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江苏数字经济核心产业同比增长7.9%
Xin Hua Ri Bao· 2025-08-10 19:45
Group 1 - The core revenue of Jiangsu's digital economy core industries increased by 7.9% year-on-year in the first half of the year, outpacing the overall economic growth of Jiangsu [1] - From January to May, the revenue of internet and related services, as well as software and information technology services, grew by 16.8% and 14.3% respectively, contributing 2.4 percentage points to the growth of the service industry [1] - Key growth drivers include integrated circuit design, information system integration, and IoT technology services, which grew by 12.5%, 10.8%, and 36.4% respectively [1] Group 2 - Jiangsu's artificial intelligence-related industry has exceeded 400 billion yuan, ranking among the top in the country, with the industrial software industry chain accounting for over 20% of the national share [2] - The "East Data West Calculation" initiative has established a computing power scheduling center capable of executing 500 billion floating-point operations per second, equivalent to 14 billion people performing calculations for 113 years [2] - By 2025, Suzhou aims to have a total data center scale of 500,000 standard racks and computing power exceeding 15 EFLOPS, with an innovative cluster scale of 400 billion yuan [2] Group 3 - Jiangsu aims to become a pioneer in high-quality digital economic development through the establishment of innovation development pilot zones, creating breakthrough and demonstrative innovative development experiences [3] - A series of policies have been introduced to promote high-quality digital economic development, including the "Jiangsu Province Action Plan for Cultivating and Expanding Data Enterprises (2025-2027)" [3] - The "Jiangsu Province Three-Year Action Plan for High-Quality Development of the Digital Economy (2025-2027)" was issued in April, indicating a structured approach to digital economic growth [3] Group 4 - The establishment of pilot zones and the three-year plan are expected to inject new momentum into Jiangsu's digital economy, driving high-quality development [4]
奥瑞德:完成首期算力RWA发行 探索AI基础设施数字化融资新路径
Zhong Zheng Wang· 2025-08-10 08:42
Core Viewpoint - The company, Aorede, has successfully completed the first issuance of Real World Assets (RWA) based on AI server assets, marking a significant step in the digitalization of AI infrastructure assets and exploring new ways for the value transfer of computing power [1][2]. Group 1: RWA Project Overview - The underlying assets for the RWA project are AI servers owned by Aorede's subsidiary, Shenzhen Zhicanli Digital Technology Co., Ltd., making it the first RWA of computing power assets in the country [1]. - RWA allows for the digitalization and standardization of physical assets, enhancing liquidity through the interoperability of global blockchain networks [1][2]. - The project aims to provide real-time insights into server operations and ensure transparent and verifiable revenue through asset tokenization [1][3]. Group 2: Compliance and International Financing - The issuance process involved strict screening of the on-chain assets for compliance, quality, and authenticity, ensuring data traceability [2]. - Aorede utilized Ant Chain technology to secure the operational data of AI servers, enhancing data security and transparency [2]. - The RWA was issued through compliant channels overseas, attracting foreign capital and opening new pathways for cross-border financing [2]. Group 3: Industry Standards and Future Prospects - Aorede is the only computing power industry participant in the development of the "Technical Specifications for Trusted Blockchain Entity Asset On-Chain," which aims to standardize RWA technology [2][3]. - The shift in mindset from traditional debt-like models to equity thinking is driving the development of computing power RWA as a premium digital asset [3]. - The integration of technological advancements and regulatory improvements is expected to further enhance the efficiency and value of computing power RWA, creating broader value discovery opportunities for investors [3].
机构:持续看好算力各环节投资机会
据中国算力大会消息,2025中国算力大会将于8月22日至24日在山西大同举行。 第一上海证券认为,看好AI应用驱动的算力需求持续高增长,海内外AI应用进入普及的拐点时刻,国 内外算力产业链共振。国产算力产业链在沉寂数月后重新赢得市场关注。国内算力紧平衡的状态将持 续,国产算力的卡脖子环节如先进制程产能、先进封装产能、大模型适配、HBM供给等,随着时间推 移均将被逐步攻克,产业链好消息预计将持续不断催化市场,看好2025年下半年乃至2026年国产算力的 投资机会。 长城证券认为,一方面,伴随国内外大模型的持续升级,AI推理能力要求更高,对算力的需求也在持 续增加;另一方面,芯片的性能不断提升也同时促进大模型等在AI产业持续取得突破。同时,随着AI 模型仿真活人的能力持续提升,助力更多AI+应用商业场景落地,基于AI的数字互动有望成为下一个互 联网和游戏产业的热门赛道,持续看好算力各环节投资机会。 ...
