Cold thinking on the hot track: multiplication effect is the fundamental requirement of the East Mia and West Calculation

Text 丨 Intelligence Relators

Author 丨 Ye Yuanfeng

From the macro orientation of the policy, to the local and industrial viewing, to the micro -response of enterprises and institutions, the era of computing power has risen.

On June 23, the latest publishing of the CPC Central Party School Press and edited by the China Information and Communication Research Institute, "A Brief History of Human Calculation: From China Abacus to the Digital Economy", the book will have a dynamic dynamic and economic development of human society and economic development. The role has been invested once, and its publication is exactly in full swing with the "East Digital West Calculation" in full swing -about computing power, the global advancement of theoretical deep insights and practice in this time node collision.

"East Digital and West Calculation" has become another super engineering that is tied with the west gas east, the east delivery of the west power, and the South Water and the North. ), "East Digital and West Calculation" is more "parallel" characteristics (the infrastructure such as data centers in various places, and then incorporated into the general), which makes the construction of data centers in various places a lot of autonomous decision rights in the construction of data centers , Also leading to the risks such as "one embrace and the construction of the ride".

Under the blindfolding, how should localities build a data center that can effectively support the macro layout of the country and be able to fit the local actual data center? The answer may be in the "multiplication effect" requirements of the super engineering -the value brought by the project should not be limited to itself, but it should be caused by this project. Promote changes in macroeconomics. In the release of the new book on June 23, Shan Zhiguang, director of the Information Center of the National Information Center and the Ministry of Industry Development, said, "Data Center is an important representative of the new infrastructure computing power facilities. The data center has a very good investment in related industrial chain investment. "Benefits", this is an expectation of the multiplication effect.

In the past, the multiplication effect has been deeply practiced. For example, the South -to -North Water Diversion not only allows the north to "use water" more, but also promote the overall change of regional from social life to economic development through "water", bringing a new new one, bringing a new one Economic and social situation.

How to achieve the "multiplication effect", here is the believe that at least three aspects, the construction of regional data centers needs attention.

Double carbon multiplication -cannot just move the same data center from the east to the west

How the east is built, and the west is "moved over", which is becoming a usual approach to build data centers in some places.

However, the most important value core of the East Digital and West Calculation is to improve the efficiency of energy resources in the development of the digital economy. If you only move the construction of the data center from the east to the west, it can directly solve the energy tension in the east. The problem, but its value may be limited to this.

From the needs of macro policies, East Digital West Calculation is closely related to another strategic policy hotspot "Double Carbon". In the long history of promoting "double carbon", east counting must be promoted at the same time. Model changes to achieve your own multiplication effect in dual carbon, not just relocation of resource occupation.

On the one hand, the energy consumption of IDC has reached a very prominent level.

According to public data, the total energy consumption of China Data Center in 2022 will exceed 200 billion kilowatt -hours, and according to the State Grid Energy Research Institute, it is predicted that by 2030, my country's data center's electricity consumption will exceed 400 billion kilowatt -hours, accounting for the whole society, which will account for the whole society. The proportion of electricity consumption is 3.7%.

Such a huge number directly affects the energy consumption status of the data center directly affecting the overall situation of dual carbon landing. It must have corresponding optimization actions, rather than just inheriting the number and scale of the data center to continue to expand the data center west.

On the other hand, how to use more computing power or existing computing power to reduce energy use at the energy consumption of the unit is particularly important.

When judging energy status, traditional data centers adopted the indicators of classic PUE indicators, but PUE still insufficiently -only information about the energy consumption ratio of IDC devices, if the PUE indicator is low (it means that traditional evaluation is good), but but but it means that the traditional evaluation is good), but the traditional evaluation is good, but it means that the traditional evaluation is good), but it means that the traditional evaluation is good), but it means that the traditional evaluation is good), but it means that the traditional evaluation is good), but it means that the traditional evaluation is good), but it means that the traditional evaluation is good), but it means that the traditional evaluation is good), The effect of energy consumption conversion computing power is not good, no matter how low PUE can say, this data center can achieve "energy consumption".

