AIDC+独立储能，300GWh赛道全速爆发

Core Viewpoint - The article discusses the rapid growth and potential of Artificial Intelligence Data Centers (AIDC) in the energy storage sector, highlighting the emerging models of "independent storage + computing power" as a key solution for future developments in the industry [2][6][11]. Group 1: AIDC Market Dynamics - AIDC is predicted to become a super track exceeding 300GWh, driven by the demand for energy storage solutions in data centers [2]. - The demand for energy storage in AIDC is categorized into three main areas: emergency backup, built-in short-term power supply units, and configuration storage systems [2][3]. - The current focus is on the rapid growth of configuration storage systems, which are essential for meeting the overall electricity needs of data centers [2][5]. Group 2: Current Trends in AIDC - Data center configuration storage and microgrid systems are currently dominant, aligning with industry needs for stable power and carbon reduction [3]. - AIDC facilities are generally small-scale, with power demands centered on local services, and there is a growing pressure for carbon reduction [3][5]. - The integration of storage or microgrid systems can significantly enhance green electricity usage without substantial cost increases, making them the preferred solution for AIDC [3]. Group 3: Case Studies and Examples - The China Unicom Sanjiangyuan Green Power Intelligent Computing Integration Demonstration Park is highlighted as a benchmark for the "microgrid + computing power" model, aiming for 100% green electricity consumption [4]. - The project is expected to reduce carbon emissions by 7,090 tons annually and lower overall electricity costs by 20% [4]. - The successful operation of the 208MW independent storage power station in Shaoguan serves as a scalable verification case for supporting large AIDC [6][7]. Group 4: Future Outlook - The "computing power + independent storage" model is anticipated to rapidly expand as large computing hubs and supercomputing centers become mainstream [6]. - The integration of independent storage with computing power is expected to provide stable electricity support for major data center clusters [7][8]. - National policies are increasingly supportive of the deep integration of storage and intelligent computing centers, creating favorable conditions for the development of this model [11].