Core Insights - The rise of AI computing power is redefining data centers, with a focus on building the next generation of AI Data Centers (AIDC) to meet unprecedented challenges in infrastructure [2][3] - The AIDC construction is expected to maintain an annual growth rate of over 40% in the next 2-3 years, eventually stabilizing around 10% by 2030 [2][3] Infrastructure Challenges - AIDC construction faces significant challenges related to heat, power, and space, alongside a lack of standards and long construction cycles [3][4] - The power density in data centers is rapidly increasing, with single cabinet power rising from tens of kW to potentially hundreds of kW, necessitating new design standards [3][4] Lifecycle and Investment Considerations - The lifecycle of servers (3-5 years) versus that of mechanical and electrical equipment (10-15 years) poses a challenge for matching IT needs with infrastructure [4] - Cooling technologies are evolving, with liquid cooling becoming a preferred solution as traditional air cooling approaches its limits [4][6] Standardization and Future Directions - The AIDC industry is moving towards standardization, with the pre-release of the "AIDC Infrastructure Specification" marking the beginning of a more structured approach to development [5][6] - Future standards will encompass various aspects, including liquid cooling, power supply, and data center specifications, to support the growing scale of AI computing [5][6] Policy and Technological Trends - Recent policies from the National Development and Reform Commission and the Energy Administration support green electricity supply and aim to enhance standards for energy consumption and carbon emissions [6] - Modular construction and rapid delivery models are emerging trends, with predictions that liquid cooling will become essential for high-power AI equipment [6][7] Competitive Landscape - Companies that can master high-density, low-energy, and scalable data center construction will likely gain a competitive edge in the AI landscape [7]