Cold thinking on the hot track: multiplier effect is the fundamental requirement of East West calculation

The theory of intelligent relativity

Author Ye Yuanfeng

From the macro policy orientation , To the place 、 Industrial meso layout , And then to the enterprise 、 Micro response of mechanism , The age of computing power has come .

It's just 6 month 23 Japan , The Party School Press of the CPC Central Committee recently published 、 Edited by China information and Communication Research Institute 《 A brief history of human computing ： From Chinese abacus to digital economy 》 Release , The book is about computing and human society 、 The dynamic role of economic development has been checked , Its publication , It happens to be in full swing “ Count from east to west ” Reflect each other —— On calculating power , The deep insight of theory and the overall advancement of practice collide at this time node .

“ Count from east to west ” It has become an important link with the west to east gas transmission project 、 Send electricity from the west to the East 、 Another super project such as the South-to-North Water Diversion Project , Different from other century projects “ Series connection ” attribute （ All localities closely cooperate to complete all links of the same thing ）,“ Count from east to west ” More with “ parallel connection ” Characteristics （ All localities independently complete infrastructure such as data centers , And then incorporated into the overall ）, This makes all localities have great autonomy in the construction of data centers , It also led to “ Rush forward 、 Hitchhiking and random construction ” Wait for the risk .

Blindfolded and running , How should all localities build a macro layout that can effectively support the country , It can also fit the local actual data center ？ answer , Maybe in the super project “ Multiplier effect ” Among the requirements —— The value of the project , It should not be limited to itself , It should be this project that has triggered a wide range of linkages , Through circulation and causal accumulation, leverage to promote macroeconomic changes . stay 6 month 23 The new book published on the th , Shan Zhiguang, director of the information technology and Industrial Development Department of the National Information Center, said ,“ The data center is an important representative of the new infrastructure computing facilities , The data center has a very good benefit in stimulating the investment in relevant industrial chains ”, This is an expectation of the multiplier effect .

in the past , Multiplier effect has been deeply practiced , for example , The South-to-North Water Transfer Project is not only for the north “ Water ” More abundant , And more through “ water ” To promote the overall change of the region from social life to economic development , Bring about a new economic and social situation .

“ Multiplier effect ” How to realize , Here we think , In at least three ways , The construction of regional data centers needs attention .

Double carbon multiplier —— You can't just move the same data center from the east to the West

How was the East built 、 In the West “ Move in ”, It is becoming a common practice for some places to build data centers .

however , The most important value core of counting from the east to the West , It is to improve the utilization efficiency of energy resources during the development of digital economy , And if we just move the construction of the data center from the east to the west , Of course, it can directly solve the problem that the Eastern energy shortage can not effectively support the calculation , But its value may be limited to this .

From the perspective of macro policy demand , Counting from the east to the West and another current strategic policy hotspot “ Double carbon ” Is closely related , Push forward “ Double carbon ” Landing in this perspective , It is necessary to promote the change of energy utilization mode at the same time to realize its multiplier effect in terms of double carbon , Not just the relocation of resources .

One side , The present IDC The state of energy consumption has reached a very prominent point .

According to public data , China Data Center 2022 The annual total energy consumption will exceed 2000 Million kilowatt hour , According to the prediction of the State Grid Energy Research Institute , To 2030 year , China's data center power consumption will exceed 4000 Million kilowatt hour , The proportion of electricity consumption in the whole society is up to 3.7%.

Such a huge number , The energy consumption of the data center has a direct impact on the overall situation of dual carbon implementation , There must be corresponding optimization actions , Instead of just continuing to expand the number and scale of data centers in the west by inheriting the original playing method .

On the other hand , How to , How to use more computing power or existing computing power to reduce energy use , Become more important .

Traditional data centers judge the energy situation , The indicators used are classic PUE indicators , but PUE There are still deficiencies —— Only about IDC Information about the proportion of equipment energy consumption , If PUE The index is low （ It means that the traditional evaluation is good ）, But the effect of converting energy consumption into computing power is not good , The lowest PUE It can't be said that this data center has done it “ Excellent energy consumption ”.

in fact , The relationship between data center and digital economy in terms of energy consumption , It is nothing more than the corresponding of how much industrial value can be generated by unit energy consumption ——IDC Every kilowatt hour consumed by the equipment , The more output , The better the energy consumption index of the data center . And an important background of counting from the east to the West , It is precisely the old, small and scattered data centers that cause low resource utilization , A large amount of energy consumption investment in exchange for inefficient computing power , Intensive layout is required + New technologies enable greater digital economic benefits per unit of energy consumption , and PUE It does not fully reflect the process of energy consumption optimization —— even to the extent that , The present has reached 1.2、1.1 Of PUE There is not much room for re optimization of indicators .

therefore , The data center established by the eastern digital computing and Western computing , Can't just look PUE Indicators to measure energy consumption . The industry needs a computing power evaluation standard that is more in line with the needs of the digital economy under the dual carbon theme , To form a benign guidance for the construction of data centers at the national macro level , So as to guide the healthy development of the industry .

