【Repost】Data centers accelerate the integration of computing and power. CATL invests tens of billions of yuan, and SOFC is poised for explosive growth.

This month, driven by both policies and market forces, the data center industry has accelerated the integration of computing power and power supply. The state has rolled out a slew of policies, explicitly encouraging computing infrastructure to be equipped with grid-forming energy storage, giving priority to direct access to green power, and including computing power facilities in energy conservation supervision. From the market perspective, CATL has invested over ten billion yuan to take stakes in 21Vianet and Zhongheng Electric to secure key positions in the sector. Solid Oxide Fuel Cells (SOFC) and gas turbines have seen explosive growth amid power shortages for computing facilities, with Bloom Energy and SpaceX both landing multi-billion-dollar orders. Enterprises such as Aikang Electric are also speeding up the research and development of Solid State Transformer (SST) prototypes. The industry as a whole is witnessing an in-depth integration trend of green power, energy storage and new power supply technologies.
【Repost】https://mp.weixin.qq.com/s/tcOjA4gWrdppAn5qvDliog