Experts predict that the TEPCO-Xidian computing project can incite 8 times of investment in related industries. On June 5438+07, the National Development and Reform Commission approved the construction documents of four computing hub nodes. So far, the construction of eight major computing hubs in China has been officially launched. Experts predict that the TEPCO-Xidian computing project can incite 8 times of investment in related industries.
Experts predict that the TEPCO-Xidian computing project can incite 8 times of investment in related industries. The National Development and Reform Commission and other departments officially released a message on June 5438+07, agreeing to start the construction of national hub nodes of the national comprehensive computing network in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area and Chengdu-Chongqing regions. At this point, the overall layout design of the national comprehensive big data center system has been completed, and the project of "calculating east and calculating west" has been officially launched.
The so-called "east number and west calculation", "number" refers to data and "calculation" refers to calculation power. "In layman's terms, it is to transmit the data from the east to the west for calculation and processing, just like the South-to-North Water Transfer Project and the West-to-East Power Transmission Project. East-west computing is another important strategic project of the country, which promotes the coordinated development of data centers in the east and west with network, cloud, computing power, data elements, applications and security. " Li Jie, deputy director of the Institute of Cloud Computing and Big Data of China Information and Communication Research Institute, explained.
Eight computing hubs of "east computing and west computing"
And 10 cluster all landed.
On the same day, the national hub nodes of four national comprehensive computing networks, including Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area and Chengdu-Chongqing, landed. In addition, in June 5438+February last year, Guizhou, Inner Mongolia, Gansu and Ningxia were approved to start the construction of national hub nodes of the national comprehensive computing network, and all the eight computing hubs of "East Computing and West Computing" and 10 cluster landed.
Among them, the Beijing-Tianjin-Hebei hub plans to set up Zhangjiakou data center cluster; The Yangtze River Delta hub plans to set up the data center cluster of the Yangtze River Delta Ecological Green Integration Development Demonstration Zone and the Wuhu data center cluster; Chengdu-Chongqing hub plans to set up Tianfu data center cluster and Chongqing data center cluster; Guangdong-Hong Kong-Macao Greater Bay Area Hub plans to set up Shaoguan data center cluster, and the boundary of the starting area is Shaoguan High-tech Zone.
"National hub nodes will become granaries and blood banks to promote the development of digital economy, and play a key role in building digital cities, providing supercomputing capabilities, building urban smart brains, improving government governance capabilities and levels, and ensuring national network and information security. It is an important strategic infrastructure related to national security, stability and development. " Xie Feng, a member of the Information and Communication Economy Expert Committee of the Ministry of Industry and Information Technology, said.
The annual investment will reach hundreds of billions of yuan.
Effectively promote upstream and downstream investment in the industry.
What upstream and downstream industrial chains will be developed and how much investment will be driven by the construction of "East Calculation and West Calculation"?
It is estimated by authoritative organizations and experts that the annual investment of the project of "calculating the east and calculating the west" will reach hundreds of billions of yuan, and the pulling effect on related industries will reach 1:8. This also means that the project will greatly exceed the "West-to-East Gas Transmission" and "South-to-North Water Transfer" projects. This is precisely the power of China's "digital economy".
"The data center industry chain includes not only traditional civil engineering, but also IT equipment manufacturing, information and communication, basic software and green energy supply. The industrial chain is long, the coverage is wide, and the driving effect is great. Optimizing the overall layout and promoting the precise development of data centers will effectively drive upstream and downstream investment in the industry. " The relevant person in charge of the new high department of the National Development and Reform Commission said.
According to the quantitative data of relevant research reports, the digital economy and GDP will increase by 3.3% for every increase of 1 percentage point on average. And 1.8%. .
In fact, with the rapid development of new technologies such as 5G and artificial intelligence, the demand for storage, calculation and application of data resources in China is increasing, which has driven the rapid growth of data center scale. In the past five years, the average annual growth rate of data center racks in China has exceeded 30%.
Huawei, Century Internet and many other companies.