来到这座新疆小城,美国记者依然看不懂中国AI的崛起
Guan Cha Zhe Wang· 2025-08-08 00:23
【文/观察者网专栏作者 心智观察所】 在新疆东北部、天山北麓东段的偏远角落,伊吾县这个曾经鲜为人知的"小城"正以惊人之势崛起。 这座人口稀少、曾被戏称为"一盏路灯亮全城,一个馕饼滚出城"的县城,如今成为中国算力经济的核心 地带,甚至吸引了国际目光。 最近,彭博社记者远赴此地,拍摄纪录片,试图探寻中国人工智能雄心的秘密。而他们的镜头,记录了 伊吾的转型,更无意间揭示了中国"东数西算"战略的宏大布局。 彭博社在纪录片中惊叹:"在中国西北部这片偏远的角落,有一个小镇正成为中国人工智能雄心的核 心。这片看似荒凉的土地正逐渐成为中国争夺AI霸主地位、挑战美国的关键区域。" 他们指出,中国在伊吾这样的西部沙漠地区投入数十亿美元建设数据中心,这些设施是中国到2030年成 为全球AI领导者的关键基础设施。尽管美国自2022年起禁止向中国出口英伟达H100和H200芯片,试图 遏制中国AI发展,但彭博社的调查并未找到中国获取禁运芯片的证据。 这再次否定了西方一直以来的污蔑与刻板臆测。 这种"电力+气候"的组合,使伊吾成为高耗能算力产业的理想选址。相比东部地区电力紧张的现状,伊 吾的绿色能源和低运营成本为算力中心提供了可持续发展 ...
2025中国算力大会将于8月22日至24日在山西大同举行
人民财讯8月7日电,据中国算力大会消息,2025中国算力大会将于8月22日至24日在山西大同举行。本 届大会以"算网筑基智引未来"为主题,将邀请相关部省领导,基础电信企业、芯片企业、算力企业等产 业代表,以及行业专家、科研机构、高等院校等各方代表,加强交流合作,为算力产业高质量发展建言 献策。 ...
贵阳率先为算力产业立法
Ke Ji Ri Bao· 2025-08-05 23:39
《贵阳市算力产业促进条例》首次以地方性法规形式明确"算力产业"内涵,其涵盖"算力基础设施建 设、软硬件研发制造、技术创新、服务应用及安全保障"等全链条体系。《贵阳市算力产业促进条例》 共五章三十二条,其中明确:县级以上人民政府及其有关部门应当采取措施促进算力产业和相关配套产 业协同发展,建立完善算力产业链。同时,对"开展协同立法,强化区域一体化发展""锚定'智算优先', 打造全国智算产业新高地""强化跨区域算力协作,释放资源配置新动能""调动经营主体积极性,激发算 力市场新活力"等方面,《贵阳市算力产业促进条例》也作出了相应的规定。 算力产业是数字经济发展不可或缺的基础支撑和核心引擎。近年来,作为全国首个国家大数据综合试验 区的核心区,贵阳市、贵安新区立足自身优势,加快推进算力产业发展。目前,贵安新区已成为全国国 产化智算资源最多、能力最强的地区之一。 贵州省贵阳市率先在全国开展算力方面的地方立法,为算力产业依法有序发展提供法治保障。记者近日 从《贵阳市算力产业促进条例》新闻发布会上获悉,《贵阳市算力产业促进条例》于8月1日起施行,此 举为国家和省级层面开展相关立法工作提供可借鉴的实践经验。 (文章来源:科技 ...
智算引领 算网协同 绿色低碳 算力产业迈向高质量发展新阶段
Core Insights - The rapid development of China's computing power industry is highlighted by significant advancements in infrastructure and technology, with a focus on high-quality development and strategic initiatives like the "East Data West Computing" project [1][4][9] - The demand for intelligent computing (智算) is surging, with its scale reaching 748 EFlops, accounting for 35% of the total computing power in China, and projected to grow to 1037.3 EFlops by 2025 [2][3] - The integration of computing resources across the nation is being prioritized to enhance accessibility and efficiency, with initiatives like the establishment of a national computing network and the "Computing Power Internet" [4][5][7] Industry Developments - The computing power infrastructure in China is expanding, with over 1,043 million standard computing racks in use, marking an 18.5% increase from 2024 [2] - Major telecom companies are enhancing their computing capabilities, with China Telecom's central computing center in Wuhan expanding by 2 EFlops to support AI applications [3] - The "East Data West Computing" initiative has seen the total computing power of eight major hubs reach 215.5 EFlops, with intelligent computing accounting for 80.8% of this total [3] Technological Advancements - The introduction of advanced technologies, such as liquid cooling, is significantly improving energy efficiency in data centers, with reductions in energy consumption by 50%-60% [8] - The deployment of high-capacity optical transmission networks is facilitating efficient computing resource allocation, with companies like China Mobile and China Unicom achieving significant advancements in network capabilities [6][7] Policy and Strategic Initiatives - The Chinese government is actively promoting policies to drive the integration of computing power and energy efficiency, aiming for a PUE value below 1.35 in existing data centers by 2027 [8] - The establishment of a national computing network and the "Computing Power Internet" is expected to enhance the efficiency of resource allocation and support over 7,000 computing entities in meeting demand [4][5]
铭记历史 缅怀先烈|红底色 绿生态 新动能——陕甘宁革命老区旧貌换新颜
Xin Hua She· 2025-08-05 08:11
Core Viewpoint - The article highlights the transformation and development of the Shaanxi-Gansu-Ningxia revolutionary base area, showcasing its historical significance and current advancements in ecological restoration, tourism, and digital economy. Group 1: Historical Significance - The Shaanxi-Gansu-Ningxia revolutionary base area is a crucial site in the history of the Communist Party, serving as a revolutionary base during the land reform war and a starting point for the anti-Japanese war and the establishment of New China [1][2]. Group 2: Ecological Restoration - The ecological transformation in the region is exemplified by the "cliff afforestation team," which has successfully created over 10,000 acres of forest on previously barren cliffs [3]. - The implementation of "four lines of defense" has effectively reduced soil erosion in villages, making the