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2023 年数据中心展望Data centre outlook for 2023 Ciaran Forde 一方面，持续发展的数字化为数据中心行业带来了新的机遇；另一方面，新冠疫情的后续影响和当前的地缘政治体系又使行业面临一系列前所未有的挑战。如何平衡好日益增长的数字化需求与地理、环境、能源等挑战将是2023年需要面临和解决的问题。 说2022年是颠覆性的一年有些轻描淡写了。去年对数据中心行业的展望主要在关注平衡数字化增长与更可持续的实践上。但我们无法知道对地缘政治格局持续发生的大规模破坏会产生什么影响——尤其是我们将面临严重的能源危机。 To say that 2022 has been a disruptive year is an understatement. Much of last year’s outlook for the data centre sector was concerned with balancing the growth in digitalisation with more sustainable practices. But we had no way of knowing about the impact the ongoing massive disruption to the geopolitical landscape would have – not least that we’d be facing a severe energy crisis. 当前的形势使人们更加关注解决去年提出的问题的重要性，同时强调新的挑战。然而，这也并非全是坏事—例如，持续发展的数字化为行业带来了新的机遇。 The current situation brings a sharper focus on the importance of addressing the issues raised last year, as well as highlighting new challenges. It’s not all doom and gloom, though - ongoing digitalisation, for example, represents new opportunities for the sector. 下面是2023年及以后数据中心行业发展情况的一些展望，好坏姑且不论。 Here, then, are some of the developments – for good or ill – that we can expect to see in the data centre sector during 2023 and beyond. 我们现在面临的最大问题是能源价格异常高昂。成本已飙升至成为大型能源用户（如数据中心所有者）真正的关注点。他们能否将这些成本转嫁给客户？价格会继续上涨吗？他们是否有现金流来管理他们的商业模式？尽管可再生能源发电战略的讨论一直围绕着可持续性和环境，但今天我们需要区域内的可再生能源来保护欧洲国家的供应，主要是出于能源安全和成本的考虑。例如，微软正在朝着这个方向迈出一步。其都柏林数据中心拥有获准接入电网的锂离子电池组，以帮助电网运营商在风能、太阳能和海水等可再生能源不足以满足需求时提供不间断的电力。 The biggest issue we face right now is the extraordinarily high price of energy. The cost has skyrocketed to the point where it becomes a real concern for large energy users, such as data centre owners. Can they pass these costs on to their customers? Will the prices continue to rise? Do they have the cashflow to manage this in their business model? While the argument for a renewable generation strategy has always been around sustainability and the environment, today we need in-region renewables to protect supplies for European countries primarily for reasons of energy security and cost. Microsoft is taking a step in this direction, for example. Its Dublin data centre features banks of lithium-ion batteries approved for connection to the grid to help grid operators provide uninterrupted power should renewable sources such as wind, sun, and sea be insufficient to meet demand.
事实上，加快可再生能源发电的需求是去年展望的延伸，但现在情况要严重得多。这应该给欧洲、中东和非洲各国政府敲响警钟，提醒他们不能再依赖传统能源。 This need to accelerate the generation of renewable energy is, effectively, an extension of last year’s outlook. But it’s much more acute now. It should serve as a wake-up call to governments across EMEA that they can no longer rely on traditional energy sources. 新冠肺炎对许多行业的全球供应链产生了巨大影响。然而，一旦疫情消退，各地企业都陷入了一种虚假的安全感中，认为已经度过了最糟糕的时期。 COVID-19 had a tremendous impact on global supply chains across many sectors. However, once the pandemic receded, businesses everywhere were lulled into something of a false sense of security, believing they’d been through the worst. 没有人会预料到第二次打击，事实证明，这场地缘政治危机对一些供应链（尤其是对数据中心建设至关重要的半导体和基本金属）的破坏性甚至比新冠疫情更大。作为一个高速增长的市场，数据中心行业对供应链中断非常敏感，尤其是在其寻求扩大规模的时候。 No-one was expecting a second body blow, a geopolitical crisis that’s proven to be even more disruptive to some supply chains - particularly the semiconductors and base metals vital to data centre construction – than COVID. As a high growth market, the data centre industry is highly sensitive to supply chain disruption, especially at a time when it’s looking to scale up. 整个行业仍在与供应链中断作斗争。目前的地缘政治形势意味着这种情况只可能继续下去。 The industry as a whole is still struggling with supply chain disruption. And the current geopolitical landscape means this is only likely to continue. 数字增长的需求前所未有。已经探索了各种可能的途径，以便在尽可能短的时间内以更简单、更具成本效益的方式满足这一需求。 The requirement for digital growth has reached an unprecedented level. Every possible avenue has been explored to fulfil that need more simply, more cost-effectively, and in the shortest possible time. 但这样做可能与许多高度复杂、任务关键型环境的性质相矛盾。数据中心拥有多种不同技术，从暖通空调系统到机械和结构工程、IT和计算。我们面临的挑战是如何加速这种高度复杂、相互依存的环境类型，以保持当前的数字化趋势。 But doing so can be contradictory to the nature of many highly complex, mission-critical environments. A data centre is home to a wealth of different technologies – from HVAC systems to mechanical and structural engineering, IT and compute. The challenge is trying to accelerate such highly complex, interdependent types of environments to maintain the current trends for digitalisation.
