【环球网科技报道 记者 张阳】在数字经济浪潮席卷全球的今天，算力已成为推动城市智慧转型升级的核心动力。而以往大家对算力的理解更多将目光聚焦 于计算力本身。而根据工业和信息化部等六部门印发的《算力基础设施高质量发展行动计划》认为，算力是集信息计算力、网络运载力、数据存储力于一体 的新型生产力。 因此，在算力需求呈指数级增长的当下，1ms城市算网正积极响应国家战略。1ms城市算网，顾名思义，是指通过构建涵盖算力基础设施、技术与应用的城 市体系，实现城市内算力资源的高效协同与低时延传输。《算力基础设施高质量发展行动计划》明确提出，要实现的重点任务之一就是提升算力高效运载能 力。其中，城区重要算力基础设施间时延不高于1ms。国家枢纽节点内重要算力基础设施间时延不高于5ms。 1ms 城市算网：重塑城市发展模式 目前，浙江是全国唯一一个拥有"一中心双直联点"（一个新型互联网中心、两个国家级互联网骨干直联点）的省份。浙江有算力的城市1ms低时延圈已经基 本完成。同时，浙江省算力态势监测感知平台目前也初步完成了试点工作落地。 省会杭州作为数字经济的先行者，更是率先交出答卷。通过引入400G、OXC、ASON等前沿技术，构建 ...

Core Insights - Nvidia has reclaimed the title of the world's most valuable company with a market capitalization of $3.45 trillion, surpassing Microsoft and Apple [3] - Jefferies analysts predict Nvidia's profit margin could reach 80% this year, significantly higher than its current gross margin of 61% [3] - The production of the Blackwell chip has doubled to 72,000 units per week, enhancing Nvidia's competitive edge in the AI infrastructure market [3] Company Transformation - Nvidia has transitioned from a graphics card manufacturer to an AI infrastructure giant, offering a comprehensive "hardware + software + system" package [3] - The "compute as a service" model has allowed Nvidia to shift from one-time sales to long-term software licensing, increasing its revenue potential [3] Market Dynamics - The AI revolution is not limited to the US market; Chinese companies like Inspur and Sugon are supplying domestic large models, with liquid cooling technology reducing server energy consumption by 30% [4] - Nvidia's PEG ratio is below 0.9, indicating it is undervalued compared to its growth potential, while domestic AI chip companies are gaining traction with competitive pricing and performance [4] Risks and Challenges - Nvidia faces risks from US export restrictions, which have cost it $50 billion in the Chinese market, and initial yield rates for the Blackwell chip are only 60% [4] - Despite these challenges, the demand for AI computing power is expected to grow significantly, likening it to the foundational role of electricity in the past [4] Investment Focus - The A-share market is shifting from speculative trading to performance-based investments, with a focus on companies with solid technology and orders, such as those in the supply chain for Nvidia [5] - Long-term investment strategies should prioritize companies that are positioned to benefit from the broader trend of AI integration [5] Future Outlook - The value of computing power is likened to that of oil, suggesting that companies like Nvidia hold the key to future wealth generation in the AI industry [6]