哈喽大家好，今天老张带大家聊聊中美AI大战，拼的是光刻机、芯片纳米数？那可就掉进惯性思维里 了。 AI竞赛的"认知偏差 加州想建条线，把怀俄明州的风电送到本地AI园区，光环保评估就耗了5年，跨州审批更是扯来扯去没 个准信。 要知道，一条跨州高压线在美国平均要建十年，等它通上电，AI技术早更新好几代了。得州寒潮大停 电的教训还在眼前，几千家电力公司各干各的，遇到算力突增这种情况，根本扛不住。 最近硅谷传出来的数儿，简直颠覆认知——当地AI数据中心一年耗电突破1000亿千瓦时，比瑞典全国 用的都多！ 说白了，AI这东西看着是高科技，本质上是"电老虎"。训练一次GPT-4，耗电量够一个普通家庭用120 年。美国一门心思卡咱们芯片脖子，却忘了给自家AI备足"口粮"，这波战略误判，代价可不小。 咱们先看看美国的电网有多"拉胯"。他们的电网跟"分家过日子"似的，东部、西部加上德克萨斯州，三 大块互不相通，典型的"巴尔干化"。 更要命的是，多数高压线路还是上世纪六七十年代的老古董，跨州输电损耗动不动就超15%。 中国电力的"三重王牌" 对比之下，咱们的电力系统简直是"神操作"。截至2024年，全国已经建成35条特高压线路， ...

Core Insights - Since the "14th Five-Year Plan," China has initiated a new round of digital infrastructure development, establishing a national integrated computing network that connects various regions, positioning its computing power as the second largest globally, thus fostering growth opportunities for the digital economy [1][3]. Group 1: Computing Power Growth - The average annual growth rate of China's computing power has reached 30% since the "14th Five-Year Plan," with over 70% of the new computing power originating from the western regions [3]. - The computing power generated in one second by China's entire intelligent computing system would take 4,000 years for 8 billion people using ordinary calculators to achieve [3]. Group 2: Digital Economy and Infrastructure - The "14th Five-Year Plan" explicitly aims to create new advantages in the digital economy and includes the construction of a digital China as a standalone section in the five-year plan [3]. - The establishment of eight national computing hub nodes, ten national data center clusters, and numerous new optical cable routes has led to the realization of the "East Data West Computing" mega project [3][5]. Group 3: Regional Development and Impact - In Gansu's Qingyang, the "East Data West Computing" hub has seen a significant increase in mobile signal density, with 452 new enterprises established, leading to local digital economy revenues soaring to nearly 10 billion yuan [5]. - More than 30 "computing power new cities" have emerged during the "14th Five-Year Plan," serving as critical support for the AI era, with computing power from Guizhou contributing to animation production in Beijing and from Qinghai aiding in intelligent driving model training in Jiangsu [7]. Group 4: Infrastructure and Global Position - China has built the largest and most extensive network infrastructure globally during the "14th Five-Year Plan," with its computing power ranking among the top worldwide, making it one of the countries with the richest data application scenarios [7].