算力产业量质齐升

Core Insights - The 2025 China Computing Power Conference highlighted the significant advancements in China's computing power industry, indicating a shift towards high-quality and large-scale development [1][2][3] Group 1: Industry Development - As of June 2023, China has 10.85 million standard racks in use for computing power centers, with intelligent computing power reaching 788 EFLOPS [1] - The total storage capacity has exceeded 1680 EB, and the average Power Usage Effectiveness (PUE) of computing centers has decreased to 1.42, reflecting improved efficiency [1] - The Ministry of Industry and Information Technology aims to enhance the construction of diverse, intelligent, agile, secure, and green computing power infrastructure [1][2] Group 2: Market Trends - The demand for intelligent computing is rapidly increasing, driven by the development of artificial intelligence, with a notable shift from scale expansion to high-quality development [2][4] - The computing power structure is transitioning from a focus on training to a dual emphasis on inference and training, with inference power expected to reach ten times that of training power in the future [4] - The market is evolving from basic computing resource needs to more sophisticated requirements, such as knowledge base construction and model fine-tuning [7][8] Group 3: Technological Innovations - Innovations in computing technology and hardware upgrades are accelerating the application of domestic computing power, with improvements in core capabilities such as collaborative scheduling and elastic expansion [3][6] - The introduction of new cooling technologies, such as immersion cooling, has significantly reduced PUE values to as low as 1.04 in some centers [3] Group 4: Platform Integration - The China Computing Power Platform has successfully integrated with ten provincial sub-platforms, achieving comprehensive connectivity across various resources and ecosystems [5][6] - By the end of July 2023, over 1,000 enterprise users had registered on the platform, with more than 100 service providers and over 110 quality computing power products available [5] Group 5: Policy and Strategic Initiatives - The Ministry of Industry and Information Technology plans to accelerate breakthroughs in key technologies such as GPU chips and promote the application of new technologies in critical sectors like education and healthcare [8] - The focus is on building a robust computing power ecosystem and enhancing the quality of computing resource supply through policy guidance and infrastructure optimization [8]