[Policy Analysis] China 2026: "Compute-Power Synergy" — AI data centers as grid stabilizers.
Liquid cooling PUE: 1.4 → 1.1. Inner Mongolia wind power: 40% cheaper. Data centers earn grid compensation for off-peak scheduling. The compute war is now an energy war.
Key players: Guodian Nanrui, Yingweike, Alibaba Cloud, Huawei Cloud. #AICompute #GreenTech #ChinaTech #DataCenter #Policy2026
