4.3 The Commercial Demand for Computing Power Scheduling
Last updated
Last updated
As the global big data market continues to expand and the digital economy ferments, along with the development of large models by major global companies, the global switch market will present an increase in speed, as well as a corresponding increase in value and gross margin, bringing marginal improvements to market space and profitability.
At the same time, the speed and market size of servers will also expand with the growth of data volume. With the increase in data volume, high-speed servers and switches will become the preferred choice for the future data era. Online demand is also growing significantly, driving the procurement needs of internet companies and cloud service providers, and promoting the growth of cloud servers. However, the procurement demand for servers by government and enterprise customers has slowed down due to the COVID-19 pandemic, and we believe this trend will rebound in 2023.
The computing power network ecosystem consists of computing power providers, computing power scheduling operators, and computing power demanders, with the potential for computing power scheduling operations to develop into a new business model. Analogous to the power grid ecosystem, which includes power generation plants, the grid side, and electricity users, the computing power network ecosystem mainly consists of computing power providers, computing power scheduling operators, and computing power demanders. Among them, chip, server, IDC, and cloud service providers are important roles in the supply of computing power and are expected to continue benefiting from the advancement of a global integrated computing power network. Computing power scheduling operations are expected to become a new business model, with telecommunications operators, cloud vendors, research institutions, and other roles actively participating in the development of computing power scheduling, potentially becoming computing power operators and benefiting from the development of the computing power network industry.
Computing power transactions are still being explored, and a diversified trading model may emerge in the future. Computing power scheduling operators are somewhat similar to online shopping platforms, offering self-operated and agency services based on their own or third-party computing power, matching suitable computing power supply to the corresponding computing power demanders. Currently, the computing power transaction model has not yet been finalized, with preliminary exploration focusing on pricing by computing power supply vendors and users selecting appropriate computing power to order. In the future, it may also be possible for operators to purchase computing power in bulk and then sell it.