English version: How Much New AI Compute Comes Online in 2027? 测算日：2026-10-26。下一份英伟达财报在 11 月中下旬发布，对应英伟达财年 FY27 第三季度，约等于 2026 年 8–10 月。 结论 2027 年英伟达新增、并且真正通电的算力约 15 GW，合理区间 13–18 GW。 这是 IT 口径，只算机柜里设备用的电；算上散热等，从电网取的电约 18 GW。 ...
中文版：2027 年到底新增多少 GW 算力：从英伟达收入倒推 Estimate as of October 26, 2026. NVIDIA reports its next quarter (fiscal Q3 FY27, roughly August–October 2026) in mid-to-late November. Bottom line About 15 GW of new NVIDIA compute will be installed and actually powered on in 2027, with a reasonable range of 13–18 GW. That figure counts only the power drawn by the equipment in the racks (the “IT” basis). Including cooling and other facility overhead, the draw on the grid is about 18 GW. ...