Actively layout "east calculation and west calculation"
Shanghai securities news reporter learned that many head enterprises, including Huawei, Century Internet, China Telecom, Baidu, etc., are actively participating in the "East Computing and West Computing" project.
"We actively participate in the' East Computing and West Computing' project, and our business layout is highly consistent with the national strategy." The person in charge of Huawei Cloud told the reporter that in 20 17, Huawei proposed to lay out a cloud data center in Nangui Beiwu, and planned to build a super-large data center base in Gui 'an New District and Wulanchabu Big Data Industrial Park, with more than 1 10,000 forwarding servers.
"Century Internet was established in 1996, and the first third-party data center computer room in China was built in 1999. In the first 20 years of the company's development, the distribution of resources was mainly concentrated in first-tier cities and their surrounding areas. Under the guidance of the collaborative innovation and development of the national' East Computing and West Computing' project and the integrated big data center, 2 1 Century Internet will tilt to the central and western regions through new projects and upgrade the functions of the eastern data center simultaneously. Among them, the company will gradually increase the proportion of large and super-large data centers in the western region. It is estimated that the growth rate of data center investment in the western region will be twice that in the east in the next five years. " Wang Shiqi, rotating CEO of Century Internet Group, told reporters.
"Our data center located at the hub node in the west can make full use of the advantages of climate and environment in the west, integrate green and intelligent technologies into the overall design, and greatly reduce the PUE of the data center and the operating costs of enterprises. The energy efficiency ratio of PUE is only 1. 12. It is estimated that in the future, under the condition of full load operation, it can save electricity1.06,543.8+0 billion kWh and reduce carbon. The person in charge of Huawei Cloud said.
Experts predict that the TEPCO-Xidian computing project can incite 8 times investment in related industries, and the National Development and Reform Commission has approved the construction documents of four computing hub nodes. So far, the construction of eight major computing hubs in China has been officially launched. According to estimates, during the "Tenth Five-Year Plan" period, more than 400 billion yuan of related investment will be added each year. In the future, the domestic big data industry will also form a pattern of "east number and west number".
The eight major computing hub nodes approved by the National Development and Reform Commission are located near areas with large computing needs such as Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao and Chengdu-Chongqing. Four renewable energy sources are located in Guizhou, Inner Mongolia, Gansu, Ningxia and other areas. According to the National Development and Reform Commission, at present, most data centers in China are located in the east. With the shortage of land, energy and other resources, the large-scale development of data centers in the east is costly and unsustainable. We should use the abundant clean energy in the west to support the high demand for computing power in the east.
Zheng Weimin, Professor Tsinghua University and Academician of China Academy of Engineering: Land resources in the east are limited, and electricity is relatively expensive. A computing center with about 100PFlops (floating-point operation per second) will spend 50-60 million yuan on electricity in the east. Therefore, it is necessary to find a way to transmit data from the East to the West.
According to the National Development and Reform Commission, in the future, the increment of new large-scale data centers in China will be concentrated in eight computing hub nodes. This layout should not only serve the needs of implementing major regional development strategies, but also take into account the network delay requirements. For businesses with high network delay requirements, they need to be built nearby, while those with low network delay requirements, such as offline analysis, storage and backup, can be transferred to the western computing hub node to undertake first. In the future, large and super-large data centers nationwide will be built in these eight computing hub nodes in principle.
Sun Wei, deputy director of the High-tech Department of the National Development and Reform Commission, said: Like the "South-to-North Water Diversion Project" and "West-to-East Power Transmission Project", we should promote the layout construction of national integrated data centers, expand the scale of computing facilities, improve the efficiency of computing capacity, and realize the large-scale and intensive development of computing capacity in China.
(CCTV Finance "Punctuality Finance")
Experts predict that the Dongdian West Power Project will promote the investment in related industries to increase by 8 times. Recently, the National Development and Reform Commission, the Central Network Information Office, the Ministry of Industry and Information Technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of national computing hub nodes in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and plan 10 national data center clusters. At this point, the overall layout design of the national comprehensive big data center system has been completed, and the project of "calculating east and calculating west" has been officially launched.
