{"id":46695,"date":"2025-09-04T03:54:12","date_gmt":"2025-09-03T20:54:12","guid":{"rendered":"https:\/\/hbbgroup.net\/pho-wall-dat-cuoc-vao-trung-tam-du-lieu-ai-co-hoi-hay-bong-bong-tiep-theo\/"},"modified":"2025-09-04T03:54:12","modified_gmt":"2025-09-03T20:54:12","slug":"pho-wall-dat-cuoc-vao-trung-tam-du-lieu-ai-co-hoi-hay-bong-bong-tiep-theo","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/zh\/pho-wall-dat-cuoc-vao-trung-tam-du-lieu-ai-co-hoi-hay-bong-bong-tiep-theo\/","title":{"rendered":"Ph\u1ed1 Wall \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o trung t\u00e2m d\u1eef li\u1ec7u AI: C\u01a1 h\u1ed9i hay bong b\u00f3ng ti\u1ebfp theo?"},"content":{"rendered":"<div itemprop=\"articleBody\" id=\"vst_detail\">\n<p>Ph\u1ed1 Wall \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o trung t\u00e2m d\u1eef li\u1ec7u AI: C\u01a1 h\u1ed9i hay bong b\u00f3ng ti\u1ebfp theo?<\/p>\n<p>C\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n nh\u01b0 Blackstone \u0111ang m\u1ea1nh tay r\u00f3t v\u1ed1n c\u1ee7a kh\u00e1ch h\u00e0ng v\u00e0o vi\u1ec7c mua l\u1ea1i v\u00e0 x\u00e2y d\u1ef1ng c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u, nh\u1eb1m \u0111\u00f3n \u0111\u1ea7u l\u00e0n s\u00f3ng b\u00f9ng n\u1ed5 c\u1ee7a tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI). <\/p>\n<div><img decoding=\"async\" alt src=\"https:\/\/image.vietstock.vn\/2025\/06\/04\/trung-tam-du-lieu-1.png\">              <\/p>\n<p>M\u1ed9t trung t\u00e2m d\u1eef li\u1ec7u c\u1ee7a Quality Technology Services (QTS) t\u1ea1i Sterling, bang Virginia. Blackstone \u0111\u00e3 mua l\u1ea1i doanh nghi\u1ec7p n\u00e0y v\u1edbi gi\u00e1 10 <span>t\u1ef7 USD<\/span> v\u00e0o n\u0103m 2021, sau \u0111\u00f3 ti\u1ebfp t\u1ee5c \u0111\u1ea7u t\u01b0 th\u00eam h\u00e0ng <span>t\u1ef7 USD<\/span> \u0111\u1ec3 m\u1edf r\u1ed9ng h\u1ec7 th\u1ed1ng trung t\u00e2m d\u1eef li\u1ec7u.<\/p>\n<\/p><\/div>\n<p>Khi AI v\u1eabn c\u00f2n l\u00e0 m\u1ed9t \u00fd t\u01b0\u1edfng vi\u1ec5n t\u01b0\u1edfng, m\u1ed9t nh\u00e0 ph\u00e1t tri\u1ec3n b\u1ea5t \u0111\u1ed9ng s\u1ea3n t\u00ean Chad Williams \u0111\u00e3 mua m\u1ed9t m\u1ea3nh \u0111\u1ea5t r\u1ed9ng b\u1eb1ng n\u1eeda s\u00e2n b\u00f3ng \u0111\u00e1 t\u1ea1i Overland Park, bang Kansas.<\/p>\n<p>\u00d4ng Williams, ng\u01b0\u1eddi ti\u1ebfp qu\u1ea3n c\u00f4ng vi\u1ec7c kinh doanh gia \u0111\u00ecnh v\u1ec1 b\u00e3i \u0111\u1ed7 xe v\u00e0 n\u1ed9i th\u1ea5t v\u0103n ph\u00f2ng, \u0111\u00e3 s\u1eed d\u1ee5ng m\u1ea3nh \u0111\u1ea5t n\u00e0y v\u00e0o n\u0103m 2003 \u0111\u1ec3 x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u \u0111\u1ea7u ti\u00ean c\u1ee7a \u00f4ng &#8211; m\u1ed9t nh\u00e0 kho l\u1edbn h\u00ecnh h\u1ed9p, b\u00ean trong ch\u1ee9a c\u00e1c m\u00e1y t\u00ednh hi\u1ec7u n\u0103ng cao.