National Data Administration (China)
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- Expert: compute-power coordination is key to China's AI compute costs
Lin Boqiang of Xiamen University's China Institute for Studies in Energy Policy said in an interview that "compute-power coordination" was written into China's Government Work Report for 2026, and the National Data Administration requires new computing facilities at hub nodes to use at least 80% green electricity. He said power prices are the top factor in siting decisions, followed by green-power compliance, with capacity electricity pricing and direct green-power connections the biggest bottlenecks; China had over 500 intelligent computing centres in use as of June 2026, yet computing workloads used only 36.8% of capacity in 2025. He estimates electricity could make up roughly 40% of a computing centre's costs within three years, and that generators could bundle green power, storage and supply guarantees to become holders of "token capacity", though returns remain uncertain because token demand is tied to model iteration cycles.
36氪 人工智能 · 🔥 7
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