算力互联互通

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(经济观察)中国算力产业迈向高质量发展 互联互通深化
Zhong Guo Xin Wen Wang· 2025-08-25 13:45
中新社大同8月25日电 (记者 刘育英)无论是基础设施、科技创新能力,还是生态建设、应用落地,中国 算力产业正增质提速,从规模扩张向高质量发展转化。 在近日举办的的2025中国算力大会上,中国工信部副部长熊继军表示,中国算力产业迈向高质量、规模 化发展的新阶段。 大会发布的《2025算力发展报告》显示,中国算力基础设施规模和水平位居全球前列。计算力方面,截 至今年6月底,中国在用算力中心标准机架达1085万架,智能算力规模达788EFLOPS(每秒百亿亿次浮点 运算)。运载力方面,规划建设超过250条"东数西算"干线光缆。存储力方面,存储容量持续增长,存力 总规模超过1680EB。 中国信息通信研究院副院长魏亮表示,近年来人工智能技术快速发展,算力、存力、运力以及模型能力 的协同发展水平已成为衡量地区数字竞争力的关键。中国处于数字经济加速跑的关键期,在算力领域持 续发力并取得显著进展。 本届论坛揭晓2025"算力中国·年度重大突破成果",10项具有突破性意义的技术成果集中亮相。其中包 括,中国移动通信集团有限公司推荐的"中国移动'九州'算力光网"、山西秦能科技有限公司推荐的"山西 秦能算电协同一体化平台"、华 ...
周末利好!超级赛道,大消息!
Zheng Quan Shi Bao· 2025-08-24 08:36
在人工智能快速发展的带动下,智能算力需求呈现迅猛增长态势。 近日举行的2025中国算力大会上公布的数据显示,截至7月底,中国算力平台运营层注册企业用户超 1000家,入驻算力服务商逾100家,上架优质算力产品110余项,接入主流基础大模型和垂类模型90余 个。 数据显示,近年来,我国算力总规模年增速达到30%左右。在人工智能的快速发展带动下,智能算力需 求呈现迅猛增长态势。大会预计,2025年我国智能算力规模增长将超过40%。 中国电信研究院发布的《智算产业发展研究报告(2025)》显示,随着人工智能大模型加速赋能行业应 用和智能终端,将进一步助力智能算力产业蓬勃发展。 中国电信研究院战略发展研究所所长饶少阳表示,到2035年,人工智能将为我国的GDP贡献超过11万亿 元,大概占到GDP的4%到5%。这个可能带动算力的需求是十倍,甚至百倍的增长。 当前,随着人工智能技术的快速迭代,算力已成为全球科技竞争的最前沿和经济社会高质量发展的新引 擎。"十四五"期间,我国算力产业发展迅速,基础设施规模和水平位居全球前列,智能算力规模达 788EFLOPS(每秒百亿亿次浮点运算,FP16半精度),干线400G端口数量增至 ...
今年我国智能算力规模增长将超40%
Sou Hu Cai Jing· 2025-08-24 04:06
01 中国算力平台 构建算力调度"一张网" 工业和信息化部副部长 熊继军:加快建设中国算力平台,强化跨区域、跨行业算力资源供需对接,不断提升算力资源利用效率。加快推进算力态势感知自 动化监测,构建算力互联互通体系,促进东西部高效互补和协同联动。 记者从2025中国算力大会上了解到,中国算力平台正加快建设。目前,已有山西、辽宁、上海、江苏等10个省区市的算力分平台正式接入。 据了解,中国算力平台汇聚了不同地域、不同行业的算力资源,构建算力调度"一张网",同时可以对算力设施和数据进行全面采集和动态监测,精准掌握各 地算力发展情况。 中国信息通信研究院副院长 魏亮:目前,中国算力平台实现了100多个算力服务商入驻,完成1000余家行业用户注册,接入主流基础大模型和垂类模型近百 个,为1000多个开发者提供多元的在线调用服务。 工业和信息化部日前印发的《算力互联互通行动计划》提出,到2026年,建立完备的算力互联互通标准、标识和规则体系;到2028年,基本实现全国公共算 力标准化互联,形成具备智能感知、实时发现、随需获取能力的算力互联网。 02 算力、AI协同创新 推进产业智能化转型 记者在算力大会现场看到,算力与人 ...
