Pros 1. Shanghai issued a notice on "Guiding Opinions on Promoting the Unified Scheduling of Computing Resources in Shanghai"
The benefits of the digital economy and artificial intelligence continue.
On the 19th, the Shanghai Municipal Commission of Economy and Informatization issued a notice of "Guiding Opinions on Promoting the Unified Scheduling of Computing Resources in Shanghai".
which mentions:
By the end of 2023, relying on the city's artificial intelligence public computing power service platform, access and dispatch more than 4 computing power infrastructures, and the dispatchable intelligent computing power will reach more than 1,000 PFLOPS (FP16);
By 2025, the energy level of the city's artificial intelligence public computing power service platform has jumped, the computing power trading mechanism has been improved, and cross-regional computing power intelligent scheduling has been realized. Through efficient computing power scheduling, the balance between supply and demand of computing power has been promoted, and the role of driving industrial development has been significantly enhanced. The computing power of the data center in this city exceeds 18,000 PFLOPS (FP32);
Based on the base of computing power resources, promote the access of leading enterprises to the city's artificial intelligence public computing power service platform, build an integrated computing power scheduling service system and platform basic framework, and realize the unified arrangement of computing power resources.
Form hub-type data center clusters, urban data center clusters, and edge data center echelon layouts.
Relying on the network resources of basic telecom operators, combined with the characteristics of the computing network, build a technologically advanced extremely fast computing power bearing network.
Encourage the construction of domestic independent controllable, safe and reliable computing power infrastructure and domestic independent controllable computing power application ecology.
Pros 2. Development and Reform Commission: We are stepping up efforts to study and draft policy documents on restoring and expanding consumption,
Continue to be stronger, better and bigger in my country's digital economy
Today's press conference of the National Development and Reform Commission revealed various benefits.
Among them, we are stepping up efforts to study and draft policy documents on the recovery and expansion of consumption, mainly focusing on key areas such as stabilizing bulk consumption, improving service consumption, and expanding rural consumption, and formulating targeted policy measures according to the needs of different income groups and different consumer categories. , to promote steady growth in consumption.
We will speed up the construction of charging piles and urban parking facilities, and vigorously promote new energy vehicles to the countryside.
In addition, the National Development and Reform Commission stated at the press conference of the National Development and Reform Commission in the morning that it will make efforts from five aspects to continue to strengthen, optimize and expand my country's digital economy.
First, in terms of system construction, speed up the construction of the "1+N" basic system of data elements, promote qualified localities and industries to carry out pilot trials of the circulation and use of data elements, and coordinate the construction of a multi-level, diversified, and on-site and off-site integrated system. Data element market system.
Second, in terms of digital infrastructure, moderately advance the layout, accelerate the expansion and speed-up of optical fiber network, 5G commercial deployment and large-scale application, deeply implement the "East Counting and West Computing" project, and accelerate the digitalization and intelligent transformation of infrastructure.
Third, in terms of industrial innovation and development, cultivate a group of ecologically-led enterprises with core competitiveness, accelerate the creation of digital industrial clusters with international competitiveness, and support platform enterprises to show their talents in leading development, creating jobs, and international competition.
Fourth, in terms of digital transformation, strengthen the guidance of all-round and full-chain digital transformation policies in various fields and industries, improve the level of "wiring the cloud and using data to empower intelligence", promote the integration and development of the new generation of information technology and primary, secondary and tertiary industries, and support leading enterprises , Third-party service companies drive small and medium-sized enterprises to accelerate the pace of transformation.
Fifth, in terms of international cooperation, actively put forward the "China Initiative" and implement the results of the Global Development High-Level Dialogue in the field of digital economy. Actively provide the "China Plan", promote the entry into the "Digital Economy Partnership Agreement", carry out bilateral and multilateral digital economy governance cooperation, and create a favorable international environment.
