Rohan Paul转述PwC预测，2050年前全球数据中心支出累计31.6万亿美元，年度capex从2026年约8000亿美元升至2050年1.8万亿美元。服务器、GPU、存储和网络设备每4至6年更换一次，每1美元建设capex约带动12美元后续ICT支出，ICT设备占总capex比例从2026年70%升至2050年93%。
PwC projects a $31.6T in global data-center spending through 2050.
Its central forecast has annual capex rising from about $800B in 2026 to $1.8T in 2050, rather than peaking after construction.
Servers, GPUs, storage, and networking hardware typically refresh every 4 to 6 years, so the same facility can require several major equipment cycles.
PwC estimates every $1 of construction capex effectively commits about $12 of future ICT (information and communications technology) spending as that hardware gets replaced.
That pushes ICT equipment from 70% of total data-center capex in 2026 to 93% by 2050.
The US alone is projected to capture $15.1T, or 48% of the global total, while Asia-Pacific receives $8.2T.
But location depends heavily on electricity because cheap, reliable power is harder to secure than capital in many markets.
来源：Rohan Paul · x.com