<\/p>\n<p>H\u01a1n hai th\u1eadp k\u1ef7 sau, c\u00f4ng ty Quality Technology Services (QTS) m\u00e0 \u00f4ng Williams g\u00e2y d\u1ef1ng \u0111\u00e3 tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m c\u1ee7a m\u1ed9t trong nh\u1eefng canh b\u1ea1c l\u1edbn nh\u1ea5t Ph\u1ed1 Wall: Cu\u1ed9c \u0111ua ki\u1ebfm l\u1ee3i nhu\u1eadn t\u1eeb AI. <\/p>\n<p>G\u00e3 kh\u1ed5ng l\u1ed3 \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n Blackstone \u0111\u00e3 chi 10 <span>t\u1ef7 USD<\/span> \u0111\u1ec3 mua l\u1ea1i QTS v\u00e0o n\u0103m 2021, r\u1ed3i ti\u1ebfp t\u1ee5c r\u00f3t th\u00eam h\u00e0ng <span>t\u1ef7 USD<\/span> gi\u00fap c\u00f4ng ty n\u00e0y m\u1edf r\u1ed9ng c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u. Nh\u1eefng t\u00f2a nh\u00e0 kh\u1ed5ng l\u1ed3 n\u00e0y ch\u00ednh l\u00e0 x\u01b0\u01a1ng s\u1ed1ng c\u1ee7a Internet v\u00e0 g\u1ea7n \u0111\u00e2y l\u00e0 c\u00e1c h\u1ec7 th\u1ed1ng AI, v\u1edbi c\u00f4ng ngh\u1ec7 c\u00f9ng h\u1ec7 th\u1ed1ng l\u00e0m m\u00e1t, s\u01b0\u1edfi hi\u1ec7n \u0111\u1ea1i \u0111\u1ec3 duy tr\u00ec ho\u1ea1t \u0111\u1ed9ng li\u00ean t\u1ee5c c\u1ee7a c\u00e1c m\u00e1y t\u00ednh b\u00ean trong.<\/p>\n<p>Ng\u00e0nh c\u00f4ng nghi\u1ec7p trung t\u00e2m d\u1eef li\u1ec7u, tuy kh\u00f4ng h\u00e0o nho\u00e1ng, l\u1ea1i \u0111\u00f3ng vai tr\u00f2 thi\u1ebft y\u1ebfu gi\u00fap c\u00e1c \u00f4ng l\u1edbn AI v\u1eadn h\u00e0nh hi\u1ec7u qu\u1ea3. QTS cho c\u00e1c c\u00f4ng ty nh\u01b0 Amazon v\u00e0 Meta thu\u00ea c\u01a1 s\u1edf, \u0111\u1ed3ng th\u1eddi cung c\u1ea5p \u0111i\u1ec7n v\u00e0 n\u01b0\u1edbc c\u1ea7n thi\u1ebft \u0111\u1ec3 v\u1eadn h\u00e0nh, l\u00e0m m\u00e1t m\u00e1y t\u00ednh.<\/p>\n<div><img decoding=\"async\" alt src=\"https:\/\/image.vietstock.vn\/2025\/06\/04\/trung-tam-du-lieu-2.png\">              <\/p>\n<p>Kh\u00e1ch thu\u00ea c\u1ee7a QTS l\u00e0 nh\u1eefng t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 l\u1edbn \u0111ang m\u1ea1nh tay \u0111\u1ea7u t\u01b0 cho AI.<\/p>\n<\/p><\/div>\n<p>Blackstone xem trung t\u00e2m d\u1eef li\u1ec7u l\u00e0 m\u1ed9t trong nh\u1eefng \u201ckho\u1ea3n \u0111\u1ea7u t\u01b0 m\u00e0 h\u1ecd t\u1ef1 tin nh\u1ea5t\u201d.<\/p>\n<p>Hi\u1ec7n t\u1ea1i, Blackstone l\u00e0 m\u1ed9t trong nh\u1eefng ch\u1ee7 s\u1edf h\u1eefu l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi v\u1ec1 c\u00e1c t\u00f2a nh\u00e0 v\u0103n ph\u00f2ng, nh\u00e0 kho v\u00e0 ph\u00f2ng th\u00ed nghi\u1ec7m khoa h\u1ecdc, nh\u01b0ng t\u1eadp \u0111o\u00e0n n\u00e0y \u0111\u00e3 \u0111\u1ed5 nhi\u1ec1u ti\u1ec1n v\u00e0o trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 h\u1ea1 t\u1ea7ng li\u00ean quan h\u01a1n h\u1ea7u h\u1ebft c\u00e1c l\u0129nh v\u1ef1c kh\u00e1c trong su\u1ed1t 40 n\u0103m qua. T\u1ed5ng c\u1ed9ng, Blackstone \u0111\u00e3 \u0111\u1ea7u t\u01b0 h\u01a1n 100 <span>t\u1ef7 USD<\/span> \u0111\u1ec3 mua, cho vay \u0111\u1ed1i v\u1edbi c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u, c\u0169ng nh\u01b0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty x\u00e2y d\u1ef1ng, nh\u00e0 m\u00e1y \u0111i\u1ec7n kh\u00ed t\u1ef1 nhi\u00ean v\u00e0 thi\u1ebft b\u1ecb c\u1ea7n thi\u1ebft cho c\u00e1c trung t\u00e2m n\u00e0y.