Siemens Energy Wang Jianlei: Embrace the major opportunities of green and low-carbon data centers. News on September 26 (Nanshan) Data centers, as key infrastructure in the AI era, have entered a period of rapid development in recent years. Thousand-card clusters and 10,000-card clusters have been commercially deployed one after another, and 100,000-card clusters are not far away. At the same time, data centers, as traditional large energy consumers, are facing increasing pressure to reduce consumption due to the pace of scale expansion and the general trend of green and low carbon. Based on this background, Siemens Energy recently held a Low-Carbon Energy Driven Green Data Center Seminar in Wuhan to share Siemens Energy's thinking on data center energy conservation and consumption reduction, as well as the latest data center products and solutions, with conference representatives and experts from the data center industry. Mr. Wang Jianlei, general manager of the Grid Technology Group of Siemens Energy Co., Ltd., was interviewed by the media at the meeting and gave an in-depth interpretation of relevant topics. Three major challenges behind the boom Data center construction is currently in a period of high prosperity. From the perspective of computing power, China's general computing power is expected to grow by 20% and intelligent computing power by 43% in 2025, ranking second in the world after the United States. Wang Jianlei mentioned that data centers are currently very hot, and while the demand is booming, the challenges are also very obvious: First, the technical threshold has become higher. In addition to the product technology itself, it also tests the operational capabilities of manufacturers, such as elastic payment and early delivery, requiring manufacturers to have strong and flexible supply chain management levels. The second is the location of data centers. It can be seen that many data centers in North America are located in the Arctic Circle, using natural cold sources to reduce data center consumption. China has proposed a digital data from the east and from the west strategy to build data centers in western regions such as Guizhou, Yunnan, and Ningxia, where summers are cooler. The third is business model innovation. Wang Jianlei lamented that the energy consumption of data centers was inconspicuous 20 years ago, but now it has become a behemoth. The rapid growth of energy consumption and the advance construction of projects have caused many data center operators to change from energy users to builders, independently generating electricity or purchasing energy on a one-to-one basis. Data center operators have begun to have the ability to reverse power supply to the grid and become a potential power generation end in the power system. Mr. Gour Chandra Saha, global business leader of data center of Siemens Energy AG's Grid Technology Group, also added, This model is not an exception, but has gradually become a common practice in the industry. When the power grid is in a dispatchable state and there is a power gap, the data center can respond quickly, start power generation and supply power to the grid. They are continuously improving the support capacity of the regional and even national power systems through technology upgrades and model innovation. Siemens Energy plays an important role in this changing situation. Wang Jianlei introduced that, first of all, as a technology enabler, we provide customers with product solutions and help customers build data centers, including providing carbon management services, virtual power plants (VPP), etc. Secondly, we hope to participate in the formulation of national green data center standards and promote the standardized development of the industry. Finally, Siemens Energy is uniting the upstream and downstream of the industry chain, such as green power suppliers, carbon trading institutions, etc., to create a low-carbon data center ecosystem. Where there are challenges, there are opportunities. The rapid development of the data center industry driven by AI, and the advance deployment of some projects, have also brought about a series of challenges, especially in terms of energy supply. With huge power demand, we can see that major players around the world are exploring solutions and even restarting abandoned nuclear power plants. Wang Jianlei believes that there are four main challenges to the energy transformation of domestic data centers. First, the progress of power infrastructure upgrades cannot keep up with demand; second, the uneven distribution of regional green power and insufficient peak shaving capabilities of local power grids make it difficult to obtain green power; third, energy efficiency improvement faces bottlenecks, and driven by AI demand, power supply equipment is developing in the direction of miniaturization, high energy efficiency, and modularization; fourth, there are policy compliance challenges. The country has listed data centers as a key area for energy conservation and carbon reduction, and has set strict phased goals. Data center operators must complete technology upgrades and operating model transformations in the short term. Solving the above challenges is the stage for Siemens Energy to show its talents. The electricity consumption of China's data centers accounts for 1.52% of the total electricity consumption of the whole society, compared with 4% in the United States, and is expected to double to 8% by 2030. This means that the Chinese market still has great growth potential. This is a huge opportunity for Siemens Energy as a supplier of energy equipment technology solutions. Wang Jianlei said. He mentioned that the promotion of technologies such as high-voltage direct current power supply systems (HVDC), energy storage solutions (such as BlueVault ) and energy management systems will significantly reduce data center PUE and operating costs. Siemens Energy has the same DC grid transmission technology and is a leader in long-distance, large-scale, high-capacity and low-loss transmission of green energy in the field of UHV DC. It has been extensively involved in the construction of UHV lines in China. Wang Jianlei further pointed out that Siemens Energy's fluorine-free, carbon-free, Blue GIS switchgear, ester oil transformers and other products are all green and environmentally friendly products, degradable and zero-pollution, and will play an important role in the construction of green and low-carbon data centers. In addition, we also look forward to the country strengthening its policies on green data centers, accelerating the industry's low-carbon transformation process, and creating market space for companies with technological advantages. Expand the circle of friends In the interview, Mr. Saha emphasized that Siemens Energy will fully support the development of the data center industry and related fields with its top technical strength, modular design concept, efficient execution speed and abundant resource reserves, and jointly promote the optimization and upgrading of the industry The Chinese data center market is a market that Siemens Energy attaches great importance to and has a deep localization presence. Wang Jianlei revealed that in the Chinese market, Siemens Energy has approximately 6,000 employees, covering all business forms, providing customers with localized R&D, design, manufacturing, and full life cycle management services. Wang Jianlei emphasized that Siemens Energy is an international company, but for the Chinese market, it is a local company in China. Based on its strong local resources, Siemens Energy can respond to customer needs as soon as possible and support customers' data center construction and operation strategies under the rapidly changing new situation. At the same time, we are also continuing to expand our 'circle of friends' and strive to provide customers with customized solutions