Abstract:
Against the background of the deep integration between the digital economy and new quality productive forces, computing power has emerged as a core productive force. China’s computing power industry is currently in a critical period of transitioning from scale expansion to quality improvement, efficiency enhancement, and service-oriented transformation. This paper systematically analyzed the practical challenges of China’s computing power services in achieving low-carbon and inclusive development, revealed the internal logic of “computing-electricity-carbon” synergistic drive, and provided decision support for the advancement of computing power. Based on the transformation landscape of the industry, this study examined five key dimensions—demand, supply, transmission, market, and environment—while comparing the differences between Chinese and American service models. Furthermore, it explored effective paths for the commercialization and low-carbon transformation of computing power services by incorporating policy practices such as the “East Data West Computing” project, computing networks, and computing vouchers. The research found that significant structural contradictions exist in China’s computing power services, manifested as the coexistence of high-end intelligent computing shortages and low-end idle capacity, regional supply-demand mismatches, low efficiency in computing-network scheduling, and high emission intensity per unit of computing power. It identified the synergistic coupling of “computing, electricity, and carbon” as the cornerstone of high-quality development, asserting that the synergy between inclusiveness and low-carbonization could achieve optimal resource allocation and value maximization. Accordingly, the paper proposed targeted policy recommendations, including optimizing value orientation centered on “low-carbon+inclusiveness,” and constructing an east-west collaborative low-carbon computing network, a unified and efficient computing-energy-network scheduling system, collaborative pricing mechanisms, and green and credible security barriers. This study provides theoretical support and decision-making references for China’s progression from a “major computing power nation” to a “leading computing power nation”.