AI changes energy, intelligent computing leads new electricity, and green power supports green computing!
Release time:
2025-01-21
With the widespread application of artificial intelligence and the continuous increase in the parameters and complexity of algorithm models, the data throughput and computational load of data centers are constantly growing, leading to an increase in energy demand. Building data centers requires a large amount of electrical resources, and to enhance the green energy usage rate of data center clusters, it is essential to achieve a green "blood transfusion" for the entire economy based on a new type of power system, which will help in achieving the goals of "carbon neutrality and carbon peak."
Driven by the ongoing wave of AI, computing power, as one of the three essential elements of AI, is regarded as the foundational infrastructure providing underlying support for the training and inference of large models. Today, intelligent computing has become the fastest-growing type in China's computing power structure. Recently, a report released by IDC shows that the overall market for intelligent computing services in China is expected to grow by 79.6% year-on-year in the first half of 2024. "The intelligent computing service market is growing rapidly at a rate far exceeding expectations. Based on the growth trend of intelligent computing services, the market will continue to maintain high-speed growth in the next five years," said Yang Yang, research manager of IDC's China Enterprise Research Department, to the China Business Journal.
The essence of computing is the processing of energy. The generative AI revolution is coupled with the energy revolution. China faces a historical opportunity to build a unified large market for computing power economy and clean electricity. Data centers are accelerating their evolution into intelligent computing centers, which contain enormous industrial opportunities. Related enterprises will usher in a new round of development, while also needing to promote multiple innovations under policy guidance, with greening being one of the core points.
In terms of energy and electricity, the rapid and continuous expansion of intelligent computing centers requires substantial power support. If no measures are taken, it will result in massive carbon emissions. This requires both innovation in the power system and the provision of specialized green electricity supply centered around intelligent computing centers. American tech giants have begun to highlight the "power crisis" brought about by computing power, putting pressure on carbon neutrality goals; China, being a leader in the new energy revolution and the second-largest intelligent computing power country globally, needs to develop a green intelligent economy under the constraints of the 2030 carbon peak target.
On August 6, 2024, the National Development and Reform Commission, the National Energy Administration, and the National Data Bureau jointly issued the "Special Action Plan for the Green and Low-Carbon Development of Data Centers," which clearly states that accelerating the construction of a new power system, with the synergy of computing power and electricity, is one of the key projects. On August 7, 2024, the research collaboration with Global Zero Carbon jointly released the report "How Intelligent Computing Leads the New Power System: AI Changes Energy," estimating the total amount of intelligent computing power needed in China by 2030, as well as the corresponding total electricity demand. It proposed the need to quickly establish a 24/7 intelligent scheduling new power system to match the intelligent computing demand of each province with green electricity resources, allowing intelligent computing to achieve net-zero carbon electricity first, providing key practices and successful precedents for more sectors such as industry, construction, and transportation.
From the era of thermal power to the era of green electricity, the source-load change needs to shift to source-load interaction. In a power system dominated by renewable energy, computing acts as a flexible load that can find suitable green electricity in both space and time. This requires the establishment of a new power system nationwide, including innovations and deployments of the power market, power system, and integrated distribution networks for source-grid-load-storage carbon.
Recently, the Ministry of Industry and Information Technology and six other departments jointly issued the "Action Plan for the High-Quality Development of Computing Power Infrastructure," proposing "computing power + energy" to accelerate the construction of energy computing application centers, supporting the intelligent production scheduling system of energy, achieving source-grid-load interaction, multi-energy coordination, and intelligent regulation of energy demand. The new power system is a power system driven by digital information technology and dominated by new energy, which is an important component of the new energy system and a key carrier for achieving the "dual carbon" goals. With the implementation of the national integrated big data center system and the "East Data West Computing" project, promoting the full circulation and use of data resources as a new production factor, the integrated development of "computing power + energy" has become an inevitable requirement for building a new power system.