<\/p>\n<p>Blackstone kh\u00f4ng ph\u1ea3i l\u00e0 tr\u01b0\u1eddng h\u1ee3p duy nh\u1ea5t. C\u00e1c trung t\u00e2m d\u1eef li\u1ec7u \u0111ang thu h\u00fat s\u1ef1 ch\u00fa \u00fd m\u1ea1nh m\u1ebd tr\u00ean Ph\u1ed1 Wall khi c\u00e1c \u00f4ng l\u1edbn \u0111\u1ea7u t\u01b0 nh\u01b0 KKR, BlackRock v\u00e0 Blue Owl c\u0169ng \u0111\u00e3 c\u00f9ng nhau r\u00f3t h\u00e0ng tr\u0103m <span>t\u1ef7 USD<\/span> v\u00e0o l\u0129nh v\u1ef1c n\u00e0y. Khi c\u00e1c c\u00f4ng ty \u0111\u1ea7u t\u01b0 li\u00ean t\u1ee5c c\u00f4ng b\u1ed1 nh\u1eefng th\u01b0\u01a1ng v\u1ee5 ng\u00e0y c\u00e0ng l\u1edbn, m\u1ed9t l\u00e3nh \u0111\u1ea1o Ph\u1ed1 Wall c\u00f2n \u0111\u00f9a r\u1eb1ng \u0111\u00e2y l\u00e0 c\u00e1c th\u01b0\u01a1ng v\u1ee5 \u201cBraggawatt\u201d, b\u1edfi c\u00f4ng su\u1ea5t c\u1ee7a trung t\u00e2m d\u1eef li\u1ec7u th\u01b0\u1eddng \u0111\u01b0\u1ee3c \u0111o b\u1eb1ng l\u01b0\u1ee3ng \u0111i\u1ec7n s\u1eed d\u1ee5ng. <\/p>\n<p>C\u01a1n s\u1ed1t \u0111\u1ea7u t\u01b0 n\u00e0y \u0111\u00e3 l\u00e0m d\u1ea5y l\u00ean lo ng\u1ea1i v\u1ec1 nguy c\u01a1 x\u00e2y d\u1ef1ng qu\u00e1 nhi\u1ec1u trung t\u00e2m d\u1eef li\u1ec7u. Michael Elias, nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a TD Cowen, c\u1ea3nh b\u00e1o v\u1ec1 nguy c\u01a1 \u201cd\u01b0 cung\u201d tr\u00ean th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u, nh\u1ea5t l\u00e0 khi m\u1ed9t s\u1ed1 t\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 nh\u01b0 Microsoft v\u00e0 Foxconn \u0111\u00e3 r\u00fat kh\u1ecfi m\u1ed9t s\u1ed1 h\u1ee3p \u0111\u1ed3ng thu\u00ea. Tuy v\u1eady, ch\u1ec9 trong 2 tu\u1ea7n g\u1ea7n \u0111\u00e2y, h\u00e0ng lo\u1ea1t th\u00f4ng b\u00e1o m\u1edbi \u0111\u00e3 xu\u1ea5t hi\u1ec7n: OpenAI d\u1ef1 \u0111\u1ecbnh x\u00e2y d\u1ef1ng m\u1ed9t t\u1ed5 h\u1ee3p m\u00e1y t\u00ednh kh\u1ed5ng l\u1ed3 t\u1ea1i C\u00e1c Ti\u1ec3u v\u01b0\u01a1ng qu\u1ed1c \u1ea2 R\u1eadp Th\u1ed1ng nh\u1ea5t (UAE), c\u00f2n nh\u00e0 \u0111\u1ea7u t\u01b0 Chamath Palihapitiya cho bi\u1ebft \u00f4ng \u0111\u00e3 mua b\u1ea5t \u0111\u1ed9ng s\u1ea3n \u1edf Arizona v\u00e0 l\u00ean k\u1ebf ho\u1ea1ch huy \u0111\u1ed9ng t\u1edbi 25 <span>t\u1ef7 USD<\/span> \u0111\u1ec3 x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i \u0111\u00e2y.<\/p>\n<div><img decoding=\"async\" alt src=\"https:\/\/image.vietstock.vn\/2025\/06\/04\/chu-tich-alibaba.png\">              <\/p>\n<p>Ch\u1ee7 t\u1ecbch Alibaba, \u00f4ng Joe Tsai, cho bi\u1ebft \u00f4ng b\u1eaft \u0111\u1ea7u nh\u1eadn th\u1ea5y \u201cd\u1ea5u hi\u1ec7u bong b\u00f3ng\u201d trong l\u0129nh v\u1ef1c x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u.              <\/p>\n<\/p><\/div>\n<p>Joe Tsai, Ch\u1ee7 t\u1ecbch Alibaba, t\u1eadp \u0111o\u00e0n \u0111\u1eb7t AI l\u00e0m tr\u1ecdng t\u00e2m kinh doanh, c\u0169ng cho r\u1eb1ng \u00f4ng \u0111ang \u201cb\u1eaft \u0111\u1ea7u th\u1ea5y d\u1ea5u hi\u1ec7u bong b\u00f3ng\u201d trong l\u0129nh v\u1ef1c x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u.