Momwe AI Data Centres, Tariffs, ndi Standards Zikusinthira Makampani Osaoneka

Zinthu zochepa zamafakitale zomwe sizili zokongola - kapena zofunika kwambiri - mongathireyi ya chingweMafelemu achitsulo omwe amanyamula magetsi ndi zingwe za data kudzera m'malo osungira magetsi, mafakitale, malo osungira deta ndi njira zoyendera anthu samakhala nkhani zazikulu. Koma mphamvu zomwe zikukonzanso zomangamanga padziko lonse lapansi mu 2026 zapangitsa kuti thireyi ya chingwe ndi makwerero a chingwe zikhale chimodzi mwa magawo omwe akuyenda mwachangu kwambiri pakugawa magetsi, ndipo ziwerengerozi tsopano zikuyenera kuonedwa.

Malinga ndi Fortune Business Insights, msika wapadziko lonse wa matireyi a chingwe unali ndi mtengo wa USD 6.41 biliyoni mu 2025 ndipo akuyembekezeka kukula kufika pa USD 7.34 biliyoni mu 2026, kufika pa USD 16.14 biliyoni pofika chaka cha 2034 - kuchuluka kwa pachaka kwa 10.35 peresenti. Thireyi yamtundu wa makwerero ndiyo njira yodziwika bwino, yomwe ikuyembekezeka kuwerengera 69.51 peresenti ya msika mu 2026, ndipo aluminiyamu ikuyembekezeka kutsogolera ndi zinthu zokhala ndi gawo la 75.88 peresenti. Asia Pacific ili kale ndi 40.02 peresenti ya kufunikira kwapadziko lonse, yomwe ili ndi mtengo wa USD 2.57 biliyoni mu 2025.

Palibe chilichonse mwa izi chomwe chikuchitika mwangozi. Mphamvu zitatu za kapangidwe kake zikugundana nthawi imodzi: kumangidwa kwa malo osungira deta oyendetsedwa ndi AI popanda mbiri yakale, kusintha kwakukulu kwa gridi m'badwo uliwonse, ndi mbali yopereka yomwe ikukakamirabe kugwedezeka kwa mitengo ndi kusinthasintha kwa mitengo yachitsulo.

thireyi ya chingwe

Injini Yofunika Kwambiri: Kumanga Malo Osungira Data

Malo osungira deta ndi omwe akukula mofulumira kwambirimakina othandizira chingweMsika wapadziko lonse wa makwerero a chingwe cha data center unafika pa USD 1.075 biliyoni mu 2025 ndipo ukuyembekezeka kukwera kufika pa USD 2.075 biliyoni pofika chaka cha 2032 pa CAGR ya 9.85 peresenti, malinga ndi PW Consulting. Malo osungiramo zinthu zambiri okha adapeza pafupifupi 54 peresenti ya ndalama zomwe zapezeka mu 2025. Mphamvu ya malo osungiramo zinthu padziko lonse lapansi ikuyembekezeka kuwirikiza kawiri pakati pa 2026 ndi 2030, ndipo ntchito za AI - zomwe zimafuna mawaya ambiri kuposa makompyuta wamba - zikuyembekezeka kukwera kuchoka pa 54 peresenti ya kufunikira kwa malo osungiramo zinthu padziko lonse lapansi kufika pa pafupifupi 70 peresenti pofika chaka cha 2030, malinga ndi kusanthula kwa McKinsey.

Zotsatira zake ndi zenizeni. Ogwira ntchito akufuna makwerero okhala ndi miyeso yokwera ya katundu, kayendetsedwe kabwino ka mpweya kuti kutentha kuchotsedwe, komanso kupeza mosavuta kukonza. Kumanga makwerero olumikizidwa kunasunga 63.5 peresenti ya gawo la malo osungira deta mu 2025 chifukwa cha kulimba kwa kapangidwe kake m'maholo okhala ndi anthu ambiri. Opanga akuthamangira kuyankha: Eaton ikukweza B-Line 3-in-1 yake yonse kuti ichepetse nthawi yoyika, Legrand idayambitsa makwerero oyezedwa kale, oyesedwa ndi moto omwe cholinga chake ndi malo otuwa a malo osungira deta, ndipo Snake Tray yatulutsa kabukhu ka thireyi yokonzedwa kale kuti ichepetse nthawi yomanga.

