Huatai Securities: En la era de la inferencia de IA, la coordinación conjunta de potencia y energía, tras superar los cuellos de botella de los chips, podría convertirse en un tema importante

People Finance News, April 2. A report from Huatai Securities said that since 2025, “direct green power connection” policies have been coming out frequently, and that in 2026 “power-and-computing coordination” was also included for the first time in the government work report, rising to the strategic level of the new infrastructure of the country. The market generally believes that power-and-computing coordination is concept-driven hype; Huatai Securities believes this is an opportunity for “green power” in the AI era to be detached from the traditional meaning of “waste power” and to receive a value reappraisal. Although the share of direct green power connection will not be very high in the short term, users’ needs fundamentally reflect the market value of renewable energy. In the AI inference era, after breaking through the chip bottleneck, the joint dispatch of computing power and electricity is expected to become an important proposition. Huatai Securities believes that actively exploring “new energy +” with green power is an important way to solve utilization and absorption issues, as well as an innovative breakthrough to achieve value-added in wind and solar power stations; China Electric Power empowering our country’s AI competitiveness is not only integration at the infrastructure level, but also bidirectional regulation of optimization between “power” and “computing.” It recommends undervalued high-quality renewable energy targets, including wind, solar, and waste incineration.