In 2026, the computing power network will be included in the six major national infrastructure projects, alongside water networks, new power grids, communication networks, underground pipelines, and logistics networks, becoming a national strategic public resource. The total investment of the Six Networks for the whole year exceeds 7 trillion yuan, and the annual investment of the Computing Power Network is 400-450 billion yuan; The cumulative investment in computing power during the 15th Five Year Plan period exceeds 2 trillion yuan, accounting for nearly 30% of the total investment, and is a key industry supported by policies. The country will coordinate the construction of an integrated computing power network, break down regional and government enterprise computing power barriers, and achieve cross regional unified scheduling and on-demand supply.

Relying on the eight major hubs of East Digital and West Computing to form a division of labor layout: the low latency advantage in the east carries real-time services such as autonomous driving, industrial control, and smart cities; The western region relies on green electricity, low-cost undertaking of large-scale model training, data storage, and offline computing to build an east-west collaborative computing power system.

Accelerating the improvement of the domestic computing power industry chain

The Industrial and Information Technology Tribal Land Inclusive Computing Power Project aims to transform computing power into public services for all. Operators have launched tiered low-priced computing power packages, combined with local subsidies, significantly reducing the cost of use for small and medium-sized enterprises. The integration of computing power into software and hardware has zero barriers to entry, with one click online calling and pay as you go billing, covering a wide range of office, education, medical, government, and entertainment scenarios, promoting the popularization of AI big models.

The new infrastructure of computing power will leverage the 6 trillion yuan industrial chain and establish a complete independent and controllable system of software and hardware. Upstream hardware: The demand for AI servers, domestic chips, optical modules, and liquid cooling equipment has surged, and the localization rate of software and hardware in new computing power centers has exceeded 80%. By 2026, the domestic AI chip market in China will reach 180 billion yuan, and the underlying hardware will accelerate domestic substitution. Midstream platform, unified construction of cross domain computing power scheduling and online trading platform, activation of idle computing power, and improvement of resource utilization. Downstream applications: Empowering manufacturing, finance, healthcare, autonomous driving, government affairs, agriculture with computing power, accelerating the digital transformation of the real economy.

AI coordinated upgrade of six major backbone networks

Artificial intelligence drives the iteration of new infrastructure and coordinates the optimization of the development direction of the six networks. Six network data interconnection and intelligent linkage: With AI big models as the core, connect the data of the six networks, unify perception and scheduling, intelligently match green electricity and computing power, optimize water, pipeline and logistics allocation, and build a comprehensive intelligent infrastructure system.

Refactoring the computing power construction model: The massive demand for AI drives the hierarchical layout of cloud edge terminals, making inference computing power mainstream and edge computing power sinking to terminals. Intelligent transformation of traditional infrastructure: AI predicts power grid load, monitors pipeline leakage, optimizes logistics sorting, upgrades communication networks, and gradually digitizes and unmanned various types of infrastructure. Long term layout of low altitude economy, satellite computing power, urban intelligent system, popularization of unmanned vehicles, inspection robots and other equipment. By 2030, various intelligent terminals will be widely used, infrastructure will comprehensively serve new quality productivity, and a human-machine collaborative intelligent development pattern will be established.

Computing power network activates growth momentum

Computing power is the core support for cultivating new quality productivity and assisting in the high-quality development of the digital economy. Efficiency improvement and cost reduction: Reduce enterprise hardware and R&D investment, shorten the R&D cycle of AI, new materials, and pharmaceuticals, and accelerate the industrialization of scientific research achievements. Expanding the industry, driving the development of chips IDC、 The development of cloud computing and energy-saving supporting trillion dollar tracks has given rise to new formats such as computing power trading and AI services, expanding the scale of high-tech industries and employment. Keywords: AI, computing power network, digital economy

The integration of computing and networking with AI, big data, and the Internet of Things continues to nurture new technologies and models, driving the economy from being driven by factors to being driven by data, computing power, and innovation, and consolidating the foundation for long-term high-quality development. AI fully empowers new infrastructure and leads the upgrading and development of six major backbone networks.Editor/Gong Ziwei