4、在建筑领域，数据的使用范围正在扩大，从中我们也能够获得新的洞见和认识

4、Use of data in construction expands and yields new insights

建筑业长期以来一直被认为是一群使用算盘的保守派。虽然这远非事实，但我们是唯一一个近60年未提高劳动生产率的非农行业。建筑业一直很擅长收集数据，但我们并没有总是充分利用它，除了使用标准指标和成本报告之外。这是因为有如此多的数据且数据传输速度非常快，以至于我们没有办法对它进行处理。

The construction industry has long been perceived as a bunch of abacus-using Luddites. Although this is far from the truth, we are the only non-farm industry that has not improved its labor productivity in almost 60 years. The industry has been very good at gathering data, but we haven’t always done much with it other than the standard metrics and cost reports because there is so much data and it is coming at us so fast that there was no way to process it.

如果一个批发式的Colo提供商的建设经理能够说出承包商需要以多快的速度建设来最大化收入，或者在第一天分析时间表并说出它是否能够实现呢？

What if a wholesale colo provider's construction manager could say how fast a contractor needs to build to maximize revenue? Or analyze the schedule on day 1 to say it ican be met？

如果一个批发的基础设施提供商的建筑经理能够说出承包商需要以何种速度建造才能最大化收益，或者在第一天分析时间表以确保能够如期完成呢？虽然建筑行业并不像外界所认为的那样落后，但在近60年来，我们是唯一一个未提高劳动生产率的非农行业。这个行业一直在搜集数据，但我们并没有总是能够充分利用这些数据，除了标准指标和成本报告之外。因为有大量数据产生得非常快，我们无法及时处理。今天数字化技术允许我们比以往更快更有效地捕获和处理更多数据，同时将设计师和建筑师的专业知识存储在数字代码中，用于改善设计和建造过程。我们的建筑现场需要像亚马逊晚间足球比赛或F1比赛一样，从世界各地收集实时数据，以建造和改进结果。

There have always been stellar examples of great projects that did incredible work such as the Empire State building, Pentagon, etc., but the nature of the industry makes every project a silo because they do not move from where they are built, and the teams are broken up after the project. Today digitization allows us to capture and process more data faster and more effectively than we ever have before while storing the expertise of the designers and builders in digital code to be used to improve the process of designing and building. Our construction sites need to feel like Thursday Night Football games on Amazon Prime or F1 races with real time data coming in from all over the world to build and improve outcomes.

也许这又是我的一个理想化预测，但我认为2023年是这种情况发生变革的一年。已经有一些开明的人正在以前所未见的方式切分和分析数据，包括OAC的首席创新官。对于批发式托管提供商来说，他们的建筑经理能告诉他们承包商需要多快才能建造数据中心以最大化收益，这将会有多么有价值呢？他们可以在第一天分析进度并告诉他们是否有可能按计划完成任务。使用数据以更精细的方式拆分工作，并改善生产力，这是我们几十年来从未见过的？

Perhaps this is another one of my aspirational predictions, but I think 2023 is the year when this changes. There are some enlightened souls that are already slicing and dicing data differently than I have ever seen, including the Chief Innovation Officer of OAC. How valuable would it be to a wholesale colocation provider for their construction manager to be able to tell them how fast their contractor needs to build their data center to maximize their revenue? How about analyzing their schedule on day 1 and telling them the likelihood that they will meet that schedule? What about using the data to break down work in a much more granular way and improve productivity in a way we haven’t seen in decades?

现在这一切都是可能的，我预测2023年将是实现并产生新见解的一年。

It's all possible now, and I predict that 2023 will be the year that it comes to fruition and yields new insights.

5、5G再次达不到预期

5 、5G fails to live up to the hype…again

今年5G的预测我做出了180度的反转，与去年完全相反。去年我愚蠢地预测5G会达到预期效果，但这是我在2022年中得分为F的预测之一。正如TechDirt所说，5G主要只是电信和硬件供应商急于销售更多设备并为高昂的美国移动数据价格辩护的炒作。我对这个问题上犯了傻，早在2019年我就开始预测5G的发展。我并不比Charlie Brown聪明，他总是认为这次他能够踢到足球，结果却被Lucy再次拿走。我认为，5G在2023年及以后都不会实现它的炒作效应。尽管如此，如果询问ChatGPT，仍然对其潜力持乐观态度。

I am doing a 180° reversal from last year when I idiotically predicted that 5G would start to live up to the hype. This was one of my predictions that received a grade of an F in 2022. As TechDirt put it, 5G was largely just hype by telecoms and hardware vendors eager to sell more gear and to justify high US mobile data prices. I am a glutton for punishment on this one as I started making predictions about 5G back in 2019. I am no smarter than Charlie Brown, who always thought this would be the time he would get to kick the football, only to have Lucy pull it away yet again. 5G will not live up to the hype in 2023 and I don’t think it ever will. That said, when asked, ChatGPT still seems optimistic about its potential.