为此，数据中心设计人员、运营商和供应商正在开发能降低这种复杂性的系统，同时遵守应用程序的关键任务属性。数据中心的工业化或模块化，即预制、预设计和预集成单元交付到现场，是降低数据中心设计和建造复杂性同时确保更快上市时间的一种方式。 To this end, data centre designers, operators, and vendors are fashioning systems that will reduce this complexity while respecting an application’s mission-critical nature. The industrialisation, or modulisation, of data centres, where prefabricated, pre-engineered, and pre-integrated units, are delivered to site, is one way of making the design and construction of a data centre less complex while ensuring faster time-to-market. 到目前为止，伦敦、都柏林、法兰克福、阿姆斯特丹和巴黎一直是传统的数据中心集群，这要么是因为公司总部位于这些城市，要么是因为它们是天然的经济集群，拥有丰富的电信连接和理想的客户群。 Until now, London, Dublin, Frankfurt, Amsterdam, and Paris have been the traditional data centre clusters, either because companies are headquartered in these cities, or because they’re natural economic clusters with a wealth of telecom connectivity and ideal client profiles. 为了提供高质量的服务并更接近人口和经济活动中心，在主要经济国家的二级城市和较小经济国家的首都建设数据中心变得更加有利。数据中心运营商之间的竞争非常激烈，因此许多二级城市和国家为现有运营商提供增长机会，或为新运营商提供进入点。因此，你会看到华沙、维也纳、伊斯坦布尔、内罗毕、拉各斯和迪拜等城市（新建数据中心）的活动越来越多。 To provide quality of service and to be in closer proximity to centres of population and economic activity, it’s becoming more favourable to build data centres in the secondary cities of the main economic nations and in the capitals of smaller economic nations. Competition amongst the datacentre providers is strong, so many of these Tier II cities and nations provide for growth for existing operators or low point of entry for new operators. For this reason, you will see increased activity in cities like Warsaw, Vienna, Istanbul, Nairobi, Lagos, and Dubai. 但这种扩张并非没有挑战。例如，与恰当的选址、电力和工程劳动力的可用性相关的考虑都会增加组织整体运营的复杂性。其中许多国家可能没有足够的经验或人员来帮助设计、建造和运营新的数据中心。 But this expansion is not without its challenges. Considerations around the availability of appropriate sites, power, and engineering labour all add complexity to an organisation’s overall operations, for instance. And many of those countries may not have a lot of experience or personnel to help with the design, construction, and operation of a new data centre.
克服这些挑战需要数据中心所有者在每次进入新地区时重新学习该行业。尽管存在这些挑战，新的市场仍在不断开放，许多运营商试图在发展二级市场时获得先发优势。事实上，许多司法管辖区都敞开双臂欢迎数据中心运营商，有些甚至提供奖励和补贴来吸引他们。 Overcoming such challenges will require data centre owners to relearn the industry each time they move into a new geography. Regardless of such challenges, though, new markets continue to open up, with many operators trying to achieve first mover advantage into developing secondary markets. In fact, many jurisdictions are welcoming data centre operators with open arms, with some even offering incentives and subsidies to entice them. 今年证明的一件事是，我们无法确定任何事情。新冠疫情的后续影响和当前的地缘政治体系使该行业面临一系列前所未有的挑战。但增长机会依然存在。趋势表明，更具前瞻性的运营商将能够抵御风暴，面对未来的一切。 One thing this year has proved is that we can’t be certain about anything. The after-effects of COVID and the current geopolitical system have left the sector facing a series of unprecedented challenges. But growth opportunities exist. Trends would indicate that more forward-looking operators will be able to weather the storm, to face whatever the future holds. 翻译： Wren 哔哩哔哩基础工程部工程师 DKV（DeepKnowledge Volunteer）计划精英成员 校对： 贾梦檩 阿里云 暖通工程师 DKV（DeepKnowledge Volunteer）计划精英成员
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来自： tuzhanbei2010 > 《生活小常识》
