Investment Rating - The report does not explicitly provide an investment rating for the green computing industry Core Insights - The report emphasizes the necessity of developing green computing to address the increasing energy consumption and carbon emissions associated with computing power, which is seen as a critical component of high-quality development in the digital economy [7][21] - It highlights the significant growth in computing power in China, with a total scale reaching 280 EFLOPS by the end of 2024, and an average growth rate of nearly 30% over the past five years [7][9] - The report outlines the integration of green computing into various sectors, including energy, manufacturing, retail, transportation, and construction, with over 86% of central enterprises adopting cloud services [9][21] Summary by Sections 1. Background of Green Computing Research - The report identifies the exponential growth in energy demand for computing infrastructure, driven by advancements in AI technologies and distributed computing [19][20] - It discusses the contradiction between the increasing demand for computing power and the limited environmental capacity, necessitating a transformation towards green computing [21][22] 2. Overall Progress in Green Computing - The report notes a tightening of global policies regarding energy consumption and carbon emissions in the computing sector, with various countries implementing stringent regulations [29][30] - In China, policies are shifting from intensive construction to a collaborative model focusing on efficiency, energy consumption, and application [30][31] 3. Development Trends in Computing Equipment - The report highlights the rapid growth of AI servers as a key driver of energy consumption in computing equipment, with global data center IT loads expected to increase significantly by 2030 [48][49] - It mentions that China's computing equipment efficiency is improving, with advancements in chip manufacturing and cooling technologies [51] 4. Industry Dynamics - The report outlines the green computing industry chain, which includes hardware suppliers, energy providers, infrastructure builders, and application customers [37] - It emphasizes the importance of energy efficiency technologies, such as liquid cooling, which is projected to grow significantly in the coming years [41][42] 5. Corporate Practices - The report details various corporate initiatives aimed at achieving carbon neutrality and enhancing energy efficiency, with major tech companies committing to renewable energy usage [43][45] - It highlights the proactive measures taken by Chinese telecom operators to promote green computing and energy collaboration [45][46]

Group 1 - The emergence of generative AI has significantly increased the demand for computing power, transitioning from large models to intelligent agents and embodied intelligence [2] - The global AI server market is projected to grow from $125.1 billion in 2024 to $158.7 billion in 2025, reaching $222.7 billion by 2028, with generative AI servers' market share increasing from 29.6% in 2025 to 37.7% in 2028 [3] - In China, the intelligent computing power is expected to reach 1,037.3 EFLOPS by 2025 and 2,781.9 EFLOPS by 2028, with a compound annual growth rate (CAGR) of 46.2% from 2023 to 2028 [3] Group 2 - The trend of cross-domain and cross-cluster mixed training of large models is emerging, supported by advancements in computing network infrastructure [4] - The "East Data West Computing" initiative has seen over 43.5 billion yuan invested, with a total investment exceeding 200 billion yuan, improving network latency and energy efficiency [4] - The construction of computing networks is evolving towards AI-driven and distributed models, with a focus on multi-node and multi-mode collaboration [10] Group 3 - Companies face challenges in cross-cluster mixed training, particularly in integrating different computing service providers and ensuring effective communication protocols [5] - The shift in user demand from training to inference computing power is evident, indicating a transition from a scale-driven to an efficiency-driven industry [6][8] - The service model is evolving from traditional Infrastructure as a Service (IaaS) to Model as a Service (MaaS), focusing on industry-specific solutions [7] Group 4 - The increasing demand for computing power necessitates a reevaluation of self-built computing infrastructure, which may not be cost-effective for many companies [8] - Companies are increasingly opting for computing platforms to manage workloads, raising the bar for service providers to develop efficient scheduling platforms [9] - The construction of computing networks is crucial for driving innovation across various industries, with a focus on AI and distributed computing [9] Group 5 - The rise in computing demand also raises concerns about energy consumption in data centers, with AI data center capacity expected to grow at a CAGR of 40.5% by 2027 [12] - Innovative cooling technologies and strategic data center locations are being explored to reduce energy consumption [12][13] - The integration of AI technologies is enhancing the operational efficiency of data centers, leading to a shift towards fully automated "dark" data centers [15]

