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世邦魏理仕:人工智能(AI)熱潮推動香港數據中心需求增長
阿思達克 06-04 14:46
世邦魏理仕發表最新報告,表示受人工智能(AI)熱潮及各行各業數碼化轉型推動,本港數據中心市場需求持續強勁。儘管土地供應及供電受限,但香港的伺服器託管價格上漲,空置率則持續下降。這些因素突出了香港作爲亞太區數據中心樞紐的策略重要性。 世邦魏理仕香港顧問及交易服務—工業及物流部執行董事兼主管黎尚文表示,香港作爲亞太區數據中心流量的重要入口,即使營運商面臨成本上升及基建設施限制,香港市場的韌性及策略性的位置仍持續吸引投資。世邦魏理仕預計持續的需求,尤其是來自AI及雲端服務供應商的需求,將引領下一波的發展浪潮。」 黎尚文補充,指數據中心現時的需求主要來自中國內地及本地的IT服務供應商、電商平臺及銀行。監於新加坡市場的可用空間有限,部份新加坡租戶正考慮香港作爲替代方案。 報告指出,香港毗鄰中國大陸的地理位置,緊密連繫加上成熟的金融生態系統,大大增加香港的吸引力,帶動超大規模數據中心及企業的需求。但市場亦正面臨供電及竣工日程日益增加的壓力,影響數據中心的選址及投資策略。 世邦魏理仕亞太區研究部主管蔡詠嘉表示,在可預見的未來,AI發展蓬勃,加上市場對雲端服務的需求,將繼續推動亞太地區對伺服器託管和超大規模數據中心的強勁需求,從而吸引大量投資者的興趣。預計市場對日本、澳洲及韓國等發展成熟市場的需求將持續增長,新加坡即使供應有限,但也備受關注。 報告預計未來三年亞太地區的數據中心供應量增倍,但由於供電受限及缺乏支援人工智能的基建設施,預計到2028年,亞太地區將面臨15至25千萬億瓦的電力缺口。AI及雲端服務的快速普及化正推動對下一代數據中心的需求,然而許多現有及即將落成的數據中心並非專爲支援AI工作負載而設計。 報告指,這些專注於AI的數據中心需要每臺伺服器機架功率密度翻倍以上,同時更需要先進的冷卻系統、結構加固及低延遲網路連接,因此對開發人員構成了重大挑戰。
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