What has the Yangzhou platform changed?

  • According to media reports, China’s first citywide computing-power and electricity coordination platform has entered operation in Yangzhou, Jiangsu. The platform links computing demand with information on green electricity supply, electricity prices and carbon emissions, guiding companies to schedule flexible workloads for periods when green electricity is plentiful and costs are lower.
  • The arrangement addresses the mismatch between computing and electricity across time and location: data center electricity consumption is growing rapidly, while the rising share of installed renewable capacity is also increasing the need for power system flexibility. Matching flexibly schedulable computing loads with electricity supply can help improve energy efficiency.

How far have the projects progressed?

  • As of May 2026, 6 benchmark computing-power and electricity coordination projects were operating nationwide; another 8 mega-projects were under construction or being planned, spanning the eight major hubs of the ‘Eastern Data, Western Computing’ initiative.
  • The 8 projects have total investment exceeding 50 billion yuan and associated installed renewable capacity approaching 15 million kilowatts; the share of electricity supplied directly from green sources generally exceeds 80%. Project scale is expanding, but projects under construction or in planning are at different stages from those already operating.
  • Shanghai Securities believes that computing-power and electricity coordination is a key way to promote local consumption of green electricity in western China and unlock computing potential, and that it will evolve from ‘electricity supporting computing’ to ‘computing optimizing electricity’ in the future.

Which parts of the value chain are relevant companies pursuing?

  • China Southern Power Grid Energy said it is developing and exploring computing-power and electricity coordination businesses centered on investment in, construction of and services for digital infrastructure.
  • Junxin Co., Ltd. aims to build a benchmark demonstration project combining waste-to-energy generation with a green computing center. The company said its operating waste-to-energy projects benefit from stable baseload green electricity and waste-heat cooling, and it plans to expand commercial applications for green electricity.