<\/p>\n<p>\u1ede chi\u1ec1u ng\u01b0\u1ee3c l\u1ea1i, Blackstone cho bi\u1ebft h\u1ecd v\u1eabn ghi nh\u1eadn nhu c\u1ea7u m\u1ea1nh m\u1ebd t\u1eeb c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7, nh\u1eefng doanh nghi\u1ec7p s\u1eb5n s\u00e0ng k\u00fd c\u00e1c h\u1ee3p \u0111\u1ed3ng thu\u00ea ch\u1eb7t ch\u1ebd k\u00e9o d\u00e0i t\u1eeb 15 \u0111\u1ebfn 20 n\u0103m \u0111\u1ec3 thu\u00ea kh\u00f4ng gian trung t\u00e2m d\u1eef li\u1ec7u. <\/p>\n<p>\u201cVi\u1ec7c n\u00e0y kh\u00f4ng gi\u1ed1ng x\u00e2y chung c\u01b0 \u1edf Miami\u201d, Ch\u1ee7 t\u1ecbch Blackstone Jonathan Gray chia s\u1ebb trong m\u1ed9t cu\u1ed9c ph\u1ecfng v\u1ea5n v\u1edbi Bloomberg h\u1ed3i th\u00e1ng 1\/2025, \u0111\u1ed3ng th\u1eddi nh\u1ea5n m\u1ea1nh r\u1eb1ng Blackstone ch\u1ec9 b\u1eaft \u0111\u1ea7u x\u00e2y d\u1ef1ng khi \u0111\u00e3 c\u00f3 kh\u00e1ch thu\u00ea cam k\u1ebft.<\/p>\n<p>Ngay c\u1ea3 khi xu\u1ea5t hi\u1ec7n c\u00e1c c\u00e2u h\u1ecfi v\u1ec1 t\u00ecnh tr\u1ea1ng x\u00e2y d\u1ef1ng qu\u00e1 m\u1ee9c, Blackstone v\u1eabn kh\u1eb3ng \u0111\u1ecbnh s\u1ebd ti\u1ebfp t\u1ee5c x\u00e2y th\u00eam trung t\u00e2m v\u00e0 \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c nh\u00e0 m\u00e1y \u0111i\u1ec7n c\u1ea7n thi\u1ebft \u0111\u1ec3 v\u1eadn h\u00e0nh c\u00e1c h\u1ec7 th\u1ed1ng m\u00e1y t\u00ednh b\u00ean trong. <\/p>\n<p>Nh\u1eefng th\u01b0\u01a1ng v\u1ee5 b\u1ea5t \u0111\u1ed9ng s\u1ea3n \u0111\u00fang th\u1eddi \u0111i\u1ec3m \u0111\u00e3 gi\u00fap Blackstone v\u01b0\u1ee3t qua c\u00e1c \u0111\u1ed1i th\u1ee7, tr\u1edf th\u00e0nh qu\u1ef9 \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi.<\/p>\n<p>\u00d4ng Gray ch\u00ednh l\u00e0 ng\u01b0\u1eddi d\u1eabn d\u1eaft cu\u1ed9c \u0111ua mua l\u1ea1i nh\u00e0 b\u1ecb t\u1ecbch thu sau kh\u1ee7ng ho\u1ea3ng t\u00e0i ch\u00ednh. Blackstone t\u1eebng l\u00e0 ch\u1ee7 s\u1edf h\u1eefu l\u1edbn nh\u1ea5t c\u00e1c c\u0103n nh\u00e0 \u0111\u01a1n l\u1eadp t\u1ea1i M\u1ef9 trong nhi\u1ec1u n\u0103m v\u00e0 \u0111\u00e3 b\u00e1n s\u1ed1 nh\u00e0 n\u00e0y v\u1edbi l\u1ee3i nhu\u1eadn h\u01a1n 7 <span>t\u1ef7 USD<\/span>.<\/p>\n<div><img decoding=\"async\" alt src=\"https:\/\/image.vietstock.vn\/2025\/06\/04\/john-gray.png\">              <\/p>\n<p>Ch\u1ee7 t\u1ecbch Blackstone, Jonathan Gray, kh\u1eb3ng \u0111\u1ecbnh Blackstone ch\u1ec9 b\u1eaft \u0111\u1ea7u x\u00e2y d\u1ef1ng khi \u0111\u00e3 c\u00f3 kh\u00e1ch thu\u00ea cam k\u1ebft.              <\/p>\n<\/p><\/div>\n<p>Th\u1eddi \u0111i\u1ec3m Blackstone mua l\u1ea1i QTS c\u0169ng \u0111\u01b0\u1ee3c xem l\u00e0 r\u1ea5t thu\u1eadn l\u1ee3i.<\/p>\n<p>QTS l\u00ean s\u00e0n n\u0103m 2013, nh\u01b0ng gi\u00e1 c\u1ed5 phi\u1ebfu kh\u00f4ng m\u1ea5y kh\u1edfi s\u1eafc, ph\u1ea7n l\u1edbn do c\u00f4ng ty li\u00ean t\u1ee5c c\u1ea7n th\u00eam v\u1ed1n \u0111\u1ec3 x\u00e2y c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u m\u1edbi m\u00e0 ph\u1ea3i m\u1ea5t nhi\u1ec1u n\u0103m m\u1edbi ho\u00e0n th\u00e0nh. Do ng\u00e2n h\u00e0ng ch\u1ec9 cho vay h\u1ea1n ch\u1ebf, QTS bu\u1ed9c ph\u1ea3i huy \u0111\u1ed9ng th\u00eam v\u1ed1n t\u1eeb nh\u00e0 \u0111\u1ea7u t\u01b0 tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n, khi\u1ebfn gi\u00e1 tr\u1ecb c\u1ed5 phi\u1ebfu hi\u1ec7n h\u1eefu b\u1ecb pha lo\u00e3ng. \u201cTh\u1ecb tr\u01b0\u1eddng \u0111\u1ea1i ch\u00fang kh\u00f4ng th\u00edch khi b\u1ea1n mua \u0111\u1ea5t r\u1ed3i n\u00f3i r\u1eb1ng, \u2018T\u00f4i s\u1ebd kh\u00f4ng c\u00f3 l\u1ee3i nhu\u1eadn t\u1eeb \u0111\u00e2y trong 4 n\u0103m t\u1edbi\u2019\u201d, Tag Greason, \u0111\u1ed3ng <span>CEO c\u1ee7a<\/span> QTS, chia s\u1ebb.