「英中对照」英伟达发布DSX POD预制模块化数据中心参考设计，绿色和平打断GTC演讲

Nvidia unveiled the DSX POD at GTC Berlin, positioning modular deployment as a way to bring AI infrastructure online faster and start generating returns sooner.Nvidia英伟达在柏林 GTC 大会上发布了 DSX POD，将模块化部署定位为一种让 AI 基础设施更快上线、更早开始产生回报的途径。英伟达

BERLIN – A simple imperative has defined the AI data center boom: faster, bigger, and more powerful.柏林——一条简单的准则定义了 AI 数据中心的繁荣：更快、更大、更强。

But that acceleration is also drawing pushback, particularly in the US, where communities are raising concerns about the speed, scale, and sustainability of new data center development.但这种加速也正在引发反弹，尤其是在美国，那里的社区正在提出担忧，涉及新数据中心开发的速度、规模和可持续性。

Nvidia sits at the center of that expansion. The GPU leader is not only supplying much of the technology behind the AI buildout but also helping shape the economics of the next generation of AI-optimized facilities, which it calls AI factories.英伟达正处于这场扩张的中心。这家 GPU 领导者不仅提供了 AI 建设热潮背后的大部分技术，还在帮助塑造下一代 AI 优化设施的经济模式，英伟达将其称为 AI 工厂。

A Modular Push for Faster AI Buildouts加快 AI 建设的模块化推动力

At its GTC event in Berlin, Nvidia unveiled its latest effort to accelerate that growth: a prefabricated modular reference design called DSX POD.在柏林举行的 GTC 大会上，英伟达公布了其加速这一增长的最新举措：一个名为 DSX POD 的预制模块化参考设计。

The design is intended to give Nvidia partners, including Dell Technologies, HPE, Schneider Electric, and Vertiv, a standardized blueprint for containerized data centers built around the company’s Vera Rubin AI infrastructure. Nvidia said the factory-built, pre-integrated modules can reduce deployment times from roughly six months to as little as 14 days.该设计旨在为英伟达的合作伙伴（包括 Dell Technologies、HPE、Schneider Electric 和 Vertiv）提供一个围绕该公司Vera Rubin AI 基础设施构建的集装箱式数据中心的标准化蓝图。英伟达表示，这些工厂制造、预先集成的模块可以将部署时间从大约六个月缩短至最短 14 天。

Chief executive Jensen Huang introduced the DSX POD during his keynote, positioning it as a way for operators to bring expensive AI infrastructure online more quickly and begin generating returns sooner.首席执行官黄仁勋在主题演讲中介绍了 DSX POD，将其定位为一种让运营商能够更快地将昂贵的 AI 基础设施投入使用、并更早开始产生回报的方式。

Huang said that each gigawatt-scale data center costs $50 billion. “The revenue generation you expect is tens of billion dollars per year,” he said. “If delayed by just three months, that's $10 billion worth of revenues.” By shifting more of the work into the supply chain, he said, the time from installation to production can fall from months to about a month.黄仁勋表示，每座吉瓦级数据中心的成本为 500 亿美元。“你预期的营收是每年数百亿美元，”他说。“如果只延迟三个月，那就是价值 100 亿美元的营收。”他说，通过将更多工作转移到供应链中，从安装到投产的时间可以从数月缩短到大约一个月。

Huang described the DSX POD approach as a fundamental change in how data centers are delivered, arguing that shorter deployment cycles would reduce idle computing capacity and unused capital expenditure while improving profitability.黄仁勋将 DSX POD 方案描述为数据中心交付方式的根本性变革，认为更短的部署周期将减少闲置计算容量和未动用的资本支出，同时提高盈利能力。

Greenpeace Protest Interrupts Keynote绿色和平组织抗议打断主题演讲

Shortly before Huang detailed the new design, however, a small group of Greenpeace protesters interrupted the keynote from the audience.然而，就在黄仁勋详细介绍这一新设计前不久，一小群绿色和平组织抗议者从观众席打断了主题演讲。

