Core Insights - The article emphasizes that AI is the only technology in China's tech landscape projected to grow exponentially, with significant investments from major players like Tencent, Alibaba, ByteDance, Baidu, and Huawei, marking AI as a critical driver for future growth [2] Investment Trends - By 2025, China's total investment in AI is expected to reach $56.8 billion, accounting for 27.4% of global AI investment, surpassing Europe for the first time [2] - Major internet companies are directing 63% of their capital expenditures towards AI capabilities, models, and applications, reflecting a 28 percentage point increase year-over-year [2] Model Development - The competition in AI models has shifted from catching up to parallel development, with significant advancements in open-source models and performance metrics [3] - Notable achievements include DeepSeek's R1 model aligning with OpenAI's capabilities at a fraction of the cost and Alibaba's Tongyi Qianwen 3.0 surpassing GPT-4 Turbo in code generation accuracy [3] Computing Power - The race for computing power is characterized by innovations such as Huawei's Ascend supernodes and Alibaba's expansion of its cloud computing capabilities [4][5] - By 2025, China's intelligent computing power is projected to reach 725 EFLOPS, a 74% increase year-over-year, with major companies building their own infrastructure [5] Application Integration - AI applications are becoming deeply integrated into various sectors, with Tencent, Alibaba, ByteDance, and Baidu reporting significant improvements in efficiency and cost reductions through AI tools [6] - For instance, Tencent's AI-generated content has increased ad click-through rates by 18%, while Alibaba's tools have significantly reduced product photography costs [6] Financial Impact - AI is reshaping traditional revenue streams in advertising, e-commerce, and gaming, with companies reporting substantial growth in customer numbers and sales due to AI-driven innovations [8] - Tencent anticipates that AI-related revenue will reach 36.2 billion yuan by 2025, constituting 12% of its total revenue [9] Policy Support - The Chinese government is actively promoting AI development through initiatives aimed at building a national integrated computing network and supporting AI applications across various sectors [10] - These policies are expected to generate over 200 billion yuan in market demand by 2026 [10] Challenges Ahead - The industry faces challenges related to energy consumption, talent shortages, and ethical concerns, with projections indicating a significant increase in energy use by AI data centers [11] - The talent gap is projected to reach 5 million by 2025, while ethical issues related to AI are becoming more prevalent [11] Future Outlook - By 2026, the core AI industry in China is expected to exceed 1 trillion yuan, with a shift from a focus on scale to efficiency in AI applications [13] - The article concludes that AI is not just a trend but a foundational element for future growth, with significant transformations anticipated across various industries [13]

当AI学会"望雨观风"，绿色能源便有了智慧的眼睛。在深圳，一场由人工智能引领的绿色能源变革正加 速落地。市属国企深圳能源集团股份有限公司（以下简称"深能源"）联合华为云，率先将盘古气象大模 型深度应用于风电、光伏乃至水电等发电量预测，成功构建全球首个基于AI气象大模型的新能源功率 预测平台，实现气象预测与发电调度的协同跃升。 近年来，数值天气预报技术不断进步，人工智能与大模型的应用为气象预测开辟了新途径，也为新能源 发电效率提升提供了新的重要工具。 随着我国"双碳"目标的深入推进，新能源装机规模迅猛增长。截至2024年7月，全国风电、太阳能装机 容量已突破12亿千瓦，首次超过煤电。然而，风光发电"靠天吃饭"的特性也带来巨大挑战。风速突变、 云层遮挡等天气因素导致电力波动剧烈，若无法精准预判，不仅影响电网安全，还会因偏差增加电力调 度的成本。而传统数值天气预报虽能提供基础支撑，但存在计算时效差、网格精度不足、气象数据量小 质低，数据同化成本高等瓶颈，难以满足新能源场站对准确性和及时性的要求。 若要破局，AI是关键钥匙。 2024年8月，深能源与华为云共建联合创新实验室，引入荣获"2023年中国科学十大进展"的盘 ...

Core Insights - The article emphasizes the necessity of intelligence in the energy transition, highlighting that smart technology has become essential for survival in the power industry as it faces challenges from the dual carbon goals [2] - Huawei positions itself as an "enabler" rather than a disruptor in the power sector, focusing on collaboration and long-term growth through a philosophy of "technology foundation + ecological collaboration + long-termism" [2][3] Huawei's Power Philosophy - Huawei aims to be the best partner in the power industry, recognizing the high professional barriers and safety requirements, and seeks to complement existing industry experts rather than replace them [3] - The company emphasizes that technology must be rooted in real-world scenarios and provide measurable value, focusing on specific pain points in the industry [3][4] - Huawei adopts a long-term approach, fostering industry capabilities through platforms and ecosystems, helping companies evolve from merely using AI to understanding and implementing it [4] Pain Points Driving the Need for Huawei's Solutions - The transition to a new power system faces challenges due to the conflict between traditional models and intelligent demands, with significant issues in power generation predictability leading to substantial energy waste [5] - Huawei addresses the issue of inaccurate forecasting in renewable energy, improving prediction accuracy from 85% to 93% and reducing daily energy wastage by 40% [5][6] - The company tackles the problem of outdated maintenance practices by implementing digital twin technology, which enhances predictive maintenance and reduces unplanned outages significantly [6] - Huawei also addresses data silos in the industry by providing a platform for data sharing and collaboration, ensuring data security while enhancing operational efficiency [7] Comprehensive Solutions Across the Power Value Chain - Huawei's solutions aim to enhance predictability and control in renewable energy generation, targeting a 30% reduction in energy wastage and a significant increase in operational efficiency [8] - The company has developed an intelligent scheduling system that improves fault location time and enhances supply reliability, benefiting millions of households [9] - On the consumer side, Huawei's demand response models help users save on electricity costs while increasing their participation in energy management [10] - The introduction of smart energy management systems optimizes energy storage operations, significantly improving financial returns and attracting investment [11] Conclusion - Huawei's approach to the power industry is characterized by a commitment to collaboration and capability building, aiming to transform the sector from reactive to proactive management [12] - The company's philosophy is centered on enabling the industry to become stronger, more efficient, and more responsive to the evolving energy landscape [12]