林清民：科华数据以技术创新打造“更懂”AI的算力基础设施

Core Insights - The article emphasizes the rapid transformation of the global technology landscape driven by artificial intelligence (AI), highlighting the evolution of data centers towards higher density, efficiency, and intelligent management [1] - The concept of "computing power infrastructure" is redefined in the context of AI, necessitating continuous adaptation and innovation to meet changing demands [3][4] Group 1: Understanding "More Knowledgeable" Infrastructure - The essence of being "more knowledgeable" is defined as continuous evolution, recognizing that static understanding quickly becomes outdated in the fast-paced AI era [3] - The company has accumulated extensive insights from its deep involvement in the transition from cloud computing to intelligent computing, allowing it to capture rapidly changing industry needs [3] - The company’s nearly 40 years of experience in power electronics and over a decade in data center lifecycle services contribute to its strong product and project implementation capabilities [3] Group 2: Challenges and Solutions in AI Era - AI's rapid iteration, particularly in GPU technology, has fundamentally altered data center design logic, shifting from standardization to meeting high demands for infrastructure [4] - The company is addressing cooling challenges by adopting new cooling technologies like liquid cooling, integrating them with power supply and control systems [4] - The scale of computing clusters is expanding dramatically, necessitating the introduction of AI management to enhance operational efficiency and energy savings [4][6] Group 3: Technological Innovations and Energy Efficiency - The company has launched a groundbreaking 200 kW power supply product, utilizing third-generation semiconductor devices, achieving an efficiency of up to 99.2% [5] - Enhancements in energy efficiency can save millions in electricity costs, especially in regions facing power shortages, allowing for more effective computing power utilization [6] - The trend towards prefabrication and modularization is driven by the need for rapid deployment, significantly reducing delivery times from one year to three to four months [6] Group 4: Green and Low-Carbon Development - The company emphasizes the necessity of green and low-carbon development in data centers, addressing the growing conflict between computing power and energy consumption [7] - Innovations in product design, such as using silicon carbide (SiC) materials, have led to power supply efficiencies exceeding 98%, reflecting the company's commitment to energy conservation [7] - The concept of "computing power and electricity synergy" is proposed, leveraging energy storage systems to provide flexible power support for computing centers [7] Group 5: Reliability and Global Expansion - The reliability of systems is critical as data center complexity increases, with proactive maintenance strategies being implemented through AI technology [8] - The integration of sensors in products allows for real-time monitoring of equipment health, facilitating predictive maintenance and enhancing system availability [8] - The company aims to expand globally, with prefabricated power modules designed for easy transport and rapid deployment, showcasing advancements in China's high-end manufacturing capabilities [8]