Computing power infrastructure construction remains hot, listed companies explore the "computing-electricity synergy" blue ocean
China's National Development and Reform Commission and the National Energy Administration have issued new guidelines for green electricity direct connection projects. These projects must ensure that self-generated electricity for self-use accounts for at least 60% of the total available power generation. The guidelines also stipulate that wind and solar power scale should be incorporated into provincial energy development plans, with specific usage ratios for total electricity consumption. AI
IMPACT New regulations on green electricity usage for data centers could impact the cost and availability of AI computing resources.