Home Business The number of East and West is full of fire, concept stocks have a large-scale daily limit, Ali, Tencent, Byte, and Kuaishou have been deployed on a large scale | Leifeng.com

The number of East and West is full of fire, concept stocks have a large-scale daily limit, Ali, Tencent, Byte, and Kuaishou have been deployed on a large scale | Leifeng.com

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The number of East and West is full of fire, concept stocks have a large-scale daily limit, Ali, Tencent, Byte, and Kuaishou have been deployed on a large scale | Leifeng.com

February 21 Leifeng.com(Public Number: Leifeng.com)News, the National Development and Reform Commission and other departments jointly issued a notice on February 17, agreeing to start the construction of national computing power hub nodes in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu, and Ningxia. 10 NDC clusters are planned. So far, the overall layout design of the national integrated big data center system has been completed, and the “East and West” project has been officially launched.

This marks the official start of my country’s “East Number and West Calculation” project.

The relevant person in charge of the High Technology Department of the National Development and Reform Commission said that the data center industry chain is long, covering a wide range of categories, and the driving effect is large. The construction of computing power hubs and data center clusters will effectively drive upstream and downstream investment in the industry, and it is expected to drive social investment of more than 4,000 yuan per year. billion.

Boosted by this news, the A-share data center sector has seen a daily limit for two consecutive trading days, and data center, cloud computing, and big data concept stocks have a large intraday limit.

On February 18, digital economy concept stocks rose strongly, and the big data industry ETF opened higher and moved higher throughout the day. Among the 50 constituent stocks, 43 closed up. On February 21, the concept index of “East and West Calculation” rose by 9.90%, the trading volume of the sector reached 1.537 billion shares, and the turnover was as high as 29.338 billion yuan.

Among them, Capital Online, Yimikang and other stocks have a strong daily limit on February 18 and February 21.

The number of East and West is full of fire, concept stocks have a large-scale daily limit, Ali, Tencent, Byte, and Kuaishou have been deployed on a large scale

So, what is the East and the West?

As the name suggests, “number” refers to data, and “count” refers to computing power. Simply put, it is to transmit the data from the east to the west for calculation and processing, just like the South-to-North Water Diversion Project and the power transmission from the west to the east. The main reason for launching the Eastern Digital and Western Computing Project is that most data centers are currently located in the densely populated eastern region, where land and energy are relatively scarce, while the western region has abundant resources and abundant renewable resources, and has the potential to meet the computing power demand in the east.

In addition, what data will be sent to the West to count?

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The documents show that the Western Data Center mainly handles services that do not require high network requirements, such as background processing, offline analysis, and storage backup; demanding business.

How will the Western Digital and Eastern Computing Project be laid out?

At present, the Eastern Digital and Western Computing Project has deployed 8 computing power hubs across the country, guiding large and super-large data centers to gather in the hubs to form data center clusters. At the same time, in the current initial stage, 10 data center clusters have been planned and established in 8 computing power hubs, the physical boundaries have been delineated, and development goals such as green energy saving and listing rate have been clarified.

According to the China Academy of Information and Communications Technology, the eight hub nodes of “East and West” delimit the boundary of the starting area. Institutions and industry insiders said that with the launch of the “East and West” project, superimposed on the development direction determined by the digital economy, the digital infrastructure field is expected to exert its strength throughout the year, and the related industrial chain will continue to benefit.

Huawei, Ali, Tencent, Byte, Kuaishou and many other big companies have a strong layout

The concept of “East Number and West Calculation” has exploded, and many domestic companies have made it clear that they will seize this historic development opportunity and accelerate the development of related businesses. According to the computing power hub node area planned by the “East Number and West Calculation” project, at present, Tencent Cloud, Alibaba Cloud, Huawei Cloud, Kuaishou and many other companies have entered the game ahead of schedule.

Huawei

It is understood that in response to the national “East and West” project, the first phase of Huawei Cloud Gui’an Data Center has been put into use.

The Gui’an data center is planned to be Huawei’s largest cloud data center in the world, with a capacity of 1 million servers. It is an important bearing node for HUAWEI CLOUD services, carrying HUAWEI CLOUD, HUAWEI process IT, consumer cloud and other services.

Currently, HUAWEI CLOUD has deployed five data centers in China. Among them, Gui’an and Ulanqab are the two major cloud data centers of Huawei Cloud, one south and one north, and three core data centers have also been deployed in the Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macao regions. The cold, warm, and hot layout of the HUAWEI CLOUD data center is determined by the delay. Cold service is mainly built in low-cost places, warm service can be close to low-cost places along the coast, and hot service should be deployed in places close to customer needs.