6、微软对ChatGPT创建者OpenAI的投资将使必应变得更有价值

6、Microsoft’s investment in ChatGPT creator OpenAI will make Bing relevant

今年对ChatGPT的预测与去年对元宇宙预测差不多。我是热衷于互联网的人。在1月中旬，微软宣布将向Azure添加ChatGPT。不久之后，微软确认正在对OpenAI进行“多年、数十亿美元”的投资。尽管他们只宣布将ChatGPT添加到Azure，但人们会认为，它只是时间问题，微软会将其添加到很少人知道的Bing搜索引擎上。我的预测是，他们将在Bing中加入ChatGPT，并成为谷歌搜索的有力竞争者。可笑的是谷歌开发了Transformers技术，而ChatGPT是基于这一技术构建的。

Apparently ChatGPT is to this year’s predictions as the metaverse was to my predictions last year. I am a sucker for a good buzzword. In mid-January, Microsoft announced that it would add ChatGPT to Azure. Not long after, Microsoft confirmed that it was making a "multiyear, multibillion-dollar investment" in OpenAI. Although they have only announced adding ChatGPT to Azure, one would think it’s only a matter of time before they add it to their little-used Bing search engine. My prediction is that they will add ChatGPT to Bing and it will become a relevant competitor to Google’s search. How ironic that Google developed Transformer technology, the very techniqie that ChatGPT is built upon.

7、监管对数据中心行业产生影响

7 、Regulation strikes the data center industry

许多数据中心行业人士长期以来一直说过：自我监管，否则别人会替你做。监管可以适用于许多领域，从数据中心的建设地点到使用的电源来源。在北弗吉尼亚州，有很多公开报道的事情，其中一位参议员试图阻止PW Digital Gateway项目，然后该州制定了一个新的“超级数据中心激励计划”，以吸引亚马逊公司的350亿美元投资。

Many in the data center industry have said it for a long time, regulate yourself or someone else will do it for you. Regulation can apply to many areas ranging from where you build your data center to the source of the power used in it. There have been the much publicized goings on in northern Virginia where one senator tried to stymie the PW Digital Gateway project, then the state developed a new ‘Mega Data Center Incentive Program’ to attract a $35B investment from AWS.

从监管的角度来看，引起我注意的新闻来自俄勒冈州，一项提议的法案将为数据中心和加密挖矿机建立清洁能源标准。许多大型数据中心和云计算运营商已经致力于使用可再生能源，但如果这项法案通过，它将是必需的。这将给一些加密挖矿者留下深刻的印象，他们将使用他们能找到的最便宜的电力，而不管它是如何产生的。我预测，这种基于环保的监管趋势在2023年会加速发展。

The news that caught my attention from a regulatory standpoint came out of Oregon where a proposed bill would establish clean energy standards for data centers and crypto miners. Many of the large data center and cloud operators are already committed to renewable energy, but if this bill passes, it will require it. That will leave a mark for some of the crypto miners that will use the cheapest power they can find, regardless of how it is produced. I predict that this type of environmentally based regulation picks up momentum in 2023.

8、边缘计算将引领预制化数据中心的黄金时代

8、The edge will usher in the golden age of prefabricated data centers

我一直在推崇预制化技术，早在20世纪90年代中期，我当时领导的团队为Qwest Communications全美网络安装了650个预制化电信小屋。因此，对于预制化数据中心的预测不应该让任何人感到惊讶。随着边缘计算市场的成熟，交付所需的设施数量的唯一途径是通过预制化技术。

I have been beating the prefab drum going all the way back to the mid 1990’s when I led teams that installed over 650 prefabricated telecom huts across the US for the Qwest Communications nationwide network, so making a prediction on prefab data centers shouldn’t surprise anyone. With the maturation of the edge market, the only path to delivering the number of facilities that will be necessary is through prefabrication.

预制化技术的优势不仅在于快速交付，而且能够克服建筑劳动力短缺问题。预制化数据中心也在努力推动可持续发展倡议，并取得了良好的进展。大约一年前，Compass Datacenters宣布推出了Compass Quantum和其白空间即服务（WaaS），具备100 kW模块。最近，初创企业ECL宣布推出了基于氢能源的离网3D打印数据中心。说边缘计算将引领预制化数据中心的黄金时代可能有些夸张，因此我将预测2023年边缘计算将带来预制化数据中心的更大创新和普及。

Speed to market and overcoming the labor shortage in construction is just the start of what prefabrication has to offer. Prefabricated data centers are also pushing hard to incorporate sustainability initiatives and making good progress. A little under a year ago Compass Datacenters announced the launch of Compass Quantum and their white-space-as-a-service with 100 kW modules. More recently, startup ECL came flying off the top rope with their newly announced hydrogen-powered off-grid 3D-printed data centers. Saying that the edge will usher in the golden age of prefabricated data centers is pretty fluffy as a prediction, so I will say that 2023 will be the year that the edge will lead to greater innovation in, and the proliferation of, prefabricated data centers.

深 知 社

翻译：

刘艳宾

苹果数据中心 运维工程师

DKV（DeepKnowledge Volunteer）计划成员

校对：

王谋锐

城地香江(上海)云计算有限公司 电气架构师

DKV（DeepKnowledge Volunteer）计划精英成员

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