{"id":4394,"date":"2026-10-20T03:58:00","date_gmt":"2026-10-20T07:58:00","guid":{"rendered":"https:\/\/canasanta.ca\/?p=4394"},"modified":"2026-10-20T09:37:05","modified_gmt":"2026-10-20T13:37:05","slug":"ia-abb-record-centros-datos-12-mil-millones","status":"publish","type":"post","link":"https:\/\/canasanta.ca\/en\/ciencia\/tecnologia\/ia-abb-record-centros-datos-12-mil-millones\/","title":{"rendered":"LA IA DISPARA UN NEGOCIO DE $12.000 MILLONES"},"content":{"rendered":"

Por Ca\u00f1asanta<\/strong><\/p>\n

<\/div>\n

La fiebre mundial por construir infraestructura para inteligencia artificial ya no se mide solamente en chips. Tambi\u00e9n se mide en transformadores, sistemas el\u00e9ctricos, refrigeraci\u00f3n y miles de millones de d\u00f3lares. ABB acaba de ofrecer una fotograf\u00eda contundente de esa carrera: sus pedidos trimestrales alcanzaron un r\u00e9cord de 12.000 millones de d\u00f3lares<\/strong>, impulsados por el crecimiento explosivo de los centros de datos.<\/p>\n

La compa\u00f1\u00eda suiza inform\u00f3 este 20 de octubre que los pedidos relacionados con centros de datos m\u00e1s que se duplicaron<\/strong>. El fen\u00f3meno refleja una realidad que empieza a definir la siguiente fase de la inteligencia artificial: los modelos pueden vivir en el software, pero necesitan instalaciones f\u00edsicas enormes, electricidad constante y sistemas capaces de evacuar cantidades extraordinarias de calor.<\/p>\n

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La infraestructura se convierte en el gran negocio de la IA<\/strong><\/h2>\n

ABB fabrica buena parte de la tecnolog\u00eda que permite mantener operativas esas instalaciones, desde distribuci\u00f3n el\u00e9ctrica hasta equipos para refrigeraci\u00f3n. El crecimiento fue suficientemente fuerte para que la empresa elevara su previsi\u00f3n de ventas para el conjunto del a\u00f1o.<\/p>\n

En el tercer trimestre, los ingresos aumentaron un 14% hasta 9.700 millones de d\u00f3lares<\/strong>, mientras que el beneficio operativo antes de intereses, impuestos y amortizaciones subi\u00f3 un 24%, hasta 2.030 millones. Pero el dato que mejor retrata el momento es el volumen de nuevos pedidos: 12.000 millones en apenas un trimestre.<\/p>\n

El mercado est\u00e1 cambiando porque los centros dise\u00f1ados para cargas de inteligencia artificial consumen mucha m\u00e1s energ\u00eda que las instalaciones tradicionales. Los nuevos racks de c\u00f3mputo concentran una potencia cada vez mayor y obligan a redise\u00f1ar tanto la alimentaci\u00f3n el\u00e9ctrica como la refrigeraci\u00f3n.<\/p>\n

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El cuello de botella ya no son solo los chips<\/strong><\/h2>\n

Durante los primeros a\u00f1os del auge de la IA, la atenci\u00f3n estuvo concentrada casi exclusivamente en los procesadores avanzados. Ahora la industria descubre que disponer de chips no basta. Cada nueva granja de c\u00f3mputo necesita acceso a la red el\u00e9ctrica, transformadores, sistemas de protecci\u00f3n, refrigeraci\u00f3n, motores, bater\u00edas y enormes cantidades de infraestructura especializada.<\/p>\n

ABB lleva tiempo prepar\u00e1ndose para ese escenario. La compa\u00f1\u00eda trabaja en arquitecturas de corriente continua de 800 voltios<\/strong> destinadas a centros de datos de nueva generaci\u00f3n. Ese dise\u00f1o busca reducir p\u00e9rdidas de conversi\u00f3n y permitir densidades de potencia superiores en instalaciones donde cada megavatio disponible cuenta.<\/p>\n

La empresa sostiene que sus soluciones de corriente continua pueden mejorar la eficiencia energ\u00e9tica y reducir el espacio ocupado por la infraestructura el\u00e9ctrica. La importancia de esos porcentajes crece r\u00e1pidamente cuando una sola instalaci\u00f3n puede consumir tanta electricidad como una ciudad peque\u00f1a.<\/p>\n

<\/div>\n

La carrera mundial por alimentar a la inteligencia artificial<\/strong><\/h2>\n

El r\u00e9cord de ABB muestra una dimensi\u00f3n menos visible del auge tecnol\u00f3gico. Detr\u00e1s de cada chatbot, sistema de generaci\u00f3n de im\u00e1genes o agente aut\u00f3nomo existe una cadena industrial formada por plantas el\u00e9ctricas, l\u00edneas de transmisi\u00f3n, centros de datos y sistemas de enfriamiento.<\/p>\n

La compa\u00f1\u00eda tambi\u00e9n anunci\u00f3 una inversi\u00f3n de 495 millones de d\u00f3lares<\/strong> para adquirir el 51% de una empresa conjunta de distribuci\u00f3n el\u00e9ctrica de baja tensi\u00f3n con Mitsubishi Electric en Jap\u00f3n, reforzando su posici\u00f3n en el mercado asi\u00e1tico.<\/p>\n

