Core Viewpoint - The digital grid, leveraging new digital technologies such as "cloud, big data, IoT, AI, and blockchain," aims to integrate power and computing capabilities, promoting the development of new technologies, equipment, and business models that enhance energy efficiency and reduce carbon emissions [1] Group 1: Industry Trends - The artificial intelligence industry is experiencing explosive growth, with the demand for computing power increasing at an annual rate of over 43% [1] - The "East Data West Computing" initiative has established a computing scale of 620,000 PFlops, with projected electricity consumption for pre-computing centers reaching 700 billion kWh by 2030, accounting for approximately 5.3% of total electricity consumption [1] Group 2: Company Initiatives - Southern Power Grid has implemented the "Electricity-Computing Collaborative Action," establishing a robust smart grid across five provinces with a reliability rate exceeding 99.99%, providing reliable power for data centers [2] - The company has reduced electricity costs by 36% through a cross-regional scheduling system that optimizes computing tasks [2] - Southern Power Grid aims to support Guangdong in establishing a "Computing-Electricity Collaborative Demonstration Zone," focusing on efficient interaction between urban computing networks and power grids [2] Group 3: Future Recommendations - It is recommended that Guangdong explore power market-based optimization of computing energy use, matching green and low-cost electricity supplies for urban data centers [2] - The company suggests upgrading urban data centers' power supply through new direct current systems, transforming traditional substations into intelligent computing centers to meet the demand for low-latency edge computing [2]
南网数字董事长刘育权：电力成为数智赋能制造业升级关键变量