世纪互联点亮10GW绿色直流Hyperscale 2.0

Core Viewpoint - Century Internet is committed to developing Hyperscale 2.0, a new generation of large-scale data centers, focusing on green direct current technology and aiming for significant growth in operational capacity over the next decade [2][5]. Group 1: Company Strategy and Goals - Century Internet plans to increase its data center operational capacity to nearly 1GW and complete the construction of 100,000 cabinets from 2000 to 2025 [2]. - The company aims to enhance its asset management scale to 10GW by integrating data center operations with AI-native renewable energy from 2026 to 2036 [2][5]. - Key projects include the Ulanqab, Zhangjiakou Huailai, and Suzhou data center clusters, which will serve as starting points for further expansion [5]. Group 2: Technological Innovations - The transition from Hyperscale 1.0 to 2.0 involves a shift from project-based resource resale to a platform-driven autonomous load management system [3]. - New core competencies in Hyperscale 2.0 include green electricity direct supply, large-scale energy integration, intelligent power scheduling, and collaborative innovation in energy processing technologies [3][4]. - The company is implementing high standards in building standardization, modularization, and power bus systems to enhance efficiency and flexibility in energy supply [4]. Group 3: Market Dynamics and Industry Trends - The explosive growth of AI technology is driving continuous growth in the data center industry, with increasing demand for large model training and inference [4]. - Market demand is pushing data center prices to rise steadily, supported by recent industry policies promoting technological innovation and green energy [4]. - Leading companies with technological and green energy advantages are expected to capture greater market opportunities, especially under the national "dual carbon" goals [5].