-santa-rosa/)。" }, { "id": "dc-research-20261011-sea-058", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "STT Fairview campus", "public_location": "Metro Manila，Quezon City，Regalado Avenue，Fairview 1118", "city": null, "address_precision": null, "roles": { "developer_or_builder": "STTGDC Philippines（Globe、Ayala、STTGDC 合作）；一期承建 Leighton Asia 与 First Balfour", "operator": "STTGDC Philippines", "disclosed_user": "终端客户未披露；Globe、Radius、Source Telecoms 为连接伙伴" }, "capacity": { "quoted_text": "一期楼 28 MW IT；2 至 4 号楼各 32 MW IT；园区最终 124 MW IT；不能将 124 全量记为已运营", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期于 2025 至 2026 转入运营；2026-04 来源称已有 several MW 在服务；其他楼归开发规划，项目级在建分期未披露", "boundary": null, "evidence_date_text": "一期于 2025 至 2026 转入运营；2026-04 来源称已有 several MW 在服务；其他楼归开发规划，项目级在建分期未披露", "sources": [ "https://www.sttgdc.com/ph-en/locations/manila", "https://mb.com.ph/2026/04/20/new-globe-data-centers-to-run-entirely-on-renewable-energy", "https://www.leightonasia.com/en/projects/current/phase-1-of-stt-fairview-1" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "e52d3091486d9e50706ad7a3f301b3cc7107de189c805620fadba30410cbfde9", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### STT Fairview campus\n\n**地点：**Metro Manila，Quezon City，Regalado Avenue，Fairview 1118。\n\n**建设主体：**STTGDC Philippines（Globe、Ayala、STTGDC 合作）；一期承建 Leighton Asia 与 First Balfour。**运营主体：**STTGDC Philippines。**使用主体：**终端客户未披露；Globe、Radius、Source Telecoms 为连接伙伴。\n\n**容量：**一期楼 28 MW IT；2 至 4 号楼各 32 MW IT；园区最终 124 MW IT；不能将 124 全量记为已运营。\n\n**阶段与日期：**一期于 2025 至 2026 转入运营；2026-04 来源称已有 several MW 在服务；其他楼归开发规划，项目级在建分期未披露。\n\n资料：[运营商一期与各楼容量](https://www.sttgdc.com/ph-en/locations/manila)、[2026-04 运营进展](https://mb.com.ph/2026/04/20/new-globe-data-centers-to-run-entirely-on-renewable-energy)、[承建方](https://www.leightonasia.com/en/projects/current/phase-1-of-stt-fairview-1)。" }, { "id": "dc-research-20261011-sea-059", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "Digital Edge NARRA1", "public_location": "Laguna，Biñan，Lot 3 Block 4 Phase 4，East Science Avenue，Laguna Technopark 4024；官方产品册坐标 14.2734，121.0660", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Digital Edge 与 Threadborne Group 合作", "operator": "Digital Edge Philippines", "disclosed_user": "Rizal Commercial Banking Corporation（RCBC）公开客户" }, "capacity": { "quoted_text": "10 MW IT；2,200 cabinets", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2023-03 开业；2025-12 RCBC 客户合作", "boundary": null, "evidence_date_text": "2023-03 开业；2025-12 RCBC 客户合作", "sources": [ "https://www.digitaledgedc.com/resources/newsroom/digital-edges-manila-data-center-wins-prestigious-regional-award-for-energy-efficiency-innovation/", "https://www.epi-certification.com/sites/details/1388", "https://www.digitaledgedc.com/resources/newsroom/rcbc-partners-with-digital-edges-narra1/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ad50fa40f77477f2836be7c64acd0c7f82cd9d52649972753bc5eafba6c1bcc7", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Digital Edge NARRA1\n\n**地点：**Laguna，Biñan，Lot 3 Block 4 Phase 4，East Science Avenue，Laguna Technopark 4024；官方产品册坐标 14.2734，121.0660。\n\n**建设主体：**Digital Edge 与 Threadborne Group 合作。**运营主体：**Digital Edge Philippines。**使用主体：**Rizal Commercial Banking Corporation（RCBC）公开客户。\n\n**容量：**10 MW IT；2,200 cabinets。\n\n**阶段与日期：**2023-03 开业；2025-12 RCBC 客户合作。\n\n资料：[Digital Edge 官方容量与投运](https://www.digitaledgedc.com/resources/newsroom/digital-edges-manila-data-center-wins-prestigious-regional-award-for-energy-efficiency-innovation/)、[认证机构地址](https://www.epi-certification.com/sites/details/1388)、[官方客户公告](https://www.digitaledgedc.com/resources/newsroom/rcbc-partners-with-digital-edges-narra1/)。" }, { "id": "dc-research-20261011-sea-060", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "A FLOW ML1", "public_location": "Laguna，Biñan，Mamplasan／Laguna Technopark（园区级地址）", "city": null, "address_precision": null, "roles": { "developer_or_builder": "FLOW Digital Infrastructure（PAG）与 AyalaLand Logistics Holdings 合资 A-FLOW", "operator": "A-FLOW", "disclosed_user": "具体客户未披露；电信连接方不是终端用户" }, "capacity": { "quoted_text": "一期 6 MW IT；三栋完整园区 36 MW IT，其余 30 MW 为规划", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-11-28 一期正式投运；后续园区开发规划", "boundary": null, "evidence_date_text": "2025-11-28 一期正式投运；后续园区开发规划", "sources": [ "https://www.flowdigital.com/en/resources/newsroom/a-flow-launches-ml1-philippines%E2%80%99-next-generation-data-center-support-digital-growth-sea", "https://www.ayalalandlogistics.com/wp-content/uploads/2023/04/ALLHC-SEC-Form-17-A-2022.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "1ea5984cab50a722b2de1b8d3916dfaf53c5dd96556ba021814a92d4ae361fb6", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### A FLOW ML1\n\n**地点：**Laguna，Biñan，Mamplasan／Laguna Technopark（园区级地址）。\n\n**建设主体：**FLOW Digital Infrastructure（PAG）与 AyalaLand Logistics Holdings 合资 A-FLOW。**运营主体：**A-FLOW。**使用主体：**具体客户未披露；电信连接方不是终端用户。\n\n**容量：**一期 6 MW IT；三栋完整园区 36 MW IT，其余 30 MW 为规划。\n\n**阶段与日期：**2025-11-28 一期正式投运；后续园区开发规划。\n\n资料：[FLOW 官方投运公告](https://www.flowdigital.com/en/resources/newsroom/a-flow-launches-ml1-philippines%E2%80%99-next-generation-data-center-support-digital-growth-sea)、[ALLHC 法定文件位置](https://www.ayalalandlogistics.com/wp-content/uploads/2023/04/ALLHC-SEC-Form-17-A-2022.pdf)。" }, { "id": "dc-research-20261011-sea-061", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "YCO Malvar 1 and 2", "public_location": "Batangas，Malvar，Light Industry and Science Park IV；Campus One Lot 1 Block 1 North Site", "city": null, "address_precision": null, "roles": { "developer_or_builder": "YCO Global Cloud Centers Holdings；Campus One 承建 DMCI", "operator": "YCO Cloud", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "一期 Malvar One 12 MW IT；IFC 2026 文件两个 Malvar 站点共 50 MW（总量口径未细分 IT），公司另有 75 MW utility power、30 MW energized，三者不可相加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024-11 一期通电；2026-07 IFC 称两个 Malvar site 已建成，未逐一披露全部机电 IT 交付量", "boundary": null, "evidence_date_text": "2024-11 一期通电；2026-07 IFC 称两个 Malvar site 已建成，未逐一披露全部机电 IT 交付量", "sources": [ "https://www.ycocloud.com/blog-post/yco-cloud-offers-the-first-true-build-to-suit-bts-hyperscale-data-center-capability-in-the-philippines", "https://disclosures.ifc.org/project-detail/ESRS/52756/yco-catalyst", "https://www.epi-certification.com/sites/details/1869" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "cabf9823f05435a1d217cbba4501eb6f8acc5ab4a5d0bbd66e754fa2bdf655d3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### YCO Malvar 1 and 2\n\n**地点：**Batangas，Malvar，Light Industry and Science Park IV；Campus One Lot 1 Block 1 North Site。\n\n**建设主体：**YCO Global Cloud Centers Holdings；Campus One 承建 DMCI。**运营主体：**YCO Cloud。**使用主体：**未披露。\n\n**容量：**一期 Malvar One 12 MW IT；IFC 2026 文件两个 Malvar 站点共 50 MW（总量口径未细分 IT），公司另有 75 MW utility power、30 MW energized，三者不可相加。\n\n**阶段与日期：**2024-11 一期通电；2026-07 IFC 称两个 Malvar site 已建成，未逐一披露全部机电 IT 交付量。\n\n资料：[YCO 当前已通电与供电口径](https://www.ycocloud.com/blog-post/yco-cloud-offers-the-first-true-build-to-suit-bts-hyperscale-data-center-capability-in-the-philippines)、[IFC 2026 审查](https://disclosures.ifc.org/project-detail/ESRS/52756/yco-catalyst)、[EPI 地址](https://www.epi-certification.com/sites/details/1869)。" }, { "id": "dc-research-20261011-sea-062", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "YCO Bataan BTS", "public_location": "Bataan，Metro Manila 以北约 120 km 工业园；具体园区与街址未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "YCO Global Cloud Centers Holdings", "operator": "YCO Cloud 拟运营", "disclosed_user": "单一租户，名称未披露" }, "capacity": { "quoted_text": "MW 未披露；不将 Malvar 合计 50 MW 转移到 Bataan", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "IFC 2026-07 更新列规划；关联供电、水厂及污水设施准备建设", "boundary": null, "evidence_date_text": "IFC 2026-07 更新列规划；关联供电、水厂及污水设施准备建设", "sources": [ "https://disclosures.ifc.org/project-detail/ESRS/52756/yco-catalyst" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "88d15e7ae86edefd8eb5b8e01dd54159595f337f9200f2d059a1a351b25fbf49", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### YCO Bataan BTS\n\n**地点：**Bataan，Metro Manila 以北约 120 km 工业园；具体园区与街址未披露。\n\n**建设主体：**YCO Global Cloud Centers Holdings。**运营主体：**YCO Cloud 拟运营。**使用主体：**单一租户，名称未披露。\n\n**容量：**MW 未披露；不将 Malvar 合计 50 MW 转移到 Bataan。\n\n**阶段与日期：**IFC 2026-07 更新列规划；关联供电、水厂及污水设施准备建设。\n\n资料：[IFC 官方项目披露](https://disclosures.ifc.org/project-detail/ESRS/52756/yco-catalyst)。" }, { "id": "dc-research-20261011-sea-063", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "Evolution PH01", "public_location": "Cavite，General Trias，Gateway Business Park，约 40,000 m²", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Evolution Data Centres 与 Megawide Construction Corp 合作", "operator": "拟由 Evolution 运营", "disclosed_user": "未披露；Citicore Renewable Energy 是电力伙伴" }, "capacity": { "quoted_text": "完整园区 100 MW 以上 IT（官网新上限；旧新闻 69 MW 已滞后）", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "当前官网目标 Q3 2027 RFS；开发规划，未披露本期实际在建 MW", "boundary": null, "evidence_date_text": "当前官网目标 Q3 2027 RFS；开发规划，未披露本期实际在建 MW", "sources": [ "https://evolutiondatacentres.com/markets/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "e785867a6913cb939877e7220f56a59e600c031c468914822a23b7b4329d8f9b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Evolution PH01\n\n**地点：**Cavite，General Trias，Gateway Business Park，约 40,000 m²。\n\n**建设主体：**Evolution Data Centres 与 Megawide Construction Corp 合作。**运营主体：**拟由 Evolution 运营。**使用主体：**未披露；Citicore Renewable Energy 是电力伙伴。\n\n**容量：**完整园区 100 MW 以上 IT（官网新上限；旧新闻 69 MW 已滞后）。\n\n**阶段与日期：**当前官网目标 Q3 2027 RFS；开发规划，未披露本期实际在建 MW。\n\n资料：[Evolution 最新产品页](https://evolutiondatacentres.com/markets/)。" }, { "id": "dc-research-20261011-sea-064", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "Beeinfotech The HIVE", "public_location": "Metro Manila，Pasig，88 Bridgetowne East，Barangay Rosario 1609", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Bee Information Technology Philippines；ZTE 设计交付合作", "operator": "Beeinfotech PH", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "官网 20 MW 以上，未注明 IT 或设施；3,600 racks 以上；不能按 IT 口径汇总", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-03-18 正式开业；已运营", "boundary": null, "evidence_date_text": "2025-03-18 正式开业；已运营", "sources": [ "https://www.beeinfotech.ph/", "https://www.beeinfotech.ph/post/beeinfotech-ph-hive-hybrid-data-center-launched-to-drive-ph-s-digital-leap", "https://www.pna.gov.ph/index.php/articles/1246288" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "ac131b6d1ae841b37c34ee330f967df41604047857823270a0c176401a945edb", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Beeinfotech The HIVE\n\n**地点：**Metro Manila，Pasig，88 Bridgetowne East，Barangay Rosario 1609。\n\n**建设主体：**Bee Information Technology Philippines；ZTE 设计交付合作。