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房地产趋势:2025年购买土地用于数据中心开发 Real Estate Trends: Buying Land for Data Center Development in 2025 20 Apr 2025 by Datacenters本文深刻揭示了在AI与云计算时代，数据中心选址已从传统的房地产决策，演变为企业基础设施战略的核心。土地不再只是“地块”，更是数字算力的基座。2025年，拥有电力优先、快速审批、模块化扩展等优势的地块，成为投资者和开发商竞相追逐的“新带宽”。此外，气候、水资源和社区关系等软性因素也逐渐成为决策关键。国内也是同样情况，让读者更好理解为什么这个地方会成为数据中心的枢纽节点（如乌兰察布）。在争夺数字主导权的赛道上，土地不仅是基础——更是前沿阵地。 In the race for digital dominance, land isn’t just a foundation—it’s a frontier. Land Is the New Bandwidth数字经济正在迅猛发展——而且没有减速的迹象。人工智能、云计算、视频流媒体、物联网和区块链正驱动数据呈指数级增长。但所有这些数字算力，仍然需要一个物理的归属地。因此，在2025年，数据中心用地不仅仅是房地产，更是一项基础设施战略。 The digital economy is surging—and it’s not slowing down. Artificial intelligence, cloud computing, video streaming, IoT, and blockchain are driving exponential growth in data. But all that digital horsepower still needs a physical home. That’s why in 2025, land for data centers isn’t just real estate—it’s infrastructure strategy. 对于开发商、大型云服务提供商（Hyperscaler）、托管服务商以及投资者来说，问题不再是“是否要买地”，而是“在哪买、多快买、买多少”。随着土地市场趋紧、开发门槛提高，抢占合适的地块可能带来巨大的竞争优势——或者成为代价高昂的瓶颈。 For developers, hyperscalers, colocation providers, and investors alike, the question isn’tif to acquire land, but where, how fast, and how much. As land markets tighten and development hurdles grow, securing the right parcel can offer a massive edge—or become a costly bottleneck. 本博客将深入解析2025年影响数据中心未来的关键土地获取趋势：需求转向何方、选址者优先考虑什么，以及开发商如何在电力、政策与价格之间游刃有余。 This blog unpacks thekey land acquisition trends shaping the future of data centers in 2025: where demand is shifting, what site selectors prioritize, and how developers are navigating power, policy, and pricing. Why Land Strategy Is a Competitive Weapon2025年的数据中心比以往任何时候都更大、更密集、要求更高。随着高性能计算、AI训练和对延迟敏感的应用驱动需求增长，支撑这些设施的土地必须满足以下条件： Data centers in 2025 are bigger, denser, and more demanding than ever. With workloads driven by high-performance computing, AI training, and latency-sensitive applications, the land beneath your facility must support: 冷却环境维持:可持续的水源和气流组织解决方案 Cooling-Ready Conditions: Sustainable water and airflow options.
可扩展性：支持未来10至20年的扩展空间 Scalability: Room to expand over 10–20 years.
可靠性与风险规避：具备抗气候影响、低干扰特性 Reliability and Risk Mitigation: Climate-resilient, low-disruption zones.
本质上，土地不再只是“建设用地”——它是长期计算能力的基石。 In essence, land is no longer just a place to build—it’s a foundation forlong-term compute capacity. 2025’s Top Data Center Land Acquisition Trends1. 电力优先的选址策略 1. Power-First Site Selection 忘掉“地段，地段，还是地段”——如今全看电力。 Forget location, location, location—it’s all about power. 到了2025年，没有稳定、充足电力供应的土地直接被淘汰。随着AI集群推动兆瓦级部署需求，运营商正在： In 2025, land without sufficient, reliable electricity is a non-starter. As AI clusters drive demand for megawatt-scale deployments, operators are: 寻找距离变电站1英里以内的地块 Sourcing parcels within a 1-mile radius of substations. 锁定购电协议（PPA）与绿色能源资源 Locking in power purchase agreements (PPAs) and green energy. 提前与公用事业公司合作，预测电力增长需求 Partnering early with utility providers to forecast capacity growth. 这一“电力优先”战略意味着，在很多情况下，电网接入权的重要性超过了地理位置。 This “power-first” strategy means grid access trumps geography in many cases.
