Core Viewpoint - The event "Data Element Collaborative Development in Qinghai 2025" marks a significant step for Qinghai to integrate into the national data market and enhance cooperation between Qinghai and Jiangsu provinces, implementing the "Data Aid to Qinghai" mechanism [1] Group 1: Data Trading and Collaboration - Qinghai Data Trading Company was officially established, and a cooperation agreement was signed with Jiangsu Data Trading Company [1] - The Qinghai Data Trading Platform was launched, featuring the first batch of compliant data products that have passed regulatory reviews and are registered on the national data resource registration platform [1] Group 2: Green Computing and Data Element Development - Qinghai focuses on "green computing and electricity collaborative development," achieving a nearly 40-fold increase in computing power over the past year, with operational computing capacity reaching 22,000 PFLOPS, a year-on-year growth of 161% [2] - The province has built or is constructing over 190,000 standard racks, with major companies like Alibaba, Kingsoft, and Xinhua San actively participating in computing projects [2] Group 3: National Recognition and Innovation - Qinghai's data element initiatives have received national recognition, with two cases selected as typical examples by the National Data Bureau and two projects winning awards in the national finals of the "Data Element ×" competition [2] - These achievements highlight Qinghai's practical capabilities in data product innovation and have generated replicable "Qinghai experience" for national data reform [2] Group 4: Strategic Collaboration with Jiangsu - The establishment of Qinghai Data Trading Company serves as a platform for collaboration between Qinghai and Jiangsu, focusing on computing power, artificial intelligence, and data elements [2] - The partnership aims to integrate Qinghai's green computing advantages with Jiangsu's industrial application and technological innovation strengths, enhancing the synergy of data industry development [2]

Overview of AI Computing Infrastructure in China - The report by Analysys focuses on the development status, core driving factors, key trends, and stakeholder recommendations for AI computing infrastructure in China by 2025 [1] - The evolution path of computing infrastructure is shifting from "scale expansion" to "quality and efficiency improvement" [1] National Strategy and Scale Position - The "East Data West Computing" project is central to the national strategy, with plans to build national computing hubs in eight regions including Beijing-Tianjin-Hebei and the Yangtze River Delta, and to establish ten data center clusters [5] - As of 2024, the number of operational computing center racks in China is expected to reach 8.3 million, with a total computing power exceeding 280 EFLOPS, making it the second largest globally [7] - Intelligent computing power accounts for over 30% of the total, with a growth of nearly 13 times since 2019, averaging an annual growth rate of about 90% [7] Development Environment - National policies are solidifying top-level design, with local governments setting clear goals for intelligent computing construction [12] - Technological advancements in AI chips and cooling technologies are reducing Power Usage Effectiveness (PUE) [17] - The demand for computing power is surging due to generative AI, with applications expanding from the internet to traditional industries like finance and healthcare [19] - The supply of computing power is transitioning from heavy asset investment to platform-based services, lowering barriers for SMEs [21] Development Progress and Core Drivers - The development stages include an exploration phase (~2019), a market activation phase (2020-2022), and a high-speed growth phase (2023-2028) [26][34] - Five core driving factors include the iteration of large models, policy and capital linkage, industrial application scaling, long-tail computing power release, and cloud scheduling technology [35][36][37][38] Key Trends for AI Computing Infrastructure by 2025 - Trend 1: Accelerated breakthroughs in autonomous controllable computing power, with a goal for over 70% of computing power in Shanghai to be domestically controlled by 2027 [39] - Trend 2: Green computing becoming a hard constraint, with new data centers required to meet specific PUE standards [41] - Trend 3: Deepening cross-regional computing interconnection, enhancing the national backbone network for free flow of computing power [44] - Trend 4: Dual-track development of intelligent computing cloud platforms, offering comprehensive and vertical services [46] - Trend 5: New demands driven by large language models and knowledge bases, increasing the need for specialized computing centers [48] - Trend 6: Accelerated cloud computing for inclusivity, with a projected 80% growth in the smart computing service market by 2024 [49] Stakeholder Recommendations - Government: Strengthen regional computing network planning and provide financial/tax incentives for green computing and autonomous technology development [51] - Enterprises: Supply side should create high-quality computing cloud platforms, while demand side should prioritize cloud leasing over self-built solutions [52] - Industrial Parks: Develop intelligent computing industry clusters with supporting green energy and high-speed networks [53] - Ecosystem: Collaborate among chip, server, and cloud platform companies to tackle key technologies and establish industry standards [54]