Southern Reporter noticed that affected by this news, as of the close of February 18, many shares of cloud computing index and big data index had daily limit-Capital Online, Yunsai Zhilian, Data Port, Jia Tito, Beautiful Cloud and Zhejiang University Network New.
The estimated annual investment is 400 billion yuan.
"Calculate the east and calculate the west", "number" refers to data, and "calculation" refers to computing power. Generally speaking, "it is to transmit data from the east to the west for calculation and processing."
Sun Wei, deputy director of the High-tech Department of the National Development and Reform Commission, said that the western region of China is rich in resources, especially renewable energy, and has the potential to develop data centers to meet the computing power needs of the eastern region. "Like the South-to-North Water Transfer Project and the West-to-East Power Transmission Project, we should give full play to the advantages of China's system and mechanism, integrate the layout from a national perspective, optimize the allocation of resources, and improve the efficiency of resource utilization."
According to the national integrated big data center system layout, eight national computing hub nodes (Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia) will serve as the backbone connection points of China's computing network, develop data center clusters, carry out collaborative construction of data centers and networks, cloud computing and big data, and serve as the strategic fulcrum of the national "East-West Computing" project, promoting the orderly transfer of computing resources to the west and promoting solutions.
There are 1 to 2 data center clusters in each computing center. The relationship between computing hub and cluster is similar to that between transportation hub and passenger station.
Bin Xu, deputy director of the Innovation-Driven Development Center of the National Development and Reform Commission, said that data center clusters will gather large and super-large data centers to undertake data traffic. Cluster will get better policy support and supporting guarantee, and at the same time, there will be stricter requirements in green energy saving, resource utilization and guarantee level.
Around eight national computing hub nodes, 10 national data center clusters are Zhangjiakou Cluster, Yangtze River Delta Ecological Green Integration Development Demonstration Zone Cluster, Wuhu Cluster, Shaoguan Cluster, Tianfu Cluster, Chongqing Cluster, Gui 'an Cluster, Helinger Cluster, Qingyang Cluster and Zhongwei Cluster.
10 national data center cluster distribution. Source: National Development and Reform Commission
It is understood that the data center of the "East Computing and West Computing" project has a long industrial chain, large investment scale and strong driving effect. The National Development and Reform Commission predicts that the project will promote the development of industrial chains such as information and communication, IT equipment manufacturing, basic software, green energy supply and civil engineering. Some insiders estimate that through the construction of computing hubs and data center clusters, the upstream and downstream investment in the industry will be strongly promoted, and it is estimated that the annual investment will be 400 billion yuan after the start.
According to the analysis of Guo Sheng Securities Research Report, it is an inevitable trend that the computing power and traffic will continue to grow at a high speed, and the continuous construction and expansion of supporting infrastructure will be a rigid demand with high certainty in the next 3-5 years. The development of computing power, traffic and even applications will drive the construction of mobile networks, and 5G and related industrial chains will continue to benefit as the core.
Why build "east calculation and west calculation"
According to relevant data, up to now, the scale of China's data centers has reached 5 million frames, and the computing power has reached 130EFLOPS (floating-point operations per second10.3 trillion). With the comprehensive and continuous penetration of digital technology into various fields of economy and society, the demand for computing power in the whole society is still very urgent, and it is expected to continue to grow rapidly at a rate of more than 20% every year.
Computing power has become an important infrastructure for national economic development. Accelerating the construction of computing power will effectively stimulate the innovation vitality of data elements, speed up the process of digital industrialization and industrial digitalization, spawn new technologies, new industries, new formats and new models, and support high-quality economic development.
In recent years, with the rapid development of data center scale, higher requirements are put forward for energy, land and climate conditions. Some eastern regions have great application demand, but the energy consumption index is tight and the power cost is high, so it is difficult and limited to develop data centers on a large scale. However, some western regions are rich in renewable energy and have suitable climate, but there are bottlenecks such as small network bandwidth and high inter-provincial data transmission cost, which cannot effectively meet the needs of the east.
