Core Viewpoint - The Chinese computing power industry is transitioning from scale expansion to high-quality development, with significant advancements in infrastructure, technological innovation, and ecological construction [1]. Group 1: Industry Development - As of June 2023, China has 10.85 million standard racks in use for computing power centers and an intelligent computing power scale of 788 EFLOPS [1]. - The total storage capacity in China has exceeded 1680 EB, indicating continuous growth in storage capabilities [1]. - The "East Data West Computing" initiative plans to construct over 250 optical cable trunk lines to enhance data transmission [1]. Group 2: Technological Breakthroughs - The 2025 China Computing Power Conference highlighted 10 major technological breakthroughs, including the "China Mobile 'Jiuzhou' Computing Power Optical Network" and "Shanxi Qineng Integrated Platform" [2]. - Key core technologies in chips and software have made significant progress, contributing to the global leadership of China's computing power sector [2]. Group 3: Infrastructure and Connectivity - Ten provinces and cities, including Shanxi and Shanghai, announced their connection to the national computing power platform, forming a new development pattern of "overall overview and regional collaboration" [3]. - The number of backbone node computing centers connected to the national supercomputing internet has surpassed 30, with over 200 members in the consortium [3]. Group 4: Environmental Sustainability - The average Power Usage Effectiveness (PUE) of Chinese computing centers has decreased to 1.42, with 246 national green data centers established to support industrial upgrades and achieve carbon neutrality goals [3]. - The National Advanced Computing Taiyuan Center has implemented a new generation of immersion phase change liquid cooling technology, achieving a PUE value of 1.04 [3]. Group 5: Future Outlook - The future development of the Chinese computing power industry will focus on enhancing quality and speed, deepening the construction of an integrated computing power network, and optimizing resource coordination [4]. - Policies will be promoted to improve the layout of computing power infrastructure and accelerate breakthroughs in key core technologies, particularly in education, healthcare, and energy sectors [4].

Core Insights - The Chinese computing power industry is transitioning from scale expansion to high-quality development, as highlighted by the Ministry of Industry and Information Technology [1] - The 2025 Computing Power Development Report indicates that China's computing power infrastructure ranks among the top globally, with significant advancements in computing, storage, and transmission capabilities [1][2] Group 1: Industry Development - As of June 2023, China has 10.85 million standard racks in use for computing power centers and an intelligent computing power scale of 788 EFLOPS [1] - The total storage capacity in China has exceeded 1680 EB, reflecting continuous growth in storage capabilities [1] - The construction of over 250 "East Data West Computing" optical cable lines is planned to enhance transmission capacity [1] Group 2: Technological Innovations - The forum announced 10 major breakthrough achievements in computing power technology, including innovations from China Mobile and Huawei, showcasing global leadership in the field [2] - The report emphasizes that key core technologies in chips and software have made significant breakthroughs, contributing to the rapid development of the computing power sector [2] Group 3: Infrastructure and Connectivity - The integration of computing power networks is a key focus, with 10 provinces connecting to the national computing power platform, forming a new development pattern [3] - The number of supercomputing centers connected to the national supercomputing internet has surpassed 30, with over 200 members in the consortium [3] - The average Power Usage Effectiveness (PUE) of computing centers in China has decreased to 1.42, with 246 national green data centers established to support industrial upgrades and carbon neutrality goals [3] Group 4: Future Outlook - The future development of the computing power industry in China will focus on enhancing quality and speed, deepening the integration of computing power networks, and optimizing resource coordination [4] - Policies will be implemented to improve the layout of computing power infrastructure and accelerate breakthroughs in key core technologies, particularly in sectors like education, healthcare, and energy [4]

Core Insights - The Chinese computing power industry is transitioning from scale expansion to high-quality development, as highlighted by the Ministry of Industry and Information Technology [1] - The 2025 Computing Power Development Report indicates that China's computing power infrastructure ranks among the top globally, with significant advancements in computing, storage, and transmission capabilities [1][2] Infrastructure and Capacity - As of June 2023, China has 10.85 million standard racks in use for computing power centers and an intelligent computing power scale of 788 EFLOPS [1] - The total storage capacity has exceeded 1680 EB, reflecting continuous growth in storage capabilities [1] - Over 250 "East Data West Computing" optical cable trunk lines are planned for construction [1] Technological Innovations - The forum announced 10 major breakthroughs in computing power technology, including significant contributions from China Mobile, Shanxi Qineng Technology, and Huawei [2] - The report emphasizes that key core technologies in chips and software have made breakthrough progress [2] Integration and Collaboration - The construction of an integrated computing power network is progressing, with 10 provinces connecting to the national computing power platform [3] - The number of supercomputing centers connected to the national supercomputing internet has surpassed 30, with over 200 members in the consortium [3] Environmental Sustainability - The average Power Usage Effectiveness (PUE) of Chinese computing centers has decreased to 1.42, with 246 national green data centers established [3] - The use of advanced liquid cooling technology at the National Advanced Computing Taiyuan Center has achieved a PUE value of 1.04, contributing to energy efficiency [3] Future Development - The industry aims to enhance quality and speed, deepen the construction of an integrated computing power network, and optimize resource coordination and dynamic capabilities [4] - Policies will be developed to improve the layout of computing power infrastructure and promote the application of computing power in key sectors such as education, healthcare, and energy [4]

