电力，算力，时空重构！Token出海成绿电消纳新蓝海

Core Viewpoint - The article discusses the emerging synergy between computing power and electricity, termed "算电协同" (computing-electricity collaboration), which is crucial for the development of the AI industry and the digital economy in China. This collaboration is expected to reshape the energy landscape and facilitate the export of computing power through tokens [3][5][11]. Group 1: Computing Power and Electricity Demand - Computing power is likened to an engine, while electricity is the fuel, with the consensus that "the end of computing power is electricity" [5]. - The average power consumption of a computing center cabinet has increased from around 2 kW a decade ago to over 10 kW today, with some cabinets reaching 100 kW [5]. - China leads globally in token usage and export, with a share of 36% in token calls and over 60% in exports, largely due to reliable electricity supply and a robust communication network [5][6]. Group 2: Future Projections and Concerns - The China Academy of Information and Communications Technology predicts that by 2030, electricity consumption by computing centers could exceed 700 billion kWh, accounting for 5.3% of total national electricity consumption [6]. - Concerns have been raised regarding the electricity supply for intelligent computing centers, especially in eastern regions where demand is high but energy supply is low [6]. - The average industrial electricity price is around 0.67 yuan per kWh, with costs in developed regions exceeding 0.7 yuan, making electricity expenses a significant portion of operational costs for new computing centers [6]. Group 3: Green Energy and Tokenization - The collaboration between computing power and electricity is transforming green energy resources in western China into tokens, providing new pathways for electricity export [3][7]. - The direct supply of green electricity to data centers is being explored, with projects like the 2 GW green electricity supply project in Ningxia aiming to stabilize electricity prices at 0.36 yuan per kWh [6][10]. - The article highlights the potential for tokens to serve as intermediaries in electricity exports, with international market prices for tokens ranging from $60 to $168 per million tokens [9]. Group 4: Regional Dynamics and Strategic Developments - The article notes the structural differences in computing power and electricity between eastern and western China, with the west having abundant green energy but facing challenges in supply stability [11][12]. - A project in Qinghai aims to connect green computing power with eastern regions, alleviating pressure on eastern computing centers while enhancing the green energy sector in the west [12]. - The article emphasizes the need for intelligent scheduling and market-based trading to optimize the synergy between computing power and electricity, leveraging AI technologies for real-time data analysis [14].