2024版数据中心2030

Core Insights - The report emphasizes that the demand for computing power will experience a hundredfold increase over the next decade, driven by the rise of AI and cloud computing, with global computing power expected to reach 3.3 ZFLOPS (FP32) and AI computing power reaching 864 ZFLOPS (FP16) by 2030 [4][11][20] - Data centers are positioned as the foundational infrastructure for the digital economy, serving as the "engine" for digital transformation and the backbone for AI and cloud technologies [4][11] - The report identifies a critical contradiction between the surging demand for computing power and resource constraints, necessitating innovations in computing architecture and energy efficiency [4][20] Industry Trends - The report predicts that the number of large-scale data centers will exceed 1,000 globally within the next three years, alongside a rapid increase in edge data centers, with nearly 10 million edge computing nodes expected to be deployed by 2030 [11] - AI-driven data centers are anticipated to undergo a comprehensive revolution, with AI computing power projected to exceed 105 ZFLOPS (FP16) by 2030, fundamentally altering consumption patterns and business operations [13][26] - The shift towards green development is highlighted, with data centers expected to transition from high energy consumption to becoming enablers of sustainable practices, aiming for carbon neutrality by 2030 [14][34] Future Scenarios and Innovation Directions - The report outlines five key future scenarios for data centers, focusing on enhancing efficiency across various dimensions: data efficiency, human efficiency, computing efficiency, energy efficiency, and operational efficiency [5][24] - Innovations in multi-stream collaboration are emphasized as essential for improving energy efficiency, with a focus on integrating energy, data, and business flows [34] - The concept of "AI for All" is introduced, suggesting that AI will create new productivity forms and drive the transition to an intelligent world, impacting various industries [25][31] Key Technical Features - The report defines critical technical features for future data centers, including diverse and ubiquitous computing resources, high security and reliability, zero-carbon energy solutions, and advanced storage technologies [8][9] - The need for system-level innovations is highlighted, with a focus on soft-hard collaboration to enhance computing efficiency and address the limitations of traditional computing architectures [17][35] - The report discusses the importance of socialized data collaboration to enhance data efficiency, emphasizing the role of data as a new production factor in the digital economy [37]