全球算力前茅!中国凭啥坐稳世界第二把交椅?
Sou Hu Cai Jing· 2025-08-14 15:26
Core Insights - The article discusses the significance of computing power as a new form of productivity, likening it to "digital electricity" that integrates computing, networking, and storage [2][3] - The "Computing Power Interconnection Action Plan" aims to create a national computing network, enhancing resource integration and standardization, which is a competitive advantage for China compared to the U.S. [5][6] Group 1: Market Overview - The software revenue is projected to increase by 80% from 2020 to 2024, with over 10,000 smart factories covering 80% of major manufacturing categories, indicating that computing power is becoming a new engine for economic growth [5] - The Chinese computing power market is expected to reach 307.5 billion yuan by 2027, with every 1 yuan invested generating 3-4 yuan in economic growth [6] Group 2: Infrastructure Development - China Mobile is a key player with over 1 million computing servers and a computing scale exceeding 43 EFLOPS, accounting for one-sixth of the national resources [9] - The Sichuan computing center is a critical node in the "East Data West Computing" strategy, providing significant resources for large model training and intelligent services [11][12] Group 3: Competitive Landscape - China Unicom operates four smart computing centers with a total computing scale of 30 EFLOPS and has implemented a fully domestic platform supporting various local chips and models [14][15] - China Telecom has developed a cloud-intelligent layout with a computing scale of 21 EFLOPS and has integrated multiple partners into its platform [17][19] Group 4: Strategic Implications - The national computing network led by the three major telecom operators addresses the issue of resource dispersion and reduces computing costs for businesses, enhancing the overall efficiency of resource utilization [21] - The total computing power in China is currently at 280 EFLOPS, narrowing the gap with the U.S., and the competition in computing power is seen as a contest of ecosystems and layouts [21]
多部门协同部署“人工智能+”,全力推进规模化商业化应用
第一财经· 2025-08-04 06:46
Core Viewpoint - The article discusses the recent approval of the "Artificial Intelligence +" action plan by the State Council, emphasizing the need for large-scale commercialization and application of artificial intelligence (AI) across various sectors to drive economic and social development [3][4][6]. Group 1: Policy and Government Initiatives - The State Council's meeting highlighted the acceleration of AI technology and the importance of implementing the "Artificial Intelligence +" action plan to leverage China's complete industrial system, large market scale, and rich application scenarios [3][4]. - Various government departments, including the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology (MIIT), are actively deploying policies to support AI integration into traditional industries and promote new strategic industries [4][6][7]. Group 2: AI Commercialization and Application - The NDRC emphasized the strong demand for AI applications, indicating that the technology is at a critical window for practical implementation, with significant potential to reduce costs and improve productivity across industries [6][7]. - The article notes the emergence of new intelligent products and scenarios, such as smart connected vehicles and smart home devices, which are increasingly being integrated into daily life and industrial processes [6][7]. Group 3: Infrastructure and Data Support - The article outlines the necessity of optimizing the AI innovation ecosystem by enhancing the supply of computing power, algorithms, and data, which are fundamental to AI development [9][10]. - The NDRC plans to advance the construction of computing power infrastructure and promote high-quality data supply and circulation to support AI applications [9][10]. Group 4: Role of State-Owned Enterprises (SOEs) - The State-owned Assets Supervision and Administration Commission (SASAC) has initiated the "AI +" special action for central enterprises, focusing on applying AI in key industries such as manufacturing and energy, resulting in over 500 application scenarios [12][13]. - Central enterprises are expected to lead in AI development, leveraging their access to vast industry data to enhance AI model training and performance [14][15].
