AIDC用能困局下，能源系统需要怎样的新解法？

Core Viewpoint - The article discusses the intersection of China's "dual carbon" goals and the rapid growth in computing power demand driven by digital technologies, highlighting the challenges of ensuring energy security while achieving low-carbon transitions and economic viability, referred to as the "impossible triangle" in the energy sector [1]. Group 1: Energy Transition and Computing Power Demand - The global computing power is expected to grow nearly tenfold from 2020 to 2030, with data centers projected to consume 1500 TWh of electricity annually, equivalent to the annual electricity consumption of approximately 500 million households in China [3]. - The characteristics of Advanced Intelligent Data Centers (AIDC) differ significantly from traditional Internet Data Centers (IDC), with increasing power density and a shift towards 800V high-voltage direct current power supply systems due to efficiency and space constraints [5]. Group 2: Green Transition and Energy Infrastructure - AIDC requires not only "more electricity" but also "more economical, stable, and cleaner electricity," leading to a structural mismatch between the speed of computing power growth and the construction cycle of power grid infrastructure [7]. - The concept of "green electricity direct connection" is gaining attention, which involves building a local energy architecture that connects renewable energy sources directly to loads, incorporating energy storage to address the volatility of renewable energy and the impact of computing loads [7]. Group 3: Solutions and Innovations - A new green electricity direct connection system solution for AIDC was recently launched, based on 10 GWh of operational assets, proposing a model that integrates energy storage systems on both the power supply and load sides to support sustainable development of computing infrastructure [9]. - The "Ronghe·Xuanwu 2.0 DC" energy storage system offers high-efficiency native adaptation to 800V DC data center bus, with rapid power response capabilities and long-duration backup power, enhancing the safety of AIDC power supply [11]. - The "Ronghe·Yinglong 5.0" and "Enprime-C Plus" 6.25 MWh grid-connected energy storage systems are designed to meet the urgent demand for large-scale clean electricity and economic pressures, enabling green electricity direct connection and reducing carbon footprints and electricity costs [11]. Group 4: Future Outlook - With the green electricity direct connection model, AIDC is evolving from a mere "data center" to a "computing power plant," becoming a flexible producer and consumer in the new power system [14]. - The challenge of solving the energy "impossible triangle" is not only a technical competition but also a test of industry understanding and strategic endurance, emphasizing the need for companies to deeply understand the essence of power systems and effectively convert data into value [14].