According to statistics from domestic authoritative data centers and computing industry media platform IDC Circle, by early 2025, computing power center projects will emerge across the country from Inner Mongolia to Yunnan, and from Qinghai to Jiangsu, with the computing service market experiencing explosive growth, construction scale continuously expanding, and investments exceeding 10 billion. China's computing power infrastructure construction has entered the fast lane, and the foundation of the digital economy is becoming increasingly solid. Meanwhile, according to a recent report from CDCC, American tech giants are actively building more data centers in response to the AI boom. Morgan Stanley predicts that to support AI data centers, the U.S. must increase its power supply capacity, requiring an expenditure of $20 billion for every additional 5 to 10 megawatts of electricity, equivalent to a 0.07% increase in GDP.
With the widespread application of artificial intelligence and the continuous increase in the number and complexity of algorithm model parameters, the data throughput and computing volume of data centers are continuously growing, and energy demand is also increasing accordingly. Building data centers requires a large amount of power resources, and improving the green energy usage rate of data center clusters can only be achieved by realizing a green "blood transfusion" for the entire economy based on the new power system, which will help achieve the goals of "carbon neutrality and carbon peak" and promote the green development of the computing power economy. Senke Chuangneng has rich experience in building uninterruptible power supply (UPS) systems and energy storage solutions for data centers, and with its excellent safety performance and high discharge rate advantages, it is widely used in high-security demand scenarios such as data centers and smart grids.
The raw materials for the zinc-nickel batteries produced by Senke Chuangneng mainly include zinc, nickel, and copper, which are abundant and stable, meet global environmental protection requirements, and have high recycling value, effectively utilizing energy; the zinc-nickel batteries produced by Senke Chuangneng have ultra-high safety, passing safety tests such as short circuit, overcharge, over-discharge, impact, puncture, fire, and hot plate, without exploding, cracking, or catching fire. In addition, the zinc-nickel batteries produced by Senke Chuangneng also have significant advantages in wide temperature applicability and calendar life. According to the Cape Laboratory inspection report (conducted high-acceleration life tests based on GB/T29309-2012), they can still charge and discharge normally at low temperatures of -65°C, and at high temperatures of 160°C, the batteries remain effective in charging and discharging, with a lifespan equivalent to 183,000 hours, significantly reducing replacement frequency and maintenance costs; the zinc-nickel batteries produced by Senke Chuangneng also have excellent power performance, enabling fast charging, high current discharge, and deep discharge characteristics.
Senke Chuangneng will continue to improve its product system, adhering to the cooperation philosophy of "integrity and pragmatism, cooperation and win-win," to provide customers with green energy solutions based on zinc batteries, contributing modestly to China's intelligent computing services and jointly building a globally leading green zinc energy service ecosystem.
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Information source:
In the first half of the year, China's intelligent computing services grew by nearly 80%, and will maintain high-speed development in the next five years - China Business Journal
https://baijiahao.baidu.com/s?id=1818991437606221216&wfr=spider&for=pc Notice on the issuance of the "Special Action Plan for the Green and Low-Carbon Development of Data Centers" - State Council Department Document - China Government Network
https://www.gov.cn/zhengce/zhengceku/202407/content_6964165.htm How Intelligent Computing Leads the New Power System: The report "AI Changes Energy" released - Tencent News
https://news.qq.com/rain/a/20240807A08ITX00 Notice from the Ministry of Industry and Information Technology and six other departments on the issuance of the "Action Plan for the High-Quality Development of Computing Power Infrastructure" - State Council Department Document - China Government Network
https://www.gov.cn/zhengce/zhengceku/202310/content_6907900.htm "Computing Power + Energy" supports the development of the energy industry - National Information Center Internet Portal
http://datasec.sic.gov.cn/sic/608/612/0205/20240205105017004991150_pc.html The green transformation of intelligent computing, which has grown by 33.9% annually, must overcome three hurdles - China Industry and Information Technology News
https://www.cnii.com.cn/rmydb/202408/t20240822_595269.html The explosion of intelligent computing, tight green electricity supply in major intelligent computing provinces by 2030 | AI changes energy - Tencent News
https://news.qq.com/rain/a/20240809A09F4G00?suid=&media_id=
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