Shulou(Shulou.com)11/24 Report--

Under the new technological changes such as artificial intelligence, computing power, as a new type of productivity, is pressing the "fast forward key" for high-quality development. On October 9, the Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council and other six departments jointly issued the Action Plan for High-quality Development of Computing Infrastructure (hereinafter referred to as the Action Plan).

The Action Plan defines the quantitative development indicators by 2025 from four aspects: computing power, carrying power, storage power and application empowerment, and deploys 25 key tasks in terms of power supply system, computing power carrying capacity, storage power guarantee, green low-carbon computing power and computing power safety construction.

It is not difficult to see that the introduction of the high-quality development policy of computing infrastructure means that the state will increase its support for the development of computing industry, which will point out the development direction for computing infrastructure manufacturers. Broker research institutions continue to be optimistic about the prospects of the computing industry, and believe that enterprises with leading advantages in relevant fields will be welcomed by favorable policies for development opportunities. For example, Lenovo Group, as the world's most comprehensive computing infrastructure and service provider, will inject "Lenovo" kinetic energy into the high-quality development of computing infrastructure under the guidance of "Puhui" computing strategy, on the one hand, and will continue to benefit from policy support.

The new policy of calculating power clearly defines the development goal and leads the "shovel-seller" to step into high-quality development.

With the deepening and evolution of new technologies represented by AI, the digital economy era is fully opening. As a new form of productivity, computing power has become one of the core forces driving the digital and intelligent transformation of all walks of life. With the importance of computing power to the digital economy, the world's major economies are constantly increasing their investment in computing infrastructure construction, which has therefore become one of the key factors affecting the country's comprehensive strength.

At present, the development of China's computing infrastructure has achieved remarkable results, and the construction of computing infrastructure is advancing steadily. At the previous World Computing Conference, Zhao Zhiguo, chief engineer of the Ministry of Industry and Information Technology, said that China has formed a computing industry with relatively complete system, large scale and active innovation. In 2022, the computing industry scale reached 2.6 trillion yuan. In recent six years, the cumulative shipment exceeded 20.91 million general servers and 820,000 AI servers, ranking second in the world in terms of total computing power.

However, industry insiders also pointed out that there is still a certain gap between the development of China's computing infrastructure and the goal of promoting the deep integration of digital economy and real economy, realizing high-quality economic and social development, and the requirements of dealing with fierce competition in the international market.

Under this background, it is timely for China's computing infrastructure development to usher in the Action Plan for High-quality Development of Computing Infrastructure. The Action Plan also clarifies the goals and tasks of the computing industry to achieve high-quality development based on the current situation of computing power development and industrial demand.

For example, in terms of computing power, the Action Plan proposes that by 2025, the scale of computing power in China will exceed 300 EFLOPS, the proportion of intelligent computing power will reach 35%, and the computing power in the east and west will develop in a balanced and coordinated manner. In terms of application empowerment, it is necessary to significantly improve the penetration rate of computing power in industries, transportation and other fields, realize large-scale replication and promotion, and further expand the application scope in energy, education and other fields.

This goal not only points out the direction of high-quality development, but also provides policy guarantee for the long-term development of its industry for the "shovel seller" manufacturers who provide computing infrastructure.

As the world's largest computing infrastructure provider, Lenovo Group, under the "new IT" technology architecture covered by "end-edge-cloud-network-intelligence" elements, based on its advantages as the world's highest share of TOP500 high-performance computer suppliers, the world's third largest server provider and the fifth largest storage equipment manufacturer, is building a foundation for computing power supply with "Puhui" computing products and services as a "shovel seller". It also provides support for the calculation power empowerment of thousands of lines and industries.

Optimistic policy catalytic dividends, securities firms continue to sing multi-calculation opportunities in the future

It is worth mentioning that, benefiting from policy catalysis, brokerage research institutions remain optimistic about the long-term prospects of the calculation track and actively sing more. Guotai Jun 'an commented that the "Action Plan" issued by the six ministries and commissions, as the top-level planning of the computing industry, clarified the productivity attributes of the computing industry, pointed out the main business models of the computing industry, and was conducive to promoting the growth and acceleration of the computing industry. The industry boom will continue to rise, which is expected to promote the server complete machine and computing leasing industry to achieve more than expected development.

Ping An Securities believes that the new policy will promote the rapid development of China's computing infrastructure. As the key productivity in the digital economy era, the state attaches great importance to it. The quantitative development target of 2025 will further open up the growth space of domestic computing industry in the future. The computing industry chain company deserves attention. Guohai Securities said that computing power is a new type of productivity integrating information computing power, network carrying power and data storage power. Computing infrastructure is an important part of new information infrastructure, which is of great significance for boosting industrial transformation and upgrading, enabling scientific and technological innovation and progress, etc. Maintain "recommended" rating for computer industry.

