---
title: "數據中心巨頭 Digital Realty：需求遠超建設速度，行業並無 “泡沫”"
description: "全球第二大數據中心 REIT 首席執行官 Andy Power 表示，儘管市場對人工智能領域存在投資泡沫的擔憂，但數據中心的需求遠超建設速度，行業並無 “泡沫”。他指出，超大規模企業（如 Nvidia、亞馬遜、谷歌、Meta）的強勁需求推動了數據中心進入供不應求的 “基礎設施超級週期”。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/272591067.md"
published_at: "2026-01-14T18:18:24.000Z"
---

# 數據中心巨頭 Digital Realty：需求遠超建設速度，行業並無 “泡沫”

> 全球第二大數據中心 REIT 首席執行官 Andy Power 表示，儘管市場對人工智能領域存在投資泡沫的擔憂，但數據中心的需求遠超建設速度，行業並無 “泡沫”。他指出，超大規模企業（如 Nvidia、亞馬遜、谷歌、Meta）的強勁需求推動了數據中心進入供不應求的 “基礎設施超級週期”。

面對市場對人工智能（AI）領域存在投資泡沫及過度建設的擔憂，全球第二大數據中心 REIT 首席執行官 Andy Power 明確反駁了 “供應過剩” 的觀點。他指出，在超大規模企業（如 Nvidia、亞馬遜、谷歌、Meta）強勁需求的驅動下，數據中心正處於供不應求的 “基礎設施超級週期”。

### Related Stocks

- [GOOG.US - 谷歌-C](https://longbridge.com/zh-HK/quote/GOOG.US.md)
- [GOOGL.US - 谷歌-A](https://longbridge.com/zh-HK/quote/GOOGL.US.md)
- [META.US - Meta](https://longbridge.com/zh-HK/quote/META.US.md)
- [NVDA.US - 英偉達](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [AMZN.US - 亞馬遜](https://longbridge.com/zh-HK/quote/AMZN.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Good content: YouTube TV Plans launch, and this is all you need to know | YouTube TV has launched its new subscription plans, rolling out this week with options including a Sports plan for $64.9 | [Link](https://longbridge.com/zh-HK/news/275364170.md) |
| Capgemini Extends Secure Sovereign Cloud Partnership with Google Cloud | Capgemini Extends Secure Sovereign Cloud Partnership with Google Cloud | [Link](https://longbridge.com/zh-HK/news/275268420.md) |
| YouTube rolls out an AI playlist generator for Premium users | YouTube has launched an AI playlist generator for Premium users on iOS and Android, allowing them to create playlists us | [Link](https://longbridge.com/zh-HK/news/275452564.md) |
| Eu antitrust regulators investigating Google over its sale of search adverts in Europe, letter to advertisers shows | Eu antitrust regulators investigating Google over its sale of search adverts in Europe, letter to advertisers shows | [Link](https://longbridge.com/zh-HK/news/275794316.md) |
| Meta Platforms, Inc. $META Shares Acquired by Mutual Advisors LLC | Mutual Advisors LLC increased its holdings in Meta Platforms, Inc. (NASDAQ:META) by 10% in Q3, owning 48,478 shares valu | [Link](https://longbridge.com/zh-HK/news/275445079.md) |

---

> **免責聲明**：本文內容僅供參考，不構成任何投資建議。