数据中心产业情报周刊：AI产业快速发展的背景下，数据中心迎来投资热潮

Investment Rating - The report indicates a strong investment interest in the data center industry, emphasizing the focus on intelligent and green development [1][5][12]. Core Insights - The data center market is experiencing significant investment, with policies promoting the construction of computing power infrastructure and the establishment of intelligent computing centers [5][12]. - Major companies are actively expanding their data center capabilities, with Tencent investing 5 billion RMB in a computing center in Guangdong-Hong Kong-Macao Greater Bay Area [13][15]. - The report highlights the rapid growth of artificial intelligence computing power in regions like Hunan, which has reached 1200PF, positioning it as a leader in the sector [12][27]. Summary by Sections Key Policies - The release of policies in the Shanghai Free Trade Zone aims to enhance the development of computing power infrastructure, targeting a total computing power exceeding 5EFLOPS by 2025 [5][6]. Domestic Key Events and Investment Dynamics - Tencent's investment in a computing center in Guangdong is a significant development, with plans for 30,000 standard cabinets and a total investment of 5 billion RMB [13][15]. - Hunan's artificial intelligence computing power has reached 1200PF, showcasing its competitive advantage in the industry [12]. - Other companies, such as Huatie Emergency, are also investing in intelligent computing centers, with a planned investment of 1 billion RMB [15][18]. Key Project Progress - The China Mobile Guiyang Star River Data Center has officially commenced operations, featuring over 3,000 racks and the capability to support 30,000 servers [20][21]. - The Guangzhou "Pazhou Computing Valley" has launched a 100P computing power center, contributing to the digital economy in the region [21][22]. - The Shenzhen Supercomputing Center's second phase is nearing completion, with a focus on green and energy-efficient design [23][24]. Key Enterprise Layouts - Companies like Huawei and Tencent are actively developing their ecosystems around data centers, with a focus on AI and intelligent computing applications [2][3][12]. - The report notes that various enterprises are collaborating to enhance their capabilities in the data center sector, including partnerships for liquid cooling solutions and green data center initiatives [2][3][12].