The national development and Reform Commission and other departments officially announced on the 17th that they agreed to start the construction of national hub nodes of the national integrated computing network in Beijing, Tianjin and Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong and Macao, Chengdu and Chongqing. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
The so-called “East number West calculation”, “number” refers to data, “calculation” refers to computational power. “Generally speaking, it means that the data from the East is transmitted to the West for calculation and processing, just like the South-to-North Water Transfer and the west to East power transmission. The ‘east to West computing’ is another important strategic project of the country. With the idea of integration, it promotes the coordinated development of the data centers in the East and the West with networks, clouds, computing power, data elements, applications and security.” Li Jie, deputy director of cloud computing and big data Research Institute of China Academy of information and communication, explained.
“counting from the east to the west” 8 large computing power hubs
and 10 clusters all landed
On the same day, four national hub nodes of the national integrated computing network, including Beijing Tianjin Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong, Macao and Chengdu Chongqing, were launched. In addition, in December last year, Guizhou, Inner Mongolia, Gansu and Ningxia launched the construction of a national integrated computing power network, and the national hub node was approved. The eight computing power hubs and 10 clusters of “counting from the east to the west” were all implemented.
Among them, Beijing Tianjin Hebei hub plans to set up Zhangjiakou Data Center cluster; The Yangtze River Delta hub plans to set up the data center cluster of the Yangtze River Delta ecological green integrated development demonstration area and the Wuhu Data Center cluster; Chengdu Chongqing hub plans to set up Tianfu Data Center cluster and Chongqing Data Center cluster; Guangdong Hong Kong Macao Dawan District hub plans to set up Shaoguan Data Center cluster, and the boundary of the starting area is Shaoguan high tech Zone.
“The national hub node will become a ‘granary’ and ‘blood bank’ to promote the development of the digital economy. It plays a key role in building a digital city, providing super computing power, building an urban smart brain, improving government governance capacity and level, and ensuring national network and information security. It is an important strategic infrastructure related to national security, stability and development.” Feng Jie, member of the information and communication economy expert committee of the Ministry of industry and information technology, said.
the annual investment volume will reach hundreds of billions of yuan
effectively drive the upstream and downstream investment of the industry
What upstream and downstream industrial chains will be driven by the construction of “counting East and counting West” and how much investment will be driven?
Authoritative institutions and experts estimate that the annual investment volume of the “counting from the east to the west” project will reach hundreds of billions of yuan, and the pulling effect on relevant industries will reach 1:8. This also means that the project will greatly exceed the “west to East Gas Transmission” and “south to North Water Transfer” projects. This is precisely the power of China’s “digital economy”.
“The data center industrial chain includes not only traditional civil engineering, but also it equipment manufacturing, information and communication, basic software, green energy supply, etc. it has a long industrial chain, covers a wide range of categories and has a large driving effect. By coordinating and optimizing the layout and promoting the accurate development of the data center, it will effectively drive the upstream and downstream investment of the industry.” The relevant person in charge of the Gaoxin Department of the national development and Reform Commission said.
According to the quantitative data from relevant research reports, the digital economy and GDP will grow by 3.3% for every 1 percentage point increase in the computing power index. And 1.8%..
In fact, with the rapid development of 5g, artificial intelligence and other new technologies, China’s demand for data resource storage, computing and application continues to increase, driving the rapid growth of data center scale. In recent five years, the average annual growth rate of China’s data center rack has exceeded 30%.
Huawei, Century Internet and many other companies
actively layout “counting from the east to the west”
The reporter of Shanghai Securities News learned that many leading enterprises, including Huawei, Century Internet, China Telecom Corporation Limited(601728) and Baidu, are actively participating in the project of “counting East and counting West”.
“We actively participate in the project of ‘counting from the east to the West’, and our business layout is highly consistent with the national strategy.” The person in charge of Huawei cloud told reporters that Huawei proposed the layout of cloud data center in Southern Guizhou and Northern Ukraine in 2017. It plans to build super large data center bases in Gui’an new area and Ulanqab big data Industrial Park, with more than 1 million servers in the long term.
\u3000\u3000 “21vianet was founded in 1996 and built the first third-party data center computer room in China in 1999. In the first 20 years of the company’s development, the resource layout is mainly concentrated in the first tier cities and their surrounding areas. Under the guidance of the collaborative and innovative development of the national” East data and West computing “project and the integrated big data center, 21vianet will tilt to the central and western regions and the eastern data center through new projects Two measures for function improvement should be taken at the same time. Among them, the company will gradually increase the proportion of large and super large data centers in the western region. It is expected that the growth rate of data center investment in the western region will be twice that in the eastern region in the next five years. ” Wang Shiqi, the rotating CEO of century Internet Group, told reporters.
\u3000\u3000 “Our data center located in the hub node of the west can make full use of the advantages of the West in climate, environment and other aspects, integrate green and intelligent technologies into the overall design, and significantly reduce the pue of the data center and the operating cost of enterprises. The pue is only 1.12. Under the condition of full load operation in the future, it is expected to save 1.01 billion kwh of electricity and 810000 tons of carbon emissions per year, which is equivalent 35.67 million trees were planted annually. ” The person in charge of Huawei cloud said.
count East and West! Hundreds of billions of yuan a year! Also leveraging eight times the investment! Many companies have been laid out!
new infrastructure projects are coming! The East digital West computing project was officially launched and the data center industrial chain benefited
Research on Citic Securities Company Limited(600030) : “counting East and counting West” is fully launched. It is suggested to pay attention to IDC industrial chain
