Core Insights - The development of all-optical capacity networks is crucial for the digital economy, enabling efficient access to computing power and driving digital transformation [1][2] - The China Academy of Information and Communications Technology (CAICT) emphasizes the importance of all-optical capacity as a key component for high-quality development in computing infrastructure [1][2] Industry Developments - The forum held by CAICT discussed the construction of all-optical capacity networks to support millisecond-level computing access across various industries [1][2] - Recommendations were made to enhance capacity planning, strengthen network technology, and accelerate the integration of computing and networking services [2] Technological Advancements - Telecom companies are leading the construction of all-optical capacity networks, with China Unicom and China Mobile outlining their strategies to enhance computing capabilities and expand application scenarios [4] - Internet companies are also actively developing solutions, such as edge GPU computing pools, to leverage all-optical networks for cloud computing services [4] Market Opportunities - The demand for all-optical capacity is driving companies in the optical module sector, such as Zhongji Xuchuang and NewEase, to accelerate the development of high-speed optical modules [5] - Companies like Longfei Fiber and Hengtong Optics are focusing on new fiber technologies to support long-distance, high-capacity transmission [5] Business Model Transformation - The evolution of all-optical capacity is not just a technological upgrade but also a transformation in business models, making computing power as accessible as utilities like water and electricity [6]

Core Insights - The article highlights the transformation of Shaoguan into a digital hub, driven by the establishment of the national integrated computing network and the data center cluster in the Guangdong-Hong Kong-Macao Greater Bay Area [2][3][4] - The computing power generated in Shaoguan is positioned as a critical resource for supporting various sectors, including smart manufacturing, smart cities, and digital governance [3][4][6] - Guangdong aims to strengthen its artificial intelligence (AI) industry, with specific targets set for computing power scale and infrastructure development by 2025 [4][5][10] Group 1: Digital Transformation - Shaoguan is evolving from a traditional industrial base to a "super digital engine," providing substantial computing power to the Greater Bay Area [7][9] - The data center cluster in Shaoguan is designed to meet the real-time computing needs of cities like Guangzhou and Shenzhen, enhancing the region's digital economy [2][3][8] Group 2: Computing Power Infrastructure - The Guangdong provincial government has set a target for computing power to reach 38 EFLOPS by 2025, with intelligent computing accounting for 50% of this capacity [4][5] - A high-speed optical network has been established, with 13 lines connecting Shaoguan to the Greater Bay Area, enabling ultra-low latency for financial transactions and other critical applications [8][9] Group 3: AI Industry Development - Guangdong is implementing policies to foster AI and robotics innovation, aiming to create a high-tech industrial pillar and a global hub for AI and robotics [5][10] - The province's AI capabilities are showcased through various projects and solutions across multiple sectors, emphasizing a collaborative approach among cities in the Greater Bay Area [9][10]