破解AI算力成本之困 成都推出全国首例“算力资源入股”

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session outlines the development blueprint for the "15th Five-Year Plan" period, emphasizing the importance of computing power as a core element in technological innovation and industrial transformation, particularly in promoting intelligent, green, and integrated development [1]. Group 1: Industry Context - The rapid development of AI technology has made computing power a core production factor, but high leasing costs for computing power severely restrict the growth of startups [3]. - Traditional models require companies to continuously pay for computing power, which consumes resources that could be allocated to research and market development, prompting the introduction of the "computing power equity" model [3]. Group 2: Innovative Model - The "Cloud Teng Plan" innovatively redefines computing power from a "service cost" to a "strategic capital," allowing for the assessment of computing power value based on research and development needs, which is then converted into equity for the company [3]. - This model transforms the relationship between companies and service providers, alleviating cash flow pressure and creating a "community of interests" between both parties [3]. Group 3: Strategic Implications - The collaboration creates a win-win situation for enterprises, platforms, and local industries, with the company transitioning from a "tenant" to a "partner," reducing fixed costs while gaining technical support and industry resources [3]. - For the computing power provider, this represents a strategic shift from being a "landlord" to an "industry partner," allowing for shared growth benefits and promoting regional AI industry clustering [3]. - The "Cloud Teng Plan" serves as a magnet showcasing the city's innovation capabilities, reinforcing Chengdu's label as a "new high ground for the artificial intelligence industry" [3]. Group 4: Future Outlook - The computing power provider plans to open this model to more high-growth AI companies and aims to establish industry standards for "capitalizing computing power," fostering a new ecosystem for the AI industry that is open and mutually beneficial [3].