贸易战下的产业韧性（一）：被关税“重压”出来的本土充沛算力资源

Core Viewpoint - The domestic computing power industry in China is undergoing a rational return, focusing on optimizing existing resources rather than building new infrastructure due to supply chain and cost pressures exacerbated by US-China trade tensions and AI chip export controls [1][6]. Group 1: Current Challenges - The computing power infrastructure construction is facing significant supply chain and cost pressures, leading to a shift from "building new" to "utilizing existing" resources [1]. - The industry has seen a slowdown in growth, with recent reports indicating a trend of reduced investment in computing power infrastructure projects [2]. - A large portion of existing computing power resources is underutilized, with many data center servers showing average utilization rates as low as 5-10% [10]. Group 2: Policy and Structural Changes - The government is implementing "window guidance" for computing power infrastructure projects to promote a unified national computing power network and address resource allocation issues [2]. - A nationwide assessment of computing power resources is underway, which may lead to a redistribution of resources and a restructuring of the industry [4][6]. Group 3: Industry Adaptation and Innovations - Companies are focusing on improving computing power utilization rates, with reports indicating that the overall utilization rate of existing intelligent computing centers is only 32% [7]. - Innovations such as Lenovo's heterogeneous computing platform and Baidu's AIAK suite are being developed to enhance the efficiency of computing power usage [9]. - The industry is evolving from a simple resource supply model to a more intelligent computing platform that supports diverse AI applications and real-time resource allocation [9].