<\/p>\n<p>M\u00f9a h\u00e8 n\u0103m 2021, khi Blackstone mua l\u1ea1i QTS, l\u00fac \u0111\u00f3 v\u1eabn ch\u01b0a c\u00f3 ChatGPT (ra \u0111\u1eddi 1 n\u0103m sau \u0111\u00f3). Th\u01b0\u01a1ng v\u1ee5 n\u00e0y h\u1ea7u nh\u01b0 kh\u00f4ng \u0111\u01b0\u1ee3c nh\u1eafc t\u1edbi trong c\u00e1c cu\u1ed9c h\u1ecdp qu\u00fd c\u1ee7a Blackstone. <\/p>\n<p>Khi ChatGPT ra m\u1eaft n\u0103m 2022, n\u00f3 \u0111\u00e3 t\u1ea1o n\u00ean c\u01a1n s\u1ed1t mua v\u00e0o c\u00e1c c\u00f4ng ty AI nh\u01b0 Nvidia, nh\u00e0 s\u1ea3n xu\u1ea5t chip AI l\u1edbn nh\u1ea5t v\u00e0 hi\u1ec7n l\u00e0 m\u1ed9t trong nh\u1eefng c\u00f4ng ty gi\u00e1 tr\u1ecb nh\u1ea5t th\u1ebf gi\u1edbi. Trong c\u01a1n s\u1ed1t \u0111\u00f3, Blackstone ti\u1ebfp t\u1ee5c r\u00f3t h\u00e0ng <span>t\u1ef7 USD<\/span> v\u00e0o QTS, n\u00e2ng s\u1ed1 trung t\u00e2m d\u1eef li\u1ec7u cho thu\u00ea l\u00ean g\u1ea5p 9 l\u1ea7n ch\u1ec9 trong ch\u01b0a \u0111\u1ea7y 4 n\u0103m.<\/p>\n<p>Kh\u00e1ch thu\u00ea c\u1ee7a QTS l\u00e0 nh\u1eefng \u0111\u1ea1i gia c\u00f4ng ngh\u1ec7 nh\u01b0 Google v\u00e0 Meta, c\u00e1c doanh nghi\u1ec7p \u0111ang m\u1ea1nh tay \u0111\u1ea7u t\u01b0 cho AI. Alphabet m\u1edbi \u0111\u00e2y cho bi\u1ebft s\u1ebd chi 75 t\u1ef7 <span>USD trong<\/span> n\u0103m nay, c\u00f2n Meta l\u00e0 72 <span>t\u1ef7 USD<\/span>, ch\u1ee7 y\u1ebfu d\u00e0nh cho h\u1ea1 t\u1ea7ng AI.<\/p>\n<div><img decoding=\"async\" alt src=\"https:\/\/image.vietstock.vn\/2025\/06\/04\/qts.png\">              <\/p>\n<p>M\u1ed9t t\u1ed5 h\u1ee3p trung t\u00e2m d\u1eef li\u1ec7u QTS \u0111ang \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng t\u1ea1i Fayetteville, bang Georgia.              <\/p>\n<\/p><\/div>\n<p>S\u1ef1 ph\u1ee9c t\u1ea1p v\u00e0 chi ph\u00ed v\u1eadn h\u00e0nh c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI ch\u1ee7 y\u1ebfu \u0111\u1ebfn t\u1eeb l\u01b0\u1ee3ng \u0111i\u1ec7n n\u0103ng kh\u1ed5ng l\u1ed3 m\u00e0 ch\u00fang ti\u00eau th\u1ee5, c\u00f3 th\u1ec3 g\u1ea5p 10 \u0111\u1ebfn 20 l\u1ea7n m\u1ed7i m\u00e1y ch\u1ee7 ho\u1eb7c m\u1ed7i gi\u00e1 so v\u1edbi \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y th\u00f4ng th\u01b0\u1eddng. Ngo\u00e0i ra, c\u00e1c trung t\u00e2m n\u00e0y ph\u1ea3i duy tr\u00ec ho\u1ea1t \u0111\u1ed9ng 99.999% th\u1eddi gian m\u1ed7i ng\u00e0y hay c\u00f2n g\u1ecdi l\u00e0 \u201c5 s\u1ed1 9\u201d trong ng\u00e0nh. \u0110i\u1ec1u n\u00e0y t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u1edbi ch\u1ec9 kho\u1ea3ng 5 ph\u00fat ng\u1eebng ho\u1ea1t \u0111\u1ed9ng m\u1ed7i n\u0103m \u0111\u1ec3 b\u1ea3o tr\u00ec ho\u1eb7c thay th\u1ebf m\u00e1y ch\u1ee7.<\/p>\n<p>Blackstone \u0111\u00e3 m\u1edf r\u1ed9ng t\u1eeb QTS sang mua l\u1ea1i c\u00e1c nh\u00e0 v\u1eadn h\u00e0nh kh\u00e1c tr\u00ean to\u00e0n c\u1ea7u, bao g\u1ed3m m\u1ed9t c\u00f4ng ty trung t\u00e2m d\u1eef li\u1ec7u l\u1edbn t\u1ea1i \u00dac v\u1edbi ho\u1ea1t \u0111\u1ed9ng tr\u1ea3i r\u1ed9ng kh\u1eafp ch\u00e2u \u00c1, \u0111\u1ed3ng th\u1eddi h\u1ee3p t\u00e1c v\u1edbi Digital Realty l\u00e0 m\u1ed9t c\u00f4ng ty trung t\u00e2m d\u1eef li\u1ec7u M\u1ef9 kh\u00e1c \u0111\u1ec3 x\u00e2y th\u00eam 4 khu ph\u1ee9c h\u1ee3p kh\u1ed5ng l\u1ed3 t\u1ea1i Frankfurt, Paris v\u00e0 B\u1eafc Virginia.