尺素金声｜算力全球第二，数字中国建设基座更稳固

Group 1 - The core viewpoint is that China's computing power infrastructure is rapidly advancing, positioning the country as a global leader in digital infrastructure by mid-2025, with a total computing power scale ranking second worldwide [1] - As of June 2023, China has established 4.55 million 5G base stations and has 226 million gigabit broadband users, indicating significant growth in digital infrastructure [1] - The development of artificial intelligence is heavily reliant on computing power, which is considered a fundamental "energy" for AI advancements [3] Group 2 - Computing power is categorized into supercomputing, general computing, and intelligent computing, with intelligent computing being crucial for the iterative development of AI technologies [4] - China's total computing power is projected to reach 280 EFLOPS by the end of 2024, with intelligent computing expected to grow over 40% by 2025, reaching 90 EFLOPS, which constitutes 32% of the total [5] Group 3 - Recent advancements in hardware and software capabilities have been highlighted, including Huawei's "Ascend 384 Super Node" and the introduction of competitive domestic GPU products, indicating a robust ecosystem for computing power [6] - The integration of the integrated circuit industry has progressed, creating a complete supply chain from design to manufacturing, enhancing the usability of domestic computing power [6] Group 4 - The energy consumption of data centers is a significant concern, with predictions indicating that by 2030, China's data center energy consumption will exceed 400 billion kilowatt-hours [7] - Various regions are implementing energy-efficient practices, such as using liquid cooling technology and renewable energy sources, to enhance the energy efficiency of computing power centers [8] Group 5 - By the end of 2024, over 9 million standard racks will be in use across data centers in China, with an average Power Usage Effectiveness (PUE) of 1.46, showcasing improvements in energy efficiency [8] - The overall outlook for China's computing power infrastructure is positive, with rapid market growth, expanding demand scenarios, and accelerated technological advancements, which are essential for establishing a competitive advantage in the AI era [8]