Injini yofunikira yachiwiri: kusinthidwa kwa gridi ndi kusinthidwanso

Injini yachiwiri ndi zomangamanga zamagetsi zokha.Thireyi ya chingweKufunika kwa magetsi kumagawikana m'magawo osiyanasiyana a magetsi m'mafakitale (pafupifupi 28 peresenti), mawaya a data centre (22 peresenti), mawaya a nyumba zamalonda (20 peresenti), machitidwe oyendera (15 peresenti) ndi mapulojekiti a mphamvu zongowonjezwdwa (15 peresenti), malinga ndi IndexBox. Gawo longowonjezwdwa likuonedwa kuti ndi lomwe likukula mofulumira kwambiri mpaka chaka cha 2035: minda yamagetsi ya dzuwa ndi malo opangira magetsi amphepo ndi olemera kwambiri, ndipo makamaka mphepo ya m'mphepete mwa nyanja imadya thireyi ndi makwerero ambiri omwe ali ndi dzimbiri.

Kusintha kwa gridi kumawonjezera gawo pamwamba. Mabungwe othandizira omwe akuchotsa kupanga malasha akale ndikuphatikiza magetsi obwezerezedwanso omwe amagawidwa akumanganso malo osinthira magetsi ndi malo otumizira magetsi panthawi yomwe ikufanana ndi kukula kwa malo osungira deta. Nkhani ya ku Australia ndi yophunzitsa: malo osungira deta kumeneko tsopano ali ndi 2 peresenti ya mphamvu yoperekedwa ndi gridi, yomwe ikuyembekezeka kufika pa 6 peresenti pofika chaka cha 2030, pomwe ndalama zomwe zimayikidwa mu zomangamanga za gridi zikuyembekezeka kufika pa A$7.2 biliyoni pofika chaka cha 2030 - kufunikira kopanga magetsi ambiri, kutumiza magetsi ambiri komanso chithandizo cha mawaya ambiri m'magawo onse awiri.

Mbali yopezera zinthu ikupitirirabe kugwedezeka

Kufunika kwa zinthu kukupitirira kukhazikika kwa mbali yopereka zinthu. Kusakhazikika kwa mitengo ya zitsulo ndi aluminiyamu kukuchepetsa opanga - zinthu zopangira zinthu zimakhudza pafupifupi 20 peresenti ya ndalama zopangira mu gawo la data centre ladder, ndipo mitengo ya msika wonse ikadali yogwirizana kwambiri ndi misika yazitsulo. Ku United States, mitengo ya Gawo 232 pa zitsulo ndi aluminiyamu zomwe zimatumizidwa kunja inakweza mtengo wazinthu zoyendetsera chingwe ndi 50 peresenti mu 2025, malinga ndi kusanthula kwa gawo, kulimbikitsa njira zogulira zomwe zimakonda khalidwe lolembedwa kuposa mtengo wotsika kwambiri wa mayunitsi.

Yankho lake ndi kusintha kwa madera. Mphamvu zatsopano zopangira zinthu zikubwera pa intaneti kunja kwa malo odziwika bwino - kuphatikizapo fakitale ya makwerero ndi thireyi yomwe idatsegulidwa ku Greater Noida, India mu 2025 kuti ikwaniritse mapulojekiti am'deralo - ndipo ogula akufunitsitsa kulipira kuti zinthu ziyende bwino m'malo mosintha zoopsa zomwe zafotokozedwazo kupita kumalo ena. IndexBox ikunena kuti msika udzakhalabe wosagawanika, ndi mpikisano woyendetsedwa ndi zomwe zafotokozedwazo, kutsatira miyezo yachitetezo cha madera (IEC, NEC) komanso kufikira kwa magawo m'malo mwa mtengo wokha.

thireyi ya chingwe

Kutsatira malamulo kwakhala chipata chogulira zinthu

Kusintha koonekera kwambiri mu zikalata za 2026 ndi khoma lotsatira malamulo. Mapulojekiti a malo osungira deta ku North America tsopano nthawi zonse amafuna kuti NEMA VE 1 itsatire malamulo a zitsulo.thireyi ya chingwemachitidwe ndi njira zoyikira za NEC Article 392. Mu misika yaku Europe ndi yotumiza kunja, zofunikira pa mayeso a IEC 61537 — kuphatikiza zolemba ndi zolemba za load-class — zikukhala zokhazikika. Ma installation aku Australia akugwiritsa ntchito malamulo a AS/NZS 3000 wiring pamodzi ndi njira zoyesera za IEC 61537.

