谷歌宣布在芬兰投资130亿欧元建设AI基础设施 创欧洲单笔投资纪录Google to Invest Record €13 Billion in Finland AI Infrastructure by 2028

Alphabet旗下谷歌公布的这项资本支出计划设定在2028年前完成部署，总金额至少达到130亿欧元（约合151亿美元）。该笔资金将直接注入人工智能基础设施建设，具体涵盖数据中心主体设施的扩容以及一系列配套能源项目的建设。这不仅是谷歌在芬兰历史上的最大行动，也创下该公司在整个欧洲区域内单笔直接投资的最高纪录。

Under the capital expenditure plan announced on Wednesday, Alphabet's Google intends to deploy at least 13 billion euros ($15.1 billion) across Finland through 2028. The targeted capital program is dedicated to building out artificial intelligence technical infrastructure, directing funds into large-scale data center facilities alongside vital energy projects designed to power the operations. The planned commitment marks the single largest investment the technology company has ever made in Europe.

谷歌在公开声明中指出，这笔长期资本开支建立在公司过去15年多来对芬兰持续投资的深厚基础上。随着全球人工智能计算需求的增长，公司正在将技术基础设施建设与本地能源供应能力相整合，通过分批次推进数据中心扩建与电网支持工程，确保算力规模在既定时间表内平稳落地。

Google detailed in a statement that this major multi-year deployment builds directly on more than 15 years of sustained operations and direct investments in the Nordic country. As demand for artificial intelligence workloads continues to surge globally, the tech giant is pairing its technical infrastructure expansion with dedicated local energy and grid initiatives, pacing data center construction through 2028 to establish a robust foundation for its regional computing capacity.

为保障大规模算力设施的稳定电力供应，谷歌与芬兰主要能源供应商Fortum达成了一项为期22年的延长供电协议（PPA）。该长期合同旨在为数据中心提供持久的清洁电力来源，配合技术设施扩张进程中的电网容量升级与能源成本管理目标。供电协议达成的信息公布后，Fortum在资本市场受到积极追捧，其公司股票价格出现11%的显著上涨。

To secure long-term electricity supplies for its expanding infrastructure, Google signed a 22-year life extension power purchase agreement with Finnish energy company Fortum. The long-term contract supports data center operations by pairing expanding computing loads with enhanced grid capacity and energy affordability measures. Following the announcement of the power deal, shares of Fortum jumped 11% in public market trading.

除了常规购电合作外，谷歌与Fortum还确立了联合研究机制，双方将共同探索全新的商业运作模式，旨在提高芬兰南部城镇洛维萨（Loviisa）核电站厂址开发潜在新型核反应堆的商业可行性。这一合作将科技企业的数据中心长周期负荷需求与核电资产的长远开发直接对接，为北欧清洁能源电网的扩容与商业化运营开辟了新的合作路径。

Beyond the power purchase agreement, Google and Fortum established a joint initiative to evaluate and identify new commercial models aimed at improving the economic viability of potential new nuclear reactors at Fortum's Loviisa site in southern Finland. The effort connects the hyperscaler's long-range power demands directly to advanced nuclear generation opportunities, opening practical commercial pathways for future carbon-free baseload energy capacity in the Nordic market.

在欧洲大部分区域面临土地短缺和电力供应紧张的情况下，芬兰凭借充裕的场地与电网资源，成为超大规模云服务商与开发商布局人工智能基础设施的核心目的地。近数月来，芬兰连续迎来多个规划容量达数百兆瓦的数据中心项目。7月，Pure DC宣布投入15亿欧元（约合17.4亿美元）在芬兰兴建110兆瓦园区，未来具备扩容至550兆瓦以上的潜力。与此同时，Arcem正在规划最高可达500兆瓦容量的数据中心基地，Nebius于3月公布了在芬兰建造欧洲最大AI工厂之一的计划，短视频平台TikTok也在推进扩建其在芬兰的数据中心容量。

With much of Europe grappling with shortages of both land and power supplies, Finland has developed into a central destination for hyperscalers and developers establishing artificial intelligence technical facilities. The country has recorded a series of announcements for data center sites featuring planned capacities reaching hundreds of megawatts in recent months. In July, Pure DC announced a 1.5 billion euro ($1.74 billion) plan to build a 110-megawatt campus in Finland, designed with the capability to scale beyond 550 megawatts. In addition, Arcem is planning a site with capacity of up to 500 megawatts, Nebius unveiled plans in March to build one of Europe's largest AI factories in the country, and TikTok is preparing to expand its data center capacity in Finland to support social media workloads.

芬兰Hannes Snellman律师事务所房地产合伙人马蒂·拉尤宁（Matti Lajunen）向CNBC表示，行业会议上已有人将芬兰称为“欧洲的得克萨斯”，目前每周都能收到新入局者进军芬兰市场的新增咨询。作为全球AI数据中心的主要聚集地之一，美国得克萨斯州已吸引了Meta、微软以及Anthropic等科技企业的大型项目，谷歌也在去年11月宣布在2027年前向该州投资400亿美元。芬兰正以类似的资源优势，承接欧洲范围内快速增长的人工智能基础设施落地需求。

Matti Lajunen, partner of real estate at Finnish law firm Hannes Snellman, told CNBC that market participants at industry events have started describing Finland as the 'Texas of Europe,' observing weekly new inquiries from new players seeking market entry. Texas has established itself as a leading global center for AI data centers through large-scale deployments by Meta, Microsoft, and Anthropic, alongside Google's November commitment to invest $40 billion in the state through 2027. Finland is now leveraging its comparable resource profile to meet the accelerating demand for regional computing infrastructure across Europe.

Alphabet及谷歌总裁兼首席投资官露丝·波拉特（Ruth Porat）在声明中表示，这项投资体现了谷歌以负责任方式扩大业务布局的承诺。她指出，公司在推进技术基础设施扩建的同时，正统筹推进新增能源产能、电网强化以及确保能源可负担性等配套措施，以此实现算力与本地能源生态的协同发展。

Ruth Porat, president and chief investment officer of Alphabet and Google, stated that the multi-billion-euro project reflects the company's commitment to growing its operational footprint responsibly. Porat noted that the technology company is actively pairing the expansion of its computing technical infrastructure with new energy generation capacity, targeted grid enhancements, and ongoing energy affordability initiatives to balance digital scale with sustainable resource development.

芬兰政府高层对此项投资表达了积极支持。芬兰总理彼得里·奥尔波（Petteri Orpo）指出，数据经济创造的综合价值远远超出直接资本投资本身，能够有效带动整体创新、研究与开发生态。奥尔波强调，芬兰同谷歌进一步深化务实合作，将为芬兰本地经济以及跨国科技基础设施的发展带来持久而深远的利益。

Finnish political leadership voiced strong backing for the technical deployment. Finland's Prime Minister Petteri Orpo remarked that the value of the data economy extends far beyond direct investment by actively spurring broader innovation, research, and technical development. Orpo added that deepening Finland's collaborative relationship with Google will deliver long-term, lasting benefits for both the Nordic country's domestic economy and the technology firm's international infrastructure ambitions.