From the above analysis , The evaluation of computing power here should pay more attention to the conversion of energy consumption into computing power “ It works ” sex , According to what hebaohong, director of the Institute of cloud computing and big data of the Chinese Academy of ICT, said when talking about the energy consumption of the data center at the new book press conference , namely “ To see the value it brings to society ”. therefore , The new standard should consider how to promote energy-saving technology , Using limited resources to provide more efficient computing power , Or to sum up , Is to push forward “ Effective computing power ” The evaluation of .

The author thinks “ Effective computing power ” It should become the key point of solving double carbon problems in the project of "counting from the east to the west" , And how to promote effective computing power , Huawei, which provides support for data center construction , Its cluster computing solution gives a feasible answer .

On the underlying hardware 、 Basic software 、 Apply bridging 、 The full stack layout of the computing architecture , So that Huawei can promote the effective transformation of energy consumption to computing power to a greater extent .

for example , On hardware , The energy consumption advantage of the new computing architecture is fully exploited by Huawei ; On software , Euler operating system 、 Shengsi MindSpore AI The framework makes energy efficiency higher through professional matching and optimization , The management platform including the Danube scheduler effectively improves the computing power management and use efficiency of large-scale clusters ; On the ground of integration solutions , Large scale cluster computing （ for example “ Pengcheng yunnao ” project ） Industry leading multi-core collaboration efficiency , wait .

thus it can be seen , Huawei cluster computing has long been associated with “ Effective computing power ” Conformity of evaluation criteria , The inherent need of counting from the east to the West , Let this fit become explicit .

Multiplier of development —— We should not just take into account the current demand for computing power in the current digital economy

at present , The construction of data centers in many places also faces another problem , That is, only for the large-scale construction of general-purpose computing , Without fully considering the impact of the development of digital economy on AI The future of computing requires .

in fact , The project of counting from the east to the west is urgent , An important background is that the demand for computing power is expanding rapidly with the rapid development of intelligence , It strengthens the shortage of computing resources in the East under the future expectation , It has to be laid out in advance .

Over the years , Intelligence has gradually become the core competence of industrial digitalization , manufacture 、 traffic 、 energy 、 government affairs 、 Finance 、 Medical care …… All walks of life are calling for intelligence 、 Digital intelligence brings a new driving force , The solution providers are clustered in several major cities in the East , A large number of enterprises with computing power demand in the region are looking for high-quality AI Computing resources , Sometimes AI The shortage of computing power resources even affected the AI The development of innovative enterprises .

according to IDC The data of , Global AI revenue is expected to 2023 Years will break through 5000 Billion dollar mark , Whether it is the world or China , The digital economy will enter a new era AI A new stage of core driving force , Have high AI Countries with computing infrastructure and application capacity 、 Regions or enterprises can get more dividends from the digital economy .

therefore , In the tide of counting from the east to the West , The construction of the data center must be in AI Here we focus on the layout . meanwhile , Just as Chang Cheng, President of Huawei's China government enterprise data center solutions, said at the new book launch ,“ Artificial intelligence itself is incremental computing , It is easier to plan from the top-level architecture , Try first ”, therefore , Counting from the east to the West will be an important century project to leverage the new increment of intelligent economy ,AI Try first , Through the West AI The transmission of computing power to innovative enterprises in the East , Will bring the whole industry 、 Profound changes in the whole scene .

Except the East “ Demand side ” Fundamental analysis ,AI The increase in demand for computing power is also reflected in “ Supplier ” Market data .

International authorities IDC Statistics , China AI Computing power has occupied the global market 40% Right and left share , In the leading position . And the CCID Institute predicts , To 2025 year , China's basic computing power and AI The total amount of computing power will exceed 300 EFLOPS and 1800 EFLOPS,AI The computing power will greatly surpass the general computing power .

The general calculation base is large 、 Relatively slow growth ,AI The calculation base is small but growing rapidly , future AI It is inevitable that computing will become the main supply of computing power beyond general computing .