<\/p>\n<p>Ngay c\u1ea3 khi c\u00f3 l\u00e0n s\u00f3ng c\u00e1c \u0111\u1ed1i th\u1ee7 m\u1edbi gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u, Blackstone tin r\u1eb1ng h\u1ecd c\u00f3 l\u1ee3i th\u1ebf ri\u00eang, bao g\u1ed3m ngu\u1ed3n v\u1ed1n d\u1ed3i d\u00e0o v\u00e0 s\u1edf h\u1eefu c\u1ed5 ph\u1ea7n t\u1ea1i c\u00e1c c\u00f4ng ty x\u00e2y d\u1ef1ng, thi\u1ebft b\u1ecb, gi\u00fap ho\u00e0n th\u00e0nh d\u1ef1 \u00e1n nhanh ch\u00f3ng. <\/p>\n<p>\u201cKhi b\u1ea1n b\u1eaft \u0111\u1ea7u th\u1ef1c hi\u1ec7n c\u00e1c d\u1ef1 \u00e1n quy m\u00f4 r\u1ea5t l\u1edbn, ch\u1ec9 c\u00f3 r\u1ea5t \u00edt \u0111\u01a1n v\u1ecb c\u00f3 th\u1ec3 g\u1eafn k\u1ebft m\u1ecdi y\u1ebfu t\u1ed1 l\u1ea1i v\u1edbi nhau\u201d, Nadeem Meghji, \u0111\u1ed3ng Tr\u01b0\u1edfng b\u1ed9 ph\u1eadn b\u1ea5t \u0111\u1ed9ng s\u1ea3n to\u00e0n c\u1ea7u c\u1ee7a Blackstone, nh\u1eadn \u0111\u1ecbnh.<\/p>\n<p>Tuy nhi\u00ean, \u0111\u1ea7u n\u0103m nay, canh b\u1ea1c t\u01b0\u1edfng nh\u01b0 b\u1ea5t kh\u1ea3 chi\u1ebfn b\u1ea1i c\u1ee7a Blackstone b\u1ea5t ng\u1edd b\u1ecb lung lay. <\/p>\n<p>Cu\u1ed1i th\u00e1ng 1, c\u00f4ng ty Trung Qu\u1ed1c DeepSeek c\u00f4ng b\u1ed1 \u0111\u00e3 ph\u00e1t tri\u1ec3n h\u1ec7 th\u1ed1ng AI s\u1eed d\u1ee5ng \u00edt \u0111i\u1ec7n n\u0103ng v\u00e0 \u00edt chip h\u01a1n, l\u00e0m d\u1ea5y l\u00ean kh\u1ea3 n\u0103ng nhu c\u1ea7u v\u1ec1 c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u l\u1edbn, \u0111\u1eaft \u0111\u1ecf s\u1ebd gi\u1ea3m \u0111i.<\/p>\n<p>Ph\u00e1t hi\u1ec7n n\u00e0y d\u01b0\u1eddng nh\u01b0 \u0111\u00e3 l\u00e0m lung lay m\u1ed9t s\u1ed1 quan \u0111i\u1ec3m \u0111\u1ea7u t\u01b0 v\u1ec1 AI, bao g\u1ed3m c\u1ea3 \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o h\u1ea1 t\u1ea7ng. Tuy nhi\u00ean, ch\u1ec9 v\u00e0i ng\u00e0y sau, Blackstone c\u00f9ng c\u00e1c kh\u00e1ch thu\u00ea nh\u01b0 Meta, Microsoft \u0111\u00e3 t\u00e1i kh\u1eb3ng \u0111\u1ecbnh trong c\u00e1c cu\u1ed9c h\u1ecdp qu\u00fd v\u1ec1 nhu c\u1ea7u v\u00e0 cam k\u1ebft v\u1edbi kho\u1ea3n \u0111\u1ea7u t\u01b0 n\u00e0y.<\/p>\n<p>Th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n c\u0169ng ng\u00e0y c\u00e0ng tin t\u01b0\u1edfng v\u00e0o tri\u1ec3n v\u1ecdng n\u00e0y. <\/p>\n<p>Ng\u00e0y 28\/3, CoreWeave ng\u00f4i sao m\u1edbi c\u1ee7a l\u00e0n s\u00f3ng AI \u0111\u00e3 l\u00ean s\u00e0n. CoreWeave cho c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 thu\u00ea n\u0103ng l\u1ef1c t\u00ednh to\u00e1n v\u00e0 v\u1eadn h\u00e0nh c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u. \u0110\u1ee3t ph\u00e1t h\u00e0nh c\u1ed5 phi\u1ebfu l\u1ea7n \u0111\u1ea7u ra c\u00f4ng ch\u00fang (IPO) c\u1ee7a c\u00f4ng ty n\u00e0y kh\u00f4ng g\u00e2y \u1ea5n t\u01b0\u1ee3ng m\u1ea1nh, gi\u00e1 c\u1ed5 phi\u1ebfu giao d\u1ecbch th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi d\u1ef1 b\u00e1o c\u1ee7a c\u00e1c ng\u00e2n h\u00e0ng v\u00e0 nh\u00e0 \u0111\u1ea7u t\u01b0. Nh\u01b0ng \u0111\u1ebfn cu\u1ed1i th\u00e1ng 5, gi\u00e1 c\u1ed5 phi\u1ebfu \u0111\u00e3 t\u0103ng h\u01a1n g\u1ea5p \u0111\u00f4i so v\u1edbi gi\u00e1 IPO.