From the official launch of the 100000 card cluster at the core node of Zhengzhou National Supercomputing Internet to the successive landing of 10 billion level computing projects in Ulanchap, Zhongwei and other places, the construction of domestic computing network is ushering in an unprecedented investment boom. The explosive growth of AI big models and intelligent agent applications is transforming computing power from industry supporting resources to core new infrastructure supporting digital economic growth.

The wave of investment in computing power construction is fully spreading

In the first seven months of this year, there have been over 150 smart computing center and data center related projects with a single winning bid amount exceeding 100 million yuan in the domestic public bidding market. Zhengzhou has launched the country's first 100000 card level supercomputing and intelligent computing integrated resource pool, providing advanced computing power support for scenarios such as large-scale model research and development, industrial simulation, and biomedicine.

The layout pace of top enterprises continues to accelerate. Wanguo Data's five-year plan is to invest 30 billion yuan to build a high-density data center cluster in Ulanqab, and JinkoSolar has partnered with Ningxia Zhongwei 1GW Computing Center project, with a total investment of 24.5 billion yuan. The operator side is synchronously increasing its investment. China Unicom has confirmed that its investment in computing power will exceed 17.5 billion yuan by 2026. China Mobile's Hubei Intelligent Computing Center has launched 2876 PFLOPS of computing power, which has improved the efficiency of long sequence scene word element output by 50% through collaborative computing network storage technology. According to data from the Ministry of Industry and Information Technology, the scale of China's intelligent computing power reached 2185 EFLOPS in the first half of 2026, a year-on-year increase of 177%.

The positive circulation effect of the industry continues to be released

Multiple top companies' financial reports confirm the high growth rate of computing power investment, with Tencent's capital expenditure in the second quarter increasing by 176% year-on-year, and the scale of computing power procurement significantly increasing; Lenovo's AI related business revenue reached 63.4 billion yuan in a single quarter, a year-on-year increase of 60%; China Mobile's investment in its computing power network increased by 71% year-on-year in the first half of the year, and it moderately advanced its layout of AI infrastructure.

According to institutional estimates, the construction of the computing power network during the 15th Five Year Plan period will increase direct investment by 4 trillion yuan, opening up massive space for private investment. The spillover effects of computing power construction are being transmitted to the entire industry chain, directly driving the expansion of hardware links such as domestic AI chips, high-speed optical modules, and liquid cooled servers. With the trend of computing power collaboration, the new power grid and green computing power supporting industries are also entering a growth window, and the positive commercial cycle of computing power investment is fully taking shape. Keywords: AI computing power, intelligent computing center

This wave of computing power construction is no longer just a single stack of data centers, but an accelerated formation of a nationwide computing power network. In the future, computing power will be as readily available as hydropower, laying the strongest foundation for the high-quality development of the entire digital economy.Editor/Cheng Liting