人民财讯11月18日电，工业和信息化部办公厅印发《高标准数字园区建设指南》，其中提出，健全数字 化基础设施。升级网络基础设施，推动5G—A、万兆光网等网络基础设施建设和演进升级，推进标识解 析体系广泛应用，打造高速泛在、敏捷可靠的网络通道。优化算力基础设施，科学合理统筹通算、智 算、超算等多元算力应用，提高算力资源利用效率。 ...

Core Insights - The National Data Bureau has reported significant progress in the construction of national data infrastructure over the past year, aiming to create a new infrastructure system focused on releasing the value of data elements, supported by networks and computing power [1] Group 1: Infrastructure Development - A guideline for national data infrastructure construction has been released, establishing a "three-step" approach to advance the initiative [1] - The optimization of computing resource layout shows that the operational costs of data centers in the western region are approximately 50%-70% lower than those in the eastern region, indicating a substantial cost advantage [1] - Eight national hub nodes have been established with a total intelligent computing scale of 620,000 PFLOPS, accounting for about 80% of the national total [1] Group 2: Collaborative Framework - The National Data Bureau has organized trials in 18 cities, including Beijing and Shanghai, focusing on six technical routes to promote collaborative data infrastructure [1] - A three-tier technical architecture has been constructed to facilitate coordinated data infrastructure across regions, with seven regional functional nodes and 25 city business nodes established, covering 16 provinces [1] - By the end of this year, the number of city business nodes is expected to expand to around 50, covering 80% of provinces [1] Group 3: Computing Resource Monitoring - An integrated computing network experimental verification platform has been established, creating a "dynamic map" of national computing resources based on 63 indicators [2] - The platform enables monitoring and scheduling of computing resources across eight hubs, ten clusters, and several non-hub provinces, covering 901 computing facilities [2] - It can schedule 40,000 PFLOPS of multi-source computing power across different entities and regions, offering over 40 products and services related to general computing, intelligent computing, and supercomputing [2]

Core Viewpoint - The article highlights significant developments in the computing power sector, emphasizing the government's push for high-quality development and the need to address the current supply-demand imbalance in computing resources [1][4][5]. Group 1: Government Initiatives - The State Council recently released a top-level document on "Artificial Intelligence+", focusing on strengthening the overall coordination of intelligent computing power [1][6]. - During the 2025 Digital Expo, the National Data Bureau launched a nationwide integrated computing power network monitoring and scheduling platform, aiming to enhance resource allocation and efficiency [6][7]. - A joint initiative was proposed to strengthen the collaborative development of computing power hubs, emphasizing the need for unified technical standards and regional cooperation [7]. Group 2: Industry Development - As of June 2023, China has 10.85 million operational computing centers, with intelligent computing power reaching 788 EFLOPS [4]. - The computing power industry is experiencing a structural mismatch in supply and demand, with industry insiders expressing concerns about the quality of current resources [4][8]. - The government is signaling the importance of improving the quality of computing power supply, with a focus on avoiding disorderly competition and ensuring sustainable development [5][6]. Group 3: Challenges in Computing Power - The industry faces challenges such as insufficient core supply, communication bottlenecks, and complex scheduling of computing resources [8]. - By 2025, the demand for intelligent computing in China is expected to reach 300E, but the supply distribution remains uneven [8][14]. - The mismatch in computing resources is particularly evident in the government cloud sector, where various factors contribute to the imbalance [9][12]. Group 4: Perspectives on Resource Allocation - Some industry experts argue that the current supply-demand imbalance is a normal market adjustment and not necessarily a true mismatch [14][15]. - The lack of effective commercial closure for many large model enterprises contributes to underutilization of computing resources [15]. - There is a consensus among industry players on the need for high-quality development and various proposed solutions to optimize resource utilization [16][17].

Core Insights - The 2025 ZTE China Ecosystem Partner Conference focuses on the integration of digitalization and intelligence, aiming to accelerate customers' digital transformation [1] - ZTE's Executive Vice President and COO, Xie Junshi, discussed the company's strategies in AI and computing power during an interview, highlighting the importance of AI in driving technological and industrial revolutions [3] Group 1: AI Market and Investment Trends - The global AI market is projected to exceed $800 billion by 2028, with a compound annual growth rate (CAGR) of over 32% [3] - Domestic operators are expected to maintain over 20% growth in computing power investments by 2025, while leading internet companies will invest over 500 billion in AI over the next three years [3] Group 2: ZTE's Strategic Focus Areas - ZTE is focusing on three main areas in AI: enhancing connectivity through innovations in 5G-A, 6G, and optical networks; developing computing power solutions such as unified cloud management platforms; and deepening AI-native ICT infrastructure [3][4] - The company aims to strengthen AI applications on the consumer side with its "AI for All" strategy, which includes a full range of AI terminals and home upgrades [4] Group 3: Financial Performance and Future Plans - In Q1, ZTE reported revenue of 32.97 billion, a year-on-year increase of 7.8%, with over 35% of revenue coming from computing power and terminal businesses [4] - ZTE plans to expand its cooperation in the internet market and is well-prepared to meet the 2025 market demand with comprehensive computing power solutions [5] - The company will continue to invest in AI, aiming to integrate AI technology into industry applications and everyday life, fostering an open and collaborative AI ecosystem [5]