The Wind Index has already risen, and the consensus on the main industry trend for 2026 is taking shape — computing power equals electricity, electricity equals computing power. This bidirectional empowerment narrative is much more exciting than just talking about AI.

After the construction of a nationwide integrated computing power network through the Eastern Data and Western Computing project, computing and electricity collaboration has become a key industry theme in the capital market by 2026. Since the first large-scale demonstration project in Zhongwei, Ningxia began operation, policy and market resonance has strengthened, and four departments issued an action plan for the mutual empowerment of artificial intelligence and energy. Wind data shows that related indices have risen significantly, and industry experts generally believe that the source-network-load-storage computing collaboration will move from blueprint to implementation, with sub-sectors such as green energy operation, computing-side energy storage, and power dispatching equipment expected to deliver performance first.