基础底座不断夯实 今年以来，"扩容"频频成为各地算力中心的关键词： 在武汉未来科技城，中国电信中部智算中心完成扩容300台智算服务器，算力规模超2000PFLOPS； 在"东数西算"甘肃枢纽庆阳数据中心集群，机架规模达到3.1万架，重点服务京津冀、长三角、粤港澳 大湾区等区域的算力需求…… 2025世界人工智能大会上，华为首次展出昇腾384超节点真机，其算力总规模达300PFLOPS；2025中国 算力大会上，中国算力平台全面贯通，标志着一个国家级算力"智慧大脑"初步形成；DeepSeek新版本将 适配下一代国产芯片……近期，算力热度持续攀升。 国务院日前印发《关于深入实施"人工智能+"行动的意见》，对算力建设作出一系列部署。 数字经济时代，算力是如同水、电一样重要的基础资源。我国算力发展情况如何？未来着力点在哪儿？ "我国处于数字经济加速跑的关键期，在算力领域持续发力并取得显著进展。"中国信息通信研究院副院 长魏亮说，我国算力产业发展呈现算力结构优化与技术创新并进的局面。 截至6月底，我国在用算力中心标准机架达1085万架，算力总规模位居全球第二。运载力方面，规划建 设超过250条"东数西算"干线光缆。存储 ...

Core Insights - The rapid development of China's computing power industry is highlighted by significant advancements in infrastructure and technology, with a focus on high-quality development and strategic initiatives like the "East Data West Computing" project [1][4][9] - The demand for intelligent computing (智算) is surging, with its scale reaching 748 EFlops, accounting for 35% of the total computing power in China, and projected to grow to 1037.3 EFlops by 2025 [2][3] - The integration of computing resources across the nation is being prioritized to enhance accessibility and efficiency, with initiatives like the establishment of a national computing network and the "Computing Power Internet" [4][5][7] Industry Developments - The computing power infrastructure in China is expanding, with over 1,043 million standard computing racks in use, marking an 18.5% increase from 2024 [2] - Major telecom companies are enhancing their computing capabilities, with China Telecom's central computing center in Wuhan expanding by 2 EFlops to support AI applications [3] - The "East Data West Computing" initiative has seen the total computing power of eight major hubs reach 215.5 EFlops, with intelligent computing accounting for 80.8% of this total [3] Technological Advancements - The introduction of advanced technologies, such as liquid cooling, is significantly improving energy efficiency in data centers, with reductions in energy consumption by 50%-60% [8] - The deployment of high-capacity optical transmission networks is facilitating efficient computing resource allocation, with companies like China Mobile and China Unicom achieving significant advancements in network capabilities [6][7] Policy and Strategic Initiatives - The Chinese government is actively promoting policies to drive the integration of computing power and energy efficiency, aiming for a PUE value below 1.35 in existing data centers by 2027 [8] - The establishment of a national computing network and the "Computing Power Internet" is expected to enhance the efficiency of resource allocation and support over 7,000 computing entities in meeting demand [4][5]

Group 1 - The manufacturing cycle has been reduced from 60 months to 24 months through the integration of "computing + network" technologies, leading to significant upgrades in the entire process from research and development to production [1] - The importance of computing infrastructure has been emphasized as a key facility for industry digital transformation, with the government implementing policies to promote high-quality development in the computing industry [3] - The Ministry of Industry and Information Technology and other departments have released action plans to establish a monitoring mechanism for computing infrastructure and to create benchmark cities for computing networks by 2025 [3] Group 2 - Zhejiang province is the only region in China with a "one center, two direct connection points" model, enhancing its computing capabilities and completing a low-latency computing circle [3] - Hangzhou has made significant progress in expanding its 1ms latency circle, covering over 20 million people and meeting the demands for computing applications through advanced network technologies [4] - The China (Hangzhou) Computing Town has gathered key enterprises focusing on integrated circuit design, high-end software, and intelligent hardware, aiming to build a comprehensive industrial ecosystem [6] Group 3 - The Zhejiang Water Science Culture Group utilizes low-latency computing networks to enable real-time generation of short videos across 500 application scenarios, supporting the development of the cultural tourism industry [7] - Major telecommunications companies in Zhejiang have shared insights on the operational status and unique applications of the city's computing network, highlighting its role in facilitating intelligent transformation in industries like smart manufacturing [4][7]