<\/p>\n<p>Tuy nhi\u00ean, th\u00e1ng tr\u01b0\u1edbc, ng\u00e0nh trung t\u00e2m d\u1eef li\u1ec7u l\u1ea1i ti\u1ebfp t\u1ee5c b\u1ecb ch\u1ea5n \u0111\u1ed9ng. <\/p>\n<p>Microsoft th\u00f4ng b\u00e1o t\u1ea1m d\u1eebng x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i New Albany, bang Ohio, n\u01a1i QTS v\u00e0 nhi\u1ec1u nh\u00e0 v\u1eadn h\u00e0nh kh\u00e1c \u0111ang x\u00e2y d\u1ef1ng ho\u1eb7c \u0111\u00e3 c\u00f3 trung t\u00e2m.<\/p>\n<p>\u201cCh\u00fang t\u00f4i th\u1ef1c s\u1ef1 kh\u00f4ng \u0111\u01b0\u1ee3c b\u00e1o tr\u01b0\u1edbc\u201d, David Edelblute, quan ch\u1ee9c ch\u00ednh quy\u1ec1n t\u1ea1i h\u1ea1t Licking, n\u01a1i bao g\u1ed3m m\u1ed9t ph\u1ea7n New Albany, cho bi\u1ebft. <\/p>\n<p>Rudy Sahay, nh\u00e0 s\u00e1ng l\u1eadp c\u00f4ng ty \u0111\u1ea7u t\u01b0 Aquarian Holdings, cho bi\u1ebft \u00f4ng v\u1eeba t\u1eeb ch\u1ed1i m\u1ed9t th\u01b0\u01a1ng v\u1ee5 trung t\u00e2m d\u1eef li\u1ec7u v\u00ec \u0111i\u1ec1u kho\u1ea3n cho ph\u00e9p kh\u00e1ch thu\u00ea d\u1ec5 d\u00e0ng ch\u1ea5m d\u1ee9t h\u1ee3p \u0111\u1ed3ng.<\/p>\n<p>M\u1ed9t s\u1ed1 nh\u00e0 \u0111\u1ea7u t\u01b0 b\u1eaft \u0111\u1ea7u \u0111\u1eb7t c\u00e2u h\u1ecfi v\u1ec1 c\u00e1ch Blackstone v\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 Ph\u1ed1 Wall kh\u00e1c s\u1ebd tho\u00e1i v\u1ed1n kh\u1ecfi c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u n\u00e0y. \u00cdt nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00e0o \u0111\u1ee7 l\u1edbn nh\u01b0 Blackstone \u0111\u1ec3 mua l\u1ea1i c\u00e1c c\u00f4ng ty kh\u1ed5ng l\u1ed3 ho\u1eb7c th\u1eadm ch\u00ed t\u1eebng trung t\u00e2m d\u1eef li\u1ec7u ri\u00eang l\u1ebb tr\u1ecb gi\u00e1 h\u00e0ng ch\u1ee5c <span>t\u1ef7 USD<\/span>, v\u00e0 c\u00e1c th\u01b0\u01a1ng v\u1ee5 h\u1ee3p t\u00e1c nh\u00f3m c\u0169ng r\u1ea5t kh\u00f3 th\u1ef1c hi\u1ec7n. M\u1ed9t ph\u1ea7n c\u1ed1t l\u00f5i trong m\u00f4 h\u00ecnh \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n l\u00e0 c\u00e1c c\u00f4ng ty mua l\u1ea1i doanh nghi\u1ec7p v\u00e0 b\u00e1n l\u1ea1i trong v\u00f2ng 5 \u0111\u1ebfn 7 n\u0103m \u0111\u1ec3 ho\u00e0n v\u1ed1n cho nh\u00e0 \u0111\u1ea7u t\u01b0. Karl Kuchel, ng\u01b0\u1eddi \u0111\u1ee9ng \u0111\u1ea7u m\u1ed9t nh\u00f3m t\u1ea1i ng\u00e2n h\u00e0ng \u00dac Macquarie chuy\u00ean \u0111\u1ea7u t\u01b0 v\u00e0o trung t\u00e2m d\u1eef li\u1ec7u, cho bi\u1ebft v\u1eabn l\u00e0 \u201cm\u1ed9t c\u00e2u h\u1ecfi ch\u01b0a c\u00f3 l\u1eddi gi\u1ea3i\u201d li\u1ec7u s\u1ebd c\u00f3 ng\u01b0\u1eddi mua c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u kh\u1ed5ng l\u1ed3 n\u00e0y khi c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n mu\u1ed1n r\u00fat lui.