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Huawei said that since 2017, HUAWEI CLOUD has gradually increased the layout of data centers in the western hub nodes, and the annual investment is about billions of yuan.

Tencent

In fact, Tencent Eastern Digital and Western Computing has already deployed in many hubs such as Guizhou, Beijing-Tianjin-Hebei, and Chengdu-Chongqing hub. Among them, the Gui’an Seven Star Disaster Recovery Data Center has been put into operation in the Guizhou hub, with a total area of ​​about 47 10,000 square meters, 300,000 servers will be stored according to the plan, and the first phase of trial operation has been started in May 2018.

At the Beijing-Tianjin-Hebei hub, Tencent has deployed two data centers in Huailai Ruibei and East Park, with plans to accommodate more than 300,000 servers, and both have been partially put into production.

In the Yangtze River Delta hub, Tencent also owns the Qingpu data center.

In the Chengdu-Chongqing hub, Tencent Cloud has deployed two cloud computing data centers in Chongqing, the first phase of which was put into use in June 2018 and can accommodate 100,000 servers. The fourth self-built large-scale data center cluster after that.

Ali

According to Alibaba Cloud’s disclosure, the company’s “East and West” hub nodes such as Beijing-Tianjin-Hebei and Inner Mongolia have data centers. In the Beijing-Tianjin-Hebei hub, the Zhangbei Data Center has been put into operation in September 2016, vigorously using wind power, photovoltaics and other green energy sources, and deploying the largest immersion liquid-cooled cluster of domestic cloud computing data centers.

At the same time, the Xuanhua data center under construction also belongs to the Beijing-Tianjin-Hebei hub in the “East and West” project. In the Inner Mongolia hub, the super data center built by Alibaba Cloud in Ulanqab began to provide cloud computing services in June 2020; in the Chengdu-Chongqing hub, the Alibaba Cloud western cloud computing center and data service base settled in November 2020 Chengdu is an important support for Alibaba Cloud’s western business. Various technologies, such as server customization, artificial intelligence chips, heterogeneous computing, and large-scale network clusters, will be comprehensively adopted to improve the overall project technical level and computing power output.

ByteDance

ByteDance’s Volcano Engine also revealed that it is strengthening the training and recruitment of talents in the Western Data Center, as well as the construction of the upstream and downstream industrial chains of the Western Data Center, including data center infrastructure, data center-related consumables, servers/switches and other spare parts industries. Chain and supply chain construction.

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In the future, in the selection of data center sites, more consideration will be given to areas rich in clean energy such as wind energy and solar energy, and the utilization rate of renewable energy can reach up to 100%, and new technologies and products such as green energy and low energy consumption will be explored.

quick worker

Kuaishou said that the company’s ultra-large-scale data center – Ulanqab’s large-scale data center is located in the “East and West” hub node in Inner Mongolia. About 20,000 10-kilowatt cabinets will be built according to the plan, and it is expected to support 300,000 servers when all completed.

It is reported that the Ulanqab big data center is Kuaishou’s first self-built ultra-large-scale Internet data center. It will use a large number of domestic chips, with both high performance and low power consumption, and will maximize the application of natural cold sources, wind energy, solar energy, and low energy. consume equipment. The overall scale of the data center is second only to Tencent and Alibaba in the industry.

China Mobile

China Mobile stated that it will build a new information infrastructure with deep integration of network, cloud, data, intelligence, security, edge, terminal, and chain (ABCDNETS) with computing as the center and network as the foundation to accelerate the realization of “ubiquitous computing power and computing network.” Symbiosis, intelligent orchestration, integrated service” goal.

In terms of computing power infrastructure, the first is to connect the country’s “East Digital and Western Computing” deployment, deepen the top-level design, and improve the planning and construction plans for the entire network computing power service resource pool and network interconnection; the second is to strengthen the interconnection of the entire network computing power resources. and unified scheduling to speed up the construction and deployment of edge cloud; third, continue to promote the integration of the three clouds, give priority to promoting mobile cloud, IT cloud underlying architecture, and general capability sharing, and research and formulate IaaS layer integration architecture solutions and deployment strategies.

In terms of backbone transmission network transformation, relying on the “4+3+X” data center layout, network nodes will be deployed on demand, direct links will be added, and the networking architecture will be adjusted to achieve fully interconnected networking between mobile cloud center nodes.

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