this year, China issued a notice on the "Fifteenth Five-Year Plan for the Construction of a New Energy System ". Among them, it is clearly pointed out that we should strengthen the coordinated layout of large-scale new energy bases and national computing power hubs, build "energy + digital" industrial clusters, and promote strong computing with electricity . Strengthen the two-way empowerment of computing power and power, and ensure the high-quality electricity demand of big data, artificial intelligence and other industries. Professor of
North China Electric Power University, On July 23, Wang Peng , Executive Director of the National Institute of Energy Development Strategies, shared his observations and reflections on the coordinated development of computing and electricity at the Seminar on the Review of the Development of the Photovoltaic Industry in the First Half of 2026 and the Prospect of the Situation in the Second Half of 2026.
Wang Peng said that the development of the power computing industry is driven by the development of the digital economy. At present, the digital economy has become a key force in restructuring global factor resources, reshaping the global economic structure and changing the global competition pattern.
"With the advent of the digital economy era, data centers have become an important new infrastructure to support social and economic development, with huge power consumption, especially the emergence of generative artificial intelligence represented by ChatGPT, which has led to a significant surge in power consumption in data centers." Wang Peng said, "According to the PJM report, the proportion of data centers in summer peak load will increase from 4% to 12% by 2030."
Looking forward to the future development trend of computing power synergy, Wang Peng said that at present, "computing power is national strength" has basically formed a consensus. Everyone has realized the importance of "computing synergy", but the real formation of the concept and consensus of "synergy" still needs some time and process .
From the shallow dimension, the data center needs electricity, green electricity and cheap green electricity. However, it is a long process to achieve deep synergy in computing and power synergy.
At the same time, Wang Peng also pointed out that the future development of power computing synergy will deeply trigger the basic logic of power market construction. He said that the current construction scale of data centers is relatively large, which will have a great impact on the future supply and demand of electricity, and will have a certain impact on the price of node electricity and spot electricity market .
According to Bloomberg's tracking of 25000 grid nodes covering seven regional transmission agencies, in 2020-2025, near the data center concentration area, the node-level wholesale electricity price has increased by 2-3 times, and in the most affected areas, the actual residential electricity price has increased by 58% -94% in the past five years.
In this regard, Wang Peng said that how to achieve the balance between the development of data centers and social electricity prices still needs to be solved.
(The above content is based on the speech on the spot and has not been confirmed by me)
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