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算力领域,密集迎大事件
财联社·2025-08-30 11:09

Core Viewpoint - The article highlights significant developments in the computing power sector, emphasizing the government's push for high-quality development and the need to address the current supply-demand imbalance in computing resources [1][4][5]. Group 1: Government Initiatives - The State Council recently released a top-level document on "Artificial Intelligence+", focusing on strengthening the overall coordination of intelligent computing power [1][6]. - During the 2025 Digital Expo, the National Data Bureau launched a nationwide integrated computing power network monitoring and scheduling platform, aiming to enhance resource allocation and efficiency [6][7]. - A joint initiative was proposed to strengthen the collaborative development of computing power hubs, emphasizing the need for unified technical standards and regional cooperation [7]. Group 2: Industry Development - As of June 2023, China has 10.85 million operational computing centers, with intelligent computing power reaching 788 EFLOPS [4]. - The computing power industry is experiencing a structural mismatch in supply and demand, with industry insiders expressing concerns about the quality of current resources [4][8]. - The government is signaling the importance of improving the quality of computing power supply, with a focus on avoiding disorderly competition and ensuring sustainable development [5][6]. Group 3: Challenges in Computing Power - The industry faces challenges such as insufficient core supply, communication bottlenecks, and complex scheduling of computing resources [8]. - By 2025, the demand for intelligent computing in China is expected to reach 300E, but the supply distribution remains uneven [8][14]. - The mismatch in computing resources is particularly evident in the government cloud sector, where various factors contribute to the imbalance [9][12]. Group 4: Perspectives on Resource Allocation - Some industry experts argue that the current supply-demand imbalance is a normal market adjustment and not necessarily a true mismatch [14][15]. - The lack of effective commercial closure for many large model enterprises contributes to underutilization of computing resources [15]. - There is a consensus among industry players on the need for high-quality development and various proposed solutions to optimize resource utilization [16][17].