La inteligencia artificial est\u00e1 provocando as\u00ed una expansi\u00f3n que trasciende a las empresas puramente digitales. Fabricantes el\u00e9ctricos, constructoras, proveedores de refrigeraci\u00f3n y compa\u00f1\u00edas energ\u00e9ticas se est\u00e1n convirtiendo en piezas centrales de una industria cuyo principal l\u00edmite podr\u00eda terminar siendo algo mucho m\u00e1s elemental que un algoritmo: tener suficiente electricidad para mantenerlo funcionando<\/strong>.<\/p>\n

<\/div>\n

Fuentes<\/strong><\/h2>\n

Reuters, 20 de octubre de 2026: \u201cABB posts record quarterly orders helped by data centre boom\u201d. ABB: documentaci\u00f3n t\u00e9cnica sobre infraestructura el\u00e9ctrica y sistemas de corriente continua para centros de datos de inteligencia artificial.<\/p>","protected":false},"excerpt":{"rendered":"

El auge de los centros de datos para inteligencia artificial llev\u00f3 a ABB a un r\u00e9cord trimestral de pedidos: 12.000 millones de d\u00f3lares y m\u00e1s del doble de demanda vinculada a estas instalaciones.<\/p>","protected":false},"author":284226809,"featured_media":4395,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[33205457,33205424],"tags":[33207198,33206377,33207199,33206378,33205592],"class_list":["post-4394","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-al-dia","category-tecnologia","tag-abb","tag-centros-de-datos","tag-electrificacion","tag-infraestructura-de-ia","tag-inteligencia-artificial"],"acf":{"introduccion":"","fuentes_y_referencias":"Reuters \u2014 20 de octubre de 2026.<\/strong> ABB posts record quarterly orders helped by data centre boom.

ABB.<\/strong> Documentaci\u00f3n corporativa y t\u00e9cnica sobre resultados trimestrales e infraestructura el\u00e9ctrica para centros de datos de inteligencia artificial.","autor":[748]},"yoast_head":"\nLA IA DISPARA UN NEGOCIO DE $12.000 MILLONES - Ca\u00f1asanta<\/title>\n<meta name=\"description\" content=\"La inteligencia artificial dispara la demanda de centros de datos: ABB alcanza un r\u00e9cord trimestral de 12.000 millones de d\u00f3lares en pedidos.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/canasanta.ca\/en\/science\/technology\/ia-abb-record-centros-datos-12-mil-millones\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LA IA DISPARA UN NEGOCIO DE $12.000 MILLONES\" \/>\n<meta property=\"og:description\" content=\"La inteligencia artificial dispara la demanda de centros de datos: ABB alcanza un r\u00e9cord trimestral de 12.000 millones de d\u00f3lares en pedidos.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/canasanta.ca\/en\/science\/technology\/ia-abb-record-centros-datos-12-mil-millones\/\" \/>\n<meta property=\"og:site_name\" content=\"Ca\u00f1asanta\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-20T07:58:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-20T13:37:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/canasanta.ca\/wp-content\/uploads\/2026\/10\/Centros-de-datos-de-IA-impulsan-record-de-ABB.jpg?resize=1200,630&quality=85&strip=all&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Ca\u00f1asanta\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Ca\u00f1asanta\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/canasanta.ca\\\/ciencia\\\/tecnologia\\\/ia-abb-record-centros-datos-12-mil-millones\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/canasanta.ca\\\/ciencia\\\/tecnologia\\\/ia-abb-record-centros-datos-12-mil-millones\\\/\"},\"author\":{\"name\":\"Ca\u00f1asanta\",\"@id\":\"https:\\\/\\\/canasanta.ca\\\/#\\\/schema\\\/person\\\/21421a3c6f1733be6c5c590190fd8e93\"},\"headline\":\"LA IA DISPARA UN NEGOCIO DE $12.000 MILLONES\",\"datePublished\":\"2026-10-20T07:58:00+00:00\",\"dateModified\":\"2026-10-20T13:37:05+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/canasanta.ca\\\/ciencia\\\/tecnologia\\\/ia-abb-record-centros-datos-12-mil-millones\\\/\"},\"wordCount\":664,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/canasanta.ca\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/canasanta.ca\\\/ciencia\\\/tecnologia\\\/ia-abb-record-centros-datos-12-mil-millones\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/i0.wp.com\\\/canasanta.ca\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/Centros-de-datos-de-IA-impulsan-record-de-ABB.jpg?fit=1280%2C720&quality=82&strip=all&ssl=1\",\"keywords\":[\"ABB\",\"centros de datos\",\"electrificaci\u00f3n\",\"infraestructura de IA\",\"inteligencia artificial\"],\"articleSection\":[\"AL D\u00cdA!\",\"Tecnolog\u00eda\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/canasanta.ca\\\/ciencia\\\/tecnologia\\\/ia-abb-record-centros-datos-12-mil-millones\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/canasanta.ca\\\/ciencia\\\/tecnologia\\\/ia-abb-record-centros-datos-12-mil-millones\\\/\",\"url\":\"https:\\\/\\\/canasanta.ca\\\/ciencia\\\/tecnologia\\\/ia-abb-record-centros-datos-12-mil-millones\\\/\",\"name\":\"LA IA DISPARA UN NEGOCIO DE $12.000 MILLONES - 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