Five real problems of the computing power industry have emerged （中国算力产业出现五个真问题）
Global computational resources are shifting significantly, placing China's computing industry at a crossroads. The industry, in its broadest sense, encompasses cloud computing providers, equipment service firms, and chip suppliers. Currently, the growth rate of intelligent computing power, such as GPUs, far outpaces that of general-purpose computing power, like CPUs, propelling the entire supply chain forward.
At this critical juncture, computational resources in China are becoming increasingly dispersed. Investment in data centres is surging, yet the growth rate of the public cloud market remains limited. Data from international market research firms IDC and Gartner indicate that the growth rate of China's public cloud market has fallen to a five-year low. In contrast, investment in data centres has reached a five-year high.
The procurement and research and development costs associated with AI computing power are high. Theoretically, centralizing computing power in the hands of cloud providers is the most economical, as public clouds can efficiently leverage economies of scale to reduce costs. However, there is a gap between theory and reality. Public clouds are perceived to have limited short-term growth potential. Locally deployed clouds (hybrid, private, and dedicated clouds) are expected to be the main drivers in the next 1-3 years.
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