中断持续逾 10 小时并影响全球从东京到伦敦的 CME 市场,其源头是 CyrusOne 位于伊利诺伊州 Aurora 的数据中心未按程序在寒潮前排空冷却塔,导致冷却系统过载和温度上升。该中心负责支撑全球每日以“数万亿美元”为量级的 CME 衍生品交易。CME 指出数据中心最初的修复尝试反而恶化问题并导致多台冷水机失效。尽管设施未失去供电,但作为 CME 自 2016 年售后回租 15 年的关键依赖资产,此事件揭示单点依赖风险;CME 因预期故障“短暂”而未切换至纽约备用中心。
CyrusOne 表示其调入额外工程团队及 CEO 等高层,并使用额外设备恢复冷却能力,同时更新低温操作规程、加强基础设施加固、并扩大员工培训。事件的核心统计意义在于其持续时间(>10 小时)、影响范围(跨洲主要市场交易暂停)、与水冷系统失效的链式反应。CME 承认对全球客户造成影响,并强调未来将完善冗余体系。
此次故障成为投资人为 AI 数据中心热潮投入“数千亿美元”后的重要警示:租赁协议中的解约条款在类似冷却失效等反复故障情况下可能被触发。故障发生后,高盛暂停为 CyrusOne 执行的 13 亿美元商用抵押债券发行。花旗报告亦强调冷却等不足可构成租约终止依据,尽管其预计此次为一次性事件,未来缺陷将被彻底修复。
A more than 10-hour outage affecting CME’s global markets—from Tokyo to London—was traced to a procedural failure at CyrusOne’s Aurora, Illinois data center, where staff did not properly drain cooling towers ahead of freezing conditions, causing system overload and rising temperatures. The facility underpins CME’s derivatives markets, which process trillions of dollars daily. CME stated that initial remediation attempts worsened the failure and led to multiple chiller breakdowns. Although the center never lost power, the incident exposed the vulnerability of CME’s 2016 sale–leaseback dependency; CME declined to activate its New York disaster-recovery site because initial signals suggested a brief disruption.
CyrusOne deployed additional engineers, executives, and equipment to restore cooling, and has since updated cold-weather procedures, hardened infrastructure, and expanded staff training. Statistically, the outage’s >10-hour duration, cross-continental market impact, and cascading cooling-system failure highlight structural fragility. CME acknowledged the global client impact and committed to strengthening redundancy.
The incident has become a warning for investors who have funneled hundreds of billions of dollars into AI-driven data center expansion: lease agreements often include termination clauses triggered by repeated deficiencies, including cooling failures. Following the outage, Goldman Sachs paused a planned $1.3 billion CMBS issuance for CyrusOne. Citigroup emphasized that cooling-related deficiencies can justify contract termination, though it expects the event to be isolated and fully remediated.