**运营主体：**Beeinfotech PH。**使用主体：**未披露。\n\n**容量：**官网 20 MW 以上，未注明 IT 或设施；3,600 racks 以上；不能按 IT 口径汇总。\n\n**阶段与日期：**2025-03-18 正式开业；已运营。\n\n资料：[Beeinfotech 官网地址与容量](https://www.beeinfotech.ph/)、[官方设计交付说明](https://www.beeinfotech.ph/post/beeinfotech-ph-hive-hybrid-data-center-launched-to-drive-ph-s-digital-leap)、[PNA 正式开业日期](https://www.pna.gov.ph/index.php/articles/1246288)。" }, { "id": "dc-research-20261011-sea-065", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "Digital Halo MNL1", "public_location": "Rizal，Cainta；Don Celso Tuason Avenue（地址来自公开 DC 目录，运营商／银行仅确认 Cainta）", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Digital Halo（ARCH Capital、Partners Group 支持）", "operator": "Digital Halo", "disclosed_user": "未披露；RCBC 为融资方，不据此认定为该楼用户" }, "capacity": { "quoted_text": "一期 6.5 MW IT；远期三栋园区 70 MW，口径未明确", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-06 媒体报道开业；2026-01 银行仍称融资支持一期建设开发，保留运营加开发混合状态，交付 MW 未单独确认", "boundary": null, "evidence_date_text": "2025-06 媒体报道开业；2026-01 银行仍称融资支持一期建设开发，保留运营加开发混合状态，交付 MW 未单独确认", "sources": [ "https://www.rcbc.com/rcbc-data-center-deal-digital-growth", "https://archcapital.net/news/arch-capital-launches-asias-latest-multi-billion-dollar-digital-infrastructure-platform/", "https://www.datacentermap.com/philippines/manila/mnl1/" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "f50c3010c65eb2cd26451140de3f222910f54d74d758801ee011ebeb58da9f1a", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### Digital Halo MNL1\n\n**地点：**Rizal，Cainta；Don Celso Tuason Avenue（地址来自公开 DC 目录，运营商／银行仅确认 Cainta）。\n\n**建设主体：**Digital Halo（ARCH Capital、Partners Group 支持）。**运营主体：**Digital Halo。**使用主体：**未披露；RCBC 为融资方，不据此认定为该楼用户。\n\n**容量：**一期 6.5 MW IT；远期三栋园区 70 MW，口径未明确。\n\n**阶段与日期：**2025-06 媒体报道开业；2026-01 银行仍称融资支持一期建设开发，保留运营加开发混合状态，交付 MW 未单独确认。\n\n资料：[RCBC 官方融资与一期容量](https://www.rcbc.com/rcbc-data-center-deal-digital-growth)、[ARCH 官方园区规划](https://archcapital.net/news/arch-capital-launches-asias-latest-multi-billion-dollar-digital-infrastructure-platform/)、[公开地址目录](https://www.datacentermap.com/philippines/manila/mnl1/)。" }, { "id": "dc-research-20261011-sea-066", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "PH", "country_label": "菲律宾", "name": "VITRO General Trias proposed campus", "public_location": "Cavite，General Trias；截至 2026-10 新闻未披露街址", "city": null, "address_precision": null, "roles": { "developer_or_builder": "VITRO／ePLDT／PLDT Group", "operator": "VITRO 拟运营", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "规划 100 MW，报道未清楚区分 IT 与设施；约 400 亿菲律宾比索预算；与公司长期 500 MW 目标不能相加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-10-07 最新报道仍称 planning；保留规划，未用 2026 预定开工推定已开工", "boundary": null, "evidence_date_text": "2026-10-07 最新报道仍称 planning；保留规划，未用 2026 预定开工推定已开工", "sources": [ "https://www.philstar.com/business/2026/10/07/2561367/pldt-defers-vitro-listing" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "b9afbc4458bc5846bc378daf17da09c7f8248c9e03e892966713564775b62756", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### VITRO General Trias proposed campus\n\n**地点：**Cavite，General Trias；截至 2026-10 新闻未披露街址。\n\n**建设主体：**VITRO／ePLDT／PLDT Group。**运营主体：**VITRO 拟运营。**使用主体：**未披露。\n\n**容量：**规划 100 MW，报道未清楚区分 IT 与设施；约 400 亿菲律宾比索预算；与公司长期 500 MW 目标不能相加。\n\n**阶段与日期：**2026-10-07 最新报道仍称 planning；保留规划，未用 2026 预定开工推定已开工。\n\n资料：[2026-10-07 最新报道](https://www.philstar.com/business/2026/10/07/2561367/pldt-defers-vitro-listing)。" }, { "id": "dc-research-20261011-sea-067", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "KH", "country_label": "柬埔寨", "name": "柬埔寨 ByteDC Phnom Penh", "public_location": "Land No. 356, Street R-4, Sangkat Srah Chork, Khan Daun Penh, Phnom Penh, Cambodia；Phnom Penh City Centre、Global Tech Exchange 开发内。地址由运营商公开", "city": null, "address_precision": null, "roles": { "developer_or_builder": "柬埔寨与新加坡联合投资设立，具体投资人及承建商在本次核实来源中未实名", "operator": "ByteDC Solutions Co., Ltd.", "disclosed_user": "银行、企业及政府机构等客户类别已披露，实名终端托管客户未披露" }, "capacity": { "quoted_text": "Knight Frank 2024 年 12 月报告记录该设施 3 MW、约 1,000 个 IT 机架，原项目简介未单独再界定 IT 与设施总输入；报告整体市场方法以 IT power 为基础。当前运营商官网明确备用发电设备为 3 台 2,500 kVA，N+1，属于冗余设备配置，不能把 7,500 kVA 换成实际 IT 负荷，也不能与 3 MW 相加", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2023 年正式开放；截至本次核查，运营商仍提供托管及本地云服务。Knight Frank 对柬埔寨市场的 约 7 MW 已运营容量 是 2024 年 12 月历史估计，不能视为 2026 年当前值或插入六国 H1 表", "boundary": null, "evidence_date_text": "2023 年正式开放；截至本次核查，运营商仍提供托管及本地云服务。Knight Frank 对柬埔寨市场的 约 7 MW 已运营容量 是 2024 年 12 月历史估计，不能视为 2026 年当前值或插入六国 H1 表", "sources": [ "https://www.bytedc.com/about-us", "https://support.bytedc.com/", "https://content.knightfrank.com/research/2946/documents/en/data-centres-the-cambodia-report-december-2024-11773.pdf" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "53ae277e9d06361641da97f97f6848d11ba65e3150852defc6a59ff3d6d7f200", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 柬埔寨 ByteDC Phnom Penh\n\n**地点：**Land No. 356, Street R-4, Sangkat Srah Chork, Khan Daun Penh, Phnom Penh, Cambodia；Phnom Penh City Centre、Global Tech Exchange 开发内。地址由运营商公开。\n\n**建设主体：**柬埔寨与新加坡联合投资设立，具体投资人及承建商在本次核实来源中未实名。**运营主体：**ByteDC Solutions Co., Ltd.。**使用主体：**银行、企业及政府机构等客户类别已披露，实名终端托管客户未披露。\n\n**容量：**Knight Frank 2024 年 12 月报告记录该设施 **3 MW**、约 1,000 个 IT 机架，原项目简介未单独再界定 IT 与设施总输入；报告整体市场方法以 IT power 为基础。当前运营商官网明确备用发电设备为 **3 台 2,500 kVA，N+1**，属于冗余设备配置，不能把 7,500 kVA 换成实际 IT 负荷，也不能与 3 MW 相加。\n\n**阶段与日期：**2023 年正式开放；截至本次核查，运营商仍提供托管及本地云服务。Knight Frank 对柬埔寨市场的 **约 7 MW 已运营容量** 是 2024 年 12 月历史估计，不能视为 2026 年当前值或插入六国 H1 表。\n\n资料：[ByteDC 官方设施与地址](https://www.bytedc.com/about-us)、[官方运营支持](https://support.bytedc.com/)、[Knight Frank 柬埔寨报告，2024 年 12 月](https://content.knightfrank.com/research/2946/documents/en/data-centres-the-cambodia-report-december-2024-11773.pdf)。" }, { "id": "dc-research-20261011-sea-068", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "BN", "country_label": "文莱", "name": "文莱 UNN planned AI capable Data Centre", "public_location": "文莱；新 AI 数据中心的建筑地块与街址未在公告披露。2026 年 9 月的签约活动位于 Tungku Submarine Cable Landing Station，但签约地址不能直接当作新项目地址", "city": null, "address_precision": null, "roles": { "developer_or_builder": "Unified National Networks Sdn Bhd（UNN）；具体承建商未披露", "operator": "Unified National Networks Sdn Bhd（UNN）；具体承建商未披露", "disclosed_user": "Vobile Inc.／阜博集团为实名签约客户，用于 DreamMaker 等 AI 内容制作与版权保护服务；NVIDIA 是 GPU 技术生态，不能据此称其为租户" }, "capacity": { "quoted_text": "UNN 于 2026-09-03 公告，Vobile 将使用 至多 25 MW。Vobile 于 9 月另披露 25 MW 为未来扩张预留。这是同一项目的首批客户分配与后续预留，原文未明确 IT 与设施电力，亦未披露完整园区总容量；不能把预留称为已部署或把 50 MW 推定为整个园区规模", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "规划与商业协议阶段，UNN 目标 2028 年投运；截至本次证据未确认新 AI 园区建筑施工。UNN 现有 Tungku Prefab Data Centre 已于 2025 年提供 7.5 kW 高密度机架托管服务，是既有运营资产，不与新规划混为一座已经投运的 AI 园区", "boundary": null, "evidence_date_text": "规划与商业协议阶段，UNN 目标 2028 年投运；截至本次证据未确认新 AI 园区建筑施工。UNN 现有 Tungku Prefab Data Centre 已于 2025 年提供 7.5 kW 高密度机架托管服务，是既有运营资产，不与新规划混为一座已经投运的 AI 园区", "sources": [ "https://unn.com.bn/unn-and-vobile-inc-sign-major-deal-in-ai-infrastructure-development", "https://vobile.com/news_detail?id=187&lang=en-us", "https://unn.com.bn/secure-reliable-and-future-ready-unn-expands-colocation-hosting-services" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "5e1bd6b9210612d8b13a6e9a0eb745c37e2c7ef004a3393f9213f1e81552f5fa", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 文莱 UNN planned AI capable Data Centre\n\n**地点：**文莱；新 AI 数据中心的建筑地块与街址未在公告披露。2026 年 9 月的签约活动位于 Tungku Submarine Cable Landing Station，但签约地址不能直接当作新项目地址。\n\n**建设与运营主体：**Unified National Networks Sdn Bhd（UNN）；具体承建商未披露。**使用主体：**Vobile Inc.／阜博集团为实名签约客户，用于 DreamMaker 等 AI 内容制作与版权保护服务；NVIDIA 是 GPU 技术生态，不能据此称其为租户。\n\n**容量：**UNN 于 2026-09-03 公告，Vobile 将使用 **至多 25 MW**。Vobile 于 9 月另披露 **25 MW 为未来扩张预留**。这是同一项目的首批客户分配与后续预留，原文未明确 IT 与设施电力，亦未披露完整园区总容量；不能把预留称为已部署或把 50 MW 推定为整个园区规模。\n\n**阶段与日期：**规划与商业协议阶段，UNN 目标 2028 年投运；截至本次证据未确认新 AI 园区建筑施工。UNN 现有 Tungku Prefab Data Centre 已于 2025 年提供 7.5 kW 高密度机架托管服务，是既有运营资产，不与新规划混为一座已经投运的 AI 园区。\n\n资料：[UNN 签约与 2028 时间表](https://unn.com.bn/unn-and-vobile-inc-sign-major-deal-in-ai-infrastructure-development)、[Vobile 首批 25 MW 与额外预留](https://vobile.com/news_detail?id=187&lang=en-us)、[既有 Tungku 托管服务](https://unn.com.bn/secure-reliable-and-future-ready-unn-expands-colocation-hosting-services)。" }, { "id": "dc-research-20261011-sea-069", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "sea", "country_code": "LA", "country_label": "老挝", "name": "老挝 Vientiane green AI infrastructure feasibility project", "public_location": "万象首都区域；具体工业园、地块、门牌未披露", "city": null, "address_precision": null, "roles": { "developer_or_builder": "老挝技术与通信部下属 National Data Center 与 Silicon Tech Park (Lao) Sole Co., Ltd.", "operator": "尚未披露最终运营安排", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "未披露 IT MW、设施输入或供电 MW。公开可量化范围为拟研究的 AI Special Economic Zone 超过 150 公顷，土地面积不能换算为机房功率", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-05-30 签署可行性研究 MoU，国家通讯社 KPL 于 2025-06-03 报道；包括绿色电力支持的 AI Innovation Center 试点与 AI 特区研究。这是讨论、可研阶段，未据此确认开工或投运", "boundary": null, "evidence_date_text": "2025-05-30 签署可行性研究 MoU，国家通讯社 KPL 于 2025-06-03 报道；包括绿色电力支持的 AI Innovation Center 试点与 AI 特区研究。这是讨论、可研阶段，未据此确认开工或投运", "sources": [ "https://kpl.gov.la/En/Detail.aspx?id=91710" ], "provenance": { "appendix_path": "appendices/southeast-asia.md", "section_markdown_sha256": "651ab48e45fa16a5f3b38979578de5179f05d34c2079aaf763b437961b03e6eb", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 老挝 Vientiane green AI infrastructure feasibility project\n\n**地点：**万象首都区域；具体工业园、地块、门牌未披露。\n\n**发起与建设筹备主体：**老挝技术与通信部下属 National Data Center 与 Silicon Tech Park (Lao) Sole Co., Ltd.。**拟运营主体：**尚未披露最终运营安排。**使用主体：**未披露。\n\n**容量：**未披露 IT MW、设施输入或供电 MW。公开可量化范围为拟研究的 AI Special Economic Zone **超过 150 公顷**，土地面积不能换算为机房功率。\n\n**阶段与日期：**2025-05-30 签署可行性研究 MoU，国家通讯社 KPL 于 2025-06-03 报道；包括绿色电力支持的 AI Innovation Center 试点与 AI 特区研究。这是讨论、可研阶段，未据此确认开工或投运。\n\n资料：[KPL 国家通讯社公告](https://kpl.gov.la/En/Detail.aspx?id=91710)。" }, { "id": "dc-research-20261011-cn-001", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "秦淮太行山能源信息技术产业基地", "public_location": "山西省大同市灵丘县", "city": null, "address_precision": null, "roles": { "developer_or_builder": "秦淮数据", "operator": "秦淮数据", "disclosed_user": "具体租户未公开" }, "capacity": { "quoted_text": "已投运超过300 MW IT（2025-01）；全园十三期最终超过500 MW IT；截至2025上半年1—9期投运。后续期数预计交付时间不能视作实际投运", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已投运超过300 MW IT（2025-01）；全园十三期最终超过500 MW IT；截至2025上半年1—9期投运。后续期数预计交付时间不能视作实际投运", "boundary": null, "evidence_date_text": "2025-01-13容量公告；官网后续简介载有2025上半年分期。[来源1](https://www.chindatagroup.com/media/news/471.html)、[来源2](https://www.chindatagroup.com/media/news/531.html)", "sources": [ "https://www.chindatagroup.com/media/news/471.html", "https://www.chindatagroup.com/media/news/531.