In this context , The data center focuses on AI Calculation has become necessary . It's just , Have to say AI The threshold of calculation is higher , Is a “ Something difficult and necessary ”. The good news is , There are still forces that can be integrated in the market , To ascend AI representative , Huawei in AI The advance exploration and accumulation in computing is such a reserve force .

at present , Huawei has the whole scene AI Basic hardware and software platform , And in industrial practice, it has co created with a large number of partners “AI+ industry ” Case study .

Super computing power 、 Better energy efficiency Atlas Series hardware , Fully open source AI Frame Shengsi MindSpore, Pratt & Whitney's open Artificial Intelligence Computing Center , Rise AI The computing industry is becoming an era of counting from the east to the West AI An important provider of computing power .

and , Different from the wide applicability of general computing ,AI Calculation needs to think about the fit of industries , The layout should be related to the actual application . And in this respect , Rise AI Computing has been done in collaboration with its ecological partners , Launched through the operator 、 Finance 、 Internet 、 energy 、 traffic 、 Medical care 、 government affairs 、 Manufacturing, etc. 8 Solutions that are widely used in the industry , It can adapt to and meet the needs of different industries in different regions .

AI Here, computing power promotes the implementation of intelligent solutions , It is promoting the fundamental change of different industrial development models , Bring totally different work efficiency and effect , Enhance the status of China's industrial chain , This is a “ Multiplier effect ” Typical embodiment of .

Multiplier for new infrastructure —— It cannot be just a large-scale installation of the original digital facilities

It is a typical new infrastructure project , It will directly promote the accelerated development of China's digital industry in terms of industrial scale .

however , This does not mean that the data center only needs to integrate all the usual ICT facilities “ Once again ” that will do .

Data center is a rare industry with a long chain 、 Covering a wide range of categories 、 Digital industry projects with great driving effect , Basic software 、IT equipment 、 Cloud computing has a strong scale effect . Starting from the multiplier effect , It also needs to be linked through the industrial chain , Leverage Chinese original ICT Long term development of technology , So as to avoid possible systematic risks .

By counting things from the east to the west, we can promote the innovation that China has been making ICT The original core technology moves towards large-scale commercial use , It will be a rare large-scale landing opportunity , The construction of a new industrial chain of computing economy can directly promote these technologies to a new level .

Besides , The dispute over calculating power is also a dispute over national power , The construction of local data centers must be laid out in terms of independent innovation technology , Instead of focusing on traditional computing that is used to 、 Technical practices from abroad .

at present , China's new computing industry is developing rapidly , Manufacturers or brands that can meet such data center construction in the market , Including Kunpeng 、 Rise 、 Feiteng , Euler 、 kirin 、 Tongxin, etc , Both have strong international technology leadership , However, due to asymmetric market information 、 The application ecology is still developing rapidly and has not been widely popularized , It has not been well incorporated into the vision of data center construction , In the future, the construction of the data center needs to be further combined with the new computing industry .

Take Euler as an example , This original “ Server operating system ” After the upgrade , It has been compatible with servers on the basis of root technology innovation 、 Cloud computing （ Cloud native ）、 Edge of computing 、 Embedded and other devices , It can drive a wide range of digital infrastructures , This is the first in China , And more secure .

The combination of the data center with this new computing effort , Will be with “ Four or two thousand catties ” Drive the rapid development of China's new computing industry , Back feeding technology research and development , Drive the progress of more innovative industries .

Of course , Out of marketization 、 The demand for industrialization , The current data center also needs to ensure the balance between independent innovation technology and foreign advanced technology , The layout of the former will be a long-term thing , But we should pay attention to it at the initial stage .

Conclusion

Whether from double carbon 、AI Computing is also a dimension of independent innovation , Counting from the east to the West “ Multiplier effect ” The requirements have emerged , The construction of data centers in various regions must be done .

Predictably, ,“ Count from east to west ” The project will bring new opportunities for China's data centric industrial development , And continuously improve the contribution of data assets to economic development , Drive the vast western region to participate in the digital economy wave guided by intelligence .

But also note that , In progress “ Count from east to west ” In the process of engineering construction , We must follow the economic law 、 natural law 、 Social laws , Follow the rules , Strengthen overall planning and policy guidance , Steady progress , Promote the appropriate agglomeration and intensive development of national data centers , Form echelon layout and rational division of labor , Reasonably divide physical boundaries and strengthen green energy conservation 、 Hard constraints such as shelf availability , Avoid rushing in 、 Blind development .

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