【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 ...

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。 ...

Core Viewpoint - Guizhou Province, specifically Guiyang, has initiated local legislation in the field of computing power, providing a legal framework for the orderly development of the computing power industry, with the "Guiyang Computing Power Industry Promotion Regulations" taking effect on August 1 [1] Group 1: Legislative Framework - The "Guiyang Computing Power Industry Promotion Regulations" is the first local regulation to define the concept of "computing power," covering the entire value chain including infrastructure construction, software and hardware R&D, technological innovation, service applications, and security [1] - The regulations consist of five chapters and thirty-two articles, mandating that governments at the county level and above take measures to promote the collaborative development of the computing power industry and related sectors [1] Group 2: Industry Development - Guizhou's computing power scale is projected to exceed 55 Eflops in 2024, doubling from 2023, with intelligent computing accounting for over 90% of this capacity [2] - The province has issued 177 computing power vouchers nationwide, successfully surpassing the 10 billion yuan mark in the computing power industry scale [2]

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]

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].

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]

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]

Group 1 - Gansu Qingyang is an important part of the Shaanxi-Gansu-Ningxia border area, providing significant material support for the anti-Japanese war while expanding its agricultural advantages and accelerating the development of the computing power industry for high-quality growth [1] - The local agricultural development includes vegetables, apples, and livestock, with per capita disposable income of rural residents increasing from 4,262.4 yuan in 2012 to 14,200 yuan in 2024 [5] - Qingyang has established a large integrated energy base for wind, solar, and thermal power, contributing to the supply of green energy to eastern regions through the recently operational Long Electric Project [5] Group 2 - Qingyang's computing power scale has reached 66,000 P, positioning it as one of the ten data center clusters in the "East Data West Computing" project, attracting more domestic enterprises to build data centers in the region [7]

8月1日，上海市通信管理局发布关于开展"算力浦江"2025年算力基础设施高质量发展专项行动的通知。 其中，将持续优化算力中心布局。加快已获得能耗指标的算力中心建设，至2025年底，本年度新建成的 大型以上算力中心不少于5个，全市算力中心智算规模争取达到100EFLOPS(FP16)以上。 银河证券认为，人工智能推动通信行业相关企业再发展，看好硬件端发展高增长。结合供给以及需求， 当下时点，算力板块仍处于快速发展周期中，且各家对于大模型的投入也将持续发展，在流量入口争夺 以及广阔应用市场想象空间的驱动下，并不会因为一家流量入口独大而有所下调，作为其最重要的算力 底座需求端也将日趋旺盛。 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。 ...

31日早盘，AI产业链全线沸腾，光模块等AI硬件带动AI应用大涨，创业板人工智能涨幅持续扩大超 3%。AI算力硬件方面，光模块龙头"易中天"（新易盛、中际旭创、天孚通信）集体新高；AI应用方 面，易点天下20CM涨停，深信服大涨超7%，拓尔思涨超5%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅扩大，盘 中涨幅摸高3.73%，价格持续推高触及0.64元，放量成交超2.35亿元。 算力硬件方面，英伟达昨晚股价再创历史新高！国盛证券认为，A股算力产业链是稀缺的真成长板块。 未来随着AI商业化的持续落地，算力产业趋势有望成为上一轮云计算的黄金十年的强化版，A股AI主线 中的优秀企业估值体系有望向成长股切换。海外算力复苏趋势已经较为显著，坚定推荐算力产业链相关 企业如光模块龙头、光器件等。 AI应用方面，消息面上，据不完全统计，大模型应用的个人用户注册总数已超过31亿，API调用用户总 数超过1.59亿。东方证券表示，看好下半年垂类AI产品用户增长和商业化闭环提速，考虑到目前海外AI 付费习惯和意愿更好，认为应重视国内有海外AI应用布局的公司，商业化起量或超预期。 把 ...