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "d051fa33a1cc6531d220fa2ec7f834798cd3fbabcd3e60e0cfdc54b57724cbb8", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 01 秦淮太行山能源信息技术产业基地\n\n位置：山西省大同市灵丘县。建设：秦淮数据。运营：秦淮数据。使用：具体租户未公开。\n\n容量与阶段：已投运超过300 MW IT（2025-01）；全园十三期最终超过500 MW IT；截至2025上半年1—9期投运。后续期数预计交付时间不能视作实际投运。\n\n最后证据：2025-01-13容量公告；官网后续简介载有2025上半年分期。[来源1](https://www.chindatagroup.com/media/news/471.html)、[来源2](https://www.chindatagroup.com/media/news/531.html)。" }, { "id": "dc-research-20261011-cn-002", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "秦淮桑园云计算基地", "public_location": "河北省张家口市怀来县桑园镇", "city": null, "address_precision": null, "roles": { "developer_or_builder": "秦淮数据", "operator": "秦淮数据", "disclosed_user": "美团为公开的SST供电商业化合作方；不据此推断全园唯一租户" }, "capacity": { "quoted_text": "园区已运营；2026年固态变压器SST直流供电系统投运。该公告没有披露园区总MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "园区已运营；2026年固态变压器SST直流供电系统投运。该公告没有披露园区总MW", "boundary": null, "evidence_date_text": "2026-07-02。[来源1](https://www.chindatagroup.com/media/news/532.html)", "sources": [ "https://www.chindatagroup.com/media/news/532.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "69412131980871f79a0b16fa704683a084a508ed48f96876a74fe684e8ad1ee3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 02 秦淮桑园云计算基地\n\n位置：河北省张家口市怀来县桑园镇。建设：秦淮数据。运营：秦淮数据。使用：美团为公开的SST供电商业化合作方；不据此推断全园唯一租户。\n\n容量与阶段：园区已运营；2026年固态变压器SST直流供电系统投运。该公告没有披露园区总MW。\n\n最后证据：2026-07-02。[来源1](https://www.chindatagroup.com/media/news/532.html)。" }, { "id": "dc-research-20261011-cn-003", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "世纪互联怀来国家算力枢纽示范基地", "public_location": "河北省张家口市怀来县", "city": null, "address_precision": null, "roles": { "developer_or_builder": "世纪互联 VNET", "operator": "世纪互联", "disclosed_user": "终端云客户未具名" }, "capacity": { "quoted_text": "全园规划IT负荷超过500 MW、建筑面积约71万㎡。规划总量不等于本期投运量", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "全园规划IT负荷超过500 MW、建筑面积约71万㎡。规划总量不等于本期投运量", "boundary": null, "evidence_date_text": "2025年北京市数据局转载项目材料；精确分期投运量未核实。[来源1](https://data.beijing.gov.cn/xydt/ljhd/539d09a2139740c598c3c50429128791.htm)", "sources": [ "https://data.beijing.gov.cn/xydt/ljhd/539d09a2139740c598c3c50429128791.htm" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "077a21b021a48fd4ff91cfdc21a2cd6b8c072fc3edc680928d23bdf3e4211cd8", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 03 世纪互联怀来国家算力枢纽示范基地\n\n位置：河北省张家口市怀来县。建设：世纪互联 VNET。运营：世纪互联。使用：终端云客户未具名。\n\n容量与阶段：全园规划IT负荷超过500 MW、建筑面积约71万㎡。规划总量不等于本期投运量。\n\n最后证据：2025年北京市数据局转载项目材料；精确分期投运量未核实。[来源1](https://data.beijing.gov.cn/xydt/ljhd/539d09a2139740c598c3c50429128791.htm)。" }, { "id": "dc-research-20261011-cn-004", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "大位科技张北榕泰云计算一期", "public_location": "河北省张家口市张北县", "city": null, "address_precision": null, "roles": { "developer_or_builder": "张北榕泰云计算有限公司，大位科技子公司", "operator": "张北榕泰／大位科技", "disclosed_user": "具体租户未公开" }, "capacity": { "quoted_text": "一期60 MW，分别于2025-09-30和2025-10-30完成交付；截至2026-06-30上架率59.35%。交付功率与实际负荷分开记录", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期60 MW，分别于2025-09-30和2025-10-30完成交付；截至2026-06-30上架率59.35%。交付功率与实际负荷分开记录", "boundary": null, "evidence_date_text": "2026半年报，2026-06-30状态。[来源1](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12510567&stockid=600589)", "sources": [ "https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12510567&stockid=600589" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "86501db748d3bc6d6eb94b6da143d4e7771299aa3db2da7f3d95a98fde61c7c4", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 04 大位科技张北榕泰云计算一期\n\n位置：河北省张家口市张北县。建设：张北榕泰云计算有限公司，大位科技子公司。运营：张北榕泰／大位科技。使用：具体租户未公开。\n\n容量与阶段：一期60 MW，分别于2025-09-30和2025-10-30完成交付；截至2026-06-30上架率59.35%。交付功率与实际负荷分开记录。\n\n最后证据：2026半年报，2026-06-30状态。[来源1](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12510567&stockid=600589)。" }, { "id": "dc-research-20261011-cn-005", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "阿里张北中都草原数据中心二期", "public_location": "河北省张家口市张北县中都草原园区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "阿里巴巴；中建大成为承建方", "operator": "阿里云", "disclosed_user": "阿里云业务" }, "capacity": { "quoted_text": "承建方公告披露交付项目IT负荷37 MW、3000机柜；51 MVA是配电容量，不计作另51 MW IT", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "承建方公告披露交付项目IT负荷37 MW、3000机柜；51 MVA是配电容量，不计作另51 MW IT", "boundary": null, "evidence_date_text": "承建方交付公告未显示明确日期；2026-10-11核查，未确认后续扩建。[来源1](https://www.zhong-da.com.cn/newsitem/278568651)", "sources": [ "https://www.zhong-da.com.cn/newsitem/278568651" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "27d852a2af2aadaef0c783dd0351814afb738518ba4a102ea716958ca347a663", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 05 阿里张北中都草原数据中心二期\n\n位置：河北省张家口市张北县中都草原园区。建设：阿里巴巴；中建大成为承建方。运营：阿里云。使用：阿里云业务。\n\n容量与阶段：承建方公告披露交付项目IT负荷37 MW、3000机柜；51 MVA是配电容量，不计作另51 MW IT。\n\n最后证据：承建方交付公告未显示明确日期；2026-10-11核查，未确认后续扩建。[来源1](https://www.zhong-da.com.cn/newsitem/278568651)。" }, { "id": "dc-research-20261011-cn-006", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "润泽廊坊国际信息云聚核港", "public_location": "河北省廊坊市开发区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "润泽科技及项目公司", "operator": "润泽；IDC业务与电信运营商合作，AIDC业务自持运营", "disclosed_user": "具体终端客户未具名" }, "capacity": { "quoted_text": "已有园区运营；新单体200 MW智算中心列入2026年交付计划。9月大会展示200 MW技术成果，不能单凭获奖认定200 MW全部上架", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已有园区运营；新单体200 MW智算中心列入2026年交付计划。9月大会展示200 MW技术成果，不能单凭获奖认定200 MW全部上架", "boundary": null, "evidence_date_text": "2026半年报；2026-09-12大会材料。[来源1](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)、[来源2](https://www.hebtv.com/0/0rmhlm/sydw/sx/rh/12501127.shtml)", "sources": [ "https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF", "https://www.hebtv.com/0/0rmhlm/sydw/sx/rh/12501127.shtml" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "43933eb995f8320931135aa16d4a26f03db7554f5810ce747cc8e1573c4133d6", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 06 润泽廊坊国际信息云聚核港\n\n位置：河北省廊坊市开发区。建设：润泽科技及项目公司。运营：润泽；IDC业务与电信运营商合作，AIDC业务自持运营。使用：具体终端客户未具名。\n\n容量与阶段：已有园区运营；新单体200 MW智算中心列入2026年交付计划。9月大会展示200 MW技术成果，不能单凭获奖认定200 MW全部上架。\n\n最后证据：2026半年报；2026-09-12大会材料。[来源1](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)、[来源2](https://www.hebtv.com/0/0rmhlm/sydw/sx/rh/12501127.shtml)。" }, { "id": "dc-research-20261011-cn-007", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "光环新网天津宝坻数据中心", "public_location": "天津市宝坻区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "光环新网天津项目公司", "operator": "光环新网", "disclosed_user": "具体租户未公开" }, "capacity": { "quoted_text": "一期于2025年全部投运，二期于2026上半年交付，三期在建。本期核实材料未给独立MW，不按公司总机架反推", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期于2025年全部投运，二期于2026上半年交付，三期在建。本期核实材料未给独立MW，不按公司总机架反推", "boundary": null, "evidence_date_text": "2026半年报，2026-06-30。[来源1](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12548677&stockid=300383)", "sources": [ "https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12548677&stockid=300383" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "2808f5784ab3cda94f184d38d86cc901dfc320303e8caded4c19f07a0c0e5fce", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 07 光环新网天津宝坻数据中心\n\n位置：天津市宝坻区。建设：光环新网天津项目公司。运营：光环新网。使用：具体租户未公开。\n\n容量与阶段：一期于2025年全部投运，二期于2026上半年交付，三期在建。本期核实材料未给独立MW，不按公司总机架反推。\n\n最后证据：2026半年报，2026-06-30。[来源1](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12548677&stockid=300383)。" }, { "id": "dc-research-20261011-cn-008", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国移动北京国际信息港六号地项目", "public_location": "北京市昌平区中关村国家工程技术创新基地西南部，北六环与八达岭高速交叉口C18地块六号地", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国移动", "operator": "中国移动，拟建项目", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "公开设计招标阶段，建筑面积约99270㎡；未披露IT MW。设计采购不能当作已投运", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "公开设计招标阶段，建筑面积约99270㎡；未披露IT MW。设计采购不能当作已投运", "boundary": null, "evidence_date_text": "2026-07-03公共资源交易公告。[来源1](https://ggzyfw.beijing.gov.cn/jyxxzbgg/20260703/5609367.html)", "sources": [ "https://ggzyfw.beijing.gov.cn/jyxxzbgg/20260703/5609367.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "dbb2430ff30ce7af185ce5b08185a021a09cbf25eabfcdbb68f58d410919e815", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 08 中国移动北京国际信息港六号地项目\n\n位置：北京市昌平区中关村国家工程技术创新基地西南部，北六环与八达岭高速交叉口C18地块六号地。建设：中国移动。运营：中国移动，拟建项目。使用：未披露。\n\n容量与阶段：公开设计招标阶段，建筑面积约99270㎡；未披露IT MW。设计采购不能当作已投运。\n\n最后证据：2026-07-03公共资源交易公告。[来源1](https://ggzyfw.beijing.gov.cn/jyxxzbgg/20260703/5609367.html)。" }, { "id": "dc-research-20261011-cn-009", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "世纪互联乌兰察布云智算基地", "public_location": "内蒙古乌兰察布市察哈尔高新技术开发区巴音产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "世纪互联 VNET", "operator": "世纪互联", "disclosed_user": "具体云客户未具名" }, "capacity": { "quoted_text": "一期、二期已交付，三期在建；当地报道现有IT负荷1.3 GW、全园规划3 GW、远期目标10 GW。1.3 GW是项目资源口径，不能全部标为投运，远期10 GW不能当作已开工", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期、二期已交付，三期在建；当地报道现有IT负荷1.3 GW、全园规划3 GW、远期目标10 GW。1.3 GW是项目资源口径，不能全部标为投运，远期10 GW不能当作已开工", "boundary": null, "evidence_date_text": "2026-08-24新华网报道、地方政府转载。[来源1](https://www.saihan.gov.cn/zwdt/zwyw/202608/t20260824_2031078.html)、[来源2](https://www.odcc.org.cn/news/p-1932682835250749442.html)", "sources": [ "https://www.saihan.gov.cn/zwdt/zwyw/202608/t20260824_2031078.html", "https://www.odcc.org.cn/news/p-1932682835250749442.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "58c83537d798facd15dbb59f70f309d247ed7dc790305f753986dd81f4a8bc46", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 09 世纪互联乌兰察布云智算基地\n\n位置：内蒙古乌兰察布市察哈尔高新技术开发区巴音产业园。建设：世纪互联 VNET。运营：世纪互联。使用：具体云客户未具名。\n\n容量与阶段：一期、二期已交付，三期在建；当地报道现有IT负荷1.3 GW、全园规划3 GW、远期目标10 GW。1.3 GW是项目资源口径，不能全部标为投运，远期10 GW不能当作已开工。\n\n最后证据：2026-08-24新华网报道、地方政府转载。[来源1](https://www.saihan.gov.cn/zwdt/zwyw/202608/t20260824_2031078.html)、[来源2](https://www.odcc.org.cn/news/p-1932682835250749442.html)。" }, { "id": "dc-research-20261011-cn-010", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "优刻得乌兰察布数据中心", "public_location": "内蒙古乌兰察布市集宁区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "优刻得 UCloud", "operator": "优刻得", "disclosed_user": "云服务客户未逐户披露" }, "capacity": { "quoted_text": "全园规划约12000个不同功率机柜；A、B、C和G1F已运营，D楼建设中。D楼主体2026-06-16封顶，不按全园机柜数折GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "全园规划约12000个不同功率机柜；A、B、C和G1F已运营，D楼建设中。D楼主体2026-06-16封顶，不按全园机柜数折GW", "boundary": null, "evidence_date_text": "2026半年报，2026-06-30；封顶公告2026-06。[来源1](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12518379&stockid=688158)、[来源2](https://www.ucloud.cn/yun/fwqtg/wulanchabufuwuqituoguan.html)", "sources": [ "https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12518379&stockid=688158", "https://www.ucloud.cn/yun/fwqtg/wulanchabufuwuqituoguan.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "48c7b20c62bf8d80e945db795bc904004f28b820f6eb8d9352f39f39df2be4a2", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 10 优刻得乌兰察布数据中心\n\n位置：内蒙古乌兰察布市集宁区。