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The reason China can become a solid foundation for global AI and digital economy lies in its power system, which is the largest in the world and continuously transitioning toward green and low-carbon energy. This provides us with abundant cheap green electricity, extremely high power supply reliability, and efficient cross-regional allocation capabilities, giving China an unparalleled energy advantage in the computing power race.
Specifically, this support mainly manifests in the following three dimensions:
1. Scale and Price Advantage: Solving the Global Power Shortage
- Leading in Power Generation Capacity: By 2025, China's total electricity consumption will first surpass 10 trillion kilowatt-hours, with a generation scale far exceeding the combined total of the European Union, Russia, India, and Japan, approximately 2.5 times that of the United States. This enormous capacity provides China’s AI computing power with a continuous supply of cheap electricity, earning it the nickname "Ace" in the global AI competition by foreign media.
- Filling the Power Gap: In contrast, U.S. data centers are facing a power shortfall of up to tens of gigawatts, with new computing facilities even required to solve their own power supply issues. China's abundant electricity not only meets domestic demand but also offers stable energy security for multinational enterprises establishing operations in China.
2. Spatial and Structural Optimization: Supporting Green Computing Layout
- East Data West Computing Strategy: AI data centers are true "energy-consuming giants." China’s "East Data West Computing" project directs the dense demand for computing power in the east to the west. The western regions are rich in renewable energy sources and have colder climates, significantly reducing cooling and electricity costs for data centers.
- Green Power Direct Supply Base: China’s renewable energy installed capacity has historically surpassed thermal power, providing core support for building "green computing." Through direct green power supply and liquid cooling technology, China effectively balances carbon emission pressures while developing AI, enabling the digital economy to operate more green and low-carbon.
3. Infrastructure and Reliable Guarantee: Building a Super-Strong Computing Network
- Ultra-High Voltage Super Grid: Due to the geographical mismatch between the western energy bases and eastern computing demand, China has built the world’s largest ultra-high voltage power transmission network. This powerful cross-regional allocation capability ensures that clean energy from the west can be delivered to major computing hubs in milliseconds, guaranteeing 24/7 stable operation of data centers.
- Extremely High Power Supply Reliability: China’s power grid covers 99.95% of the country, with a power supply reliability of 99.924%. This robust infrastructure resilience is the physical foundation supporting critical digital economy activities such as financial transactions and large model training. #Gate广场四月发帖挑战