In fact, the relationship between the data center and the digital economy in terms of energy consumption is nothing more than the correspondence of how much industrial value can generate the energy consumption -the more electricity consumed by the IDC device, the more output. The better. An important background of the East Calculation is exactly the low resource utilization rate of the old small scattered data center. A large amount of energy consumption investment is in exchange for inefficient computing power. The digital economic income consumed can be greater, and PUE does not comprehensively reflect the process of energy consumption optimization -and even PUE indicators that have reached 1.2 and 1.1 at the moment are not much optimized.

Therefore, the data center established by the East Digital West Calculation cannot only look at the PUE indicator to measure the energy consumption. The industry requires a computing power evaluation standard that is more in line with the digital economic needs under the theme of dual carbon to form a benign guidance of the national macro level facing the construction of data centers, thereby guiding the healthy development of the industry.

From the analysis of the previous article, the computing power evaluation here should pay more attention to the "valid" nature of energy consumption to the computing power. According to the new book conference, He Baohong, director of the Institute of Cloud Calculation and Big Data Research, China Xintong Institute When it comes to data center energy consumption, "to see the value it brings to society." Therefore, the new standards should think about how to promote energy -saving technology, use limited resources to provide more efficient computing power, or in summary, to promote the evaluation of "effective computing power". The author believes that the "effective computing power" should become the key point of the dual carbon solution of the East Digital and West Calculation Project. How to promote effective computing power and provide Huawei for data center construction, its cluster calculation solution gives a solution given a solution given by a cluster calculation solution given a Feasible answer.

At the bottom layer of hardware, basic software, application connection, and computing architecture, the full stack layout allows Huawei to promote the effective transformation of energy consumption computing power to a greater extent.

For example, in terms of hardware, the energy consumption advantage of the new computing architecture has been fully exerted by Huawei; in terms of software, the Euler operating system and the MindSpore AI framework can make the energy efficiency higher through professional matching and optimization, including the Danube scheduler, including the Denube scheduler. The management platform effectively improves the computing power management and use efficiency of large -scale clusters; in the integration solution, the large -scale cluster calculation (such as the "Pengcheng Yun brain" project) has the industry's leading multi -core collaboration efficiency, and so on.

It can be seen that the Huawei cluster calculation has long been matched with the "valid computing power" evaluation standards, and the internal needs of the east counting calculations have made this fit to its significant.

The multiplication of development -can not just take into account the current demand for the current digital economy's computing power

At present, the construction of data centers in many places also face another problem, that is, it is only for general -scale construction to build large -scale construction, and it has not fully considered the future needs of the digital economy development on AI computing.

In fact, an important background why the East Digital and Western Calculation Project is urgent is that the rapid development of intelligent development on computing power is expanding rapidly, strengthening the shortage of computing power resources in the future, and must be deployed in advance.

Over the years, intelligence has gradually become the core capabilities of industrial digitalization. Manufacturing, transportation, energy, government affairs, finance, medical care ... all walks of life calling for intelligence and digital intelligence brings a new driving force. The providers are in several major cities in the east, and a large number of computing power demand companies are looking for high -quality AI computing power resources. In some cases, the lack of computing power resources in AI has even affected the development of AI innovative enterprises in the region.

According to IDC data, global artificial intelligence income is expected to exceed the $ 500 billion mark by 2023. Whether it is the world or China, the digital economy will enter a new stage with AI as the core driving force. Only countries, regions or enterprises with application capabilities can get more dividends from the digital economy.

As a result, in the east counting wave, the construction of the data center must focus on the layout of AI computing power. At the same time, as the president of the Huawei China Government -Enterprise Data Center solution at the new book conference, Chang Cheng said, "Artificial intelligence itself is an incremental calculation, which is easier to start from the top architecture. The East Digital and West will be an important century project that leverages the new increase in the smart economy. The AI ​​first tests and the transportation of the east innovative enterprise through the western AI computing power will bring profound changes in the entire industry and the whole scene.

In addition to the analysis of the fundamentals of the "demand party" in the eastern part, the increase in the demand for AI computing power is also reflected in the "supply party" market data.

According to statistics from international authoritative agencies, China's AI computing power has occupied about 40%of the global market, and it is in a leading position. The Sidi Research Institute predicts that by 2025, my country's basic computing power and the total AI computing power will exceed 300 EFLOPS and 1800 EFLOPS, respectively, and the AI ​​computing power will be greatly surpassed by general computing power.