建设：优刻得 UCloud。运营：优刻得。使用：云服务客户未逐户披露。\n\n容量与阶段：全园规划约12000个不同功率机柜；A、B、C和G1F已运营，D楼建设中。D楼主体2026-06-16封顶，不按全园机柜数折GW。\n\n最后证据：2026半年报，2026-06-30；封顶公告2026-06。[来源1](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12518379&stockid=688158)、[来源2](https://www.ucloud.cn/yun/fwqtg/wulanchabufuwuqituoguan.html)。" }, { "id": "dc-research-20261011-cn-011", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "快手智能云乌兰察布数据中心二阶段", "public_location": "内蒙古乌兰察布市", "city": null, "address_precision": null, "roles": { "developer_or_builder": "快手；中建五局承建", "operator": "快手自用体系，具体运维法人未披露", "disclosed_user": "快手业务" }, "capacity": { "quoted_text": "F1C1、F1C2建设交付，面积约8.5万㎡；没有可核实IT MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "F1C1、F1C2建设交付，面积约8.5万㎡；没有可核实IT MW", "boundary": null, "evidence_date_text": "2026-05-28中国建筑交付公告。[来源1](https://www.cscec.com/xwzx_new/zqydt_new/202605/3945283.html)", "sources": [ "https://www.cscec.com/xwzx_new/zqydt_new/202605/3945283.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "4f32a0bfd2b22002f9febaa0f7541f183650ab021a6cea8a4d54118171f81681", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 11 快手智能云乌兰察布数据中心二阶段\n\n位置：内蒙古乌兰察布市。建设：快手；中建五局承建。运营：快手自用体系，具体运维法人未披露。使用：快手业务。\n\n容量与阶段：F1C1、F1C2建设交付，面积约8.5万㎡；没有可核实IT MW。\n\n最后证据：2026-05-28中国建筑交付公告。[来源1](https://www.cscec.com/xwzx_new/zqydt_new/202605/3945283.html)。" }, { "id": "dc-research-20261011-cn-012", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中金数据乌兰察布零碳算力基地", "public_location": "内蒙古乌兰察布市察哈尔高新技术开发区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中金数据", "operator": "中金数据", "disclosed_user": "具体租户未公开" }, "capacity": { "quoted_text": "一期2025-07投产，全园规划2.5万个机柜。配套风电及光伏合计300 MW、储能45 MW是能源系统功率，不能写成数据中心IT 345 MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期2025-07投产，全园规划2.5万个机柜。配套风电及光伏合计300 MW、储能45 MW是能源系统功率，不能写成数据中心IT 345 MW", "boundary": null, "evidence_date_text": "2026-08-24报道；2026-09国家数据局考察。[来源1](https://www.saihan.gov.cn/zwdt/zwyw/202608/t20260824_2031078.html)、[来源2](https://www.nda.gov.cn/sjj/jgsz/jld/llh/llhldhd/0905/20260905165400677414218_pc.html)", "sources": [ "https://www.saihan.gov.cn/zwdt/zwyw/202608/t20260824_2031078.html", "https://www.nda.gov.cn/sjj/jgsz/jld/llh/llhldhd/0905/20260905165400677414218_pc.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "ae01fb4bb5394712ec17c4e2dcace8f8a073291be2ec1d736cfa9ebad11e3a77", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 12 中金数据乌兰察布零碳算力基地\n\n位置：内蒙古乌兰察布市察哈尔高新技术开发区。建设：中金数据。运营：中金数据。使用：具体租户未公开。\n\n容量与阶段：一期2025-07投产，全园规划2.5万个机柜。配套风电及光伏合计300 MW、储能45 MW是能源系统功率，不能写成数据中心IT 345 MW。\n\n最后证据：2026-08-24报道；2026-09国家数据局考察。[来源1](https://www.saihan.gov.cn/zwdt/zwyw/202608/t20260824_2031078.html)、[来源2](https://www.nda.gov.cn/sjj/jgsz/jld/llh/llhldhd/0905/20260905165400677414218_pc.html)。" }, { "id": "dc-research-20261011-cn-013", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国移动呼和浩特数据中心B25及B27", "public_location": "内蒙古呼和浩特市和林格尔新区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国移动；中建三局联合体EPC", "operator": "中国移动", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "新增两栋机房楼IT总功率120 MW；2026年EPC中标，不认定为已投运。原有园区与此次120 MW增建不能混记", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "新增两栋机房楼IT总功率120 MW；2026年EPC中标，不认定为已投运。原有园区与此次120 MW增建不能混记", "boundary": null, "evidence_date_text": "2026-03-24中国建筑中标公告。[来源1](https://www.cscec.com.cn/xwzx_new/zqydt_new/202603/3935588.html)", "sources": [ "https://www.cscec.com.cn/xwzx_new/zqydt_new/202603/3935588.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "f9534121b966078cdc7910130dc6291091bb1d3c6ce3d70fd8b3603dc501288f", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 13 中国移动呼和浩特数据中心B25及B27\n\n位置：内蒙古呼和浩特市和林格尔新区。建设：中国移动；中建三局联合体EPC。运营：中国移动。使用：未披露。\n\n容量与阶段：新增两栋机房楼IT总功率120 MW；2026年EPC中标，不认定为已投运。原有园区与此次120 MW增建不能混记。\n\n最后证据：2026-03-24中国建筑中标公告。[来源1](https://www.cscec.com.cn/xwzx_new/zqydt_new/202603/3935588.html)。" }, { "id": "dc-research-20261011-cn-014", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国电信云计算内蒙古信息园", "public_location": "内蒙古呼和浩特市和林格尔盛乐现代服务业集聚区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国电信", "operator": "中国电信内蒙古相关运营体系", "disclosed_user": "天翼云及托管客户，逐户未披露" }, "capacity": { "quoted_text": "全园长期规划42栋数据机楼、超过10万机架；A5机房已投运。A5事实最后证据为2023年，未核实全部长期规划的最新交付", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "全园长期规划42栋数据机楼、超过10万机架；A5机房已投运。A5事实最后证据为2023年，未核实全部长期规划的最新交付", "boundary": null, "evidence_date_text": "2023年内蒙古通信管理局公告；截至本次核查未获得全园最新MW。[来源1](https://nmca.miit.gov.cn/xwdt/xydt/art/2023/art_43220fa312d441d398521cb245578cca.html)、[来源2](https://www.odcc.org.cn/auth/v-1175967176265715714.html)", "sources": [ "https://nmca.miit.gov.cn/xwdt/xydt/art/2023/art_43220fa312d441d398521cb245578cca.html", "https://www.odcc.org.cn/auth/v-1175967176265715714.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "e258f45520cd44d5ecffeb543ebd6310242cff599cef38c78f4a6818771f28b5", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 14 中国电信云计算内蒙古信息园\n\n位置：内蒙古呼和浩特市和林格尔盛乐现代服务业集聚区。建设：中国电信。运营：中国电信内蒙古相关运营体系。使用：天翼云及托管客户，逐户未披露。\n\n容量与阶段：全园长期规划42栋数据机楼、超过10万机架；A5机房已投运。A5事实最后证据为2023年，未核实全部长期规划的最新交付。\n\n最后证据：2023年内蒙古通信管理局公告；截至本次核查未获得全园最新MW。[来源1](https://nmca.miit.gov.cn/xwdt/xydt/art/2023/art_43220fa312d441d398521cb245578cca.html)、[来源2](https://www.odcc.org.cn/auth/v-1175967176265715714.html)。" }, { "id": "dc-research-20261011-cn-015", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "东阳光秦淮乌兰察布零碳智算园区", "public_location": "内蒙古乌兰察布市察右中旗等合作布局，最终场址以项目批文为准", "city": null, "address_precision": null, "roles": { "developer_or_builder": "东阳光集团、秦淮数据", "operator": "秦淮数据，拟", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "2025年合作框架提出GW级零碳智算园区，未公布准确IT GW。GW级不是可直接录为1.000 GW的数值", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025年合作框架提出GW级零碳智算园区，未公布准确IT GW。GW级不是可直接录为1.000 GW的数值", "boundary": null, "evidence_date_text": "2025-12-03签约；官网公告。[来源1](https://www.chindatagroup.com/media/news/509.html)", "sources": [ "https://www.chindatagroup.com/media/news/509.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "e308c35676704afc448f04e9b66e8c9c8a28cfeee770fe4b0d6c11902e030b5e", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 15 东阳光秦淮乌兰察布零碳智算园区\n\n位置：内蒙古乌兰察布市察右中旗等合作布局，最终场址以项目批文为准。建设：东阳光集团、秦淮数据。运营：秦淮数据，拟。使用：未披露。\n\n容量与阶段：2025年合作框架提出GW级零碳智算园区，未公布准确IT GW。GW级不是可直接录为1.000 GW的数值。\n\n最后证据：2025-12-03签约；官网公告。[来源1](https://www.chindatagroup.com/media/news/509.html)。" }, { "id": "dc-research-20261011-cn-016", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "秦淮庆阳零碳数据中心产业基地", "public_location": "甘肃省庆阳市西峰区东数西算产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "秦淮数据", "operator": "秦淮数据", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "公开规划150 MW IT，2023年开工、一期封顶；2026年地方规划继续列入推进项目。未找到整期150 MW全部正式投运的证据", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "公开规划150 MW IT，2023年开工、一期封顶；2026年地方规划继续列入推进项目。未找到整期150 MW全部正式投运的证据", "boundary": null, "evidence_date_text": "2023年公司公告；2026年庆阳十五五规划。[来源1](https://www.chindatagroup.com/media/news/384.html)、[来源2](https://www.chindatagroup.com/media/news/349.html)、[来源3](https://zgqingyang.gov.cn/gkpowereasy/zfxxgkpowereasy/zfxxgkmlpowereasy/ghxxpowereasy/wnghpowereasy/sww20262030powereasy/ghgy2powereasy/content_28565)", "sources": [ "https://www.chindatagroup.com/media/news/384.html", "https://www.chindatagroup.com/media/news/349.html", "https://zgqingyang.gov.cn/gkpowereasy/zfxxgkpowereasy/zfxxgkmlpowereasy/ghxxpowereasy/wnghpowereasy/sww20262030powereasy/ghgy2powereasy/content_28565" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "6566dae9b987f3898fab75f5e2029db86ba6b86dcbdebfb9128b0f74d1cb3606", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 16 秦淮庆阳零碳数据中心产业基地\n\n位置：甘肃省庆阳市西峰区东数西算产业园。建设：秦淮数据。运营：秦淮数据。使用：未披露。\n\n容量与阶段：公开规划150 MW IT，2023年开工、一期封顶；2026年地方规划继续列入推进项目。未找到整期150 MW全部正式投运的证据。\n\n最后证据：2023年公司公告；2026年庆阳十五五规划。[来源1](https://www.chindatagroup.com/media/news/384.html)、[来源2](https://www.chindatagroup.com/media/news/349.html)、[来源3](https://zgqingyang.gov.cn/gkpowereasy/zfxxgkpowereasy/zfxxgkmlpowereasy/ghxxpowereasy/wnghpowereasy/sww20262030powereasy/ghgy2powereasy/content_28565)。" }, { "id": "dc-research-20261011-cn-017", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国能建庆阳源网荷储智慧零碳产业园", "public_location": "甘肃省庆阳市西峰区东数西算产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国能建中电工程；广东院EPC", "operator": "中国能建中电工程相关项目公司", "disclosed_user": "具体租户未公开" }, "capacity": { "quoted_text": "A1已运营，A2于2026-05-29正式投产；A4计划2026年底、A3计划2027年6月投运。没有将各栋统一转成MW的充分披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "A1已运营，A2于2026-05-29正式投产；A4计划2026年底、A3计划2027年6月投运。没有将各栋统一转成MW的充分披露", "boundary": null, "evidence_date_text": "2026-06-01中国能建中电工程公告。[来源1](https://www.cpecc.ceec.net.cn/art/2026/6/1/art_29053_2523291.html)", "sources": [ "https://www.cpecc.ceec.net.cn/art/2026/6/1/art_29053_2523291.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "743c84b05c4609647829e317d1770db8e0eef25fe986d4b6d728adea0d870aab", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 17 中国能建庆阳源网荷储智慧零碳产业园\n\n位置：甘肃省庆阳市西峰区东数西算产业园。建设：中国能建中电工程；广东院EPC。运营：中国能建中电工程相关项目公司。使用：具体租户未公开。\n\n容量与阶段：A1已运营，A2于2026-05-29正式投产；A4计划2026年底、A3计划2027年6月投运。没有将各栋统一转成MW的充分披露。\n\n最后证据：2026-06-01中国能建中电工程公告。[来源1](https://www.cpecc.ceec.net.cn/art/2026/6/1/art_29053_2523291.html)。" }, { "id": "dc-research-20261011-cn-018", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国移动庆阳数据中心", "public_location": "甘肃省庆阳市东数西算产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国移动", "operator": "中国移动甘肃体系", "disclosed_user": "中国移动业务；亿算智能、燧原科技是公开国产智算集群合作方" }, "capacity": { "quoted_text": "N01、N02已有运营，2026年继续新增楼栋。万卡集群与18 kW高密机柜是设备配置，不等于全园GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "N01、N02已有运营，2026年继续新增楼栋。万卡集群与18 kW高密机柜是设备配置，不等于全园GW", "boundary": null, "evidence_date_text": "2026-05-09国家数据局材料；2026-03数字中国项目介绍。[来源1](https://www.nda.gov.cn/sjj/swdt/mtsy/0509/20260509164956094706003_pc.html)、[来源2](https://www.digitalchina.gov.cn/2026/fhdt/zbsh/qy/202603/t20260318_5297383.htm)", "sources": [ "https://www.nda.gov.cn/sjj/swdt/mtsy/0509/20260509164956094706003_pc.html", "https://www.digitalchina.gov.cn/2026/fhdt/zbsh/qy/202603/t20260318_5297383.htm" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "e79f1c4b8c3cb653a9f7c04fbf9fc576bff02e977c54703ed8b81458c1766cb0", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 18 中国移动庆阳数据中心\n\n位置：甘肃省庆阳市东数西算产业园。建设：中国移动。运营：中国移动甘肃体系。使用：中国移动业务；亿算智能、燧原科技是公开国产智算集群合作方。\n\n容量与阶段：N01、N02已有运营，2026年继续新增楼栋。万卡集群与18 kW高密机柜是设备配置，不等于全园GW。\n\n最后证据：2026-05-09国家数据局材料；2026-03数字中国项目介绍。[来源1](https://www.nda.gov.cn/sjj/swdt/mtsy/0509/20260509164956094706003_pc.html)、[来源2](https://www.digitalchina.gov.cn/2026/fhdt/zbsh/qy/202603/t20260318_5297383.htm)。" }, { "id": "dc-research-20261011-cn-019", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国电信庆阳一体化算力中心园区", "public_location": "甘肃省庆阳市西峰区温泉镇八里庙村数字产业科研示范区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国电信庆阳分公司", "operator": "中国电信", "disclosed_user": "具体终端客户未公开" }, "capacity": { "quoted_text": "全园规划22500个6 kW机架，即54000个2.5 kW标准机架；这是设计归一化，不代表已运行负荷。