算电协同夯实数字经济底座

Core Insights - The first integrated green electricity supply project for data centers in China has been launched, marking a significant breakthrough in Inner Mongolia's "East Data West Computing" initiative, showcasing the synergy between computing power and electricity in the digital economy era [1][2] Group 1: Project Overview - The Ulanqab Data Center Low-Carbon Computing Power Base integrates wind and solar power generation, smart transmission, grid connection, and energy storage to directly supply clean energy to data centers [1] - The project represents a shift from policy advocacy to industrial practice, highlighting the need for further integration of the value chains of computing power and electricity [1][3] Group 2: Policy and Development - Recent policies from the National Development and Reform Commission and other departments aim to enhance the integration of computing power and green electricity, improving energy efficiency and renewable energy utilization in data centers [2] - The green computing power scale in Qinghai Province has surged from 370P at the beginning of 2024 to 15,000P by June 2024, indicating a growth of approximately 40 times [3] Group 3: Challenges and Solutions - Infrastructure development remains a challenge, with long construction cycles for ultra-high voltage transmission lines and insufficient supporting computing power facilities in western regions [4] - Economic challenges arise from the volatility of renewable energy output conflicting with the stable demand of data centers, leading to increased operational costs due to the need for backup power sources [5] - The lack of adequate price signals and incentive mechanisms for green energy consumption hinders the market competitiveness of renewable energy [6] Group 4: Future Directions - A cross-regional green energy and computing power coordination system is needed, with suggestions to enhance the transmission capacity of green electricity and develop local renewable energy resources [7] - Implementing market-based pricing mechanisms and extending carbon market coverage to high-energy-consuming sectors like AI and data centers can stimulate green electricity consumption [7][8] - The integration of digitalization and green energy is essential, with recommendations for real-time matching of computing tasks and renewable energy supply to optimize energy management [8]