Positive 3. Meng Wanzhou: It is estimated that the global digital transformation expenditure will reach 3.41 trillion US dollars in 2026, and the AI computing power will increase by 500 times by 2030
Meng Wanzhou, vice chairman, rotating chairman, and CFO of Huawei, said at the 2023 Huawei Global Analyst Conference that digitalization is a common opportunity for the entire industry. In 2026, global digital transformation spending will reach 3.41 trillion US dollars. Huawei will work with partners to promote digital transformation. First, it will deepen cooperation with industrial organizations to prosper the industrial ecology through open hardware and open source software. At the same time, it will increase investment in partner ecology. Huawei has more than 35,000 business partners. There are more than 41,000 partners. In addition, Huawei will continue to cultivate digital talents. Currently, there are more than 2,200 ICT colleges around the world. Huawei predicts that by 2030, general-purpose computing capabilities will increase by 10 times, AI computing capabilities will increase by 500 times, the total number of global connections will reach 200 billion, the penetration rate of 10 Gigabit enterprise Wi-Fi will reach 40%, and cloud services will account for 87% of enterprise application spending.
Here are some interpretations.
[Guojin Electronics] Optimistic about the medium and long-term strong demand in the computing power industry chain
Event 1: On April 19, The In-formati-on reported that Microsoft was preparing to launch an artificial intelligence chip to power large-scale language models. Microsoft began developing this internal code-named "Athena" (At-he -na) chips, with more than 300 R&D personnel. It is reported that Microsoft has provided the chip to a small group of Microsoft and Op-en-AI employees who are testing the technology. Microsoft hopes the chip will perform better than chips it currently sources from other suppliers.
Event 2: On April 19, Shanghai issued the "Guiding Opinions on Promoting the Unified Scheduling of Computing Resources in Shanghai", with the goal of accessing and dispatching more than 4 computing resources by the end of 2023 relying on the city's artificial intelligence public computing service platform Infrastructure, the dispatchable intelligent computing power can reach more than 1,000 PF-LO-PS (FP16); by 2025, the city's artificial intelligence public computing power service platform will have a leap in energy level, improve the computing power trading mechanism, and realize cross-regional computing power intelligent scheduling, Through efficient scheduling of computing power, the balance between supply and demand of computing power is promoted, and the role of driving industrial development is significantly enhanced. The computing power of the data center in this city exceeds 18,000 PF-LO-PS (FP32); the green computing power of the newly built data center accounts for more than 10% (excluding the green power in the mains structure); the comprehensive PUE of the newly built large data center in the agglomeration area falls to Within 1.25, the green low-carbon level reaches 4A level or above.
Event 3: On April 19, at the 2023 Huawei Global Analyst Conference, CFO Meng Wanzhou said that digitalization is a common opportunity for the entire industry. In 2026, global digital transformation spending will reach 3.41 trillion US dollars. Huawei predicts that by 2030, general-purpose computing capabilities will increase by 10 times, AI computing capabilities will increase by 500 times, the total number of global connections will reach 200 billion, the penetration rate of 10 Gigabit enterprise Wi-Fi will reach 40%, and cloud services will account for 87% of enterprise application expenditures. %.
We believe that the demand for computing power will continue to strengthen in the near future, especially the demand for computing power base AI chips. In view of the technological competition between China and the United States and the fact that major manufacturers are developing their own computing power chips, we believe that domestic computing power chips will have a long way to go. Development, localization of computing power is an inevitable trend. We are optimistic about the domestic computing power chip industry chain
[Zhongtai Electronics] Major manufacturers expect that AI computing power will increase by 500 times in the future, grasp the wave of the times, and continue to be optimistic about AI computing power investment opportunities
Computing chips are the underlying soil of AI. We believe that the continuous improvement of computing power requirements is the general trend of this round of AI innovation. With the development of multi-modal artificial intelligence, the underlying computing power will become the foundation for enterprise development. The "arms race" of AI chips in the early stage of the industry will also drive chip manufacturers to quickly realize their performance .
In order to seize the time advantage, domestic Internet leaders have accelerated the release of self-developed large models based on the NV architecture. At present, after the release of various versions, they will enter the stage of localization in the second half of the year. Domestic AI chip manufacturers are expected to usher in breakthroughs in verification. It is recommended to focus on it.
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