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AI调度破解算力能源困局:达卯科技获宁德时代投资,三年内要达成30%市占率
Di Yi Cai Jing Zi Xun· 2025-10-21 00:10
Core Insights - The article emphasizes the growing importance of computing power as a core production factor, comparable to water and electricity, with energy being the foundation for its continuous operation [1] - The collaboration between DaMao Technology and CATL aims to address the challenges of energy supply and demand imbalance through AI-driven solutions [3][6] Group 1: Industry Trends - By 2024, China's data center electricity consumption is projected to reach 166 billion kWh, accounting for 1.68% of total electricity usage, with power consumption per unit computing power at approximately 5.9 kWh/EFLOPS [1] - The increasing demand for computing power is leading to mismatches in energy supply and demand, highlighting the need for intelligent energy management solutions [1][3] Group 2: Company Developments - DaMao Technology has secured nearly 100 million yuan in A+ round financing to develop core technologies for energy modeling and collaborative computing power management [1][6] - The company has successfully implemented its energy management solutions in key projects, achieving a 6.5% reduction in electricity costs and enhancing the self-balancing capability of the power system [6] Group 3: Technological Innovations - DaMao Technology's approach involves creating a digital twin relationship between computing tasks and energy supply, utilizing AI, IoT, and blockchain technologies for optimal energy scheduling [3][4] - The company has developed a decision-making system that predicts energy demand based on historical data, allowing for precise energy dispatching [4] Group 4: Market Positioning - DaMao Technology aims to capture a 30% market share in the collaborative computing power sector within three years, establishing itself as a leader in the industry [7] - The company has formed strategic partnerships with major players like Schneider Electric and CATL, enhancing its market presence and technological capabilities [7][8]