There are also securities companies that, as the core kinetic energy of AI technology application, under the support of policies, will bring the accelerated development of AI construction in China. Guoxin Securities pointed out that the release of the Action Plan gives obvious quantitative plans in terms of computing power scale, intelligent computing power proportion, computing power, application side, etc., which is expected to accelerate the development of domestic AI industry. Meanwhile, the promotion of AI application end is also expected to drive the long-term demand for computing hardware infrastructure with servers and switches as the core.

At the same time of policy overweight, relevant progress in AI field also further drives the bullish momentum of securities firms to the calculation industry chain. Recently, based on the updated ChatGPT can interact through pictures and voice, CICC believes that AI attraction has increased, and it is continuously recommended to pay attention to AI computing power and AI application plate. Guosheng Securities said that with the update of ChatGPT, the demand for computing power accelerated release, and the construction and development of computing power in China will be further accelerated under the promotion of this Action Plan.

It can be seen from this that policy dividends catalyze the accelerated development of AI, and securities firms are unanimously optimistic about the investment opportunities of computing power industry chain. As a highly deterministic track, the latter will also bring broad growth prospects for relevant companies. Among them, Lenovo Group, as the most complete computing infrastructure manufacturer, is expected to lead the high-quality development of computing power foundation with the advantage of universal and intelligent "universal wisdom."

Associating anchor goals, releasing the potential of "Puhui" computing power

Nowadays, under the technological change led by AI, the development requirements of digital economy and general artificial intelligence (AGI) drive the new computing era of "everything is data,""countless calculations" and "no calculation is not intelligent," and the real economy therefore calls for new computing power in the new computing era. In this regard, KPMG and Lenovo Group jointly released "Puhui Computing Power Opens a New Computing Era" to propose "Puhui" computing power that is available to everyone, available to everyone, applicable to everyone and has intelligent capabilities such as self-adaptation, self-learning and self-evolution.

"Puhui" type computing power will require computing power to have green, scene-oriented and market-oriented characteristics, which basically coincide with the principle of "diversified supply, optimized layout; demand traction, strengthening empowerment; innovation-driven, convergence of resultant force; green, low carbon, safe and reliable" proposed in the Action Plan. This undoubtedly provides a policy basis for the release of the value of "Puhui" computing power.

At present, Lenovo Group takes "Puhui" as its computing power development strategy. Relying on new IT technology, Lenovo Group provides ubiquitous "Puhui" computing power for various entity enterprises with edge computing, high-performance computing, server, cloud computing, intelligent computing center solutions and other products and services.

Lenovo Group's smart computing center solutions include application-based Lenovo brain-embedded solutions; hybrid cloud solutions for scheduling and unified deployment of hybrid computing resources based on general computing, supercomputing and smart computing resources; and green low-carbon smart computing center infrastructure dedicated to helping customers build green low-carbon computing power. In addition, Lenovo Group's solution also includes Lenovo Smart Computing Center Service, which provides full-cycle companion services, and Lenovo Computing Service 2.0, which provides on-demand subscription and flexible payment mode.

In the Action Plan, one of the key tasks of computing power development is to improve the comprehensive computing power supply system, specifically including optimizing the construction layout of computing power facilities. The latter points out that orderly construction of computing power facilities is needed to implement major regional development strategies at Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing and other nodes. It is also necessary to promote the construction of data center clusters at Guizhou, Inner Mongolia, Gansu, Ningxia and other nodes to improve the utilization efficiency of computing power facilities. Promote efficient complementarity and synergy between the east and the west.

However, Lenovo Group once built the whole operation environment of high-performance computing platform such as system, storage, network, login management system and cluster system software based on "Puhui" computing service in Gansu Province, one of the eight nodes of the national computing hub, with ThinkSystem server and storage solution as the core, on the construction of Zijinyun Public Computing Center in Gansu Province, thus helping the national "East and West Computing" to accelerate the landing.

It is worth mentioning that the Action Plan also points out that one of the tasks of computing power development is to strengthen the construction of security assurance capability at the security level, specifically from the aspects of improving network security, strengthening data security and recommending supply chain security. In terms of security, Lenovo Group's "Puhui" computing power has also shown strong strength.

Lenovo Infrastructure Solutions Group (ISG), which focuses on computing infrastructure business, has been certified by ICE Laboratories ISO 27001:2022 Information Security Management System (ISMS), which is the highest ISO level certification among the top five computing equipment companies in the world.

It is reported that in the above laboratories, Lenovo ThinkSystem, ThinkEdge, ThinkAgile and CSP ecosystem firmware and software are securely stored, built and signed, and ISO 27001 certification highlights Lenovo Group's commitment to providing security solutions and products for enterprises with various computing needs.

On the whole, as the key productivity of digital economy, computing power will take a new step forward under the drive of high-quality development policy and inject new vitality into the high-quality development of digital economy. As a "shovel seller" providing computing infrastructure, Lenovo Group will closely combine policy requirements, intensively construct computing infrastructure, and open up incremental development space by providing more "universal" computing products and services for customers with various computing needs.

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