8月22日至24日，2025中国算力大会在山西大同举行，这是该盛会首次走入三晋大地。 智通财经（www.thepaper.cn）从大会上获悉，算力、存力、运力与模型能力的协同水平，正成为衡量地 区数字竞争力的关键因素，吸引众多大中城市积极布局。作为东道主，大同尤为引人注目。 自2018年引进首个数据中心项目以来，大同系统布局算力产业，七年来凭借能源、区位与气候优势，持 续完善政策体系，构建起服务国家战略的算力集群。如今，大同已跻身城市算力分指数全国第三，成为 环首都地区重要的算力节点城市。 千年古城为何聚焦算力？算力又为大同带来什么？大会期间，智通财经走访大同，对话多方人士，解读 这座"煤都"向"算力之城"转型的发展密码。 8月22日至24日，2025中国算力大会在山西大同举办。现场汇集国内众多专家学者、企业界人士，共论 算力产业发展话题。 中国算力大会 图 打造全生态数据产业链赋能千行百业 大同的算力产业是全生态的数据产业，是从"服务器生产、数据中心建设"到"云服务终端、数据应用"再 到"数据清洗、数据标注、数据呼叫"等覆盖数字经济全领域全链条的产业布局。这种新兴产业链条的特 点是：适度多元，韧性坚强。 据 ...

Core Insights - OpenAI has launched the Stargate Norway data center project in collaboration with Nscale and Aker, marking its first AI data center in Europe and the second phase of the "OpenAI for Countries" initiative after the UAE [1][4] - The project focuses on renewable energy utilization and efficient computing power deployment, indicating a shift towards regional development in global AI infrastructure [1][2] Project Positioning: Scale and Technology - Stargate Norway's initial power capacity is set at 230MW, with plans to expand to 290MW, aiming to deliver 100,000 NVIDIA GPUs within two years [2] - The project will utilize fully renewable energy and high-efficiency closed-loop DLC liquid cooling technology, with a waste heat recovery system to support local low-carbon enterprises [2] - The choice of Narvik, located within the Arctic Circle, highlights the importance of natural conditions for AI infrastructure, leveraging abundant hydropower resources and low average temperatures to reduce cooling energy consumption [2] Regional Demand: AI Computing Power Gap in Europe - The rapid growth of the AI application market in Europe is driving OpenAI's expansion, with millions of users accessing ChatGPT and related API services daily [3] - In Norway, the monthly active user count for ChatGPT has quadrupled over the past year, indicating a burgeoning local developer community [3] - Localized deployment of computing resources is essential for improving service response times and reducing data transmission costs, especially in light of strict AI regulations in Europe [3] Exploration of "Sovereign AI Facilities" Model - The "OpenAI for Countries" initiative aims to provide customized AI infrastructure solutions that balance technological accessibility and data security [4] - The collaboration between OpenAI and local partners Nscale and Aker exemplifies a model that mitigates geopolitical risks while enhancing local AI capabilities [4] - This partnership not only accelerates project implementation but also promotes technology transfer to improve local industries' digitalization, showcasing the social benefits of AI infrastructure [4] Future Challenges: Demand Fluctuations and Geopolitical Balance - The Stargate Norway project faces challenges such as potential resource underutilization if AI computing demand does not meet expectations [5] - Geopolitical factors may impact supply chain stability, particularly concerning the availability of NVIDIA GPUs and changes in European energy policies [5] - As OpenAI's global strategy unfolds, the project serves regional market needs while exploring sustainable development paths for AI infrastructure [5]

Investment Rating - The report does not explicitly state an investment rating for the green computing industry Core Insights - Green computing is driven by the dual engines of "decarbonization" and "digitalization," making it a crucial component of new productive forces in the AI era [2][3] - The global computing power is projected to grow at a rate exceeding 50% over the next five years, with China's computing power reaching 230 EFLOPS, averaging a growth rate of nearly 30% over the past five years [2] - The energy consumption of AI data centers is expected to rise significantly, with IT energy consumption reaching 77.7 TWh in 2025 and 146.2 TWh by 2027, reflecting a compound annual growth rate of 44.8% from 2022 to 2027 [2] - Green computing encompasses three main areas: indirect carbon emissions from energy sourcing, algorithm selection and data center operations, and enabling industry transformation for carbon reduction [4][5] Summary by Sections Macro Perspective - Green computing is an inevitable choice in the AI era, serving as a key driver for the development of new productive forces [2][3] - The report highlights the importance of balancing efficient supply and sustainable development in the computing power industry [3] Mid-level Analysis - The carbon footprint of green computing includes indirect emissions from energy sourcing, lifecycle emissions from infrastructure, and direct emissions from operations [4] - The ECCI framework emphasizes efficient computing, energy conservation, clean collaboration, and inclusive usage [5][36] Micro-level Practices - Leading tech companies are implementing innovative green computing practices, such as Amazon's AWS migration reducing carbon emissions by 99%, Google's 24/7 carbon-free energy operations, and Microsoft's circular centers achieving a 90.9% server remanufacturing rate [7][8] - Tencent's deployment of renewable energy facilities and Alibaba Cloud's immersion cooling technology are notable examples of green computing initiatives in China [8]

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]

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]

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]