Intel(US:INTC) Ren Min Wang·2025-11-26 09:12Core Insights - Computing power is becoming a crucial foundation for the development of the digital economy and is driving the acceleration of digital transformation in society [1] - The Chinese government has outlined the development direction for computing power infrastructure, emphasizing the need for optimized layout and collaboration between different regions [1] - The rapid growth of the computing power industry has raised concerns about energy consumption, necessitating a focus on sustainable development paths [2][4] Group 1: Green Computing Power Development - Green computing power is essential for high-quality digital economic development and involves pursuing low-carbon goals across various levels of computing power [2] - The transition from chaotic expansion to a more coordinated and refined development phase in data center construction is underway [2][3] - Experts emphasize the importance of integrating sustainability into business practices and fostering collaboration between academia and industry to develop viable commercial models [3] Group 2: Energy Consumption and Efficiency - As of the end of 2022, China's operational data centers exceeded 6.5 million racks, consuming a total of 1.3 billion kilowatt-hours, accounting for 2.7% of the national electricity consumption [6] - Electricity costs represent the largest portion of operational expenses for traditional data centers, comprising 60%-70% of total costs [6] - There is a call for optimizing the design and planning of data centers to address energy consumption issues effectively [6][4] Group 3: Standardization and Collaboration - Establishing a benchmark system for computing power is crucial for enhancing service levels and ensuring alignment with international standards [8] - The need for standardized designs in data center construction is highlighted to avoid complexity and promote efficiency [9] - Collaboration among industry players and the adoption of innovative technologies are essential for achieving sustainable computing power development [7][10]