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周末利好!超级赛道,大消息!
Zheng Quan Shi Bao· 2025-08-24 08:36
Core Insights - The demand for intelligent computing power is experiencing rapid growth driven by advancements in artificial intelligence [2][3] - By 2025, China's intelligent computing power scale is expected to grow by over 40% [3] - The Ministry of Industry and Information Technology (MIIT) is committed to enhancing the quality of computing power resource supply and optimizing infrastructure layout [6] Industry Growth - China's total computing power scale has been growing at an annual rate of approximately 30% in recent years [3] - As of July, over 1,000 enterprise users are registered on China's computing power platform, with more than 100 service providers and over 110 quality computing power products available [4][6] - The computing power infrastructure in China is among the top globally, with a scale of 788 EFLOPS and a total storage capacity exceeding 1,680 EB [3] Policy Support - MIIT aims to establish a comprehensive policy system for computing power layout and promote the construction of green data centers [6] - The "Computing Power Interconnection Action Plan" outlines goals for establishing a standardized interconnection system by 2026 and achieving nationwide public computing power standardization by 2028 [6][7] Technological Innovation - Numerous companies showcased innovative achievements at the conference, contributing to the development of the computing power industry [9] - Major breakthroughs in technology were highlighted, demonstrating China's capability in achieving global leadership in computing power and related industries [10] Economic Impact - By 2035, artificial intelligence is projected to contribute over 11 trillion yuan to China's GDP, potentially driving a tenfold to hundredfold increase in computing power demand [3] - The implementation of innovative solutions, such as the "Nine Provinces" computing power optical network, is expected to generate significant economic benefits, including a projected GDP increase of over 12.6 billion yuan [10]
周末利好!超级赛道,大消息!
证券时报· 2025-08-24 08:13
Core Viewpoint - The rapid development of artificial intelligence is driving a significant increase in demand for intelligent computing power, with expectations for substantial growth in the industry by 2025 [1][4]. Group 1: Industry Growth and Demand - As of July, over 1,000 registered enterprise users and more than 100 service providers are operating on China's computing power platform, with over 110 quality computing power products available [2][5]. - The total scale of computing power in China has been growing at an annual rate of approximately 30%, with projections indicating that the intelligent computing power scale will exceed 40% growth by 2025 [4]. - By 2035, artificial intelligence is expected to contribute over 11 trillion yuan to China's GDP, accounting for about 4% to 5% of the total GDP, potentially leading to a tenfold or even hundredfold increase in computing power demand [4]. Group 2: Policy and Infrastructure Development - The Ministry of Industry and Information Technology (MIIT) aims to guide the construction of computing power facilities and improve the quality of computing resources [6][7]. - Policies will be implemented to optimize the layout of computing power infrastructure and promote the construction of green data centers [7]. - By 2026, a comprehensive standard and rule system for computing power interconnectivity is expected to be established, with a goal of achieving standardized interconnectivity by 2028 [7]. Group 3: Innovation and Industry Upgrades - Numerous companies showcased innovative achievements at the conference, contributing to the development of the computing power industry [8][9]. - Notable innovations include China Mobile's advancements in computing network integration and Inspur's application of AI in the industrial internet to enhance manufacturing efficiency [9][10]. - The "2025 Computing Power China Annual Major Breakthrough Achievements" highlighted ten significant technological breakthroughs, emphasizing the industry's capability for full-chain innovation [10].