Zotsatira zake n'zakuti ogulitsa opanda zikalata zoyesera, matebulo onyamula katundu ndi ziphaso za zinthu amasefedwa pagawo lopanga. Izi zimathandiza opanga omwe amayang'anira unyolo wonse wopanga - kutulutsa, kupanga, galvanizing, kuyesa - ndipo amatha kupereka zikalata zaukadaulo pa kutumiza kulikonse. Zimafotokozanso chifukwa chake "dongosolo lothandizira lolembedwa" lalowa m'malo mwa "yotsika mtengo pa mita" ngati chilankhulo chogwira ntchito chogulira zinthu mu ma tender a polojekiti.

Munda wogawanika, ndi opanga aku China akukweza msika

Malo ampikisano akadali ogawanika: Atkore, ABB, Eaton, Legrand, OBO Bettermann, MP Husky, Snake Tray ndi nVent lead specifications m'misika ya Kumadzulo, pomwe opanga m'madera ali ndi gawo m'madera awo. Koma khoma lotsatira malamulo likutsegula malo kwa ogulitsa kunja omwe angathe kulemba momwe zinthu zikuyendera. Shanghai Qinkai Industrial, kampani yopanga mathireyi, makwerero ndi ma seismic support systems yomwe ili ku Shanghai, yati yawona matebulo onyamula katundu ndi ziphaso za zinthu zikufika pa RFQ m'malo motsatira oda m'misika yake yotumiza kunja, ndipo yamanga mzere wake wa makwerero otenthetsera a T3 mozungulira zolemba za EN ISO 1461, deta yoyesera ya IEC 61537 komanso mndandanda wonse wa zolumikizira mkati.

“Ogula sakuyerekezanso mitengo; akuyerekezanso mapepala olembera,” anatero woimira kampaniyo. “Chogulitsa chomwe chimatumizidwa ndi fayilo yolimba kwambiri yaukadaulo ndi chomwe chimapambana zomwe zafotokozedwazo.”

Zoyenera kuonera mu 2034

Njira zitatu ndizofunikira kuzitsatira. Choyamba, gawo la malo osungira deta lipitiliza kukula kuposa msika: pa 9.85 peresenti CAGR, liwonjezeka kawiri pofika chaka cha 2032, ndipo gigawatt iliyonse ya mphamvu yatsopano yowerengera imakoka makwerero, thireyi ndi makina othandizira kumbuyo kwake. Chachiwiri, kusakanikirana kwa zinthuzo kukusintha - kulamulira kwa aluminiyamu kukuwonetsa mphamvu zopepuka, zosagwira dzimbiri komanso zopanda maginito zomwe zimagwirizana ndi malo osungira deta komanso mafamu a dzuwa, pomwe chitsulo chotenthetsera chimakhalabe chogwira ntchito kwambiri pamlengalenga wakunja ndi mafakitale. Chachitatu, thireyi ya waya ndi mtundu wazinthu zomwe zikukula mwachangu, zomwe zimakondedwa m'malo osungira deta kuti mpweya ulowe komanso kufulumira kuyiyika, zomwe zimapangitsa kuti opanga makwerero azikakamizidwa kuti atsimikizire mtengo wawo wapamwamba ndi magwiridwe antchito.

Nthawi ya bata yamakampaniyi yatha. Chingwe cha waya sichilinso chinthu chogwiritsidwa ntchito pogawa magetsi — ndi gawo loyezedwa, lolembedwa, lofunika kwambiri pakusintha kwa digito ndi mphamvu, ndipo tsopano ndi lalikulu mokwanira kuti liwonekere.


Nthawi yotumizira: Sep-01-2026