Expansion of computing power scale drives increased electricity demand; "computing and electricity collaboration" is expected to advance rapidly.

According to media reports, the explosion of AI large models and the digital economy has made computing power the new key productivity factor after heat and electricity. As the scale of computing power continues to expand, driving increased electricity demand, connecting computing networks with power grids, and establishing integrated planning, dispatch, market, and technical systems become critical for the coordinated development of the digital economy and new power systems.

In future electricity demand, intelligent computing centers will become an unavoidable new load source. The “computing-electricity collaboration” model, which optimizes computing power scheduling, integrates green energy resources, and improves energy utilization efficiency, is a key pathway to promote the green and low-carbon transformation of digital infrastructure. China Everbright Securities pointed out that under the promotion of the “East Data West Computing” project and related industrial policies, China has established top-level design and implementation pathways for computing-power coordination, gradually improving the new energy supply architecture centered on direct supply and backbone networks, and promoting coordinated deployment of computing hubs and new energy bases. As the “East Data West Computing” project is gradually implemented, it can not only enhance the absorption of green electricity in western regions but also potentially expand China’s electricity price advantage for computing power. This cost advantage has strong long-term sustainability and will continue to translate into China’s core price competitiveness in the global market.

According to the Theme Library of Cailian Press, among related listed companies:

Trina Solar provides in-depth services for data centers and AI computing infrastructure, offering high-voltage prefabricated substation and power solutions for leading domestic internet and computing companies such as Alibaba, China Mobile, China Telecom, and China Unicom.

Kehua Data has nearly 40 years of experience in power electronics and over ten years of data center operation. In the DC power supply field, the company has developed a full range of high-voltage DC power solutions covering 240V to 800V, precisely meeting the high-efficiency, high-density, and highly reliable power needs of next-generation AI computing.