"与其在限电阴影下挣扎，不如将AI实验室迁往电力富集区。"某跨国科技公司CTO坦言。这种产业迁徙并非简单的地理转移，而是全球算力资源 的一次战略再平衡。当算法竞赛进入"瓦特时代"，中国完备的电力基础设施和前瞻性的能源政策，正使其成为AI发展的新沃土。或许不久的将 来，决定ChatGPT回答速度的将不仅是代码优劣，更是插头另一端连接的是哪国的电网。 反观美国，老旧电网遇上AI算力的"电力黑洞"，形成恶性循环。科技巨头们不得不将本应用于算法研发的巨额资金，转投于应对停电风险的备用 电源系统。这种"用柴油发电机喂养AI"的荒诞场景，暴露出基础设施与科技野心间的深刻裂痕。 在此背景下，越来越多的行业专家将目光投向东方。中国不仅拥有全球最庞大的电力供应网络，其新能源发展势头更令人瞩目——2024年新增3.6 亿千瓦清洁能源装机，占全年新增总量的83%。江苏的零碳数据中心园区、内蒙古的"风电+AI"示范基地等创新模式，正在证明绿色算力的可行 性。 弗吉尼亚州的电价或将暴涨25%，这仅是危机的冰山一角。事实上，美国电力系统早已不堪重负——2008年以来的电网改造已使电价累计上涨 30%，而AI产业每日吞噬的兆瓦级电力，正将 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in the optical module market driven by the increasing demand for computing power related to artificial intelligence, with a projected net profit for New Yisheng of 3.7 billion to 4.2 billion yuan for the first half of 2025, representing a year-on-year increase of 327.68% to 385.47% [1] - The optical module market is evolving towards 800G/1.6T, with a rapid increase in global data volume and computing power, indicating a strong demand for optical modules as essential components in computing power infrastructure [1] - The competitive landscape is shifting, with leading companies expected to leverage first-mover advantages in the 800G era, enhancing their positions through continuous product innovation amid rapid technological iterations [2] Group 2 - The market for 800G Ethernet optical modules is projected to exceed that of 400G by 2025, with an overall market size for 800G and 1.6T optical modules expected to surpass 16 billion USD (approximately 112 billion yuan) by 2029 [2] - Chinese optical module manufacturers are gaining a dominant position in the global market, occupying 7 out of the top 10 spots in the latest global optical module rankings [2] - Companies such as Zhongji Xuchuang are identified as key players in the domestic optical module market, with upstream optical device manufacturers like Shijia Photonics, Guangxun Technology, and Yuanjie Technology also expected to experience significant growth due to their scarcity [2]