算力碳排何解？BCIGroup创始人居静：垂直一体化是关键

Core Viewpoint - The article discusses the intersection of AI, energy demands, and climate change, emphasizing the need for integrated solutions to support sustainable development in the computing power industry, particularly in the context of the COP30 conference [1][3]. Group 1: AI and Energy Demand - The computing power industry is experiencing exponential growth, particularly in large model training and AI services, leading to significant and sustained increases in energy demand [3]. - Clean energy is expected to become a standard requirement for computing power infrastructure due to the collective demand for reduced carbon intensity from society, climate governance responsibilities, and end-users [3]. Group 2: Vertical Integration Model - BCI Group's "Daitong Model" focuses on vertical integration, combining green energy supply, large-scale zero-carbon parks, prefabricated equipment modules, and bare-metal computing power to enhance industry capabilities [4]. - The integration of energy parks and equipment can lead to hundreds of billions of kilowatt-hours of renewable energy consumption and significant carbon reduction over a 25-year period [4]. Group 3: Zero-Carbon Parks - True zero-carbon parks require more than just purchasing green electricity; they must achieve carbon balance through energy growth, distribution, and recycling [7]. - BCI Group's approach includes establishing a green electricity park that ensures physical consumption and long-term dispatchability of power through local renewable energy sources [7]. Group 4: Policy and Market Dynamics - The current policy environment is pushing for an 80% green electricity share in new data centers, with green certificates being crucial for promoting renewable energy marketization [9]. - BCI Group aims to enhance the green certificate mechanism and actively participate in international standards development to facilitate the recognition of green certificates globally [9].