2. 已分区 & 快速审批的地块 2. Pre-Zoned & Permitting-Ready Properties 快速上市现在是一种战略必需。 Speed-to-market is now a strategic necessity. 已被划为工业、科技或特殊用途，并位于审批程序快速的司法辖区的地块，正成为高价资产。开发商更青睐那些： Sites already zoned for industrial, tech, or special-use purposes—and located injurisdictions with expedited permitting—are commanding premium prices. Developers prefer municipalities that: 提供快速审批通道 Offer fast-track reviews and approvals. 有数字基础设施合作经验的地方政府 Have experience working with digital infrastructure. 提供数据中心税收优惠或减免的城市 Provide tax incentives or abatements for data center development.
换句话说，欢迎数据中心的城市，才是真正的大赢家。 In other words, cities that play nice with data centers win big. 3. 大手笔购买，提前囤地 3. Buying Big & Banking for the Future 按块买地的时代已成过去。Hyperscaler和REITs（房地产投资信托）正大手笔收购： Long gone are the days of parcel-by-parcel development. Hyperscalers and REITs are snapping up: 一次性数百到数千英亩的土地 Hundreds to thousands of acres at a time. 选址优质的绿地或棕地项目 Strategically located greenfield and brownfield properties. 可供分期开发、长期运营的地块 Sites intended for multi-phase, multi-decade buildouts.
土地储备正在变成一场长期博弈。业主现在就出手，即便建设可能还要等上5到10年，以抢在分区变化、价格激增和地缘风险前面。 Land banking is becoming a long game. Owners are acquiring now—even if construction is 5–10 years away—to get ahead of zoning shifts, pricing spikes, and geopolitical risks. 4. 气候、冷却与用水策略 4. Climate, Cooling & Water Strategy 可持续性已经不再是可选项。气候风险和水资源可用性，如今比以往更强地影响选址决策。2025年，精明买家的策略： Sustainability isn’t optional anymore. Climate risk and water availability now shape acquisition decisions more than ever. In 2025, savvy buyers are: 避免洪水区、高地震带与易发生山火的区域 Avoiding flood plains, high-seismic zones, and wildfire-prone regions. 偏好支持自然风冷或混合冷却的寒冷气候 Favoring cooler climates that support free-air or hybrid cooling. 获取用水指标，或在干旱地区建设风冷设施 Securing water rights or building air-cooled designs for arid zones. 将气候韧性纳入长期TCO（总拥有成本）模型 Calculating climate resilience into long-term TCO models.
随着ESG标准愈发严格、公众审视加剧，做出可持续的土地决策，能带来声誉与运营上的双重红利。 As ESG standards tighten and public scrutiny intensifies, sustainable land decisions pay reputational and operational dividends. 5. 光纤与网络连接是硬性指标 5. Fiber & Network Proximity Is Mandatory 没有光纤，就没有未来。 Without fiber, there’s no future. 买家要求靠近暗光纤线路、长途骨干网和城市环网。部分开发商更进一步，直接与电信提供商合作： Buyers are demanding proximity todark fiber routes, long-haul backbones, and metro ring networks. Some are going a step further—partnering directly with telecom providers to: 同步推进土地开发与光纤建设 Build fiber infrastructure in tandem with land development. 在初期设计阶段就确保网络冗余 Establish network redundancy during initial design. 实现与区域和全球市场的低延迟连接 Ensure low-latency access to regional and global markets.
在2025年，连接性不是事后补丁，而是从一开始就嵌入的核心。 In 2025, connectivity is baked into the site plan—not bolted on later. Emerging Secondary Markets for Data Center Land尽管北弗吉尼亚、硅谷和达拉斯仍是核心枢纽，但二线市场正在迅速兴起。开发商已经扩展至： While Northern Virginia, Silicon Valley, and Dallas remain core hubs,secondary markets are booming. Developers are expanding into: 亚利桑那州凤凰城：土地便宜、太阳能丰富、地震风险低 Phoenix, AZ – Affordable land, solar power, low seismic activity. 俄亥俄州哥伦布市：地理居中、电力稳定、劳动力受教育程度高 Columbus, OH – Central location, reliable power grid, educated workforce. 内华达州里诺：有利的税制、凉爽气候、低水耗 Reno, NV – Pro-business tax climate, cool weather, low water usage. 内华达州拉斯维加斯：毗邻西海岸、智慧水资源管理 Las Vegas, NV – West Coast adjacency, smart water planning. 德克萨斯州圣安东尼奥：监管友好、土地充足、电网容量 San Antonio, TX – Favorable regulations, abundant land, high-capacity grid.