二期2026年EPC招标。既有庆阳智算服务与新园区分期不做无依据合并", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "全园规划22500个6 kW机架，即54000个2.5 kW标准机架；这是设计归一化，不代表已运行负荷。二期2026年EPC招标。既有庆阳智算服务与新园区分期不做无依据合并", "boundary": null, "evidence_date_text": "2026-03-17住建局二期招标；建设规划材料。[来源1](https://zhujianju.zgqingyang.gov.cn/zwgk/zfxxgkml/zbtb31zjj2/content_28542)、[来源2](https://www.gsxf.gov.cn/xxgk/zcwjk/zcwj2/zfwj/qzfwj/content_18215)、[来源3](https://zrzy.zgqingyang.gov.cn/xwzx/gggs/content_300651)", "sources": [ "https://zhujianju.zgqingyang.gov.cn/zwgk/zfxxgkml/zbtb31zjj2/content_28542", "https://www.gsxf.gov.cn/xxgk/zcwjk/zcwj2/zfwj/qzfwj/content_18215", "https://zrzy.zgqingyang.gov.cn/xwzx/gggs/content_300651" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "50cf437c562c4855399af343460f39d1b9580c231fd0478c68e509477db2c6cd", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 19 中国电信庆阳一体化算力中心园区\n\n位置：甘肃省庆阳市西峰区温泉镇八里庙村数字产业科研示范区。建设：中国电信庆阳分公司。运营：中国电信。使用：具体终端客户未公开。\n\n容量与阶段：全园规划22500个6 kW机架，即54000个2.5 kW标准机架；这是设计归一化，不代表已运行负荷。二期2026年EPC招标。既有庆阳智算服务与新园区分期不做无依据合并。\n\n最后证据：2026-03-17住建局二期招标；建设规划材料。[来源1](https://zhujianju.zgqingyang.gov.cn/zwgk/zfxxgkml/zbtb31zjj2/content_28542)、[来源2](https://www.gsxf.gov.cn/xxgk/zcwjk/zcwj2/zfwj/qzfwj/content_18215)、[来源3](https://zrzy.zgqingyang.gov.cn/xwzx/gggs/content_300651)。" }, { "id": "dc-research-20261011-cn-020", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "西北零碳智慧云智算中心一期", "public_location": "甘肃省庆阳市西峰区温泉镇东数西算园区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "超算数字科技甘肃有限公司，BOO模式", "operator": "超算数字科技甘肃有限公司", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "2026-02-28开工；设计6600个12 kW机架、7416台GPU服务器、35300 PFLOPS。保留设计单位，不充作已投运GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-02-28开工；设计6600个12 kW机架、7416台GPU服务器、35300 PFLOPS。保留设计单位，不充作已投运GW", "boundary": null, "evidence_date_text": "2026-02庆阳发改委及市政府公告。[来源1](https://fgw.zgqingyang.gov.cn/xwzx/gzdt/content_344421)、[来源2](https://zgqingyang.gov.cn/zw/bmdt/content_344437)", "sources": [ "https://fgw.zgqingyang.gov.cn/xwzx/gzdt/content_344421", "https://zgqingyang.gov.cn/zw/bmdt/content_344437" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "0262fcc96acee0fd33d63a09cda4a15168b825f59f2cbd75aa238234ba71b0e3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 20 西北零碳智慧云智算中心一期\n\n位置：甘肃省庆阳市西峰区温泉镇东数西算园区。建设：超算数字科技甘肃有限公司，BOO模式。运营：超算数字科技甘肃有限公司。使用：未披露。\n\n容量与阶段：2026-02-28开工；设计6600个12 kW机架、7416台GPU服务器、35300 PFLOPS。保留设计单位，不充作已投运GW。\n\n最后证据：2026-02庆阳发改委及市政府公告。[来源1](https://fgw.zgqingyang.gov.cn/xwzx/gzdt/content_344421)、[来源2](https://zgqingyang.gov.cn/zw/bmdt/content_344437)。" }, { "id": "dc-research-20261011-cn-021", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "秦淮中卫三座零碳超大规模智算园区", "public_location": "宁夏中卫市，三个园区具体街址未公开", "city": null, "address_precision": null, "roles": { "developer_or_builder": "秦淮数据", "operator": "秦淮数据，拟", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "合作框架规划总IT容量1.2 GW、投资240亿元；未将框架协议提升为全部开工或已投运", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "合作框架规划总IT容量1.2 GW、投资240亿元；未将框架协议提升为全部开工或已投运", "boundary": null, "evidence_date_text": "2025-08-19签约公告。[来源1](https://www.chindatagroup.com/media/news/484.html)", "sources": [ "https://www.chindatagroup.com/media/news/484.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "47851d5f7ed9808dcea2a85b87f73d84475c9d80e1b32746cae32e090835c722", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 21 秦淮中卫三座零碳超大规模智算园区\n\n位置：宁夏中卫市，三个园区具体街址未公开。建设：秦淮数据。运营：秦淮数据，拟。使用：未披露。\n\n容量与阶段：合作框架规划总IT容量1.2 GW、投资240亿元；未将框架协议提升为全部开工或已投运。\n\n最后证据：2025-08-19签约公告。[来源1](https://www.chindatagroup.com/media/news/484.html)。" }, { "id": "dc-research-20261011-cn-022", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国移动中卫数据中心", "public_location": "宁夏中卫市西部云基地", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国移动宁夏", "operator": "中国移动宁夏", "disclosed_user": "中国移动及托管业务，具体租户未逐户披露" }, "capacity": { "quoted_text": "截至2026年6月已建成12栋机房，IT总功率332 MW。B区202 MW是332 MW的一部分，不能再加一次", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "截至2026年6月已建成12栋机房，IT总功率332 MW。B区202 MW是332 MW的一部分，不能再加一次", "boundary": null, "evidence_date_text": "2026-06-26国家能源局西北监管局。[来源1](https://xbj.nea.gov.cn/dtyw/hyxx/202606/t20260626_303639.html)", "sources": [ "https://xbj.nea.gov.cn/dtyw/hyxx/202606/t20260626_303639.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "36b857a08556eb4c0981e5e7042bd4db82e221451447d1ba3a7f6176cda445c0", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 22 中国移动中卫数据中心\n\n位置：宁夏中卫市西部云基地。建设：中国移动宁夏。运营：中国移动宁夏。使用：中国移动及托管业务，具体租户未逐户披露。\n\n容量与阶段：截至2026年6月已建成12栋机房，IT总功率332 MW。B区202 MW是332 MW的一部分，不能再加一次。\n\n最后证据：2026-06-26国家能源局西北监管局。[来源1](https://xbj.nea.gov.cn/dtyw/hyxx/202606/t20260626_303639.html)。" }, { "id": "dc-research-20261011-cn-023", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国电信中卫一体化算力枢纽三期C1", "public_location": "宁夏中卫市电信园区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国电信宁夏", "operator": "中国电信", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "C1机房楼及发电机平台取得2026年规划许可；MW未披露。许可说明项目阶段，不能把已有电信园区的运营状态套给C1", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "C1机房楼及发电机平台取得2026年规划许可；MW未披露。许可说明项目阶段，不能把已有电信园区的运营状态套给C1", "boundary": null, "evidence_date_text": "2026-01-08中卫自然资源局规划许可。[来源1](https://www.nxzw.gov.cn/zwgk/bmxxgkml/szrzyj/fdzdgknr_49539/zsydys_zrzyj/202601/t20260108_5129735.html)", "sources": [ "https://www.nxzw.gov.cn/zwgk/bmxxgkml/szrzyj/fdzdgknr_49539/zsydys_zrzyj/202601/t20260108_5129735.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "2b0c36a6a63e16883153705d9c5c7a322933d77030d3397203644f13537af1a6", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 23 中国电信中卫一体化算力枢纽三期C1\n\n位置：宁夏中卫市电信园区。建设：中国电信宁夏。运营：中国电信。使用：未披露。\n\n容量与阶段：C1机房楼及发电机平台取得2026年规划许可；MW未披露。许可说明项目阶段，不能把已有电信园区的运营状态套给C1。\n\n最后证据：2026-01-08中卫自然资源局规划许可。[来源1](https://www.nxzw.gov.cn/zwgk/bmxxgkml/szrzyj/fdzdgknr_49539/zsydys_zrzyj/202601/t20260108_5129735.html)。" }, { "id": "dc-research-20261011-cn-024", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "AWS中国宁夏区域中卫数据中心", "public_location": "宁夏中卫市西部云基地；具体数据机房地址未公开", "city": null, "address_precision": null, "roles": { "developer_or_builder": "物理机房开发法人未完整披露，不能推断AWS拥有全部资产", "operator": "宁夏西云数据科技有限公司 NWCD", "disclosed_user": "AWS中国宁夏区域云服务客户" }, "capacity": { "quoted_text": "宁夏区域2017年开服，三可用区；MW未公开。AWS是技术及服务品牌，西云数据是本地运营主体。公开办公联系地址不替代数据中心地址", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "宁夏区域2017年开服，三可用区；MW未公开。AWS是技术及服务品牌，西云数据是本地运营主体。公开办公联系地址不替代数据中心地址", "boundary": null, "evidence_date_text": "AWS区域服务页面2026-02更新；区域开服公告2017年。[来源1](https://www.amazonaws.cn/about-aws/regional-product-services/)、[来源2](https://aws.amazon.com/cn/blogs/china/now-open-aws-china-ningxia-region/)", "sources": [ "https://www.amazonaws.cn/about-aws/regional-product-services/", "https://aws.amazon.com/cn/blogs/china/now-open-aws-china-ningxia-region/" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "49886b7dbe1b1f6fd166562a9f0770a361643e6f98b3842236f46072feea2087", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 24 AWS中国宁夏区域中卫数据中心\n\n位置：宁夏中卫市西部云基地；具体数据机房地址未公开。建设：物理机房开发法人未完整披露，不能推断AWS拥有全部资产。运营：宁夏西云数据科技有限公司 NWCD。使用：AWS中国宁夏区域云服务客户。\n\n容量与阶段：宁夏区域2017年开服，三可用区；MW未公开。AWS是技术及服务品牌，西云数据是本地运营主体。公开办公联系地址不替代数据中心地址。\n\n最后证据：AWS区域服务页面2026-02更新；区域开服公告2017年。[来源1](https://www.amazonaws.cn/about-aws/regional-product-services/)、[来源2](https://aws.amazon.com/cn/blogs/china/now-open-aws-china-ningxia-region/)。" }, { "id": "dc-research-20261011-cn-025", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "润泽兰州国际信息港", "public_location": "甘肃省兰州市兰州新区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "润泽及兰州项目公司", "operator": "润泽，拟／分期", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "属于国内七园区规划布局。2020年奠基可核实，2026半年报未将兰州列入四个运营园区；独立MW和已投运阶段未充分披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "属于国内七园区规划布局。2020年奠基可核实，2026半年报未将兰州列入四个运营园区；独立MW和已投运阶段未充分披露", "boundary": null, "evidence_date_text": "公司历史页面；2026半年报。[来源1](https://www.rangeidc.com/history/)、[来源2](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)", "sources": [ "https://www.rangeidc.com/history/", "https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "f004200fed6a36f84be17a3c25a0132b66a47cfde6fae1d33c671411bb3f0e3c", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 25 润泽兰州国际信息港\n\n位置：甘肃省兰州市兰州新区。建设：润泽及兰州项目公司。运营：润泽，拟／分期。使用：未披露。\n\n容量与阶段：属于国内七园区规划布局。2020年奠基可核实，2026半年报未将兰州列入四个运营园区；独立MW和已投运阶段未充分披露。\n\n最后证据：公司历史页面；2026半年报。[来源1](https://www.rangeidc.com/history/)、[来源2](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)。" }, { "id": "dc-research-20261011-cn-026", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "润泽平湖国际信息港", "public_location": "浙江省嘉兴市平湖市新埭镇张江长三角科技城", "city": null, "address_precision": null, "roles": { "developer_or_builder": "浙江泽悦，润泽体系", "operator": "润泽", "disclosed_user": "未具名的头部云／智算客户" }, "capacity": { "quoted_text": "已有运营；2025年公司交付单栋100 MW智算中心，平湖持续分期扩建。公司750 MW合计不能全分配给平湖", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已有运营；2025年公司交付单栋100 MW智算中心，平湖持续分期扩建。公司750 MW合计不能全分配给平湖", "boundary": null, "evidence_date_text": "2025年公司投资者活动材料；2026半年报。[来源1](https://news.10jqka.com.cn/20250901/c670800708.shtml)、[来源2](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)", "sources": [ "https://news.10jqka.com.cn/20250901/c670800708.shtml", "https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "513720436120e81b6cb451498feb662333e3c69ffdfa212540390a03dc80da45", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 26 润泽平湖国际信息港\n\n位置：浙江省嘉兴市平湖市新埭镇张江长三角科技城。建设：浙江泽悦，润泽体系。运营：润泽。使用：未具名的头部云／智算客户。\n\n容量与阶段：已有运营；2025年公司交付单栋100 MW智算中心，平湖持续分期扩建。公司750 MW合计不能全分配给平湖。\n\n最后证据：2025年公司投资者活动材料；2026半年报。[来源1](https://news.10jqka.com.cn/20250901/c670800708.shtml)、[来源2](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)。" }, { "id": "dc-research-20261011-cn-027", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "万国国金数据中心", "public_location": "江苏省苏州市昆山市花桥镇远创路558号", "city": null, "address_precision": null, "roles": { "developer_or_builder": "万国数据及国金项目公司；资产为南方万国数据中心REIT基础设施", "operator": "万国数据 GDS", "disclosed_user": "具体租户未公开" }, "capacity": { "quoted_text": "既有运营资产，4192个物理机柜。公开REIT材料提供可核查地址，不能按机柜数默认折算MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "既有运营资产，4192个物理机柜。公开REIT材料提供可核查地址，不能按机柜数默认折算MW", "boundary": null, "evidence_date_text": "2025-07 REIT招募说明书；2025-08苏州政府材料。[来源1](https://pdf.dfcfw.com/pdf/H2_AN202507221713603631_1.pdf)、[来源2](https://www.suzhou.gov.cn/szsrmzf/qxkx/202508/4acfc7a7ed2a417fb1c678ed5123dcd2.shtml)", "sources": [ "https://pdf.dfcfw.com/pdf/H2_AN202507221713603631_1.pdf", "https://www.suzhou.gov.cn/szsrmzf/qxkx/202508/4acfc7a7ed2a417fb1c678ed5123dcd2.shtml" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "1badaa66c4c152d96f03a1059428127f037d9db98f9388fa16a59bdc8db98e7b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 27 万国国金数据中心\n\n位置：江苏省苏州市昆山市花桥镇远创路558号。