Core Insights - NVIDIA has officially partnered with InnoSilicon, the only Chinese chip company in its 800V DC power architecture collaboration, to promote the large-scale application of 800V DC power architecture in AI data centers [1] - The collaboration aims to enhance the computing power density of single server rooms by over 10 times and support power density exceeding 300kW per cabinet, marking a transition to megawatt-level power supply for global AI data centers [1] Group 1: Market Dynamics - The rapid growth of AI large models and high-performance computing clusters has led to an exponential increase in power consumption, with Gartner predicting that the global AI data center (AIDC) will add 500TWh of electricity annually by 2027, nearly doubling from 2024 [2] - Traditional 54V low-voltage architecture faces physical limits when cabinet power exceeds 200kW, making it inadequate for the energy demands of high-density computing clusters [2] - The 800V DC architecture led by NVIDIA is expected to drive a market for data center power system upgrades worth hundreds of billions in the next 3-5 years, with a penetration rate potentially exceeding 35% [2] Group 2: Technological Innovations - The 800V DC architecture offers two major innovations: direct connection of 13.8kV AC to 800V DC, improving end-to-end energy efficiency by 5%, and reducing copper cable usage by 45%, leading to a 40% reduction in space requirements [4] - Gallium Nitride (GaN) is identified as a key enabler for the 800V architecture, providing a power density of 92.4W/cm³ and allowing for a significant reduction in the physical footprint of power supply modules [2][5] Group 3: InnoSilicon's Competitive Edge - InnoSilicon's selection as a core partner by NVIDIA is attributed to its IDM (Integrated Device Manufacturer) advantages, including a high-yield 8-inch GaN-on-Si production line and a 40% cost reduction [6] - The company’s GaN devices achieve high-frequency efficiency of 98.5% and support a wide voltage range, enhancing overall conversion efficiency from the grid to GPUs [6] Group 4: Future Outlook - The partnership is expected to lead to explosive growth for InnoSilicon, as it provides a full-link GaN power solution for NVIDIA's Kyber rack system, with interest from major tech companies like Microsoft and Google [7] - The large-scale implementation of the 800V DC architecture is projected to reduce total energy consumption in data centers by 20%-30%, cutting carbon emissions by millions of tons annually and reducing space requirements by 40% [7]

此外，展会期间还将举办"蒙古国日"主题活动、"科技与创业论坛"、中蒙企业对接会以及丰富多彩的文 化交流活动。 商务部副部长鄢东表示，本届中蒙博览会将突出区域性、开放性和多元性，着力打造国家向北开放新平 台、区域产业链供应链合作新纽带、东北亚区域合作新支点。博览会不仅立足中蒙合作，还辐射东北亚 地区和共建一带一路国家，参与国家和人员逐年增加，对推动区域经贸合作发挥了重要作用。 （总台央视记者 丁雅妮 张歆） 责编：黄之安、卢思宇 商务部今天举行新闻发布会介绍，第五届中国—蒙古国博览会将于8月25日至29日在内蒙古呼和浩特举 办。 据介绍，第五届中蒙博览会以"深化互利合作 推进合作共赢"为主题，设置了多个行业专业馆，将汇聚 国内外1500多家企业。 本届博览会设置了绿色算力与人工智能展区，重点呈现"东数西算"解决方案、蒙古国新能源数据中心规 划等内容。在新能源、现代煤化工领域，聚焦中蒙电力跨境输送及相关技术，集中展示30多项行业领先 成果。中蒙在环保、可持续发展和技术创新等领域的合作，将成为本届博览会的一大亮点。 ...

Core Insights - The core viewpoint emphasizes the need for computing power to transition from a cost burden to a value-driving engine, enabling equitable access to AI innovation for all enterprises [1][2] Group 1: Industry Trends - The industry consensus is that computing power must shift from being a "resource consumer" to a "value catalyst," with green, collaborative, and inclusive approaches as the key pathways for this transformation [1] - Green computing power is described as a new "passport" for survival and development, with a commitment to reducing carbon emissions and enhancing computing efficiency [2] Group 2: Company Initiatives - TianGang Intelligent Computing aims to implement green development through carbon reduction technologies, ecosystem building, and research initiatives, enhancing overall computing utilization while lowering energy consumption [2] - The company plans to create a collaborative ecosystem and a computing power trading model, integrating scheduling and financial support to foster a synergistic development environment [2] Group 3: Innovations and Achievements - TianGang Intelligent Computing has pioneered an elastic computing power programmatic trading platform, achieving a "bilateral growth flywheel" model [3] - The elastic GPU idle pricing strategy has enabled chip companies to save 35% on costs, while a dynamic pricing model supports a 50% user repurchase rate, demonstrating the commercial viability of the inclusive development model [3]