The protesters unfurled a banner and projected a message onto the stage reading “Clean up Your Dirty Business.” They also shouted questions about Nvidia technology reportedly found in Russian drones, as well as the environmental effects of data center expansion. “Jensen, what about the technology that was found in Russian drones?” one protester shouted. “What are you doing about the environmental destruction? What about sustainable energy?”抗议者展开一条横幅，并在舞台上投射出“清理你的肮脏生意”（Clean up Your Dirty Business）的字样。他们还高声质问有关据报道在俄罗斯无人机中发现的英伟达技术，以及数据中心扩张对环境的影响。“Jensen，在俄罗斯无人机中发现的技术是怎么回事？”一名抗议者喊道。“你们对环境破坏采取了什么措施？可持续能源呢？”

Protesters held up a banner that read, “Nvidia, clean up your dirty business!” (Image: Andrew Donoghue)抗议者举着一条横幅，上面写着：“英伟达，清理你的肮脏生意！”（图片：Andrew Donoghue）

Greenpeace later said it was behind the protest. “While Nvidia is building an unchecked AI empire no one consented to, people are paying the price,” Benjamin Stephan, Big Tech campaigner at Greenpeace International, said in a statement. “Around the world, communities face damage to water supplies and soil, alongside rising electricity bills because of unchecked expansion of data centers.”绿色和平组织随后表示，此次抗议由其发起。“当英伟达正在构建一个无人同意、不受约束的 AI 帝国时，人们正在为此付出代价，”绿色和平国际组织（Greenpeace International）大型科技公司事务活动人士 Benjamin Stephan 在一份声明中表示。“在世界各地，社区面临水资源和土壤遭到破坏，同时由于数据中心不受约束的扩张，电费不断上涨。”

Huang remained calm during the interruption and asked security not to overreact as protesters were escorted from the hall. “Everybody has a chance to say something,” he said. “I'll talk to you later. But let me get through my keynote.”黄仁勋在打断期间保持冷静，并要求安保人员在抗议者被带离会场时不要反应过度。“每个人都有机会说点什么，”他说。“我稍后再和你们谈。但请先让我完成我的主题演讲。”

The protesters’ comments about Russian drone technology referred to reports earlier this year that Nvidia Jetson Orin modules had been found in the wreckage of drones used by Russia’s military. Nvidia has said the products are consumer-grade systems sold to students, developers, and startups.抗议者关于俄罗斯无人机技术的言论，指的是今年早些时候的报道，称在俄罗斯军方使用的无人机残骸中发现了英伟达 Jetson Orin 模块。英伟达表示，这些产品是面向学生、开发者和初创公司销售的消费级系统。

The protests underscored a broader tension for the industry. While anti-data center demonstrations have become more common, they are typically staged outside venues rather than inside keynote halls.这些抗议活动凸显了该行业面临的一个更广泛的矛盾。尽管反对数据中心的示威活动变得越来越常见，但通常是在场馆外举行，而不是在主题演讲大厅内。

Brownfield Potential and Deployment Questions棕地潜力与部署问题

That tension is also relevant to the DSX POD itself. Nvidia says the system uses dry coolers in place of traditional evaporative cooling, which could help address concerns about water use. At the same time, a platform designed to accelerate deployment could intensify opposition in communities already uneasy about how quickly data center projects are moving.这种矛盾同样与 DSX POD 本身相关。英伟达表示，该系统采用干冷器取代传统的蒸发冷却，这可能有助于回应有关用水问题的担忧。与此同时，一个旨在加速部署的平台，可能会在那些已经对数据中心项目推进速度感到不安的社区中加剧反对情绪。

The containerized form factor may prove equally divisive. Critics may see it as a symbol of industrial infrastructure arriving faster and more visibly. Nvidia did share an image of a large data center campus built entirely from DSX PODs, but the company’s vice president of DGX systems, Charlie Boyle, told Data Center Knowledge that the units could be deployed inside existing industrial buildings and brownfield sites, effectively turning disused sites into new data center capacity.集装箱化的外形设计可能同样会引发分歧。批评者可能会将其视为工业基础设施更快、更醒目地进驻的象征。英伟达确实分享了一张完全由 DSX POD 构建的大型数据中心园区的图片，但该公司 DGX 系统副总裁 Charlie Boyle 告诉Data Center Knowledge，这些设备可以部署在现有工业建筑和棕地内，从而有效地将废弃场地转化为新的数据中心容量。