多部门协同部署“人工智能+”,全力推进规模化商业化应用
Di Yi Cai Jing Zi Xun· 2025-08-03 13:37
Group 1: Policy Overview - The State Council has approved the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Action," marking a significant national-level industrial development initiative following the "Internet+" action in 2015 [1] - The policy aims to promote large-scale commercial applications of artificial intelligence (AI) and leverage China's complete industrial system, large market scale, and rich application scenarios to accelerate AI integration across various sectors [1][5] - The government will enhance demonstration leadership through state-owned enterprises and optimize the AI innovation ecosystem by strengthening supply in computing power, algorithms, and data [1][6] Group 2: Industry Impact - The implementation of the "Artificial Intelligence+" action is expected to assist in the transformation and upgrading of traditional industries and open new avenues for strategic emerging industries and future development [2] - AI is recognized as a key driver of the current technological revolution and industrial transformation, with the government emphasizing the need to combine digital technology with manufacturing and market advantages [4] - The demand for AI applications is strong across various sectors, with new intelligent products and scenarios emerging, such as smart connected vehicles and smart home devices [5] Group 3: Infrastructure and Support - The State Council emphasizes the importance of optimizing the AI innovation ecosystem by enhancing policy support and building a robust foundation in computing power, algorithms, data, and talent [6][7] - The "East Data West Computing" initiative aims to accelerate the construction of a national integrated computing network, with over 60% of new computing power expected to be concentrated in national hub nodes by the end of the year [7][8] - The Ministry of Industry and Information Technology has outlined plans to improve the supply capacity and efficiency of intelligent computing resources, with a focus on establishing a comprehensive standard and rule system for computing interconnectivity by 2026 [8][9] Group 4: Central Enterprises and Data Utilization - The State-owned Assets Supervision and Administration Commission (SASAC) has initiated the "AI+" special action for central enterprises, leading to over 500 AI application scenarios in key industries such as manufacturing and energy [10] - SASAC plans to enhance data empowerment by constructing high-quality data sets in key industries, which will support the training of large AI models [11] - Central enterprises are positioned to leverage their extensive industry data to improve AI model performance and accuracy, facilitating the deep integration of AI with traditional industries [11]
上海:加速推进算力互联互通 探索算力出海专网服务
Zheng Quan Shi Bao Wang· 2025-08-01 02:57
Core Viewpoint - The Shanghai Municipal Communication Administration has initiated the "Computing Power Pujiang" action plan aimed at the high-quality development of computing power infrastructure by 2025, focusing on enhancing computing power interconnectivity and management [1] Group 1: Action Plans - The "Computing Power Husheng" action plan will be launched to establish a unified computing power identification system, standardizing the allocation and usage of computing power identifiers [1] - Aiming for 80% coverage of optical transport networks (OTN) in key application areas by the end of 2025, with a focus on increasing the proportion of 400GE links between computing power centers [1] Group 2: Infrastructure Development - Continuous improvement of the 1ms city computing network construction is emphasized, with a target for 30% of dedicated computing network lines to support innovative technologies like SRv6 [1] - The plan supports the development of key computing power scheduling platforms in Shanghai, including the China Computing Power Platform and the Shanghai Computing Power Monitoring and Scheduling Platform [1] Group 3: Cross-Border Services - The initiative encourages basic telecommunications companies and new internet exchange centers to explore cross-border dedicated computing power services through compliant dedicated lines [1]
计算机行业月报:EDA、H20禁令接连解除,鸿蒙电脑销售良好-20250718
Zhongyuan Securities· 2025-07-18 09:31
Investment Rating - The report maintains an "Outperform" rating for the computer industry [1][4]. Core Insights - The report highlights significant advancements in AI, particularly with the release of xAI's Grok 4, which claims to be the world's strongest AI model, achieving a training volume 100 times greater than its predecessor Grok 2 [3][60]. - Domestic AI chip companies are entering a concentrated IPO phase, with notable advancements in the domestic AI ecosystem, including the launch of Huawei's Ascend AI Cloud based on CloudMatrix 384 [3][4]. - The easing of EDA and H20 bans by the US is expected to accelerate the differentiation within the server industry, while the domestic market continues to push for localization and replacement of foreign systems [3][4]. Summary by Sections Industry Data - From January to May 2025, the software industry revenue reached 5.58 trillion yuan, growing by 11.2% year-on-year, with profit totaling 672.1 billion yuan, a 12.8% increase [13][14]. - The IC design sector showed the highest growth at 15.2%, while cloud and big data services also experienced significant growth [19][20]. AI Developments - The AI sector is witnessing rapid advancements, with Grok 4 outperforming other leading models in various assessments [60][65]. - Meta has initiated a talent acquisition strategy to bolster its AI capabilities, following setbacks with its Llama 4 model [74]. Localization Trends - The report notes that the domestic AI chip industry is moving towards a concentrated IPO phase, with significant developments in the domestic software ecosystem, including the number of applications for Huawei's Harmony OS surpassing 2,500 [3][4][19]. - The easing of US technology bans is seen as a catalyst for further domestic advancements and localization efforts [3][4]. Computing Power - The upcoming release of NVIDIA's next-generation AI server chip, GB300, is anticipated to enhance capital expenditures and chip procurement among major tech firms [4]. - The Ministry of Industry and Information Technology has launched initiatives to promote the construction of a unified national computing power service market [4].
