雙碳時代的電信運(yùn)營商及其數(shù)據(jù)中心業(yè)務(wù)

CSPsandTheirDataCeInformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLCCSPsandTheirDataCeCSPsfacegrowingdemandstoreducecarbonemissions?ChinagovernmentissuedActionPlanforGreenandLow-CarbonDevelopmentoftheInformationandCommunicationIndustry2022-2025inAugust2022,whichdefinedtheRegionaldistributionofCSPRegionaldistributionofCSPstakingactionstoreduceemissionsOceania,6Africa,3America,12Asia,28Europe,62LatinAmerica,2NorthSource:Omdia,basedontheinformationoftheScienceInformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLCCSPsandTheirDataCeSamplesofCSP’selectricityconsumption(millionMWh)Company59.2526.6043%22.20-5%0.850.900.790.81-11%InformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLCCSPsandTheirDataCeCSP’srevenue/electricityconsumption(USD/MWh)Revenue/Revenue/ElectricityCom0Source:Omdia,basedoncompanyreports4000InformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLCCSPsandTheirDataCeLeadingCSPsadoptingrenewableenergyfast80.00%60.00%40.00%20.00%0.00%201920202021AT&TDeutscheTelekomTelefonicaVodafoneInformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLCCSPsandTheirDataCeThebestPUEmetricisforhyperscaledatacentersWhatistheaverageWhatistheaveragePUEforyourdatacenterrightnow?100%80%60%40%20%0%1.25–1.49Source:Omdia?2023Omdia1.5–1.991–1.24InformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLCCSPsandTheirDataCeEnvironmentalvalueoffering-thecaseofNTTComandNTTAEInformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLCCSPsandTheirDataCeBalanceelectricitycostsandcomputingdemands“‘東數(shù)西算’工程對于促進(jìn)節(jié)能減排具有“‘東數(shù)西算’工程對于促進(jìn)節(jié)能減排具有重大意義。西部地區(qū)光伏、風(fēng)電等可再生能源發(fā)電后直接入網(wǎng)供西部數(shù)據(jù)中心使用，節(jié)省了西電東送的長距離輸電線路損耗。將數(shù)據(jù)中心建在氣溫偏低的西部可以降低制冷系統(tǒng)能耗，東西部電價差大（0.2元/千瓦時電左右）?！?---單志廣，國家信息中心信息化和產(chǎn)業(yè)發(fā)展部主任“‘東數(shù)西算’有利于促進(jìn)綠色發(fā)展，加大數(shù)據(jù)中心“‘東數(shù)西算’有利于促進(jìn)綠色發(fā)展，加大數(shù)據(jù)中心在西部布局，將大幅提升綠色能源使用比例，就近消納西部綠色能源，同時通過技術(shù)創(chuàng)新、以大換小、低碳發(fā)展等措施，持續(xù)優(yōu)化數(shù)據(jù)中心能源使用效率，降低碳排放。”----中國聯(lián)通研究院《“東數(shù)西算”政策分析研究報告》InformationClassification:GeneralCopyright?2023.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC123123CSPsandTheirDataCeRecommendationsConsiderenergycostandefficiencyascriticalKPIsofICTinfrastructureoperationsandsupplierselection.Makeenergyefficiencyandrenewableenergysourceskeydifferentiatorsofthedatacenterbusiness.EnhancetechnologyR&Dtoimprovetheenergyefficiencyofnetworksanddat