“I have got people putting these effectively in old, abandoned warehouses,” Boyle said. “An old, abandoned building you see every day – suddenly there are lights in there, and it’s now a data center.”“已经有人把这些设备实际放进了废弃的旧仓库里，”Boyle 说。“你每天都能看到的一栋废弃旧建筑——突然之间里面亮起了灯，现在它成了一个数据中心。”

That aligns with the industry’s recent push to reuse brownfield sites and former industrial property. However, recent data from JLL suggests that in parts of Europe, operators are increasingly looking beyond urban centers for larger campus-style developments.这与该行业近期推动重新利用棕地和前工业地产的趋势相一致。然而，JLL 的最新数据表明，在欧洲部分地区，运营商正越来越多地将目光投向城市中心以外，寻求更大规模的园区式开发项目。

Boyle also argued that the modular design offers flexibility from a sustainability perspective, saying operators could place the units where waste heat might be reused and where the systems can be integrated into a wider site strategy. “You can put these things anywhere. You can grow trees around them,” Boyle said. “That is part of the flexibility of it. You can put it somewhere you can reuse the heat, like next to a swimming pool. You have a lot of options.”Boyle 还认为，从可持续性的角度来看，模块化设计提供了灵活性，他表示运营商可以将这些设备放置在余热可能被再利用的地方，并且可以将这些系统集成到更广泛的场地战略中。“你可以把这些东西放在任何地方。你可以在它们周围种树，”Boyle 说。“这正是其灵活性的一部分。你可以把它放在能够再利用热量的地方，比如游泳池旁边。你有很多选择。”

Boyle also pushed back on concerns about upgradability and lifespan of containerized designs, given how closely integrated the power, cooling, and other support systems are to the IT. He suggested customers could deploy newer containers based on the latest Nvidia systems alongside older ones as infrastructure requirements evolve.Boyle 还反驳了有关集装箱式设计可升级性和使用寿命的担忧，因为电力、制冷和其他支持系统与 IT 的集成度非常高。他表示，随着基础设施需求的演变，客户可以在旧有集装箱旁部署基于最新 Nvidia 系统的新集装箱。

Prefabricated modular data centers, including designs based on shipping containers, are not new. Many of the vendors backing Nvidia’s announcement have offered such systems for years. What Nvidia is betting on is that a reference architecture endorsed by the company itself will help standardize deployments and accelerate adoption as operators race to add AI capacity.预制模块化数据中心，包括基于海运集装箱的设计，并不是什么新事物。支持 Nvidia 这一公告的许多供应商多年来一直提供此类系统。Nvidia 所押注的是，由该公司自己背书的参考架构将有助于实现部署的标准化，并在运营商竞相增加 AI 容量之际加速其采用。

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Andrew Donoghue specializes in journalism, analysis, and thought leadership content for sectors including data centers, critical infrastructure, and sustainable technology.Andrew Donoghue 专注于为数据中心、关键基础设施和可持续技术等领域提供新闻报道、分析和思想领导力内容。

He has held senior content, strategy, and market intelligence roles at organizations including Vertiv and Fujitsu. He is the author of several influential reports covering topics including renewable energy and the data center, IT power management, and data center cooling.他曾在 Vertiv 和 Fujitsu 等机构担任内容、战略和市场情报方面的高级职位。他是多份具有影响力的报告的作者，这些报告涵盖的主题包括可再生能源与数据中心、IT 电源管理以及数据中心制冷。

Andrew has worked for analyst companies such as 451 Research and has also held senior editorial roles at business publishing companies, including CBS Interactive and Incisive Media. He has also been involved in several European Commission-funded IT research projects on data center energy efficiency and sustainability.Andrew 曾供职于 451 Research 等分析公司，还曾在 CBS Interactive 和 Incisive Media 等商业出版公司担任高级编辑职位。他还参与了多个由欧盟委员会资助的、聚焦数据中心能效与可持续性的 IT 研究项目。