National Computing Power Interconnection Regional Node List Released, 17 Provinces Including Beijing and Shanghai Selected
Summary
The Ministry of Industry and Information Technology announced the list of regional nodes for the national computing power interconnection system, with 17 provinces (autonomous regions and municipalities) including Beijing and Shanghai selected. The system adopts a '1+M+N' three-tier architecture, and regional nodes will provide services such as identifier registration, resource aggregation, interconnection scheduling, and data monitoring. The three major telecom operators are the main builders of the computing power network, with China Telecom's 'Xirang' platform managing over 118 EFLOPS of computing power.
Bubble analysis
This news involves national-level computing infrastructure construction, which is policy-driven expansion of computing supply and may increase AI computing investment, but it does not directly involve funding amounts or valuations, so its direct impact on the bubble assessment is limited.
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