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AI 资料中心建设热潮正把临时劳工住房推向偏远地区。Bloomberg Intelligence 估计,美国有 7,000 亿美元专案处于规划阶段,另有 1,600 亿美元已在施工,开发商因此愈来愈依赖所谓 man camps 来容纳数百至数千名工人。为吸引电工、焊工与管工,营运方提供免费餐食、游戏室、接驳车与高尔夫模拟器;部分资料中心电工年薪已超过 15 万美元。

Target Hospitality 把资料中心住房视为高成长业务,已签下 3 个专案,预计 2 年带来 3.31 亿美元营收。在 Texas 的 Dickens County,一份 4,300 万美元合约将支援 Galaxy Digital 把前比特币矿场改造为 1.6 GW 资料中心;其后两份扩建合约再增加 800 张床位,对应 8,900 万美元营收。该营地最终可容纳 1,500 人,几乎足以使这个面积约 2,331 平方公里(原文 900 平方英里)的县人口翻倍;当地销售税收入 3 年内几乎增至 3 倍,去年达 49.4 万美元。

劳动需求正在扩大。美国 Bureau of Labor Statistics 预计,2024 至 2034 年间建筑技职就业将成长 6%,约为整体职位增幅的 2 倍,而电工职位将成长 9%。其他住房供应商也在加速布局:Atco 已报价 40 至 50 个专案,规模从 50 床到 6,000 人;Civeo 主打可在 90 至 120 天内启用基本营地。于 Louisiana,Meta 的 2.3 GW 园区预计需要 5,000 至 7,000 名施工人员,且 Mark Zuckerberg 表示容量最高可扩至 5 GW;附近营地业者因此认为需求可延续 10 至 15 年。

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The AI data-center boom is pushing temporary worker housing into remote areas. Bloomberg Intelligence estimates that $700 billion of US projects are in planning and another $160 billion are already under construction, so developers increasingly rely on man camps to house hundreds or thousands of workers. To attract electricians, welders, and pipefitters, operators offer free meals, game rooms, shuttles, and golf simulators; some data-center electricians now earn more than $150,000 a year. (Key numbers: 7,000, 1,600, 15)

Target Hospitality sees data-center lodging as a major growth business, with 3 signed projects expected to generate $331 million over 2 years. In Dickens County, Texas, a $43 million contract supports Galaxy Digital's conversion of a former Bitcoin mine into a 1.6 GW data center; 2 later expansion contracts add 800 beds and $89 million more revenue. The site could eventually house 1,500 people, nearly enough to double the population of a county covering about 2,331 square kilometers (900 square miles), while local sales-tax receipts nearly tripled in 3 years to $494,000 last year.

Labor demand is also rising. The US Bureau of Labor Statistics projects 6% growth in construction-trade employment from 2024 to 2034, roughly 2 times the rate for all jobs, while electrician roles are projected to grow 9%. Other housing firms are moving quickly: Atco has quoted 40 to 50 projects ranging from a 50-bed camp to a 6,000-person site, and Civeo says it can open a basic camp in 90 to 120 days. In Louisiana, Meta's 2.3 GW campus is expected to require 5,000 to 7,000 construction workers, and Mark Zuckerberg has indicated expansion to as much as 5 GW, leading nearby camp operators to expect demand for 10 to 15 years.
2026-03-08 (Sunday) · 08a301c927b54fa22851ddddb48097b55cdf4133