Yangtze River Delta AI Computing Power Center Cluster Officially Launched
Total investment exceeds 200 billion, with planned computing power of 10 million P.
Executive Summary
The Yangtze River Delta region simultaneously launches the construction of an AI computing power center cluster, with a total investment exceeding 200 billion yuan.
Planned total computing power of 10 million P, expected to go online in 2027, will become one of the world's largest AI computing clusters.
The convergence of the national "East Data, West Computing" strategy and the Yangtze River Delta integration policy has accelerated the development of computing infrastructure.
Trend Card
Rapid growth phase with increasing market recognition
Historical growth curve
Why is growth increasing now?
Demand for computing power in large model training and inference is growing exponentially, far outpacing current supply. As China's most dynamic economic region, the Yangtze River Delta hosts a dense concentration of AI companies with urgent computing needs. Meanwhile, the ongoing "East Data, West Computing" national strategy provides strong policy support for building large-scale computing infrastructure.
Four-Dimensional Drivers
Tech-driven
Annual demand for compute power in large model training grows by 300%+
Green data center technologies such as liquid cooling are now mature.
Compute Scheduling Platform for Cross-Regional Resource Optimization
Capital-driven
Key areas supported by the National Integrated Circuit Industry Investment Fund
Fiscal matching fund investments from three provinces and one municipality
Private capital actively invests in computing infrastructure.
Policy-driven
The national "East Data, West Computing" strategy continues to advance.
Implementation of the Yangtze River Delta Integration AI Development Plan
Green computing policies guide low-carbon data center construction
Market-driven
Strong demand for AI computing power among Yangtze River Delta enterprises
Compute leasing market prices show steady growth
Growing gap in computing power for large model training
Related Companies, Products, Projects, and Capital
Related Companies
(1)Primary Builder of Computing Infrastructure
Related Projects
(1)Cluster core nodes, planned for 4 PW
Related Capital
(1)Key Funding Partner
Other related
(1)Joint release by three provinces and one municipality
Impact Analysis
Impact on China
The Yangtze River Delta computing cluster will further solidify China's position in the global AI computing landscape. A 10 PFLOPS computing scale will effectively alleviate bottlenecks in domestic large model training and reduce R&D costs for AI enterprises.
Key Provinces and Cities
Shanghai: Planning 4 Petaflops with Lingang Computing Power Hub as the core node.
Hangzhou: Leveraging cloud computing infrastructure such as Alibaba Cloud
Hefei: Innovation in Quantum Computing and AI Computing Power Integration
Nanjing: Chip Design and Computing Power Optimization R&D Center
Impact on Industry
Large Model Development: Reducing Training Costs Through Compute Supply
Cloud Computing: Infrastructure for Compute Power Drives Cloud Service Growth
Data Centers: Explosive Demand for Liquid Cooling, Energy Efficiency, and Other Technologies
AI Applications: Democratizing Compute to Lower Development Barriers
Business Opportunities
Compute Scheduling and Optimization Platform: Cross-Region Resource Management
Green Data Center Technologies: Liquid Cooling, Waste Heat Recovery, and More
Compute Rental Service: Elastic Compute for SMEs
Compute Security & Operations: Data Center Security Monitoring Service
Risks and Uncertainties
Risk of oversupply: If AI applications fail to meet expectations, capacity utilization may remain low.
Energy consumption and carbon emission pressures are driving increasingly stringent green computing requirements.
Cross-regional coordination is challenging; construction progress across the three locations may be out of sync.
Data Sources and Methodology
Research Methodology
Based on official documents from the Leading Group Office for Integrated Development of the Yangtze River Delta, Xinhua News Agency reports, and Jingzhi Research Institute's tracking analysis of the computing power market.
Data Source
Joy Ask
Industry Intelligent Q&A Based on the JoyHIAI Database
Trend Stage:Growth Stage
Rapid growth phase with increasing market recognition
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