According to the latest data, the average number of words called per day in China has exceeded 500 trillion yuan. How exaggerated is that number? At the beginning of 2024, it was still only about 100 billion, which has increased thousands of times in two years. Behind the explosive increase in the number of word calls is an overall acceleration of competition for big models. Demand for computing power has exploded, directly driving the acceleration of infrastructure investment. The National Development and Reform Commission made it clear that during the “15th Five-Year Plan” period, the construction of computing power networks will increase direct investment of 4 trillion yuan. Considering that computing power construction is mainly based on enterprise investment, this will create huge space for private investment. The National Development and Reform Commission emphasized that the layout and construction of a computing power network cannot be “rushed up”; attention should be paid to adapting supply and demand, computing and electricity collaboration, so as to achieve scientific and reasonable, safe and reliable, green and low carbon, and cost controllable.

According to the latest data, the average number of words called per day in China has exceeded 500 trillion yuan. How exaggerated is that number? At the beginning of 2024, it was still only about 100 billion, which has increased thousands of times in two years. Behind the explosive increase in the number of word calls is an overall acceleration of competition for big models. Demand for computing power has exploded, directly driving the acceleration of infrastructure investment. The National Development and Reform Commission made it clear that during the “15th Five-Year Plan” period, the construction of computing power networks will increase direct investment of 4 trillion yuan. Considering that computing power construction is mainly based on enterprise investment, this will create huge space for private investment. The National Development and Reform Commission emphasized that the layout and construction of a computing power network cannot be “rushed up”; attention should be paid to adapting supply and demand, computing and electricity collaboration, so as to achieve scientific and reasonable, safe and reliable, green and low carbon, and cost controllable.