建设：万国数据及国金项目公司；资产为南方万国数据中心REIT基础设施。运营：万国数据 GDS。使用：具体租户未公开。\n\n容量与阶段：既有运营资产，4192个物理机柜。公开REIT材料提供可核查地址，不能按机柜数默认折算MW。\n\n最后证据：2025-07 REIT招募说明书；2025-08苏州政府材料。[来源1](https://pdf.dfcfw.com/pdf/H2_AN202507221713603631_1.pdf)、[来源2](https://www.suzhou.gov.cn/szsrmzf/qxkx/202508/4acfc7a7ed2a417fb1c678ed5123dcd2.shtml)。" }, { "id": "dc-research-20261011-cn-028", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "阿里云南通云计算数据中心扩建", "public_location": "江苏省南通市综合保税区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "阿里巴巴；中建五局承建", "operator": "阿里云", "disclosed_user": "阿里云及其客户" }, "capacity": { "quoted_text": "2026年新建机房交付，建筑面积超过7万㎡；未披露可核查独立IT MW。全园规模和本次交付面积不能互换", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026年新建机房交付，建筑面积超过7万㎡；未披露可核查独立IT MW。全园规模和本次交付面积不能互换", "boundary": null, "evidence_date_text": "2026-09中国建筑交付公告。[来源1](https://www.cscec.com/xwzx_new/zqydt_new/202609/3958452.html)", "sources": [ "https://www.cscec.com/xwzx_new/zqydt_new/202609/3958452.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "f75ea818d0407bacb5773b36e9240d1323e667cf12caa1355db5b8c39672c84a", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 28 阿里云南通云计算数据中心扩建\n\n位置：江苏省南通市综合保税区。建设：阿里巴巴；中建五局承建。运营：阿里云。使用：阿里云及其客户。\n\n容量与阶段：2026年新建机房交付，建筑面积超过7万㎡；未披露可核查独立IT MW。全园规模和本次交付面积不能互换。\n\n最后证据：2026-09中国建筑交付公告。[来源1](https://www.cscec.com/xwzx_new/zqydt_new/202609/3958452.html)。" }, { "id": "dc-research-20261011-cn-029", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "优刻得上海青浦数据中心", "public_location": "上海市青浦区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "优刻得 UCloud", "operator": "优刻得", "disclosed_user": "UCloud云服务客户" }, "capacity": { "quoted_text": "一期三栋机房，前两栋约2000个物理机柜已运营，第三栋建设中；各机柜功率并不统一", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期三栋机房，前两栋约2000个物理机柜已运营，第三栋建设中；各机柜功率并不统一", "boundary": null, "evidence_date_text": "2025年报，2026-04披露。[来源1](https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12074825)", "sources": [ "https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12074825" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "4b46489fa740b5c8f4b62fbd2e6dbd15e15d3821ac8cb2ab641ebaaf2f06f7ba", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 29 优刻得上海青浦数据中心\n\n位置：上海市青浦区。建设：优刻得 UCloud。运营：优刻得。使用：UCloud云服务客户。\n\n容量与阶段：一期三栋机房，前两栋约2000个物理机柜已运营，第三栋建设中；各机柜功率并不统一。\n\n最后证据：2025年报，2026-04披露。[来源1](https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12074825)。" }, { "id": "dc-research-20261011-cn-030", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "腾讯仪征数据中心", "public_location": "江苏省扬州市仪征市大数据产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "腾讯", "operator": "腾讯", "disclosed_user": "腾讯云、腾讯混元大模型" }, "capacity": { "quoted_text": "2024年1—4号楼投运；3—4号AI机房披露6100 PFLOPS。2026年全产业园算力总量不能全部归腾讯；未披露IT MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2024年1—4号楼投运；3—4号AI机房披露6100 PFLOPS。2026年全产业园算力总量不能全部归腾讯；未披露IT MW", "boundary": null, "evidence_date_text": "2024-08-29及2026-05-21江苏省委网地方报道。[来源1](https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202408/t20240829_8384996.shtml)、[来源2](https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202605/t20260521_8574161.shtml)", "sources": [ "https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202408/t20240829_8384996.shtml", "https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202605/t20260521_8574161.shtml" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "a385c75aa5f5fdb38e0f40fa427bfebbc5ebcda6a546b065dcfb1c56d82364be", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 30 腾讯仪征数据中心\n\n位置：江苏省扬州市仪征市大数据产业园。建设：腾讯。运营：腾讯。使用：腾讯云、腾讯混元大模型。\n\n容量与阶段：2024年1—4号楼投运；3—4号AI机房披露6100 PFLOPS。2026年全产业园算力总量不能全部归腾讯；未披露IT MW。\n\n最后证据：2024-08-29及2026-05-21江苏省委网地方报道。[来源1](https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202408/t20240829_8384996.shtml)、[来源2](https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202605/t20260521_8574161.shtml)。" }, { "id": "dc-research-20261011-cn-031", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国电信江北仪征数据中心", "public_location": "江苏省扬州市仪征市大数据产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国电信", "operator": "中国电信江苏", "disclosed_user": "字节跳动、腾讯为地方报道披露的客户" }, "capacity": { "quoted_text": "园区已有运营；远期规划3.2万机柜。没有把整个仪征产业园算力或32千规划机柜写成该园已投运GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "园区已有运营；远期规划3.2万机柜。没有把整个仪征产业园算力或32千规划机柜写成该园已投运GW", "boundary": null, "evidence_date_text": "2026-05-21地方报道。[来源1](https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202605/t20260521_8574161.shtml)", "sources": [ "https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202605/t20260521_8574161.shtml" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "6fc7a62f139c9188715f8f27da2d745d7915a44ac2c765d4414d85627c695cdf", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 31 中国电信江北仪征数据中心\n\n位置：江苏省扬州市仪征市大数据产业园。建设：中国电信。运营：中国电信江苏。使用：字节跳动、腾讯为地方报道披露的客户。\n\n容量与阶段：园区已有运营；远期规划3.2万机柜。没有把整个仪征产业园算力或32千规划机柜写成该园已投运GW。\n\n最后证据：2026-05-21地方报道。[来源1](https://www.zgjssw.gov.cn/shixianchuanzhen/yangzhou/202605/t20260521_8574161.shtml)。" }, { "id": "dc-research-20261011-cn-032", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "华为芜湖云数据中心及3D数据中心", "public_location": "安徽省芜湖市三山园区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "华为", "operator": "华为云", "disclosed_user": "华为云及云客户" }, "capacity": { "quoted_text": "2026-09-16华为正式发布芜湖3D数据中心实例，按楼层分置供电、IT、冷却。建筑新方案不等于新公布可统计GW；未披露整园MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-09-16华为正式发布芜湖3D数据中心实例，按楼层分置供电、IT、冷却。建筑新方案不等于新公布可统计GW；未披露整园MW", "boundary": null, "evidence_date_text": "2026-09-16华为公告；2026-06住建公示。[来源1](https://www.huawei.com/cn/news/2026/9/aidc-data-center)、[来源2](https://zjw.wuhu.gov.cn/openness/public/6596411/41214256.html)", "sources": [ "https://www.huawei.com/cn/news/2026/9/aidc-data-center", "https://zjw.wuhu.gov.cn/openness/public/6596411/41214256.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "8b92358bf46d80cf173c119e52b77b7fbc7316bde48e9ac8cc5a8724ce98a9f3", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 32 华为芜湖云数据中心及3D数据中心\n\n位置：安徽省芜湖市三山园区。建设：华为。运营：华为云。使用：华为云及云客户。\n\n容量与阶段：2026-09-16华为正式发布芜湖3D数据中心实例，按楼层分置供电、IT、冷却。建筑新方案不等于新公布可统计GW；未披露整园MW。\n\n最后证据：2026-09-16华为公告；2026-06住建公示。[来源1](https://www.huawei.com/cn/news/2026/9/aidc-data-center)、[来源2](https://zjw.wuhu.gov.cn/openness/public/6596411/41214256.html)。" }, { "id": "dc-research-20261011-cn-033", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "抖音芜湖长三角算力中心一期", "public_location": "安徽省芜湖市经济技术开发区城东片区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "抖音／字节跳动项目体系，具体开发法人待批文核实", "operator": "抖音／字节跳动体系，拟", "disclosed_user": "抖音及相关业务，具体客户未披露" }, "capacity": { "quoted_text": "2026-09在建。城东片区抖音一期、电信等在建项目合计780 MW IT，该聚合数不能全部赋给抖音", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-09在建。城东片区抖音一期、电信等在建项目合计780 MW IT，该聚合数不能全部赋给抖音", "boundary": null, "evidence_date_text": "2026-09-30芜湖经开区公告。[来源1](https://weda.wuhu.gov.cn/xwzx/wdxw/18552951.html)", "sources": [ "https://weda.wuhu.gov.cn/xwzx/wdxw/18552951.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "ea8d28efee2acfb70786fb572ab272183a9ff412bf515a3ccaff60d0a70c382f", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 33 抖音芜湖长三角算力中心一期\n\n位置：安徽省芜湖市经济技术开发区城东片区。建设：抖音／字节跳动项目体系，具体开发法人待批文核实。运营：抖音／字节跳动体系，拟。使用：抖音及相关业务，具体客户未披露。\n\n容量与阶段：2026-09在建。城东片区抖音一期、电信等在建项目合计780 MW IT，该聚合数不能全部赋给抖音。\n\n最后证据：2026-09-30芜湖经开区公告。[来源1](https://weda.wuhu.gov.cn/xwzx/wdxw/18552951.html)。" }, { "id": "dc-research-20261011-cn-034", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国电信芜湖经开区算力中心集群", "public_location": "安徽省芜湖市经济技术开发区城东片区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国电信", "operator": "中国电信，拟／分期", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "2026-09-30新签百亿固定资产投资项目，布局400余亩；城东片区既有在建电信等项目计入780 MW IT聚合。新签约投资额不能直接换算MW或判定已开工", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-09-30新签百亿固定资产投资项目，布局400余亩；城东片区既有在建电信等项目计入780 MW IT聚合。新签约投资额不能直接换算MW或判定已开工", "boundary": null, "evidence_date_text": "2026-09-30芜湖经开区公告。[来源1](https://weda.wuhu.gov.cn/xwzx/wdxw/18552951.html)", "sources": [ "https://weda.wuhu.gov.cn/xwzx/wdxw/18552951.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "e64a8fa18e8b27e255f54abb79e4a0bebcaf491f2e652f40656e5f54a81a929b", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 34 中国电信芜湖经开区算力中心集群\n\n位置：安徽省芜湖市经济技术开发区城东片区。建设：中国电信。运营：中国电信，拟／分期。使用：未披露。\n\n容量与阶段：2026-09-30新签百亿固定资产投资项目，布局400余亩；城东片区既有在建电信等项目计入780 MW IT聚合。新签约投资额不能直接换算MW或判定已开工。\n\n最后证据：2026-09-30芜湖经开区公告。[来源1](https://weda.wuhu.gov.cn/xwzx/wdxw/18552951.html)。" }, { "id": "dc-research-20261011-cn-035", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "商汤临港人工智能计算中心", "public_location": "上海市临港新片区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "商汤科技", "operator": "商汤科技", "disclosed_user": "商汤日日新；上海人工智能实验室风乌项目为公开合作方" }, "capacity": { "quoted_text": "已运营；政府材料披露约4.6万张加速卡。卡数和算力均不直接转为IT GW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "已运营；政府材料披露约4.6万张加速卡。卡数和算力均不直接转为IT GW", "boundary": null, "evidence_date_text": "2025年浦东政府材料及2025-04临港公告。[来源1](https://www.pudong.gov.cn/zwgk/qt-kjw/2025/141/341030.html)、[来源2](https://www.lingang.gov.cn/html/website/lg/index/news/Mediafocus/1911602380692058114.html)", "sources": [ "https://www.pudong.gov.cn/zwgk/qt-kjw/2025/141/341030.html", "https://www.lingang.gov.cn/html/website/lg/index/news/Mediafocus/1911602380692058114.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "d4d2eae45e76a47678fe571679974bced549270316680e1b004eb35ff2a9b33f", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 35 商汤临港人工智能计算中心\n\n位置：上海市临港新片区。建设：商汤科技。运营：商汤科技。使用：商汤日日新；上海人工智能实验室风乌项目为公开合作方。\n\n容量与阶段：已运营；政府材料披露约4.6万张加速卡。卡数和算力均不直接转为IT GW。\n\n最后证据：2025年浦东政府材料及2025-04临港公告。[来源1](https://www.pudong.gov.cn/zwgk/qt-kjw/2025/141/341030.html)、[来源2](https://www.lingang.gov.cn/html/website/lg/index/news/Mediafocus/1911602380692058114.html)。" }, { "id": "dc-research-20261011-cn-036", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "润泽佛山国际信息港", "public_location": "广东省佛山市高明区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "广东润惠，润泽体系", "operator": "润泽", "disclosed_user": "具体客户未具名" }, "capacity": { "quoted_text": "一期已运营；二期B1规划112.5 MW IT，2500个45 kW机柜，目标2028-06-30交付。二期整体能评规划与B1具体项目区分", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期已运营；二期B1规划112.5 MW IT，2500个45 kW机柜，目标2028-06-30交付。二期整体能评规划与B1具体项目区分", "boundary": null, "evidence_date_text": "2026半年报；2026年公司再融资问询回复。[来源1](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)、[来源2](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12412633&stockid=300442)", "sources": [ "https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF", "https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12412633&stockid=300442" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "60b83d0cfba3c9b7891466dad55798407f314e3e1b8c68bb1b425fee18002bb2", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 36 润泽佛山国际信息港\n\n位置：广东省佛山市高明区。