{"id":2582,"date":"2026-08-24T11:14:22","date_gmt":"2026-08-24T03:14:22","guid":{"rendered":"https:\/\/www.hongqiaotechweek.com\/?p=2582"},"modified":"2026-08-24T11:14:22","modified_gmt":"2026-08-24T03:14:22","slug":"ai-computing-power-attached-energy-storage-exceeds-40-for-the-first-time-a-new-infrastructure-race-has-begun","status":"publish","type":"post","link":"https:\/\/www.hongqiaotechweek.com\/en\/ai-computing-power-attached-energy-storage-exceeds-40-for-the-first-time-a-new-infrastructure-race-has-begun\/","title":{"rendered":"AI Computing Power\u2011attached Energy Storage Exceeds 40% for the First Time: A New Infrastructure Race Has Begun"},"content":{"rendered":"
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When did the focus of competition in the AI industry shift away from models and applications toward underlying infrastructure such as computing power, electricity and energy storage? How voracious is AI\u2019s appetite for power? Consider the following growth curves that give grid operators cause for serious concern.<\/p>\n

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Source: IEA Official Website Report Page<\/p>\n

Driven by the rapid expansion of large\u2011model training, AI inference and intelligent applications, the explosive surge in computing\u2011power demand is creating unprecedented pressure on power systems. Unlike traditional internet services, AI computing centers require not only continuous, large\u2011scale energy supply, but also millisecond\u2011level stable power supply to ensure the long\u2011term and efficient operation of GPU clusters.<\/p>\n

Part 01: AI Computing Power Spurs a Wave of Infrastructure Investment<\/strong><\/span><\/section>\n

At London Tech Week in June 2026 \u2014 part of Informa\u2019s\u202fGlobal\u202fTech\u202fFestival brand portfolio alongside Hongqiao Tech Week \u2014 large\u2011scale infrastructure investments centred on AI computing power were in full swing. UK Prime Minister Keir Starmer announced a national AI computing strategy worth approximately \u00a31.1\u202fbillion, of which around \u00a3400\u202fmillion will go directly to the procurement of advanced AI chips and the development of national\u2011scale computing capabilities.<\/p>\n

AMD announced a \u00a32\u202fbillion investment in the UK over the next five\u202fyears to build high\u2011performance computing infrastructure in partnership with the University of Cambridge. AI cloud firm Nebius pledged roughly \u00a31.7\u202fbillion to expand domestic AI infrastructure in the UK, targeting a compute capacity expansion to 65\u202fMW by 2027. Concurrently, the City of London launched a \u00a3120\u202fmillion AI support programme to help small\u2011 and medium\u2011sized enterprises accelerate AI adoption.<\/p>\n

Over the three\u2011day London Tech Week event, publicly announced AI\u2011infrastructure\u2011related investments totalled more than \u00a34.9\u202fbillion (equivalent to approximately RMB\u202f47\u202fbillion). Almost all of this capital was channelled into chips, high\u2011performance computing, data centres and compute capacity, rather than consumer\u2011facing AI applications.<\/p>\n

Market research firm Omdia projects that European IT spending will reach USD\u202f1.3\u202ftrillion in 2026, representing an 8.2\u202f% year\u2011on\u2011year increase. Data centres and AI infrastructure stand out as the fastest\u2011growing investment segments.<\/p>\n

Part 02: Energy Storage Becomes a Critical Pillar in the Computing\u2011Power Era<\/span><\/strong><\/section>\n

The rapid global expansion of the AI computing\u2011power industry serves as the core driving force behind the boom in the energy\u2011storage sector. In February this year, the share of supporting energy storage for domestic AI computing centres exceeded 40\u202f%, surpassing energy storage paired with conventional new\u2011energy sources for the first time and ranking as the largest application scenario for energy storage.<\/p>\n

Demand for energy storage is gradually shifting from being new\u2011energy\u2011driven to digital\u2011economy\u2011driven, with the AI industry emerging as a new engine fuelling energy\u2011storage growth.<\/p>\n

Industry data further validates this trend. In the first half of 2026, China\u2019s lithium\u2011ion battery output rose by 39.3\u202f% year\u2011on\u2011year, while energy\u2011storage battery shipments grew by more than 80\u202f% year\u2011on\u2011year.<\/p>\n

Furthermore in 2026, \u201ccomputing\u2011power and power\u2011grid coordination\u201d<\/strong> was included in the Government Work Report for the first time and incorporated into the Outline of the 15th Five\u2011Year Plan. The coordinated planning of computing power and power supply creates strong certainty for long\u2011term demand across the energy\u2011storage track.<\/p>\n

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*\u56fe\u7247\u6765\u6e90\uff1a\u5206\u5e03\u5f0f\u7535\u6e90<\/span><\/p>\n

