Guangdong is actively working hard! Promote the acceleration of the construction of a leading place for innovation in the general artificial intelligence industry [Intelligent Computing Center Industry Market Analysis Appendix]

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On November 13, the official website of the Guangdong Provincial People’s Government released the “Implementation Opinions on Accelerating the Construction of a Leading Place for Innovation in the General Artificial Intelligence Industry”

Implementation opinions propose to build Guangdong into a national general artificial intelligence industry innovation leading place, and build a national intelligent computing hub center, Guangdong-Hong Kong-Macao Greater Bay Area Data Special Zone , Scenario application national demonstration highland has formed a good development pattern of "computing power interconnection, algorithm open source, data fusion, and application emergence".

The implementation opinions also put forward specific goals for the development of the general artificial intelligence industry in Guangdong: By 2025, the scale of intelligent computing power will be the first in the country and the world's leading, the general artificial intelligence technology innovation system will be relatively complete, and artificial intelligence Intelligent high-level application scenarios have been further expanded, the scale of core industries has exceeded 300 billion yuan, and the number of enterprises has exceeded 2,000.

Beijing has the highest artificial intelligence computing power

According to the "2022-2023 China Artificial Intelligence Computing Power Development Assessment Report" jointly released by IDC and Inspur Information, in the 2022 China Artificial Intelligence City Ranking, Beijing continues to rank first, Hangzhou ranks second, and Tianjin enters top ten. Beijing’s advantages in policy, talent, technology, and enterprises in the field of artificial intelligence help it maintain its leading position and will continue to attract new enterprises and investment funds into

Industry policy background: National policy guidance is getting stronger

Currently, the country has promulgated more than ten policies related to intelligent computing centers to promote the development of intelligent computing centers. Among them, the "Three-Year Action Plan for the Development of New Data Centers (2021-2023)" proposes to accelerate the deployment of high-performance and intelligent computing centers, and the "14th Five-Year Plan" National Informatization Plan emphasizes the need to coordinate the construction of blockchain and For computing power and algorithm centers such as artificial intelligence, the "14th Five-Year Plan for Digital Economy Development" proposes to promote the orderly development of intelligent computing centers and create new intelligent infrastructure that integrates intelligent computing power, general algorithms and development platforms.

The investment and construction cost of the intelligent computing center is high

According to statistics from the National Industrial Information Security Center, the average investment cost of domestic intelligent computing centers has reached 2.11 billion yuan, and the investment and construction cost of Chengdu intelligent computing center has exceeded 10 billion yuan. The overall investment and construction cost is very high. At the same time, the industry lacks price standards, high investment and construction costs lead to increased later application costs, and the investment recovery cycle is extended, which has brought huge economic pressure to local governments. Specifically, on the one hand, the high investment and construction costs violate the basic rules of the market economy, affect fair competition, and are not conducive to the healthy development of the industry and ecological prosperity; on the other hand, the high investment and construction costs also increase local costs. The additional financial burden conflicts with the original intention of “reducing the cost of artificial intelligence computing power” advocated by the country and expected by the market

Guosen Securities believes in the research report that computing power is the infrastructure in the era of artificial intelligence. As new generation information technologies such as artificial intelligence accelerate breakthroughs, the demand for computing power is increasing day by day.

According to the China Comprehensive Computing Power Index released by the Academy of Information and Communications Technology, the proportion of intelligent computing power in the country will increase from 25.4% this year to 85% by 2025. China Mobile Research Institute divides the development of intelligent computing centers into two stages. The first is the cluster period before 2025, which is mainly aimed at the development of large models with a scale of tens of billions or hundreds of billions; the second is the super pooling period after 2025. We will innovate for trillion-level large models. Foresight Economist APP Information Group

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