The National Development and Reform Commission explained that in recent years, with the acceleration of digital transformation and upgrading in various industries, especially the rapid popularization and application of new technologies such as 5G, artificial intelligence and Internet of Things, the total amount of data in the whole society has exploded, and the demand for data storage, calculation, transmission and application has increased significantly. Therefore, the national hub node of the national comprehensive computing network, as the backbone node of China's computing network, has become the most important.
Therefore, it is urgent to increase the top-level design of the national computing network, change the network-centric development model as soon as possible, and reconstruct the network structure around the data center.
What data are sent to the west for calculation? Source: National Development and Reform Commission
Du Nan reporter learned that as early as May 20021,the National Development and Reform Commission and other four departments issued the "Implementation Plan for Computing Hub of Collaborative Innovation System of National Comprehensive Big Data Center", which explicitly mentioned supporting the "East Computing and West Computing" demonstration project to deepen the coordination of computing power between the east and the west.
The Tenth Five-Year Plan of information and communication industry clearly states that by 2025, the layout of data centers will realize the coordinated development of the eastern, central and western regions, and the level of intensive and large-scale development will be significantly improved, forming a multi-level computing facility system with digital network collaboration, Shu Yun collaboration, cloud edge collaboration and green intelligence. The level of computing power will be greatly improved, and the service capabilities of facilities such as artificial intelligence and blockchain will be significantly enhanced.
In addition, the State Council issued the 14th Five-Year Plan for the Development of Digital Economy, proposing to speed up the implementation of the project of "calculating from the east to the west", promote the coordinated development of cloud networks, enhance the cross-network and cross-regional data interaction capability of data centers, strengthen the edge computing capability for specific scenarios, and strengthen the overall planning and intelligent scheduling of computing capabilities.
The Guangdong-Hong Kong-Macao Greater Bay Area hub has started.
As one of the eight national computing hubs, how to develop Guangdong-Hong Kong-Macao Greater Bay Area has attracted much attention. Du Nan reporter learned that recently, the National Development and Reform Commission, the Central Network Information Office, the Ministry of Industry and Information Technology and the National Energy Administration approved that Guangdong-Hong Kong-Macao Greater Bay Area will start to build a national hub node of the national comprehensive computing network (hereinafter referred to as "Guangdong-Hong Kong-Macao Greater Bay Area Hub").
According to the reply, Guangdong-Hong Kong-Macao Greater Bay Area Hub will set up a data center cluster in Shaoguan High-tech Zone to meet the demand of Guangzhou-Shenzhen real-time computing power, guide the cold and warm business to move westward, and build a real-time computing center radiating South China and even the whole country.
According to the requirements of national hub node construction, Guangdong-Hong Kong-Macao Greater Bay Area national hub node will establish a three-level spatial layout structure of Shaoguan data center cluster, urban data center and edge computing, and national hub node in the western region.
Among them, Shaoguan data center cluster upgraded the network level to the national backbone network hub node, and guided the gathering of large and super-large (more than 3,000) data centers in the province. In principle, large and super-large data centers will no longer be built in other parts of the province. By 2025, Shaoguan data center cluster will be built with 500,000 standard racks and 5 million servers, with an investment of more than 50 billion yuan (excluding servers and software), mainly large and super-large data centers carrying low-latency services (the delay requirement is less than 20ms), and the auxiliary construction part really needs to build medium-latency services in the province (the delay requirement is 20ms-50ms).
In terms of the construction structure of Shaoguan data center cluster, the National Development and Reform Commission clearly requires that the construction should meet the development requirements of new data centers, start the construction of the starting area as soon as possible, and gradually land key construction projects. In principle, the main body of the project construction is the backbone enterprises related to data centers, supporting the development of large and super-large data centers. The construction content will cover the construction of green and low-carbon data centers, the improvement of network service quality, the efficient scheduling of computing power, and the improvement of security capabilities.