刚刚！一则大消息引爆市场！

Core Viewpoint - The article discusses the recent policy support for the computing power industry in Fujian Province, emphasizing the strategic importance of computing power in the digital economy and its role in promoting the integration of digital and real 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, with plans to construct several medium-sized computing infrastructure projects [4][5]. - The measures include enhancing the efficiency of computing power network transmission and promoting the construction of the "Fuzhou-Shenzhen Short Path Optical Cable" project [8][6]. - The initiative encourages the establishment of a unified computing resource public service platform to facilitate resource allocation and sharing across the province [6][5]. Group 2: Infrastructure Development - The plan outlines the construction of high-performance data centers in key areas, including the Digital Fujian Industrial Park, to lead the demonstration of computing resource applications [5][6]. - It emphasizes the need for strict compliance with national layout requirements for data centers, focusing on energy efficiency and resource utilization [5][6]. - By 2027, the energy utilization efficiency (PUE) of newly built or renovated data centers is expected to be below 1.25, with an overall rack utilization rate of no less than 65% [4][5]. Group 3: Technological Advancements - The article highlights the importance of advancing technologies such as 400G/800G optical transmission and IPv6 segment routing to improve network transmission efficiency [8][9]. - It mentions the goal of achieving a 90% OTN coverage rate in key application areas by 2027 [8]. - The focus is also on the development of edge computing nodes, with a target of deploying at least 50 nodes and creating no less than five typical cases by 2027 [8][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, particularly in light of advancements in AI models [10]. - Investment opportunities are highlighted in the supply chain of optical interconnects, including light modules and related technologies, as the market evolves [10].