Nghich Ly Trung Tam Du Lieu 26 Ty Do La Cua Nhat Ban: Dau Tu Ky Luc Gap Phai Thoi Gian Cho Doi Hang Thap Ky
Cac con so ke mot cau chuyen ve nhung mau thuan. AWS cam ket 15,24 ty do la. Oracle hua 8 ty trong muoi nam. Microsoft cong bo 2,9 ty do la—khoan dau tu lon nhat cua ho tai Nhat Ban trong 46 nam.1[^2][^3]
Quy Mo Dau Tu
AWS: 15,24 Ty Do La Vao Nam 2027
Amazon Web Services cong bo vao thang 1 nam 2024 ke hoach dau tu 2,26 nghin ty yen (15,24 ty do la) de mo rong co so ha tang dien toan dam may tai Nhat Ban vao nam 2027.2
Oracle: 8 Ty Do La Trong Muoi Nam
Oracle cong bo vao thang 4 nam 2024 ke hoach dau tu hon 8 ty do la trong thap ky toi.3
Microsoft: 2,9 Ty Do La
Microsoft cam ket 2,9 ty do la dau tu trung tam du lieu—khoan dau tu lon nhat tai Nhat Ban trong 46 nam.4
Khung Hoang Dien
Cho Doi 5-10 Nam
Yasuo Suzuki, Pho Chu Tich Dieu Hanh tai NTT Global Data Centers: "Tai nhung khu vuc tap trung nhat, nhu trung tam Tokyo, ban co the phai cho tu nam den muoi nam chi de co dien."5
Du Bao Nhu Cau
| Nam | Nhu Cau Dien | So Ho Tuong Duong |
|---|---|---|
| 2024 | 19 TWh | Co so |
| 2034 (thap) | 57 TWh | 15 trieu |
| 2034 (cao) | 66 TWh | 18 trieu |
Chien Luoc Ba Vung
| Vung | Ty Le Cong Suat AI | Vai Tro |
|---|---|---|
| Tokyo | ~45% | Hub chinh |
| Osaka | ~25% | Vung cong nghiep |
| Thi truong thu cap | ~30% | Cong suat moi noi |
Diem Chinh
- Dau tu $26+ ty: AWS, Microsoft, Oracle voi cam ket ky luc
- Cho doi 5-10 nam: Ket noi dien Tokyo la nut that co ban
- Tang truong nhu cau 3 lan: 19 TWh len 66 TWh vao 2034
- Chien luoc ba vung: Hyperscaler vuot qua han che Tokyo
