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周末利好!超级赛道,大消息!
Zheng Quan Shi Bao· 2025-08-24 08:36
在人工智能快速发展的带动下,智能算力需求呈现迅猛增长态势。 近日举行的2025中国算力大会上公布的数据显示,截至7月底,中国算力平台运营层注册企业用户超 1000家,入驻算力服务商逾100家,上架优质算力产品110余项,接入主流基础大模型和垂类模型90余 个。 数据显示,近年来,我国算力总规模年增速达到30%左右。在人工智能的快速发展带动下,智能算力需 求呈现迅猛增长态势。大会预计,2025年我国智能算力规模增长将超过40%。 中国电信研究院发布的《智算产业发展研究报告(2025)》显示,随着人工智能大模型加速赋能行业应 用和智能终端,将进一步助力智能算力产业蓬勃发展。 中国电信研究院战略发展研究所所长饶少阳表示,到2035年,人工智能将为我国的GDP贡献超过11万亿 元,大概占到GDP的4%到5%。这个可能带动算力的需求是十倍,甚至百倍的增长。 当前,随着人工智能技术的快速迭代,算力已成为全球科技竞争的最前沿和经济社会高质量发展的新引 擎。"十四五"期间,我国算力产业发展迅速,基础设施规模和水平位居全球前列,智能算力规模达 788EFLOPS(每秒百亿亿次浮点运算,FP16半精度),干线400G端口数量增至 ...
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].