Group 1 - The core viewpoint of the news is the rapid development and construction of China's computing power platform, which aims to enhance resource allocation and efficiency across regions and industries [2][3][15] - The platform has already integrated computing power sub-platforms from 10 provinces and cities, including Shanxi, Liaoning, Shanghai, and Jiangsu [1] - The initiative includes a comprehensive monitoring system for computing power facilities and data, allowing for precise tracking of regional development [2][3] Group 2 - The platform has onboarded over 100 computing service providers and registered more than 1,000 industry users, facilitating access to nearly 100 mainstream foundational and vertical models [3][15] - By 2026, the goal is to establish a complete standard and rule system for computing power interconnectivity, with nationwide standardization expected by 2028 [3] - The computing power service platform can manage one-sixth of the national computing power scale, supporting billions of computing calls daily [8] Group 3 - The AI-driven innovations showcased at the conference include a portable drone countermeasure system, which boasts over 99% recognition accuracy and a response time of under 3 seconds [4][6] - A new AI production line capable of industrial-scale production of large models has been established in Jinan, Shandong, with an annual capacity to handle over 1,000 orders [10][12] - The overall scale of intelligent computing in China is projected to grow by over 40% this year, driven by the rapid development of AI applications [13][15] Group 4 - The Ministry of Industry and Information Technology emphasizes the need for reasonable layout and quality improvement of intelligent computing facilities to meet the demands of emerging industries [15] - Intelligent computing is increasingly applied in various fields, including generative large models, autonomous driving, embodied intelligence, smart cities, and industrial manufacturing [15]

Core Insights - The demand for intelligent computing power is experiencing rapid growth driven by advancements in artificial intelligence [2][3] - By 2025, China's intelligent computing power scale is expected to grow by over 40% [3] - The Ministry of Industry and Information Technology (MIIT) is committed to enhancing the quality of computing power resource supply and optimizing infrastructure layout [6] Industry Growth - China's total computing power scale has been growing at an annual rate of approximately 30% in recent years [3] - As of July, over 1,000 enterprise users are registered on China's computing power platform, with more than 100 service providers and over 110 quality computing power products available [4][6] - The computing power infrastructure in China is among the top globally, with a scale of 788 EFLOPS and a total storage capacity exceeding 1,680 EB [3] Policy Support - MIIT aims to establish a comprehensive policy system for computing power layout and promote the construction of green data centers [6] - The "Computing Power Interconnection Action Plan" outlines goals for establishing a standardized interconnection system by 2026 and achieving nationwide public computing power standardization by 2028 [6][7] Technological Innovation - Numerous companies showcased innovative achievements at the conference, contributing to the development of the computing power industry [9] - Major breakthroughs in technology were highlighted, demonstrating China's capability in achieving global leadership in computing power and related industries [10] Economic Impact - By 2035, artificial intelligence is projected to contribute over 11 trillion yuan to China's GDP, potentially driving a tenfold to hundredfold increase in computing power demand [3] - The implementation of innovative solutions, such as the "Nine Provinces" computing power optical network, is expected to generate significant economic benefits, including a projected GDP increase of over 12.6 billion yuan [10]

Group 1: China Computing Power Platform - The construction of the China Computing Power Platform is accelerating, with 10 provinces and cities officially connected to the computing power sub-platforms [1] - The platform aims to enhance cross-regional and cross-industry resource matching, improving the efficiency of computing resource utilization [1] - The platform has gathered over 100 computing service providers and registered more than 1,000 industry users, connecting nearly 100 mainstream foundational and vertical models [3] Group 2: Action Plans and Standards - The "Computing Power Interconnection Action Plan" aims to establish a complete standard and rule system for computing power interconnection by 2026, with a goal of achieving standardized interconnection by 2028 [5] - The plan envisions a computing internet capable of intelligent perception and real-time discovery [5] Group 3: AI and Computing Power Collaboration - The integration of computing power and artificial intelligence is accelerating the intelligent transformation of industries, with various applications showcased at the conference [6] - An AI drone countermeasure system demonstrated over 99% recognition accuracy and a response time of less than 3 seconds [8] - A computing service platform can dispatch one-sixth of the national computing power scale, supporting billions of computing calls daily [10] Group 4: Growth of Intelligent Computing Power - China's total computing power has been growing at an annual rate of around 30%, with intelligent computing demand rapidly increasing due to the development of AI [14] - By 2035, AI is expected to contribute over 11 trillion yuan to China's GDP, potentially driving a tenfold to hundredfold increase in computing power demand [14] - The intelligent computing power scale is projected to grow by over 40% in 2025, with applications in various sectors including generative models, autonomous driving, and smart cities [16]

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]

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].

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]

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]