Group 1: Fund Establishments in Suzhou and Jiangsu - Suzhou has launched two major funds, the "Billion Talent Fund" and the Major Industry Development Fund, each with a total scale of 100 billion yuan [3] - The "Billion Talent Fund" aims to support leading talents, event participants, startups, and hard technology, with a focus on a full lifecycle financial support system for talent development [3] - The Jiangsu Provincial Strategic Emerging Industry Mother Fund has initiated its third batch of industry-specific funds, totaling 155 billion yuan, with various sub-funds targeting different sectors [5] Group 2: New Funds in Other Cities - Beijing has established the Jingguochuang Cultural Technology Industry Fund, focusing on investments in the cultural technology frontier [6] - A new 10 billion yuan AIC equity investment fund has been set up in Xi'an, targeting the electronic information industry, particularly in semiconductors and artificial intelligence [7] - Guangzhou has announced a 100 billion yuan digital industry fund, focusing on software, information technology, and artificial intelligence [8] Group 3: Initiatives in Inner Mongolia and Hohhot - Hohhot plans to establish a green computing and artificial intelligence industry fund with a minimum scale of 30 billion yuan, aimed at promoting high-quality development in these sectors [4] - The first national-level sub-fund in Inner Mongolia, with a scale of 1.6 billion yuan, focuses on advanced manufacturing, information technology, and life health sectors [9]

Core Insights - The 2025 Green Computing (AI) Conference highlighted the successful launch of five major computing center projects in Hohhot's Helinger New Area, marking it as a national-level computing hub [1][10] - The projects include contributions from major players such as Agricultural Bank of China, Jingneng Group, Huawei Cloud, Volcano Engine (Douyin Group), and Parallel Technology, each enhancing the computing industry landscape in the region [1][10] Group 1: Project Highlights - The Agricultural Bank of China's data center in Helinger New Area reflects the successful aggregation of financial institutions' computing centers, gaining trust from national core departments for its secure operational environment [3] - Huawei Cloud's data center project positions Helinger New Area as a preferred location for leading tech companies, providing robust cloud services and computing support for regional and national industrial development [5] - Jingneng Group's "Jing Shu Meng Computation" center is a key part of its "Energy + Computing" strategic transformation, leveraging local support for rapid deployment and advanced computing capabilities [6] Group 2: Investment and Capacity - Volcano Engine's computing center in Helinger, with an investment of approximately 10 billion yuan, plans to establish 80,000 standard racks, serving Douyin users in North China and fostering the growth of cloud computing and big data industries [8] - The launch of Parallel Technology's new computing base signifies a breakthrough in diversified and specialized computing services, enriching the local computing industry ecosystem and enhancing capabilities for high-precision computing demands [10] - The successful activation of these five key projects has increased the computing capacity in Helinger New Area to 101,000 P, establishing it as a national green computing support base and a preferred site for AI industry development [10]

