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买算力有望像网购一样方便|经济周刊·焦点
Guang Zhou Ri Bao· 2026-02-26 16:26
Core Insights - The article discusses the establishment of a national computing power interconnection node system in China, aimed at standardizing and optimizing the use of computing resources across different regions and sectors [1][2][3] Group 1: National Computing Power Interconnection Node System - The Ministry of Industry and Information Technology has issued a notification to build a "1+M+N" national computing power interconnection node system, which aims to create a standardized and efficient flow of computing resources [1][2] - The system is expected to transform computing resources from isolated islands into interconnected, tradable network resources, enhancing management and market activity [2][3] - The core elements of the new regulations include "unified identification, unified standards, and unified rules," which will facilitate the traceability and transaction of computing power [3] Group 2: Market Impact and Trends - The launch of the "National Supercomputing Internet Core Node," which is the largest domestic AI computing resource pool, is expected to support a significant number of AI computing tasks [2] - The computing power service market in China is projected to exceed 1.2 trillion yuan by 2025, with a year-on-year growth rate of over 23% [5] - The price trends in the computing power industry are expected to strengthen, with predictions of a "full-chain inflation" cycle by 2026 [3][4] Group 3: Regional Developments - Guangdong province has established itself as a leader in the computing power industry, with various initiatives aimed at enhancing AI capabilities and resource management [9][10] - The Guangdong Computing Power Collaborative Service Platform has been launched to standardize resource management and reduce costs for enterprises [9] Group 4: Future Opportunities - The article highlights the potential for new market opportunities in storage and transportation capabilities associated with computing power, driven by advancements in technology and policy support [11] - Quantum computing is anticipated to experience significant growth in the next 5 to 10 years, offering solutions for complex calculations that traditional computers struggle with [12]