低碳算力服务回顾与展望

    Review and Prospect of Low-carbon Computing Power Services

    • 摘要: 在数字经济与新质生产力深度融合的背景下,算力已成为核心生产力。中国算力产业正处于从规模扩张向提质增效、服务化转型的攻坚期。系统剖析中国算力服务在低碳化和普惠化发展中的现实挑战,揭示“算—电—碳”协同驱动的内在逻辑,为推动中国算力高质量发展提供决策支持。以算力产业转型的视角,从需求、供给、传输、市场及环境五大维度出发,比较中美两国算力服务模式的差异,并结合东数西算、算力网、算力券等政策实践,探索算力服务向商品化、低碳化转型的有效路径。研究发现,中国算力服务存在明显的结构性矛盾,表现为高端智算紧缺与低端算力闲置并存、区域供需错配、算网调度效率低下以及单位算力排放强度高等问题,并提出“算—电—碳”三者的协同耦合是高质量发展的关键,通过普惠化与低碳化的协同效应,可实现资源的最优配置与价值最大化。以“低碳+普惠”为核心优化价值导向,构建东西协同的低碳算力网络、统一高效的算能网调度体系、协同共治的定价机制、绿色可信的安全屏障等针对性政策建议,为中国从“算力大国”迈向“算力强国”提供理论支撑与决策参考。

       

      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”.

       

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