Group 1 - The 2025 Green Computing (Artificial Intelligence) Conference was successfully held in Hohhot, highlighting the city's unique advantages in "green electricity + computing power" as a core engine for high-quality development in the computing power industry [1] - The conference focused on themes such as the integration of green energy and computing power, AI technology innovation, and the systematic promotion of the "East Data West Computing" project [1][4] - Various stakeholders, including government representatives, industry experts, and enterprise representatives, gathered to discuss the upgrading of the computing power industry and explore new pathways for high-quality development [1][4] Group 2 - The construction of computing network infrastructure is crucial for the market-oriented allocation of data elements, with a focus on creating a faster and greener computing network foundation [2] - Companies like H3C Technologies and China Telecom discussed advancements in "green computing networks," AI technology, and quantum technology, emphasizing innovation and collaboration in strategic emerging industries [2] - Beijing Zhongke Xianlu Intelligent Computing Technology Co., Ltd. shared challenges and innovations in data center lifecycle management, establishing a liquid cooling testing laboratory for next-generation data centers [2] Group 3 - The exponential growth of computing power presents significant challenges in data center security and energy supply, necessitating enhanced risk management capabilities [3] - A cooperation agreement was signed among Inner Mongolia, Heilongjiang, Jilin, and Liaoning provinces to promote deep collaboration in computing networks and data sharing [3] - The launch of the first "East Data West Computing" green computing industry risk solution aims to provide comprehensive risk support for the construction of computing power hubs in the region [3] Group 4 - AI computing power is reshaping the digital economy landscape, with companies like Huawei and China Mobile leading discussions on the application of AI computing power in various industries [4] - Huawei introduced the "Star River AI High-Performance Data Center Network" solution to enhance computing power release and support intelligent transformation in sectors like autonomous driving and coal mining [4] - The series of meetings established a collaborative innovation system that integrates policy, technology, and industry, marking a new phase in the development of green computing power in China [4] Group 5 - Hohhot is positioned as a digital hub on the new western land-sea corridor, leveraging the "China Northern Ecological Computing Valley" to drive deep integration between the digital economy and the real economy [5] - The city aims to play a key role in the global digital Silk Road through the construction of a computing power network along the Belt and Road Initiative [6] - The rise of a trillion-level computing power industry cluster in Northern Xinjiang is contributing to the integration of green development and technological innovation in the broader context of building a digital China [6]

Core Insights - Inner Mongolia is leveraging its abundant renewable energy resources and the "East Data West Computing" initiative to develop a comprehensive green computing industry chain, achieving a green electricity usage rate of 84.57% in its data centers [1][2] - By 2024, Inner Mongolia's cumulative installed capacity of renewable energy is expected to exceed 135 million kilowatts, surpassing that of coal-fired power, maintaining its leading position in multiple metrics such as total installed capacity and power generation [1][2] - The region is implementing policies to promote green computing, including the elimination of high-energy-consuming data centers and strict control over new data center energy consumption [2] Renewable Energy and Computing - Inner Mongolia's data centers are utilizing green electricity, with over 80% of their power sourced from renewable energy, significantly reducing electricity costs [1] - The region's computing power has reached 126,000 P, with intelligent computing accounting for 116,000 P, making it the largest in the country [2] - The use of advanced cooling technologies, such as the ultra-liquid cooling servers, has improved energy efficiency, reducing data center energy consumption [2] Artificial Intelligence and Innovation - Inner Mongolia is focusing on artificial intelligence innovation, training large models with parameters exceeding one trillion, and deploying AI applications across various sectors [3] - The integration of AI in agriculture, such as using the "Xingchen Model" for livestock counting, has significantly improved production efficiency [3] - The "green electricity + computing power + industry" model is accelerating the implementation of data storage and training scenarios, enhancing the region's economic development [3]

Group 1 - The 2025 Green Computing Power Conference was successfully held in Hohhot, Inner Mongolia, showcasing new achievements in China's digital economy and outlining a new blueprint for the development of green computing power [1] - The construction of a national integrated computing power network is a significant marker of modernization, with the Ministry of Industry and Information Technology promoting a system for efficient and convenient computing power utilization [2][3] - Hohhot has established a 400G high-speed optical transmission network connecting with other computing power hubs, ensuring a layered latency guarantee system [2] Group 2 - The integration of green concepts into computing power development is essential for achieving high-quality growth, with policies promoting the synergy between computing power and renewable energy [4][5] - Hohhot is leveraging its advantages to transform into a green computing power hub, addressing high energy consumption issues in data centers while providing scalable applications for the renewable energy industry [5] - The demand for computing power is significantly driven by the proliferation of artificial intelligence technologies, with over 1.3 million computing power application projects reported by the Ministry of Industry and Information Technology [6][7] Group 3 - The implementation of local "computing power vouchers" has been adopted by over 20 provinces, with a total annual issuance amounting to 1.53 billion yuan [7] - Hohhot is focusing on building a comprehensive industrial ecosystem that integrates green electricity and computing power equipment, while also enhancing its capabilities in various key industries [7] - The future of the computing power industry lies in deep integration with data and algorithms, accelerating penetration into various sectors such as transportation, finance, education, healthcare, technology, and energy [7]