这些地区提供具竞争力的成本收益组合，并具备更大的拓展潜力与政策开放度，是大城市日渐缺乏的优势。 These regions offer compelling cost-benefit tradeoffs, with scalable footprints and regulatory openness that larger metros increasingly lack. Private Equity & REITs Ramp Up数据中心用地如今成了炙手可热的另类资产类别。2025年，主要参与者包括： Land for data center development is now ahot alternative asset class. Major players in 2025 include: REITs正在收购大型土地组合 Real Estate Investment Trusts (REITs) acquiring land portfolios. 私募股权公司与Hyperscaler组建合资企业 Private equity firms forming joint ventures with hyperscalers. 机构投资者支持长期基础设施基金 Institutional investors backing long-term infrastructure funds. 出售-回租（Sale-Leaseback）交易释放运营资本 Sale-leaseback deals allowing operators to unlock capital.
这些玩家眼中的土地，不再只是“土壤”，而是“数字黄金”。 These players see land not just as dirt—but asdigital gold. Navigating Community Relations & Regulatory Risk并非每个城市都张开双臂欢迎数据中心。 Not every town rolls out the red carpet. 数据中心可能遭遇围绕能源使用、噪音、热排放和地方利益不足等问题的反对。明智的开发商正在： Data centers can face opposition around energy usage, noise, heat emissions, and perceived lack of local benefit. Smart developers are: 早期介入，与当地政府和居民建立联系 Engaging early with local governments and residents. 强调税收、就业和基础设施收益 Emphasizing tax revenue, job creation, and infrastructure upgrades. 采用低噪声、低可见度、绿化隔离的设计方案 Designing facilities with noise abatement, low-profile structures, and green buffers. 签署“社区利益协议（CBA）”以争取公众支持 Incorporating community benefit agreements (CBAs) to win support.
一个好的土地战略，也必须包含一套良好的沟通战略。 A solid land strategy includes acommunications strategy. 2025 Buyer Playbook: Best Practices在当下竞争激烈的房地产市场中，早期买家正在这样做： To thrive in today’s competitive real estate environment, here’s what leading buyers are doing: 从电力开始：评估当前和未来容量 Start with power: Evaluate current and future capacity. 尽早搞定分区：别指望审批快速 Secure zoning early: Don’t assume fast permits. 规划模块化扩展：为未来预留空间 Plan for modular growth: Futureproof your footprint. 搞懂用水问题：了解你的用水指标与冷却限制 Get smart on water: Know your rights and cooling limits. 与光纤供应商协同设计：从第一天就集成网络连接 Co-design with fiber providers: Embed connectivity from Day 1.
Land Strategy = Infrastructure Strategy在这个由AI驱动、云推动的数字经济时代，土地不仅是拼图的一块——更是一切的底座。到了2025年，购买数据中心用地早已从一个战术性的房地产动作，升级为决定企业是否能扩展、竞争和引领数据时代的基础设施核心战略。 In today’s AI-driven, cloud-fueled digital economy, land isn’t just a piece of the puzzle—it’s theplatform for everything that follows. In 2025, buying land for data center development has evolved from a tactical real estate move into a core infrastructure strategy that determines whether companies can scale, compete, and lead in the data era. 那些最具前瞻性的运营商，不再只是部署服务器和机架——他们在构建土地管线、谈判跨数十年的电力协议、并扩张至支持长期产能与可持续目标的战略地区。 The most forward-thinking operators are no longer just deploying servers or racks—they're buildingland pipelines, negotiating multi-decade utility agreements, and expanding into strategic regions that support long-term capacity and sustainability goals. 无论你是打造下一个500MW园区的Hyperscaler、寻求快速上市的托管服务商，还是锁定下一个爆发市场的投资人，有一个事实始终不变： Whether you're a hyperscaler architecting the next 500MW campus, a colocation provider seeking speed-to-market, or an investor identifying the next breakout market, one truth remains: 土地，是数字基础设施化为现实的起点。 Land is where digital infrastructure becomes physical reality. 深知社创立于2017年，是数字能源行业工程技术人员学习、交流、合作、创新的虚拟社区平台。深知社秉承互联网精神，践行工程师文化，提倡全球视野、终身学习、乐于分享的博学深知理念，感兴趣的同学可以扫描下方二维码申请进群交流学习。
翻译： 刘艳宾 苹果数据中心 电气系统运维工程师 DKI（DeepKnowledge Intelligence）高级研究员 校对： 王谋锐 城地香江(上海)云计算有限公司 电气架构师 DKI（DeepKnowledge Intelligence）高级研究员 公众号声明： 本文并非官方认可的中文版本，仅供读者学习参考，不得用于任何商业用途，文章内容请以英文原版为准，本文不代表深知社观点。文中内容来自互联网，如有侵权，将在24小时内删除。中文版未经公众号DeepKnowledge文字授权。
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