科技、通信行业头部企业加码AIDC建设

Core Insights - The rapid evolution of artificial intelligence technology has made computing power a core engine driving the digital economy, leading to increased investment in Artificial Intelligence Data Centers (AIDC) by leading companies in the technology and telecommunications sectors [1][2] - The AIDC industry is expected to experience rapid growth over the next two to three years, with significant opportunities emerging as companies collaborate to address challenges and develop industry standards [1][2] Industry Overview - As of June 2025, China is projected to have 10.85 million standard racks in use for computing power centers, with intelligent computing power expected to reach 788 EFLOPS [1] - The share of intelligent computing power in total computing power in China is anticipated to rise from 3% in 2016 to 35% by 2025 [1] - The market size of China's intelligent computing center is expected to reach 135.6 billion yuan by 2025, marking a significant milestone in the AI infrastructure competition [3] Challenges Faced - The AIDC industry faces multiple challenges, including heat, electricity, and space constraints, as well as a lack of standards and long construction cycles [2][5] - The need for standardization and productization in infrastructure is viewed as a crucial path to address these challenges [5] Company Initiatives - Major companies like JD Cloud and iFlytek are accelerating their AIDC construction efforts, with JD Cloud managing 22,000 racks across four self-built data centers [3] - China Mobile is developing an "N+X" intelligent computing center layout, having established two national nodes and twelve regional nodes, integrating its self-developed "Jiutian" model [3][4] Standardization Efforts - The establishment of systematic standards for AIDC infrastructure is critical for efficient and interconnected development, with industry leaders advocating for modularization and standardization of products [5] - The Global Computing Coalition (GCC) is working with industry players to develop standards that will support high-quality AIDC construction and optimization [5]