Kev siv hluav taws xob ntawm ib lub chaw cov ntaub ntawv yog sib npaug ntawm lub nroog loj. Thaum peb tseem tab tom tham txog pes tsawg lub koob yees duab peb tau hloov kho dua tshiab ntawm peb lub xov tooj lossis pes tsawg mais peb lub tsheb roj teeb tuaj yeem npog, lwm qhov kev hloov pauv kev lag luam muaj tseeb yog nyob ntsiag to hauv Asmeskas Midwest. Kuv zoo siab tias los ntawm 2026, kev sib tw thev naus laus zis thoob ntiaj teb yuav hloov pauv tag nrho. Yav dhau los, peb tau sib tw ntawm leej twg tuaj yeem tsim cov chips nrog cov txheej txheem me, tom qab ntawd leej twg tuaj yeem tsim cov qauv loj dua, thiab tam sim no, peb sib tw ntawm leej twg tuaj yeem tsim cov gigawatt (GW)-theem "AI factories" hauv av. Tsis ntev los no, ABI Kev Tshawb Fawb thiab SemiAnalysis hloov kho lawv 2026 ntiaj teb cov ntaub ntawv chaw qeb duas. Tom qab tshuaj xyuas cov npe no, kuv qhov kev xav tam sim ntawd yog qhov kev tsim khoom ib txwm muaj, uas tau txiav txim siab ua tiav los ntawm "tso tawm ib daim av," tau hloov los ntawm lub sijhawm uas suav lub zog ntsuas los ntawm "siv zog." Hauv qab no yog kaum lub behemoths nyob rau hauv no muaj koob tsheej. Kev ua nruj ua tsiv los ntawm "megawatts" mus rau "gigawatts" Cia kuv ua ntej piav qhia txog keeb kwm yav dhau los. Ob xyoos dhau los, lub chaw khaws ntaub ntawv siv 200 megawatts ntawm lub zog tau raug suav tias yog "dab". Tom qab ntawd, 1 lab GPUs tsuas yog npau suav ntawm cov yeeb nkab. Txawm li cas los xij, los ntawm 2026, tag nrho cov no tau hloov pauv. Chav tsev hloov ntawm megawatts mus rau gigawatts (1 gigawatt=1000 megawatts). Qhov no txhais li cas? Ib qho chaw siv hluav taws xob- hluav taws xob hluav taws xob siv ob peb puas megawatts xwb. Qhov no txhais tau hais tias kev siv hluav taws xob ntawm cov chaw zov me nyuam cov ntaub ntawv no piv rau lossis txawm tias dhau ntawm lub nroog me me. Thawj Qhov Chaw: Project Rainier - Qhov Tseeb "Chip Rain" Qhov Chaw: New Carlisle, Indiana, Tebchaws Asmeskas Lub Zog: 2200 megawatts (hauv kev tsim kho) Qhov no yog Amazon's trump card, kev koom tes nrog AI hnub qub tuam txhab Anthropic. Nws tsis yog tsuas yog pawg AI loj tshaj plaws hauv ntiaj teb xwb, tab sis kuj yog qhov siab - twv txiaj rau Amazon tus kheej -tsim chips. Lub tiaj ua si yuav xa 500,000 Trainium 2 chips, nrog rau kev npaj yuav nthuav mus rau 1 lab nyob rau thaum xaus ntawm lub xyoo. Hauv kev tsim khoom siab heev, peb feem ntau tham txog kev paub txog "cov txheej txheem tseem ceeb." Amazon tab tom qhia Nvidia: "khoom noj" Kuv ua rau kuv tus kheej tuaj yeem pub AI qauv. Qhov tseem ceeb ntawm qhov project no nyob rau hauv qhov tseeb hais tias nws yog lub cim pib ntawm huab xam loj loj qhov ua tiav tawg los ntawm kev vam khom rau ib tus neeg muag khoom thiab pib tsim nws tus kheej "arsenal." Thib Ob thiab Thib Peb: Kev Sib Tw Sib Tw Ntawm Microsoft thiab Meta. Microsoft lub tsev kawm ntawv Fairwater (Wisconsin/Georgia) tau txais 2,000 megawatts ntawm lub peev xwm. Microsoft tab tom txuas cov tsev kawm ntawv interstate no rau hauv lub khoos phis tawj loj uas siv lub siab "AI wide area network." Meta mus ntxiv, tsim cov chaw hauv Altuna (1,401 megawatts) thiab Prynville (1,289 megawatts). Lub chaw tsim Prynville, tshwj xeeb, ua tiav PUE (Power Usage Effectiveness) ntawm 1.06. Qhov no yog ib qho zoo kawg nkaus daim duab, txhais tau hais tias yuav luag tag nrho cov hluav taws xob siv hluav taws xob yog siv rau kev suav fais fab, tsis muaj khib nyiab ntawm qhov txias. Qhov no ua haujlwm ceeb toom rau cov tuam txhab tsim khoom: raws li koj cov khoom siv hluav taws xob muaj zog nce, kev tswj kom txias thiab kev tswj hluav taws xob tsis yog qhov thib ob tab sis cov peev txheej tseem ceeb. Meta leverages Oregon cov huab cua txias thiab qis -kub siv hluav taws xob. Campus "Hidden Champions": Hloov thiab Vantage. Dhau li ntawm tus kheej - ua tej yaam num ntawm