算电协同并非“简单的搬家”

Core Viewpoint - The article discusses the structural contradictions in China's computing power market, highlighting the imbalance between high-end computing demand and underutilized general computing resources, necessitating a systemic solution to optimize the synergy between computing power, electricity, and data flow [1][2]. Group 1: Structural Issues - There is a significant disparity in the utilization of computing power, with high-end GPUs like H100 being in high demand while some data centers in the west operate at only 20% to 30% capacity [1]. - The natural temporal and spatial characteristics of computing power and electricity create operational discrepancies, leading to inefficiencies in data transmission and processing [1][2]. - Infrastructure development has a mismatch in pace, with electricity grid construction taking 5 to 8 years while computing centers can be established in 1 to 2 years, resulting in idle data centers in the west [2]. Group 2: Economic Factors - The low electricity prices in the west mask hidden costs associated with auxiliary services and capacity compensation, leading to a situation where the effective cost of electricity approaches that of eastern regions [2]. - There is an imbalance in profit distribution, where the west bears the energy consumption and environmental pressures of data centers but receives limited financial benefits, primarily from rent and electricity fees [2]. Group 3: Proposed Solutions - The integration of "source-network-load-storage-computing" development is recommended, with the establishment of computing centers in resource-rich western areas to enhance energy utilization efficiency [3]. - A national "computing-electricity coordination project library" should be established to streamline the approval process for data centers and renewable energy projects, ensuring timely execution [3]. - Transparency in electricity pricing and the introduction of financial derivatives to stabilize long-term costs are essential for attracting investment in computing power [4]. - New profit-sharing models, such as the "computing power equity" model, are proposed to enhance local fiscal sustainability and create a more equitable distribution of benefits between eastern and western regions [5].