The connotation, evolution and development significance of new infrastructure construction

The new infrastructure Alliance said that it will be guided by national strategy, driven by the market, with enterprises as the main body, build a platform for industry-university-research cooperation around the construction of new information infrastructure, improve the level of research and development, design, production, integration and service, and focus on the construction of big data centers and intelligent computing centers to promote the supply capacity of new infrastructure. We will promote the digital transformation of traditional industries and support the accelerated development of new technologies, industries, business forms and models.

On August 31, the first big data center project of CNNC was officially started.

Alibaba Cloud announced that the three super data centers located in Nantong, Hangzhou and Ulanqab were officially completed, and will add more than one million servers, radiating the three economic belts of Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong, Hong Kong and Macao, and will establish more than 10 super data centers in the country in the future. Tencent recently announced that it will add a number of super-large data center clusters in the future, and the long-term planned deployment of servers will exceed 1 million units.

In other words, the macro planning blueprint at the national level must be implemented at the local and corporate levels.

Third, the development significance of new infrastructure

The "new infrastructure" will build a support network for China's new economic momentum, bring acceleration to China's new economy, and also drive the formation of short and medium term economic growth points. The development significance of the new infrastructure mainly includes the following points.

First, the new infrastructure focuses on the key areas of a new generation of information technology. Appropriately advance the layout of new infrastructure such as 5G infrastructure and big data centers, empower the industrial Internet through 5G, promote the deep integration of 5G and artificial intelligence, and accelerate the construction of digital China, so as to firmly grasp the historic opportunity of a new round of scientific and technological revolution and industrial transformation, and seize the initiative in the development of the digital economy. Thailand promotes the integrated development of the new generation of information technology and manufacturing industry, accelerates the digital and intelligent transformation of industrial enterprises, improves the digital, networked and intelligent development level of manufacturing industry, promotes the transformation of manufacturing mode, production mode and enterprise form, and thus drives industrial transformation and upgrading.

Second, the new infrastructure focuses on the weak links of regional integration. Central cities and urban agglomerations are becoming the main space to carry development factors, but they also face weak links and shortcomings such as administrative boundary restrictions and insufficient regional energy security. Accelerating the layout of intercity high-speed railways and intercity rail transit, UHV power hubs, and major scientific and technological infrastructure, science and education infrastructure, and industrial and technological innovation infrastructure can promote cross-regional infrastructure construction in a coordinated manner, and constantly improve the level of infrastructure connectivity between central cities and key urban agglomerations.

Third, "new infrastructure" will give birth to a large number of new business forms. Just as the popularity of the Internet has brought about the era of e-commerce led by Taobao and Jingdong; The popularity of mobile Internet has brought about the era of social and sharing economy dominated by wechat and Didi. The popularity of 4G network has brought the era of wireless broadband application. As the "new infrastructure" becomes a reality, the "network effect" of the "new infrastructure" will bring exponential growth, bringing a large number of high-growth new businesses that are currently unpredictable.

Fourth, there is huge room for investment in "new infrastructure". In the field of 5G, the country has launched a comprehensive independent network 5G infrastructure network construction, and the three major operators have plans to build 5G base stations. In the data center, because of the wide application of big data and artificial intelligence, the demand for computing power has increased significantly, and leading Internet companies are competing to build ultra-large-scale data centers. Wuhan, Chongqing, Nanjing and other places set off a wave of city competition in computing power; In the field of industrial Internet, many large enterprises, such as Haier, TCL, Sany Heavy Industry, Xugong Group, etc., speed up the construction of industrial Internet platforms in their respective industries, and deploy edge computing networks connected with machinery and equipment; In the field of artificial intelligence, Baidu, MegVII, Yitu and other enterprises have built open platforms for artificial intelligence, and supported ecological development in areas such as autonomous driving, face recognition, and medical film reading.