智算中心“狂飙”背后部分算力闲置 政策引导市场调节双轮驱动成破局关键
Zheng Quan Shi Bao· 2025-07-01 18:33
Group 1 - The emergence of large models like ChatGPT has rapidly increased the demand for intelligent computing, leading to a surge in the construction of intelligent computing centers by local governments, telecom operators, and internet companies [1] - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan" to improve the efficiency and service level of public computing resources and promote high-quality development of computing power [1][8] - The total computing power in China is projected to reach 280 EFLOPS by 2024, with intelligent computing accounting for 32% of the total [2] Group 2 - There has been an increase in the termination of computing service contracts among listed companies, attributed to policy impacts and changes in the business environment [3] - The utilization rate of enterprise-level general computing centers is reported to be only 10% to 15%, with some intelligent computing centers having GPU utilization rates below 30% [4] - The mismatch between supply and demand for computing power is a significant issue, exacerbated by the shift in market demand from training to inference due to the emergence of products like DeepSeek [4][9] Group 3 - The selection of locations for intelligent computing centers is crucial for improving utilization rates, as it must consider the geographical preferences of talent and actual demand [5] - Industry representatives emphasize the need for deep engagement in local economic demands to transform AI technology into a growth engine for regional economies [6] - The operational capabilities of intelligent computing centers are critical, requiring a focus on network construction, scheduling integration, and system operation [4][7] Group 4 - The "Computing Power Internet" is a new infrastructure aimed at enhancing capabilities for computing applications and scheduling needs, with a goal to establish a standardized interconnection system by 2026 [8] - Innovation in chip technology and service ecosystems is essential to address structural contradictions in computing power supply and demand [9] - Companies are encouraged to integrate existing computing resources to avoid redundancy and optimize overall efficiency [7][9]
数字经济ETF(560800)近2周规模增长显著,龙芯中科领涨成分股
Xin Lang Cai Jing· 2025-07-01 05:44
Group 1 - The China Securities Digital Economy Theme Index (931582) decreased by 1.16% as of July 1, 2025, with mixed performance among constituent stocks [1] - Longxin Technology (688047) led the gains with an increase of 8.09%, while Cambricon Technologies (688256) experienced the largest decline [1] - The Digital Economy ETF (560800) was quoted at 0.76 yuan, with a turnover rate of 1.41% and a transaction volume of 10.5772 million yuan [1] Group 2 - The Ministry of Industry and Information Technology issued the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standard system for computing power interconnection by 2026 and achieve nationwide public computing power standardization by 2028 [2] - The 2025 Global Digital Economy Conference will be held on July 2 in Beijing, featuring 46 thematic forums on emerging fields such as artificial intelligence and digital security [2] - The Digital Economy ETF closely tracks the China Securities Digital Economy Theme Index, which reflects the overall performance of listed companies in high digitalization application areas [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the China Securities Digital Economy Theme Index accounted for 51.3% of the index [3] - The top ten stocks include Dongfang Caifu (300059), SMIC (688981), and Northern Huachuang (002371), among others [3][4]