建设：广东润惠，润泽体系。运营：润泽。使用：具体客户未具名。\n\n容量与阶段：一期已运营；二期B1规划112.5 MW IT，2500个45 kW机柜，目标2028-06-30交付。二期整体能评规划与B1具体项目区分。\n\n最后证据：2026半年报；2026年公司再融资问询回复。[来源1](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)、[来源2](https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12412633&stockid=300442)。" }, { "id": "dc-research-20261011-cn-037", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "润泽惠州国际信息港", "public_location": "广东省惠州市惠东县白花镇谟岭产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "惠州润信，润泽体系", "operator": "润泽", "disclosed_user": "腾讯为地方政府披露客户；不推断全部机房都由腾讯使用" }, "capacity": { "quoted_text": "一期已运营，二期及后续楼栋持续规划建设。单园全部投运MW未核实；公司整体750 MW不能全部归惠州", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期已运营，二期及后续楼栋持续规划建设。单园全部投运MW未核实；公司整体750 MW不能全部归惠州", "boundary": null, "evidence_date_text": "2026半年报；惠州政府客户材料；2026-09行业协会园区资料。[来源1](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)、[来源2](https://jhj.huizhou.gov.cn/zwgk/gzdt/content/post_5680550.html)、[来源3](https://www.gdssmpa.com/web/diyizixun/xingyedongtai/2026-09-30/29423.html)", "sources": [ "https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF", "https://jhj.huizhou.gov.cn/zwgk/gzdt/content/post_5680550.html", "https://www.gdssmpa.com/web/diyizixun/xingyedongtai/2026-09-30/29423.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "a9d1fd647aa9344227272e902c8a0b364c4151154e158477cb452c852ad4c763", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 37 润泽惠州国际信息港\n\n位置：广东省惠州市惠东县白花镇谟岭产业园。建设：惠州润信，润泽体系。运营：润泽。使用：腾讯为地方政府披露客户；不推断全部机房都由腾讯使用。\n\n容量与阶段：一期已运营，二期及后续楼栋持续规划建设。单园全部投运MW未核实；公司整体750 MW不能全部归惠州。\n\n最后证据：2026半年报；惠州政府客户材料；2026-09行业协会园区资料。[来源1](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)、[来源2](https://jhj.huizhou.gov.cn/zwgk/gzdt/content/post_5680550.html)、[来源3](https://www.gdssmpa.com/web/diyizixun/xingyedongtai/2026-09-30/29423.html)。" }, { "id": "dc-research-20261011-cn-038", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "秦淮东阳光韶关绿色智算中心", "public_location": "广东省韶关市曲江经济开发区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "东阳光集团、秦淮数据", "operator": "秦淮数据，拟", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "首期规划150 MW IT；合作签约和规划状态，尚无所选材料证明150 MW全部投运", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "首期规划150 MW IT；合作签约和规划状态，尚无所选材料证明150 MW全部投运", "boundary": null, "evidence_date_text": "公司当前项目简介，2026-10-11核查；页面标2025-11但存在后续更新。[来源1](https://www.chindatagroup.com/media/news/531.html)", "sources": [ "https://www.chindatagroup.com/media/news/531.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "64489447facaa11c40863d01efa13a1cd12f48ee39796cabac1fdce261d30231", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 38 秦淮东阳光韶关绿色智算中心\n\n位置：广东省韶关市曲江经济开发区。建设：东阳光集团、秦淮数据。运营：秦淮数据，拟。使用：未披露。\n\n容量与阶段：首期规划150 MW IT；合作签约和规划状态，尚无所选材料证明150 MW全部投运。\n\n最后证据：公司当前项目简介，2026-10-11核查；页面标2025-11但存在后续更新。[来源1](https://www.chindatagroup.com/media/news/531.html)。" }, { "id": "dc-research-20261011-cn-039", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国移动粤港澳韶关数据中心", "public_location": "广东省韶关市浈江区数据中心集群", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国移动广东", "operator": "中国移动广东", "disclosed_user": "中国移动及托管客户" }, "capacity": { "quoted_text": "一期2025-06-11投产，1.6万个标准机架；全园两期规划3.2万个标准机架。二期预计2026投运不作实际完成证明", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期2025-06-11投产，1.6万个标准机架；全园两期规划3.2万个标准机架。二期预计2026投运不作实际完成证明", "boundary": null, "evidence_date_text": "2025-06-13韶关政府投产公告。[来源1](https://www.sg.gov.cn/zfxxgkml/content/post_2751499.html)", "sources": [ "https://www.sg.gov.cn/zfxxgkml/content/post_2751499.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "21fe1b1fca3e667aeea168b55d7592c35f41f222fff6a2d3e8c0b4ae69a71990", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 39 中国移动粤港澳韶关数据中心\n\n位置：广东省韶关市浈江区数据中心集群。建设：中国移动广东。运营：中国移动广东。使用：中国移动及托管客户。\n\n容量与阶段：一期2025-06-11投产，1.6万个标准机架；全园两期规划3.2万个标准机架。二期预计2026投运不作实际完成证明。\n\n最后证据：2025-06-13韶关政府投产公告。[来源1](https://www.sg.gov.cn/zfxxgkml/content/post_2751499.html)。" }, { "id": "dc-research-20261011-cn-040", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国电信韶关数据中心一期及二期", "public_location": "广东省韶关市数据中心集群", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国电信广东", "operator": "中国电信广东", "disclosed_user": "具体客户未公开" }, "capacity": { "quoted_text": "一期已运营，二期2026-02-24开工；二期投资5.97亿元，未披露可核查IT MW。韶塘新增项目另有后续公告，不将其混为一期投运容量", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期已运营，二期2026-02-24开工；二期投资5.97亿元，未披露可核查IT MW。韶塘新增项目另有后续公告，不将其混为一期投运容量", "boundary": null, "evidence_date_text": "2026-02开工公告；2026-08、09韶关政府材料。[来源1](https://www.sg.gov.cn/smsg/sgqmshggn/content/post_2820139.html)、[来源2](https://www.sg.gov.cn/smsg/sgqmshggn/content/post_2883361.html)", "sources": [ "https://www.sg.gov.cn/smsg/sgqmshggn/content/post_2820139.html", "https://www.sg.gov.cn/smsg/sgqmshggn/content/post_2883361.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "0868bcb5c88bcc766d28c1af37d1c7657264095d5073b8c044d2af17c0ecd45d", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 40 中国电信韶关数据中心一期及二期\n\n位置：广东省韶关市数据中心集群。建设：中国电信广东。运营：中国电信广东。使用：具体客户未公开。\n\n容量与阶段：一期已运营，二期2026-02-24开工；二期投资5.97亿元，未披露可核查IT MW。韶塘新增项目另有后续公告，不将其混为一期投运容量。\n\n最后证据：2026-02开工公告；2026-08、09韶关政府材料。[来源1](https://www.sg.gov.cn/smsg/sgqmshggn/content/post_2820139.html)、[来源2](https://www.sg.gov.cn/smsg/sgqmshggn/content/post_2883361.html)。" }, { "id": "dc-research-20261011-cn-041", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国联通韶关智算中心", "public_location": "广东省韶关市浈江区数据中心集群", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国联通", "operator": "中国联通", "disclosed_user": "具体客户未公开" }, "capacity": { "quoted_text": "一期已运营；2万PFLOPS为2026年底智算目标，保留预测状态。未披露整园IT MW", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "一期已运营；2万PFLOPS为2026年底智算目标，保留预测状态。未披露整园IT MW", "boundary": null, "evidence_date_text": "2026-08-21韶关政府产业材料。[来源1](https://www.sg.gov.cn/zsyz/tzhj/zdcy/content/post_2874722.html)", "sources": [ "https://www.sg.gov.cn/zsyz/tzhj/zdcy/content/post_2874722.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "4872686b0c9dabdffbc712bd8476d1513f073329b7add215583b51aac1c00255", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 41 中国联通韶关智算中心\n\n位置：广东省韶关市浈江区数据中心集群。建设：中国联通。运营：中国联通。使用：具体客户未公开。\n\n容量与阶段：一期已运营；2万PFLOPS为2026年底智算目标，保留预测状态。未披露整园IT MW。\n\n最后证据：2026-08-21韶关政府产业材料。[来源1](https://www.sg.gov.cn/zsyz/tzhj/zdcy/content/post_2874722.html)。" }, { "id": "dc-research-20261011-cn-042", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "腾讯清远清新云计算数据中心", "public_location": "广东省清远市清新区太平镇花清工业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "腾讯及清远项目公司", "operator": "腾讯", "disclosed_user": "腾讯全业务数据与腾讯云" }, "capacity": { "quoted_text": "2020年一期开服；6、7号楼截至2025-12正式运营，服务器有序上架。没有用30万服务器的远期计划代替当前IT功率", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2020年一期开服；6、7号楼截至2025-12正式运营，服务器有序上架。没有用30万服务器的远期计划代替当前IT功率", "boundary": null, "evidence_date_text": "2025-12-08清新政府；腾讯云旧项目介绍补充位置。[来源1](https://www.qingxin.gov.cn/zwgk/xxgk/zfxxgkml/qt/xzdt/content/post_2090519.html)、[来源2](https://cloud.tencent.com/developer/news/570956)", "sources": [ "https://www.qingxin.gov.cn/zwgk/xxgk/zfxxgkml/qt/xzdt/content/post_2090519.html", "https://cloud.tencent.com/developer/news/570956" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "3d1fe6104539b261166515cb3f0101f70e9d7e9fbd8456f4ae4d70c2ca4ff6c6", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 42 腾讯清远清新云计算数据中心\n\n位置：广东省清远市清新区太平镇花清工业园。建设：腾讯及清远项目公司。运营：腾讯。使用：腾讯全业务数据与腾讯云。\n\n容量与阶段：2020年一期开服；6、7号楼截至2025-12正式运营，服务器有序上架。没有用30万服务器的远期计划代替当前IT功率。\n\n最后证据：2025-12-08清新政府；腾讯云旧项目介绍补充位置。[来源1](https://www.qingxin.gov.cn/zwgk/xxgk/zfxxgkml/qt/xzdt/content/post_2090519.html)、[来源2](https://cloud.tencent.com/developer/news/570956)。" }, { "id": "dc-research-20261011-cn-043", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "东阳光秦淮宜都零碳智算产研基地", "public_location": "湖北省宜昌市宜都市高坝洲镇青林寺村", "city": null, "address_precision": null, "roles": { "developer_or_builder": "东阳光集团、秦淮数据", "operator": "秦淮数据，拟", "disclosed_user": "产研及客户生态用途，具体租户未公开" }, "capacity": { "quoted_text": "2026-04-03开工，IT规划7.5 MW。产研示范项目与其他GW级产业合作项目不合并", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-04-03开工，IT规划7.5 MW。产研示范项目与其他GW级产业合作项目不合并", "boundary": null, "evidence_date_text": "2026-04公司开工公告。[来源1](https://www.chindatagroup.com/media/news/529.html)", "sources": [ "https://www.chindatagroup.com/media/news/529.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "c36ff576a7438e1b17e07d65b13af651ed209f15c785af326f15e9364db6cf9a", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 43 东阳光秦淮宜都零碳智算产研基地\n\n位置：湖北省宜昌市宜都市高坝洲镇青林寺村。建设：东阳光集团、秦淮数据。运营：秦淮数据，拟。使用：产研及客户生态用途，具体租户未公开。\n\n容量与阶段：2026-04-03开工，IT规划7.5 MW。产研示范项目与其他GW级产业合作项目不合并。\n\n最后证据：2026-04公司开工公告。[来源1](https://www.chindatagroup.com/media/news/529.html)。" }, { "id": "dc-research-20261011-cn-044", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "润泽重庆西南国际信息港", "public_location": "重庆市九龙坡区陶家镇", "city": null, "address_precision": null, "roles": { "developer_or_builder": "重庆润泽智惠及润泽体系；中建八局承建", "operator": "润泽，拟／分期", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "全园规划约3.2万物理机柜；一期2023年开工，2026-04仍有一期楼栋建设，二期2025-08开工。未来交付计划不当作实际已投运", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "全园规划约3.2万物理机柜；一期2023年开工，2026-04仍有一期楼栋建设，二期2025-08开工。未来交付计划不当作实际已投运", "boundary": null, "evidence_date_text": "2026-04-13九龙坡政府；2023年重庆政府开工资料。[来源1](https://cqjlp.gov.cn/zwxx/qxdt/202604/t20260413_15606753_wap.html)、[来源2](https://www.cq.gov.cn/zwgk/zfxxgkzl/fdzdgknr/zdxm/dtxx/202312/t20231219_12721459.html)", "sources": [ "https://cqjlp.gov.cn/zwxx/qxdt/202604/t20260413_15606753_wap.html", "https://www.cq.gov.cn/zwgk/zfxxgkzl/fdzdgknr/zdxm/dtxx/202312/t20231219_12721459.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "2ffa1bdb8e27ed23e36a1e9b12da6813b80b2b675131279a67dff494fda45ba5", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 44 润泽重庆西南国际信息港\n\n位置：重庆市九龙坡区陶家镇。建设：重庆润泽智惠及润泽体系；中建八局承建。运营：润泽，拟／分期。使用：未披露。\n\n容量与阶段：全园规划约3.2万物理机柜；一期2023年开工，2026-04仍有一期楼栋建设，二期2025-08开工。未来交付计划不当作实际已投运。\n\n最后证据：2026-04-13九龙坡政府；2023年重庆政府开工资料。[来源1](https://cqjlp.gov.cn/zwxx/qxdt/202604/t20260413_15606753_wap.html)、[来源2](https://www.cq.gov.cn/zwgk/zfxxgkzl/fdzdgknr/zdxm/dtxx/202312/t20231219_12721459.html)。" }, { "id": "dc-research-20261011-cn-045", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国联通西南数据中心", "public_location": "重庆市两江国际云计算产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国联通", "operator": "重庆联通", "disclosed_user": "158家客户，未逐户具名" }, "capacity": { "quoted_text": "截至2025-12投产5栋IDC机楼、7687机架。5600G是网络出口带宽，不是供电容量", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "截至2025-12投产5栋IDC机楼、7687机架。5600G是网络出口带宽，不是供电容量", "boundary": null, "evidence_date_text": "2025-12-02重庆通信管理局。