德勤发布《为亚太地区数据中心的蓬勃发展提供强劲动力》报告

来源：新浪财经

　　近期，德勤发布《为亚太地区数据中心的蓬勃发展提供强劲动力》（Powering Asia Pacific's data centre boom）报告，整合了对资产持有方、运营方及设备制造商等数据中心领域利益相关方的访谈观点，并结合德勤对亚太地区能源、监管、可持续发展趋势及市场动态的分析，形成关于数据中心如何实现可持续增长的洞察。

　　报告指出，在整个亚太地区，数据中心的爆发式增长在创造重大经济机遇的同时，也给本就处于转型期的能源系统带来了全新的严峻挑战。能否妥善化解这一矛盾，将直接决定该行业未来十年能否实现规模化发展。通过构建拓展清洁能源供给的智慧采购策略，数据中心完全可以在不加剧电网负荷压力的前提下实现增长。推动数据中心发展与能源体系机遇相协同，需要数据中心与能源生态各方协同发力。

　　报告主要发现如下：

• 亚太地区有望成为全球下一个数据中心枢纽，到 2030 年，该地区数据中心相关投资规模预计将达到约 8000 亿美元。
• 随着经济增长和电气化进程推进，到 2035 年，区域电力需求预计将增长近 50%；而到 2030 年代中期，数据中心的电力需求预计将扩大至目前的五倍，这将显著重塑电力系统的需求格局。
• 数据中心的快速发展为亚太地区带来了重大经济机遇，但缺乏统筹的扩张可能加剧电网拥堵和电价波动。若能进行前瞻性规划并新增清洁能源装机容量，数据中心反而可以成为支撑电网稳定、加速区域清洁能源转型的重要力量。
• 数据中心运营商及其能源合作伙伴正采用多样化的清洁能源解决方案，这些方案会根据不同数据中心的需求和市场环境进行定制化设计。在亚太多数市场中，与传统能源相比，清洁能源如今在部署速度、成本以及能源韧性方面更具优势。
• 当前行业领先的清洁能源实践，未来必须成为数据中心领域的常规操作。通过在规划和投资中采取 “电力优先” 的思路，数据中心的发展可以成为推动能源系统更清洁、更具韧性且更经济的催化剂。

以下为英文新闻稿：

Recently, Deloitte released the report "Powering Asia Pacific's data centre boom," which consolidates insights from interviews with stakeholders related to data centres, including asset owners, operators, and equipment manufacturers. It also integrates Deloitte's analysis of energy, regulatory, sustainability trends, and market dynamics in the Asia Pacific region to form relevant insights on sustainable data centre growth.

The report highlights that the explosive growth of data centres across the Asia Pacific region presents significant economic opportunities while simultaneously introducing new and severe challenges to energy systems already undergoing transformation. Successfully addressing this contradiction will directly determine whether the sector can achieve large-scale development over the next decade. By adopting smart procurement strategies that expand the supply of clean energy, data centres can achieve growth without exacerbating pressure on power grids. Aligning the growth of data centres with opportunities in the energy system will require coordinated efforts from both the data centre and energy ecosystems.

Key findings of the report:

• Asia Pacific is set to become the world's next data centre hub, with approximately $800 billion in data centre investment expected across the region by 2030.
• Regional electricity demand is projected to increase by nearly 50% by 2035 as economies grow and electrify, while data centre electricity demand is expected to expand up to five-fold by the mid-2030s, significantly reshaping electricity system needs.
• Rapid data centre growth presents a significant economic opportunity for Asia Pacific, but uncoordinated expansion risks worsening grid congestion and price volatility. With proactive planning and the addition of new clean energy capacity, data centres could instead support grid stability and accelerate the region's clean energy transition.
• Data centre operators and their energy partners are adopting a diverse range of clean energy solutions, tailored to different data centre requirements and market contexts. In most AP markets clean energy can now be faster to deploy, with lower costs, and added resilience compared with conventional energy sources.
• Today's leading clean energy practices must become business as usual for the data centre sector. Through a "power-first" approach to planning and investment, data centre growth can act as a catalyst for cleaner, more resilient and more affordable energy systems.