The general calculation base is large, the growth is relatively slow, the AI ​​computing base is small but grows rapidly. In the future, AI computing is inevitable.

Against such a background, data centers focusing on AI computing have become necessary. However, it is necessary to say that the threshold for AI computing is higher, which is a "difficult and necessary thing." The good news is that there is still the power that can be fused in the market to be promoted to the representative of AI. Huawei's advanced exploration and accumulation in AI computing is such a reserve force.

At present, Huawei has a full scene AI basic software and hardware platform, and has created a "AI+industry" case with a large number of partners in industrial practice.

Super strength, better energy efficiency ATLAS series hardware, comprehensive and open source AI framework MindSpore, inclusive and open artificial intelligence computing center, Shengteng AI computing industry is becoming an important provider of the East West Calculation Times AI computing power Essence

Moreover, unlike the extensive applicability of general computing, AI computing needs to consider the fitting of the industry. When layout, it must be associated to the actual application. In this regard, Shengteng AI computing has launched a solution to 8 industries such as operators, finance, Internet, energy, transportation, medical, government affairs, and manufacturing under the collaboration of its ecological partners. Match and meet different industries in various places.

AI computing power here promote the implementation of intelligent solutions, which is to promote the fundamental change of the development model of different industries, bring completely different work efficiency and effects, and enhance my country's industrial chain status. This is a typical manifestation of "multiplication effect". Essence The multiplication of the new infrastructure -cannot be just a large -scale layout of the original digital facilities

East Digital West is a typical new infrastructure that will directly promote the accelerated development of China's digital industry in the industry scale.

However, this does not mean that data centers can "come again" as long as the data centers existing various common ICT facilities.

The data center is a rare digital industry project with long industrial chain, wide coverage, and large -scale driving effects. Basic software, IT equipment, cloud computing and other aspects have strong scale effects. Starting from the multiplication effect, the East Digital and West Couples also needs to leverage the long -term development of Chinese original ICT technology through the industrial chain linkage, and to avoid possible systemic risks.

To promote the original ICT original core technology that China has been innovating through the east countdown, it will be a rare large -scale landing opportunity. The construction of a new industry chain of the computing power economy can directly promote these technologies to the new level.

In addition, the battle for computing power is also a national strength of national strength. The construction of data centers in various places must be deployed in independent innovation technology, instead of paying attention to the technical practices that are accustomed to those used to foreign countries.

At present, China's new computing industry has developed rapidly. Manufacturers or brands that can meet such data centers in the market, including Kunpeng, Shengteng, Feiteng, Euler, Kirin, and Funxin, all have strong international technology leaders. However, due to the asymmetric market information and the rapid development of the ecology of the application ecology, the rapid development of the ecology has not been widely popularized, and has not been well included in the vision of the data center construction. Combine.

Take Euler as an example. After upgrading this original "server operating system", it can be compatible with various forms such as servers, cloud computing (cloud primary), edge computing, embedded and other formal equipment on the basis of root technology innovation. It can drive extensive digital infrastructure, which is the first in China and is more secure.

The combination of data centers and this new computing results will drive the rapid development of China's new computing industry with "four or two pounds", feedback technology research and development, and drive more innovative industries.

Of course, due to the needs of marketization and industrialization, the current data center needs to ensure the balance of independent innovation technology and advanced foreign technologies. The layout of the former will be a long -term thing, but it should be valued at the initial stage.

Conclusion

Regardless of the dimension of two -carbon, AI calculation or independent innovation, the "multiplication effect" requirements of the east counting and west have already appeared, and the construction of data centers in various places must be moved.

It is foreseeable that the "East Digital West Calculation" project will bring new opportunities for my country's data -centered industrial development, and continue to increase the contribution of data assets to economic development, and drive the majority of the western region to participate in intelligent guidance digital economy. In the wave.

However, it should also be noted that in the process of promoting the construction of the "East Digital and West Calculation" project, we must follow the laws of economic, natural laws, and social laws, do things in accordance with the laws, strengthen overall planning and policy guidance, steadily advance, and promote moderate gathering of national data centers. The development of intensive development, forming a step layout and reasonable division of labor, reasonably divide the physical boundary and strengthen the hard constraints such as green energy conservation, and the rate of listing, and avoid being rushed up and blindly developing.

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