<\/p>\n<p>N\u1ebfu vi\u1ec7c \u0111\u01b0a QTS l\u00ean s\u00e0n tr\u1edf l\u1ea1i kh\u00f4ng kh\u1ea3 thi, m\u1ed9t s\u1ed1 nh\u00e0 \u0111\u1ea7u t\u01b0 d\u1ef1 \u0111o\u00e1n Blackstone s\u1ebd ph\u1ea3i t\u00ecm c\u00e1ch s\u00e1ng t\u1ea1o \u0111\u1ec3 gi\u00fap nh\u00e0 \u0111\u1ea7u t\u01b0 r\u00fat v\u1ed1n. Blackstone c\u00f3 th\u1ec3 b\u00e1n t\u1eebng trung t\u00e2m d\u1eef li\u1ec7u ri\u00eang l\u1ebb, theo \u00f4ng Sean Klimczak, tr\u01b0\u1edfng b\u1ed9 ph\u1eadn h\u1ea1 t\u1ea7ng to\u00e0n c\u1ea7u c\u1ee7a c\u00f4ng ty. Ngo\u00e0i ra, \u00f4ng l\u01b0u \u00fd, Blackstone kh\u00f4ng nh\u1ea5t thi\u1ebft ph\u1ea3i b\u00e1n c\u00e1c trung t\u00e2m n\u00e0y v\u00ec ch\u00fang n\u1eb1m trong c\u00e1c qu\u1ef9 c\u00f3 th\u1ec3 n\u1eafm gi\u1eef \u0111\u1ea7u t\u01b0 v\u00f4 th\u1eddi h\u1ea1n. <\/p>\n<p>M\u1ed9t ng\u01b0\u1eddi \u0111\u00e3 t\u00ecm \u0111\u01b0\u1ee3c l\u1ed1i tho\u00e1t l\u1ee3i nhu\u1eadn l\u00e0 \u00f4ng Williams, nh\u00e0 s\u00e1ng l\u1eadp QTS, ng\u01b0\u1eddi b\u1eaft \u0111\u1ea7u v\u1edbi m\u1ed9t trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i Kansas v\u00e0o n\u0103m 2003.<\/p>\n<p>Th\u00e1ng 3 v\u1eeba qua, c\u00f4ng ty th\u00f4ng b\u00e1o \u00f4ng s\u1ebd r\u1eddi v\u1ecb tr\u00ed <a target=\"_blank\" rel=\"noreferrer\" href=\"https:\/\/finance.vietstock.vn\/CEO-ctcp-tap-doan-c-e-o.htm?languageid=1\">CEO<\/a>. Trong m\u1ed9t tuy\u00ean b\u1ed1, \u00f4ng Williams cho bi\u1ebft s\u1ebd tr\u1edf l\u1ea1i l\u00e0m <span>CEO t\u1ea1i<\/span> m\u1ed9t c\u00f4ng ty kh\u00e1c c\u1ee7a m\u00ecnh, Quality Group of Companies, \u0111\u1ed3ng th\u1eddi g\u1eedi l\u1eddi c\u1ea3m \u01a1n Blackstone v\u00ec c\u01a1 h\u1ed9i h\u1ee3p t\u00e1c v\u00e0 ph\u00e1t tri\u1ec3n c\u00f9ng nhau. <\/p>\n<p>Hai ngu\u1ed3n tin th\u00e2n c\u1eadn cho bi\u1ebft, theo th\u1ecfa thu\u1eadn r\u1eddi nhi\u1ec7m s\u1edf, Blackstone s\u1ebd tr\u1ea3 cho \u00f4ng Williams 3 <span>t\u1ef7 USD<\/span>.<\/p>\n<p><a title=\"Xem th\u00eam b\u00e0i c\u00f9ng t\u00e1c gi\u1ea3\" href=\"http:\/\/vietstock.vn\/tac-gia\/quoc-an-645.htm\">Qu\u1ed1c An (Theo NYTimes)<\/a><\/p>\n<p><a href=\"http:\/\/fili.vn\/2025\/06\/pho-wall-dat-cuoc-vao-trung-tam-du-lieu-ai-co-hoi-hay-bong-bong-tiep-theo-3355-1315067.htm\" target=\"_blank\">FILI<\/a><\/p>\n<p>&#8211; 19:00 04\/06\/2025<\/p>\n<\/p><\/div>","protected":false},"excerpt":{"rendered":"<p>Ph\u1ed1 Wall \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o trung t\u00e2m d\u1eef li\u1ec7u AI: C\u01a1 h\u1ed9i hay bong b\u00f3ng ti\u1ebfp theo? C\u00e1c qu\u1ef9 \u0111\u1ea7u [&hellip;]<\/p>","protected":false},"author":1,"featured_media":46696,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[230],"tags":[],"class_list":["post-46695","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cau-chuyen-dau-tu"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/46695","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/comments?post=46695"}],"version-history":[{"count":0,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/posts\/46695\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media\/46696"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/media?parent=46695"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/categories?post=46695"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/zh\/wp-json\/wp\/v2\/tags?post=46695"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}