从能源基地迈向算力沃土

Core Insights - The 2025 China Computing Power Conference showcased the development achievements of Shanxi Province's computing power industry, highlighting a shift from traditional energy to computing power as a new path for industrial transformation [1][3] - Shanxi has attracted major companies like JD, Douyin, and China United Network Communications, leveraging its market-driven approach rather than relying solely on government investment [3][5] - The province's unique advantages in energy, climate, and location make it an attractive hub for computing power enterprises, with an average temperature of 9.9 degrees Celsius contributing to lower energy consumption [3][5] Industry Development - Shanxi's computing power infrastructure has reached 514,000 standard racks and a computing scale of 32 EFLOPS, indicating significant growth since the introduction of policies to accelerate digital economic development in 2021 [1][3] - The total investment in computing infrastructure in Datong has reached 282 billion yuan, with server investments totaling 491 billion yuan, primarily driven by market forces [3][5] - The province plans to establish over four intelligent computing centers this year, aiming for a computing scale exceeding 9 EFLOPS and a smart computing ratio of 35% [9] Technological Advancements - The China Mobile (Shanxi Taiyuan) Intelligent Computing Center, with 10,000 racks and a computing capacity of 2000 PFLOPS, supports high-end applications such as AI model training and big data analysis [8] - Shanxi has built 289 intelligent coal mines, showcasing the integration of computing power into traditional industries, significantly improving efficiency and productivity [14] Market Opportunities - The province's green electricity resources and low electricity prices are key attractions for computing power projects, enhancing the competitiveness of Shanxi as a computing power base [5][6] - The establishment of various computing centers and projects, with a total investment exceeding 138.46 billion yuan, is expected to inject strong momentum into Shanxi's transformation [7][8] Societal Impact - Computing power is driving industrial upgrades and innovation, with significant effects on the digital economy and regional innovation capabilities [13] - The integration of computing power into various sectors, including agriculture and governance, is reshaping traditional practices and enhancing efficiency [12][15]