This year's government work report mentioned, "Strengthen the construction of new infrastructure, develop a new generation of information networks, expand 5G applications, build charging piles, promote new energy vehicles, stimulate new consumer demand, and help industrial upgrading." The new infrastructure is included in the government work report for the first time, which means that the new infrastructure will enter an accelerated period.
On May 26, Tang Daosheng, president of Tencent's cloud and smart industry business group, announced that Tencent would invest 500 billion in the next five years for the further deployment of new infrasturcture.
So, where is 500 billion spent?
Cloud computing, artificial intelligence, blockchain, servers, large data centers, supercomputing centers, IoT operating systems, 5G networks, audio and video communications, network security, quantum computing, etc. will all be key areas invested by Tencent. Among them, the market is highly concerned that Tencent will build a number of large-scale data centers with millions of servers in the country.
At the same time, Tencent will also focus on the construction of Yunqi Industrial Base, Industrial Internet Base, Innovation Center, Industrial Park, etc. in accordance with the needs of industrial technology innovation. In addition, Tencent will fully mobilize internal top scientific research experts and laboratory resources, and will actively cooperate with top universities at home and abroad to build a scientific research platform, strengthen industrial research and talent training, invest in major scientific and technological breakthroughs, and actively participate in the formulation of industry standards.
Tencent's generous efforts once again accelerated the speed of the new infrastructure market, and at the same time, the deployment of the data center to the C position, its weight and importance are self-evident. Digitalization is becoming more and more popular. No matter how innovative the upper-layer applications are, data calculation, storage, and transmission are indispensable. The data center is a "special" building that needs to be equipped with wind, fire, and hydropower facilities, and it is also supported by the digital economy The entity is a combination of "infrastructure" and "technology".
Overweight policies, massive influx of national investment and private capital, and accelerated growth of the data center market. Opportunities are reserved for those who are prepared, and the one who can finally find a niche market from the "new infrastructure" must be an enterprise that is well prepared in the relevant field.