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SoftBank Group Corp. 正在 Ohio 的 Piketon 规划一个以资料中心为核心的单一园区,Masayoshi Son 称总投资将达 5,000 亿美元。该园区目标容量为 10 吉瓦,约为 Ohio 2024 年全州约 30 吉瓦总发电量的三分之一;以文中基准计算,1 吉瓦可同时供应约 75 万户家庭,因此 10 吉瓦约相当于 750 万户家庭的即时用电规模。基地面积为 3,700 英亩(约 1,497 公顷),位于 Columbus 以南 70 英里(113 公里)。

供电方案高度依赖天然气发电,相关电力投资约 330 亿美元。第一期预计配置约 800 兆瓦,投资 300 亿至 400 亿美元,目标于 2028 年初完工;若以总规模 10 吉瓦比较,第一期仅占约 8%。另据 SB Energy,已采购可合计发电 9.2 吉瓦的涡轮机,首批预计一年内交付,其余将在 2020 年代末前陆续上线,并另提及额外 800 兆瓦资料中心容量,但未公开更多细节。

此案显示 SoftBank 的 AI 基础设施野心已由分散式布局转向超大型单点集中,时间上距离 Masayoshi Son、Sam Altman 与 Larry Ellison 约 14 个月前提出 5,000 亿美元 Stargate 构想不久。然而,专案可行性仍受质疑:主要电网营运商与 Ohio 监管机构先前均未获正式通知,而美国同类大型天然气电厂如 Florida 一座 3.75 吉瓦设施亦需多年分期建成。在 AI 用电与用水需求激增、政治上又要求企业承担基础设施成本的背景下,此案同时体现扩张趋势与执行风险。

SoftBank Group Corp. is planning a single data-center campus in Piketon, Ohio, and Masayoshi Son said total investment would reach $500 billion. The site is designed for 10 gigawatts, about one-third of Ohio's roughly 30 gigawatts of total generation in 2024; using the article's benchmark of 750,000 homes per gigawatt, that implies power on the scale of about 7.5 million homes at one time. The property spans 3,700 acres, or about 1,497 hectares, and sits 70 miles, or 113 kilometers, south of Columbus.

The power plan depends heavily on natural gas, with about $33 billion tied to gas-fired electricity. Phase one is expected to provide about 800 megawatts, cost $30 billion to $40 billion, and finish in early 2028; against the 10-gigawatt target, that first step equals only about 8% of the full project. SB Energy also said turbines totaling 9.2 gigawatts have been sourced, with the first delivery expected within a year and the rest coming online by the end of the decade, and it separately mentioned another 800 megawatts of data-center capacity without giving details.

The project shows SoftBank shifting from a multi-site AI infrastructure strategy toward an extreme single-campus concentration, roughly 14 months after Masayoshi Son, Sam Altman, and Larry Ellison promoted the $500 billion Stargate vision. Yet the scale remains contested: the main grid operator and Ohio regulators had not been formally notified earlier, and even a 3.75-gigawatt gas complex in Florida, one of the largest in the US, took years to build in phases. Amid surging AI demand, rising water and electricity concerns, and political pressure for companies to absorb infrastructure costs, the plan captures both the expansion trend and the execution risk.

2026-03-24 (Tuesday) · 91439536fdfd2a7b5438d53e5911c1b2e7a9d7cb