[来源1](https://cqca.miit.gov.cn/xwdt/xydt/art/2025/art_f3e9d1a5c8ab483ead8565ca8c62ffe7.html)", "sources": [ "https://cqca.miit.gov.cn/xwdt/xydt/art/2025/art_f3e9d1a5c8ab483ead8565ca8c62ffe7.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "926bcca8cc949d241248b8e38bb0c01d2b63bf3482adf54ea831e71121d7dbf9", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 45 中国联通西南数据中心\n\n位置：重庆市两江国际云计算产业园。建设：中国联通。运营：重庆联通。使用：158家客户，未逐户具名。\n\n容量与阶段：截至2025-12投产5栋IDC机楼、7687机架。5600G是网络出口带宽，不是供电容量。\n\n最后证据：2025-12-02重庆通信管理局。[来源1](https://cqca.miit.gov.cn/xwdt/xydt/art/2025/art_f3e9d1a5c8ab483ead8565ca8c62ffe7.html)。" }, { "id": "dc-research-20261011-cn-046", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国电信天府云计算中心新建项目", "public_location": "四川省成都市天府新区兴隆湖南侧", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国电信四川", "operator": "中国电信四川，拟", "disclosed_user": "AI训练及大模型开发客户，未具名" }, "capacity": { "quoted_text": "2026-05-13启动建设，预计2027竣工；设计3600 PFLOPS、建筑面积约2.8万㎡，未披露IT MW。与已有天府云计算设施区分", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-05-13启动建设，预计2027竣工；设计3600 PFLOPS、建筑面积约2.8万㎡，未披露IT MW。与已有天府云计算设施区分", "boundary": null, "evidence_date_text": "2026-05-19中国电信公告；2026-05-17人民邮电报转载。[来源1](https://www.chinatelecom.com.cn/ct/news/gdxw/166788.html)、[来源2](https://finance.sina.com.cn/roll/2026-05-17/doc-inhyeetv3847816.shtml)", "sources": [ "https://www.chinatelecom.com.cn/ct/news/gdxw/166788.html", "https://finance.sina.com.cn/roll/2026-05-17/doc-inhyeetv3847816.shtml" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "439202382a87df915b21fab288b43f059a5aa52fe50826a27f4a59d74165e66e", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 46 中国电信天府云计算中心新建项目\n\n位置：四川省成都市天府新区兴隆湖南侧。建设：中国电信四川。运营：中国电信四川，拟。使用：AI训练及大模型开发客户，未具名。\n\n容量与阶段：2026-05-13启动建设，预计2027竣工；设计3600 PFLOPS、建筑面积约2.8万㎡，未披露IT MW。与已有天府云计算设施区分。\n\n最后证据：2026-05-19中国电信公告；2026-05-17人民邮电报转载。[来源1](https://www.chinatelecom.com.cn/ct/news/gdxw/166788.html)、[来源2](https://finance.sina.com.cn/roll/2026-05-17/doc-inhyeetv3847816.shtml)。" }, { "id": "dc-research-20261011-cn-047", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "腾讯贵安七星数据中心", "public_location": "贵州省贵安新区电子信息产业园七星洞库", "city": null, "address_precision": null, "roles": { "developer_or_builder": "腾讯项目体系", "operator": "腾讯", "disclosed_user": "腾讯及腾讯云" }, "capacity": { "quoted_text": "既有运营；历史全园规划30万台服务器，当前IT MW未公开，未把历史服务器规划作为当前全部部署", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "既有运营；历史全园规划30万台服务器，当前IT MW未公开，未把历史服务器规划作为当前全部部署", "boundary": null, "evidence_date_text": "2026-09-01国家网信办贵安报道；2018腾讯介绍。[来源1](https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm)、[来源2](https://developer.cloud.tencent.com/article/1142352)", "sources": [ "https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm", "https://developer.cloud.tencent.com/article/1142352" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "3f9c463c4ee02cfd6ffcfab349ba8aff32eed7c2c36329d67387c1388e50ca91", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 47 腾讯贵安七星数据中心\n\n位置：贵州省贵安新区电子信息产业园七星洞库。建设：腾讯项目体系。运营：腾讯。使用：腾讯及腾讯云。\n\n容量与阶段：既有运营；历史全园规划30万台服务器，当前IT MW未公开，未把历史服务器规划作为当前全部部署。\n\n最后证据：2026-09-01国家网信办贵安报道；2018腾讯介绍。[来源1](https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm)、[来源2](https://developer.cloud.tencent.com/article/1142352)。" }, { "id": "dc-research-20261011-cn-048", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "华为贵安云数据中心及云上屯", "public_location": "贵州省贵安新区七星湖", "city": null, "address_precision": null, "roles": { "developer_or_builder": "华为", "operator": "华为云", "disclosed_user": "华为云、昇腾云服务" }, "capacity": { "quoted_text": "既有运营；历史最终服务器规划不等于当前IT MW。2025年论坛在云上屯举办，2026年贵安报道继续确认园区运营", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "既有运营；历史最终服务器规划不等于当前IT MW。2025年论坛在云上屯举办，2026年贵安报道继续确认园区运营", "boundary": null, "evidence_date_text": "2026-09-01国家网信办；2025-07华为公告。[来源1](https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm)、[来源2](https://digitalpower.huawei.com/cn/news/data-center-facility/ecosystem-forum-2025)、[来源3](https://digitalpower.huawei.com/cn/news/data-center-facility/363)", "sources": [ "https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm", "https://digitalpower.huawei.com/cn/news/data-center-facility/ecosystem-forum-2025", "https://digitalpower.huawei.com/cn/news/data-center-facility/363" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "63465552cfdca5c0f60cee1bbbca1dfc9858b7e99180dfe01f1c7fca7124f605", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 48 华为贵安云数据中心及云上屯\n\n位置：贵州省贵安新区七星湖。建设：华为。运营：华为云。使用：华为云、昇腾云服务。\n\n容量与阶段：既有运营；历史最终服务器规划不等于当前IT MW。2025年论坛在云上屯举办，2026年贵安报道继续确认园区运营。\n\n最后证据：2026-09-01国家网信办；2025-07华为公告。[来源1](https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm)、[来源2](https://digitalpower.huawei.com/cn/news/data-center-facility/ecosystem-forum-2025)、[来源3](https://digitalpower.huawei.com/cn/news/data-center-facility/363)。" }, { "id": "dc-research-20261011-cn-049", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "苹果iCloud贵安数据中心", "public_location": "贵州省贵安新区电子信息产业园", "city": null, "address_precision": null, "roles": { "developer_or_builder": "苹果、云上贵州合作体系；具体资产法人待项目批文补全", "operator": "云上贵州与苹果合作的iCloud中国内地运营体系", "disclosed_user": "中国内地iCloud用户" }, "capacity": { "quoted_text": "既有运营，公开报道于2021年启用；没有公开可核实的本园IT MW。运营方与苹果技术品牌分别列出", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "既有运营，公开报道于2021年启用；没有公开可核实的本园IT MW。运营方与苹果技术品牌分别列出", "boundary": null, "evidence_date_text": "2022-07贵安数据中心报道；2026-09贵安综述。[来源1](https://www.ncsti.gov.cn/kjdt/ztbd/dsxs/zxjz/202207/t20220728_90964.html)、[来源2](https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm)", "sources": [ "https://www.ncsti.gov.cn/kjdt/ztbd/dsxs/zxjz/202207/t20220728_90964.html", "https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "64027dc13956d565e9456f64faa873f03d6c631eb0cdd59994098bc3c0bad5e0", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 49 苹果iCloud贵安数据中心\n\n位置：贵州省贵安新区电子信息产业园。建设：苹果、云上贵州合作体系；具体资产法人待项目批文补全。运营：云上贵州与苹果合作的iCloud中国内地运营体系。使用：中国内地iCloud用户。\n\n容量与阶段：既有运营，公开报道于2021年启用；没有公开可核实的本园IT MW。运营方与苹果技术品牌分别列出。\n\n最后证据：2022-07贵安数据中心报道；2026-09贵安综述。[来源1](https://www.ncsti.gov.cn/kjdt/ztbd/dsxs/zxjz/202207/t20220728_90964.html)、[来源2](https://www.cac.gov.cn/2026-09/01/c_1790012378081831.htm)。" }, { "id": "dc-research-20261011-cn-050", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "中国建设银行贵安数据中心一期", "public_location": "贵州省贵安新区", "city": null, "address_precision": null, "roles": { "developer_or_builder": "中国建设银行；中建四局承建", "operator": "建设银行体系，拟", "disclosed_user": "建设银行自用" }, "capacity": { "quoted_text": "2025-01-21开工；设计8748个机柜、约10万台服务器。未取得本次核查截至日的正式投产证明，保留建设状态", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2025-01-21开工；设计8748个机柜、约10万台服务器。未取得本次核查截至日的正式投产证明，保留建设状态", "boundary": null, "evidence_date_text": "2025-01中国建筑开工公告。[来源1](https://www.cscec.com/xwzx_new/zqydt_new/202501/3852431.html)", "sources": [ "https://www.cscec.com/xwzx_new/zqydt_new/202501/3852431.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "d9e4aebfb4695ff636c0c9960d9c69e63f8e88a2e4f0ae473b1d17a3bdb92907", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 50 中国建设银行贵安数据中心一期\n\n位置：贵州省贵安新区。建设：中国建设银行；中建四局承建。运营：建设银行体系，拟。使用：建设银行自用。\n\n容量与阶段：2025-01-21开工；设计8748个机柜、约10万台服务器。未取得本次核查截至日的正式投产证明，保留建设状态。\n\n最后证据：2025-01中国建筑开工公告。[来源1](https://www.cscec.com/xwzx_new/zqydt_new/202501/3852431.html)。" }, { "id": "dc-research-20261011-cn-051", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "CN", "country_label": "中国内地", "name": "润泽海南自贸港国际信息港", "public_location": "海南省儋州市白马井镇", "city": null, "address_precision": null, "roles": { "developer_or_builder": "海南润泽及润泽体系", "operator": "润泽，拟", "disclosed_user": "未披露" }, "capacity": { "quoted_text": "项目建设及园区落地公开报道可查。公司2026半年报尚未把海南列入四个运营园区；单园IT MW及最新交付量未充分披露", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "项目建设及园区落地公开报道可查。公司2026半年报尚未把海南列入四个运营园区；单园IT MW及最新交付量未充分披露", "boundary": null, "evidence_date_text": "2025-09海南政府；2025-12儋州政府；2026半年报。[来源1](https://en.hainan.gov.cn/hainan/sxian/202509/ef18087d8edf40b29a79eca144aa2cf5.shtml)、[来源2](https://www.danzhou.gov.cn/danzhou/ywdt/jrdz/202512/t20251218_3991415.html)、[来源3](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)", "sources": [ "https://en.hainan.gov.cn/hainan/sxian/202509/ef18087d8edf40b29a79eca144aa2cf5.shtml", "https://www.danzhou.gov.cn/danzhou/ywdt/jrdz/202512/t20251218_3991415.html", "https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "91e195fb8fcaf44b56d1d12665e627efe5edd1c879f65c26bc6612bac28e0846", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 51 润泽海南自贸港国际信息港\n\n位置：海南省儋州市白马井镇。建设：海南润泽及润泽体系。运营：润泽，拟。使用：未披露。\n\n容量与阶段：项目建设及园区落地公开报道可查。公司2026半年报尚未把海南列入四个运营园区；单园IT MW及最新交付量未充分披露。\n\n最后证据：2025-09海南政府；2025-12儋州政府；2026半年报。[来源1](https://en.hainan.gov.cn/hainan/sxian/202509/ef18087d8edf40b29a79eca144aa2cf5.shtml)、[来源2](https://www.danzhou.gov.cn/danzhou/ywdt/jrdz/202512/t20251218_3991415.html)、[来源3](https://static.cninfo.com.cn/finalpage/2026-08-28/1225521959.PDF)。" }, { "id": "dc-research-20261011-cn-052", "record_kind": "source_reported_research", "canonical_site_id": null, "region": "cn", "country_code": "HK", "country_label": "中国香港", "name": "润泽香港沙岭数据园区", "public_location": "香港新界北区沙岭，丈量约份第89约地段第953号", "city": null, "address_precision": null, "roles": { "developer_or_builder": "香港润江智算科技有限公司；最终控股润泽智算科技集团，另有森谷工香港参与", "operator": "润泽集团；中电为电力配套方", "disclosed_user": "具体租户未披露" }, "capacity": { "quoted_text": "2026-03-28动工；2026-09政府将首阶段目标提前至2027年，2030年前后预计18万PFLOPS。没有把算力转成GW；也不按2026半年报旧2028目标覆盖9月更新", "normalized_aggregate_mw": null, "angle": "see_disclosure_text", "quantity_meaning": "see_disclosure_text" }, "stage_and_date": "2026-03-28动工；2026-09政府将首阶段目标提前至2027年，2030年前后预计18万PFLOPS。没有把算力转成GW；也不按2026半年报旧2028目标覆盖9月更新", "boundary": null, "evidence_date_text": "2026-03-02地块招标结果；2026-09-23政府演辞。[来源1](https://www.itib.gov.hk/zh-cn/speeches/2026/pr_20260302b.html)、[来源2](https://www.itib.gov.hk/zh-cn/speeches/2026/pr_20260923a.html)", "sources": [ "https://www.itib.gov.hk/zh-cn/speeches/2026/pr_20260302b.html", "https://www.itib.gov.hk/zh-cn/speeches/2026/pr_20260923a.html" ], "provenance": { "appendix_path": "appendices/china.md", "section_markdown_sha256": "5614f0a1e871882d563f5ca57f792d92f54925005c78565ba01e5bd3910bdc21", "retrieval_cutoff": "2026-10-11", "original_document_sha256": null, "reader_report_sha256": null }, "adoption_status": "research_publication_not_formal_capacity_adoption", "original_research_excerpt": "### 52 润泽香港沙岭数据园区\n\n位置：香港新界北区沙岭，丈量约份第89约地段第953号。建设：香港润江智算科技有限公司；最终控股润泽智算科技集团，另有森谷工香港参与。运营：润泽集团；中电为电力配套方。使用：具体租户未披露。\n\n容量与阶段：2026-03-28动工；2026-09政府将首阶段目标提前至2027年，2030年前后预计18万PFLOPS。没有把算力转成GW；也不按2026半年报旧2028目标覆盖9月更新。\n\n最后证据：2026-03-02地块招标结果；2026-09-23政府演辞。[来源1](https://www.itib.gov.hk/zh-cn/speeches/2026/pr_20260302b.html)、[来源2](https://www.itib.gov.hk/zh-cn/speeches/2026/pr_20260923a.html)。" } ] }