Core Insights - Inner Mongolia is emerging as a profitable hub for intelligent computing centers due to its low electricity prices, attracting major players from various industries [1][2][5] - The region has seen significant investment in data centers, with notable companies like China Mobile, China Unicom, and Huawei establishing operations there [2][5] - Inner Mongolia's energy resources, including coal, wind, and solar power, contribute to its competitive electricity pricing, making it an attractive location for energy-intensive industries [4][5] Group 1: Industry Dynamics - The demand for computing power has surged, leading to accelerated construction of intelligent computing centers, particularly in Inner Mongolia [2] - Inner Mongolia's computing power scale is approximately 120,000 P, with over 90% being intelligent computing power, ranking first in the country [2] - The largest single intelligent computing center globally is operated by China Mobile in Hohhot, boasting a computing capacity of 6,700 P [2] Group 2: Energy and Cost Factors - Electricity prices are a critical factor in determining the operational costs of intelligent computing centers, with energy consumption approvals being a key regulatory hurdle [4] - The region's abundant renewable energy resources have led to extremely low electricity costs, with reports indicating prices as low as 0.05 yuan per kilowatt-hour [4] - Despite the challenges of integrating renewable energy into the grid, the overall cost advantages continue to attract data center investments [4][5] Group 3: Future Outlook - The Chinese government aims to enhance the efficiency and sustainability of data centers, targeting a power usage effectiveness (PUE) of below 1.5 by the end of 2025 [4] - Analysts highlight that Inner Mongolia's competitive electricity pricing and acceptable network latency make it a viable location for energy-intensive data center operations [5]
争入电价洼地:某央企最赚钱的数据中心在内蒙古
Zhong Guo Jing Ying Bao·2025-05-07 11:21