Workflow
AI基建建设“快马加鞭”上市公司积极布局智算中心细分赛道
Zheng Quan Ri Bao Zhi Sheng·2025-09-25 17:37

Group 1 - Alibaba Group is actively advancing its AI infrastructure construction with an investment of 380 billion yuan and plans for larger investments [1] - The competition among technology companies in AI infrastructure is intensifying, benefiting the development of related industries such as data center construction, chip manufacturing, and software development [1] - The proportion of intelligent computing power in China's total computing power is expected to increase from 3% in 2016 to 35% by 2025 [1] Group 2 - The investment scale of China's intelligent computing center market is expected to reach 288.6 billion yuan by 2028 [2] - Beijing Qinhuai Data Co., Ltd. plans to invest 24 billion yuan to build three zero-carbon super-large intelligent computing parks in Zhongwei City, with a total capacity of 1.2 GW [3] - Unisplendour Corporation is expanding its intelligent computing center construction and has established strategic cooperation with several provinces, with seven Turing Towns currently built or under construction [4] Group 3 - Unisplendour has launched a high-density liquid cooling cabinet solution that supports 64 high-performance AI accelerator cards or thousand-core CPUs, meeting the stringent energy consumption requirements of high-computing clusters [4]