National plans set a target for China\u2019s new\u2011type energy\u2011storage installed capacity to reach 300\u202fGW by 2030, doubling from roughly 136\u202fGW recorded at the end of 2025. The energy\u2011storage industry will maintain rapid expansion, and closer synergies will take shape among AI computing centres, data centres, new\u2011energy bases and power\u2011grid systems in the future.<\/p>\n

Meanwhile, the escalation of global energy\u2011security strategies continues to expand the energy\u2011storage market. High electricity prices, extreme weather and a rising share of renewable power generation in Europe have fuelled robust growth in residential, commercial\u2011and\u2011industrial, and grid\u2011scale energy storage. AI computing\u2011power demand and energy\u2011security demand are forming a genuine \u201cdual\u2011wheel driving force\u201d<\/strong>.<\/p>\n

Part 03: Accelerated Convergence of Global Industrial Resources<\/span><\/strong><\/section>\n

In the first half of 2026, China\u2019s energy\u2011storage sector witnessed its most notable surge in demand in recent years. According to Soochow Securities, China\u2019s installed lithium\u2011ion energy\u2011storage capacity will reach 253\u202fGWh in 2026, a year\u2011on\u2011year increase of 44\u202f%, and rise further to 354\u202fGWh in 2027, representing roughly 40\u202f% year\u2011on\u2011year growth.<\/p>\n

Leveraging China\u2019s established industrial strengths in artificial intelligence, new\u2011energy sources, battery manufacturing and energy\u2011storage technologies, Hongqiao International Tech Week, to be held this November, will carry forward themes from London Tech Week. It will feature thematic forums and industrial exhibitions focusing on cutting\u2011edge areas including AI computing power, energy storage and power\u2011system coordination. Upstream and downstream enterprises along the industrial chain, tech\u2011innovative firms and investment institutions are warmly invited to participate. The event aims to help global tech firms, energy enterprises and investment institutions identify partnership opportunities.<\/p>\n

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Hongqiao International Tech Week and London Tech Week share access to a global overseas enterprise database, international tech speakers, global science\u2011and\u2011technology innovation policymakers, as well as venture capital institutions. Accordingly, a large number of AI\u2011infrastructure enterprises, data\u2011centre operators, computing\u2011power service providers and international investment institutions that gathered at London Tech Week will also attend Hongqiao International Tech Week, opening doors for connections across global industrial resources.<\/p>\n

Driven by the sustained growth in AI computing\u2011power demand, overseas markets are generating substantial procurement requirements for energy\u2011storage systems, energy solutions and supporting computing\u2011power infrastructure. More than just an efficient platform for exchanging emerging\u2011technology insights, Hongqiao International Tech Week will serve as a key cooperation hub linking global buyers, suppliers and industry partners.<\/p>\n

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*Portions of this article are sourced from DataBao, Yicai Global and New Digital Energy. None of the companies mentioned herein have any form of commercial cooperation, sponsorship, employment or other interest\u2011related affiliations with us. Images are sourced from the internet for reading\u2011aid purposes only and carry no commercial intent. Copyrights belong to their original authors. Should any infringement occur, right\u2011holders are welcome to contact us promptly and we will remove the relevant content immediately.<\/p>\n

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\u3010About Hongqiao Tech Week\u3011<\/strong><\/p>\n

Hongqiao Tech Week will host its inaugural edition from 20\u201122 November 2026 at the National Exhibition and Convention Center (Shanghai). Under the theme Where Global Tech Ambition Meets Chinese Scale<\/strong>, it gathers global enterprises, visionary leaders, startups, investment institutions and cutting\u2011edge solution providers. Through the deep integration of conferences, exhibitions, cultural experiences and high\u2011level networking, the event seeks to forge transformative partnerships and identify key technologies set to redefine industries across Asia and the globe.<\/p>\n<\/section>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

When did the focus of competition in the AI industry shift away from models and applications toward underlying infrastructure such as computing power, electricity and energy storage? How voracious is AI\u2019s appetite for power? Consider the following growth curves that give grid operators cause for serious concern. Source: IEA Official Website Report Page Driven by […]<\/p>\n","protected":false},"author":6,"featured_media":1640,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23],"tags":[],"class_list":["post-2582","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-event-news-press-releases"],"yoast_head":"\nAI Computing Power\u2011attached Energy Storage Exceeds 40% for the First Time: A New Infrastructure Race Has Begun - HONGQIAO TECH WEEK<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hongqiaotechweek.com\/en\/ai-computing-power-attached-energy-storage-exceeds-40-for-the-first-time-a-new-infrastructure-race-has-begun\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI Computing Power\u2011attached Energy Storage Exceeds 40% for the First Time: A New Infrastructure Race Has Begun - HONGQIAO TECH WEEK\" \/>\n<meta property=\"og:description\" content=\"When did the focus of competition in the AI industry shift away from models and applications toward underlying infrastructure such as computing power, electricity and energy storage? 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How voracious is AI\u2019s appetite for power? Consider the following growth curves that give grid operators cause for serious concern. 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