internet loj heev, ob tus kws tshaj lij "cov neeg ua haujlwm" tseem tsim nyog sau rau ntawm daim ntawv teev npe no. Hloov lub Tahoe Reno (Reno, Nevada) tsis tsuas yog khav theeb 8.09 lab square metres (sib npaug rau 1,130 tus qauv ncaws pob), tab sis nws lub ru tsev txawm tsim los tiv thaiv cua txog 200 mph. Qhov "fortress-zoo li" lub tswv yim tsim los ntawm kev txhawj xeeb txog huab cua huab cua thiab kev tawm tsam lub cev. Vantage's Ashburn campus (Virginia), thaum qeb thib kaum (590 megawatts), yog qhov chaw nyob. Ashburn yog lub npe hu ua "Internet Capital of the World" vim tias ntau dua 70% ntawm lub ntiaj teb kev siv internet hla dhau nws. Nws WUE (dej siv efficiency) yog ze rau xoom, qhia tias nws siv yuav luag tsis muaj dej txias. Dhau li ntawm US, dab tsi ntxiv? Thaum lub kaum sab saum toj yog tswj hwm los ntawm Asmeskas cov tuam txhab, ob qhov chaw yog qhov tseeb "cov neeg loj heev." Ib qho yog Lakeside Technology Center hauv Chicago. Txawm hais tias nws tag nrho cheeb tsam tsuas yog 111,500 square meters, nws tsis vam khom rau qhov loj tab sis ntawm "kev sib txuas." Nws muaj ntau tshaj 40 lub chaw pabcuam kev sib txuas lus, thiab cov txheej txheem kev lag luam tseem ceeb ntawm Chicago Mercantile Exchange nyob ntawm no. Rau kev lag luam kev lag luam nyiaj txiag, qhov no yog New York Stock Exchange ntawm lub ntiaj teb digital; txhua microsecond ntawm ncua sij hawm txhais tau tias poob nyiaj tiag. Lwm qhov piv txwv yog India's Tulip Data Center, nyob hauv Bangalore-"India's Silicon Valley." Spanning 84,000 square meters, sib npaug rau 12 Taj Mahals sab-los ntawm-sab, nws qhov tshwj xeeb tshaj plaws yog nws ib qho - khib fais fab tuag, qhov nruab nrab ntawm 9 kilowatts. Qhov no yog siab rau cov chaw khaws ntaub ntawv ib txwm muaj, tab sis nyob rau hauv lub sijhawm AI, daim duab no tau dhau mus sai heev. Qhov no txhais li cas rau peb kev lag luam tsim khoom? Saib ntawm cov behemoths, peb tsis tuaj yeem tsuas yog cov neeg saib. Raws li tus kws tshawb fawb hauv kev tsim khoom, kuv pom tsawg kawg peb lub cim qhia meej: Ua ntej, hluav taws xob sib npaug ntawm lub zog, thiab lub zog suav sib npaug hauv lub tebchaws. Yav dhau los, peb ntsuas lub teb chaws lub zog muaj zog los ntawm steel ntau lawm thiab hluav taws xob tsim. Yav tom ntej, peb yuav saib seb muaj pes tsawg gigawatt-theem AI xam fais fab pawg ib lub teb chaws muaj. Qhov no yuav tsav tsis tau tsuas yog cov chips xwb tab sis kuj tseem muaj kev loj hlob ntawm cov khoom lag luam siab heev, suav nrog siab -voltage direct tam sim no (HVDC), roj turbines, kua txias pipelines, thiab cov qauv tsev tshiab. Qhov thib ob, lub ntsiab lus ntawm lub Hoobkas tau hloov pauv. Nvidia CEO Jensen Huang tsis ntev los no tau tshaj tawm lub tswv yim ntawm "AI Factory." Tsoos Hoobkas ntau lawm kab churn tawm tsheb thiab xov tooj ntawm tes. Tab sis "cov kab tsim khoom" ntawm cov chaw cov ntaub ntawv no ua rau tib neeg kev paub, logic, thiab kev txiav txim siab tsis siv neeg- ua. Thib peb, kev siv hluav taws xob tsis zoo yog yuam cov khoom hloov pauv. Thaum PUE mus txog 1.0 thiab ib zaug - khib fais fab tuag tshaj 100 kilowatts, cov kiv cua ib txwm siv thiab lub tshuab cua txias tsis siv lawm. Qhov no yuam kom peb tsim cov ntaub ntawv thermally conductive tshiab, cov txheej txheem ntim ntim tshiab, thiab cov kua txias tshiab thiab txawm tias immersion txias thev naus laus zis. Qhov no tso siab heev xav tau ntawm cov ntaub ntawv science thiab precision manufacturing. Hauv kev xaus, saib rov qab los ntawm lub caij nplooj ntoo hlav xyoo 2026, tib neeg yog qhov tseeb tsim qee yam tsis txaus ntseeg. Peb tab tom nthuav tawm cov kev paub uas tau sau thoob plaws hauv kev lag luam kev vam meej rau hauv cov thawv loj no uas npog ob peb square kilometers. Lawv zoo li behemoths uas nqus hluav taws xob, tseem tau nthuav tawm lub tswv yim uas ua rau lub sijhawm no mus tom ntej.
