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Core Viewpoint - The article discusses the recent policy support for the computing power industry in Fujian Province, aiming to enhance the development of computing infrastructure and promote the integration of digital and physical economies [4][5]. Group 1: Policy Measures - Fujian Province aims to achieve a public computing power scale of over 12 EFLOPS by the end of 2027 and plans to construct several medium-sized computing infrastructure projects [4][5]. - The measures include improving computing network transmission efficiency and advancing the construction of the "Fuzhou-Shenzhen Short Path Optical Cable" project [8]. - The initiative encourages the establishment of a unified computing resource public service platform to facilitate resource allocation and sharing across the province [6]. Group 2: Infrastructure Development - The plan includes the construction of high-performance data centers in key areas, with a focus on energy efficiency, aiming for a Power Usage Effectiveness (PUE) of below 1.25 and an overall rack utilization rate of no less than 65% [5]. - The development strategy emphasizes a collaborative layout of "one core, two zones, and multiple points" for integrated computing network development [5]. - The article highlights the need for strict compliance with national layout requirements for data centers, focusing on the aggregation of computing resources at national hub nodes [5]. Group 3: Technological Advancements - The measures promote the deployment of edge computing nodes in key areas and encourage the collaboration between cloud computing and edge computing [8]. - By 2027, the plan aims to deploy at least 50 edge nodes and create no fewer than five typical cases [8]. - The article mentions the importance of advancing storage technologies and optimizing data management to enhance efficiency and security [9]. Group 4: Market Opportunities - The computing power infrastructure market is viewed as a rapidly expanding sector, with significant growth potential as demand for computing resources continues to rise [10]. - Companies with comprehensive AI stack capabilities are expected to benefit from the increasing demand for computing power solutions [10]. - The article suggests focusing on investment opportunities in the supply chain of optical interconnects and related technologies as the market evolves [10].