In 2023, the demand for computing power will experience explosive growth. With the market size of generative AI surpassing 10 trillion yuan, core industries such as manufacturing and retail are undergoing profound intelligent transformation. Data shows that the market size of AI computing power is expected to reach 66.4 billion yuan this year, a year-on-year increase of 82.5%, and computing power has become the core engine of the digital economy.
Industry consensus is emerging: the traditional concept of 'data center' can no longer accurately reflect the essence of the industry. Experts from the China Academy of Information and Communications Technology pointed out that the core mission of infrastructure is shifting from 'data storage' to 'computing power supply', and 'computing power center' will become a more accurate industry description. This transformation marks a new stage of development for digital infrastructure.
There are three major trends in technological evolution:
1. Computing power production: Breaking through the limitations of Moore's Law and improving basic computing power production capacity
2. Computing Power Scheduling: Building an Intelligent Computing Resource Management System
3. Value Release: Maximizing the Application Efficiency of Computing Power
At the technical level, data centers are moving towards the 'native era'. As a typical representative, liquid cooling technology is expected to have a market size of over 10 billion yuan in 2022, and is projected to reach the level of 100 billion yuan by 2027. This type of innovative technology developed specifically for data center scenarios will continue to expand into broader fields in the future.
This transformation has just begun. In the next 7-10 years, we will witness the comprehensive upgrade of the computing power center from technological architecture to industrial positioning, providing stronger foundational support for the construction of Digital China. Standing at the threshold of the computing age, every evolution of infrastructure is reshaping our digital future.
