AI调度破解算力能源困局：达卯科技获宁德时代投资，三年内要达成30%市占率

Core Viewpoint - The article emphasizes the growing importance of computing power as a core production factor, comparable to water and electricity, with energy being the foundation for its continuous operation [1] Group 1: Energy Consumption and Demand - By 2024, China's data center electricity consumption is projected to reach 166 billion kWh, accounting for 1.68% of the total electricity consumption in society, with power consumption per unit of computing power at approximately 5.9 kWh/EFLOPS [1] - The increasing demand for computing power is leading to mismatches in energy supply and demand, highlighting the need for intelligent solutions for precise energy scheduling and efficient utilization [1][3] Group 2: AI-Driven Energy Coordination - The concept of "computing power and electricity coordination" is introduced, focusing on balancing computing demand with energy supply through AI-driven models [3][4] - The company aims to match the "computing power consumption curve" with the "power generation supply curve" to achieve this balance [4] Group 3: Company Overview and Achievements - Founded in 2021, the company has become a star enterprise in Shanghai, focusing on energy management in computing centers, integrating AI technology for dynamic decision-making [5] - The company's technology has been validated in benchmark projects, achieving a 6.5% reduction in electricity costs and enhancing the self-balancing capability of the power system [6] Group 4: Market Position and Future Plans - The company plans to capture a 30% market share in the domestic computing power and electricity coordination business within three years, supported by strategic partnerships with major energy management firms [9] - The company is also exploring international markets, including Japan and Southeast Asia, to expand its consulting and lifecycle service projects [9]