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.
