China's AI boom is driving exponential demand for computing power; national compute capacity now ranks second globally, the National Data Administration's deputy director Li Jianguo said. He said recent integration of a supercomputing internet and domestic intelligent-compute clusters is accelerating an autonomous, virtuous computing ecosystem; next steps will focus on onboarding broader societal compute demand to the network and encouraging more scheduling-service providers to join platform ope

China's AI boom is driving exponential demand for computing power; national compute capacity now ranks second globally, the National Data Administration's deputy director Li Jianguo said. He said recent integration of a supercomputing internet and domestic intelligent-compute clusters is accelerating an autonomous, virtuous computing ecosystem; next steps will focus on onboarding broader societal compute demand to the network and encouraging more scheduling-service providers to join platform operators. Direct investment in the computing network, including information equipment and civil engineering, will reach the tln-yuan scale, and coordinated planning of computing and electricity (compute-power coordination) will become a new investment growth pole.