国家能源局：推动算力基础设施就近消纳新能源

Core Insights - The demand for computing power in China is significantly increasing, with electricity consumption for internet data services rising by 43% year-on-year from January to October this year [1] - The total scale of computing power in China is growing at an annual rate of approximately 30%, driven by the rapid development of artificial intelligence [1] - The National Energy Administration has set a target for new data centers to achieve an 80% green electricity consumption rate, which supports climate change initiatives [2] Group 1 - The computing power infrastructure projects require substantial electricity and have high reliability demands [1][2] - There is a strong correlation between the growth of artificial intelligence and the increasing demand for computing power, which in turn raises the requirements for electricity planning and energy development [1] - The ongoing "14th Five-Year" energy and electricity planning is taking into account the electricity demand from various AI applications and is making precise predictions for electricity growth [1] Group 2 - The collaboration between computing power and electricity is being promoted through new business models such as direct green electricity connections and smart microgrids [2] - China's electricity supply is currently sufficient, and there is significant potential for the collaborative development of computing power and electricity to support the rapid growth of artificial intelligence [2]