area a model for ecological restoration [3]. - The honey production industry has thrived due to improved ecological conditions, with beekeepers reporting annual incomes in the tens of thousands of yuan [3]. Group 3: Tourism Development - The red tourism sector in Yan'an has seen a significant increase, with 47.315 million visitors expected in 2024, marking a 12.7% year-on-year growth [2]. - Innovative expressions of historical narratives and immersive experiences have enhanced visitor engagement in red tourism [2]. Group 4: Digital Economy and New Industries - The "East Data West Calculation" industrial park in Qingyang has become a hub for digital economy, with 31,000 standard racks operating at a computing power scale of 6.6 million PFlops [5]. - The local sheep industry has developed a complete industrial chain, contributing to stable income for farmers [5]. - The apple industry in Luochuan has adopted advanced sorting technology and online marketing strategies, significantly enhancing its market reach [5].
铭记历史 缅怀先烈丨红底色 绿生态 新动能——陕甘宁革命老区旧貌换新颜
Xin Hua Wang· 2025-08-05 08:03
Core Viewpoint - The article highlights the transformation of the Shaanxi-Gansu-Ningxia revolutionary base area, showcasing its historical significance and current developments in ecological restoration, tourism, and digital economy. Group 1: Historical Significance - The Shaanxi-Gansu-Ningxia revolutionary base area is a crucial site in the history of the Communist Party, serving as a revolutionary base during the land reform war and a starting point for the Long March [1] - The region embodies the spirit of resistance and the legacy of the Anti-Japanese War, contributing to the formation of the great Anti-Japanese spirit and Yan'an spirit [1] Group 2: Ecological Restoration - The "cliff afforestation team" in Yichuan has successfully transformed over 10,000 acres of barren cliffs into green landscapes through innovative methods like "rope planting" [5] - In Huachi County, the implementation of "four lines of defense" has effectively controlled soil erosion, making the area a model for ecological restoration [6] - The honey production in Wayaogou Village has significantly increased due to improved environmental conditions, with beekeepers reporting annual incomes in the tens of thousands of yuan [7] Group 3: Tourism Development - The red tourism in Yan'an is thriving, with a projected 47.315 million visitors in 2024, marking a 12.7% increase year-on-year, as tourists seek inspiration from revolutionary sites [2] Group 4: Digital Economy and New Industries - The "East Data West Calculation" industrial park in Qingyang features 31,000 standard racks operating at a computing power of 6.6 million PFlops, positioning the area as a hub for the digital economy [8] - The sheep farming industry in Ningxia has developed a complete industrial chain, enhancing income stability for local farmers through higher-than-market prices for sheep [8] - The apple industry in Luochuan has adopted advanced sorting technology, achieving a sorting efficiency of 15 tons per hour, and expanding its market reach through online sales [10]
海南:打造数字经济创新高地
news flash· 2025-08-04 01:37
Group 1 - The core viewpoint of the article emphasizes the establishment of a modern industrial system in Hainan, focusing on the digital economy as a key area for innovation and growth [1] - The action plan aims to transform the Haikou Revival City and Hainan Ecological Software Park into innovation-driven and application-driven digital economy industry clusters [1] - By 2027, the core revenue of the digital economy in Hainan is projected to reach 220 billion yuan [1] Group 2 - The plan includes accelerating the layout of computing power industries and fostering a data element market to promote secure and orderly data flow [1] - The strategy involves leveraging technologies such as blockchain, AI, and big data to enhance sectors like digital health, digital entertainment, and shared platforms [1] - There is a focus on industries such as gaming export, data processing, semiconductor chips, and integrated circuits [1] Group 3 - The initiative also aims to promote the digital transformation of enterprises in sectors like petrochemical new materials, modern biomedicine, high-end food processing, and equipment manufacturing [1] - The goal is to advance the integration of digital and physical industries through these transformations [1]