Far East Electric has anchored on "Electric Energy + Computing Power + AI" and built full-stack solutions for three major sectors including AIDC, robotics, and new energy. Relying on its full-stack technologies and intelligent layout that align with the latest policy hotspots, Far East Electric has become a core participant in the era of AI computing power.

In 2026, the global electrical industry is ushering in a structural transformation centered on computing power demand, with AIDC and computing power infrastructure emerging as the core growth engines. The country's "dual carbon" goals, ultra-long-term special treasury bonds, and 4 trillion yuan of power grid investment have formed a synergy. Coupled with the new policies launched in January such as the mandatory liquid cooling standards issued by the Ministry of Industry and Information Technology, as well as hot topics including the doubled AIDC tenders and the implementation of "four-computing integration" super nodes, the industry is being driven to transform towards computing power infrastructure support. The demand for AI supporting sub-sectors such as thermal management and high-end copper foil has exploded, bringing broad space for enterprises focusing on computing power supporting, and the industry pattern is differentiating towards "computing power orientation". Meanwhile, the robotics (humanoid and collaborative robots) and new energy vehicle industries have entered a period of large-scale development. The intelligent upgrading of these two fields is highly dependent on AI computing power support. The demand for high-end electrical materials and efficient power supply and distribution from their core components forms technology reuse with AIDC supporting, becoming new growth poles for the electrical industry and also promoting domestic electrical products to accelerate the realization of import substitution.

Breaking away from the homogeneous competition in traditional electrical manufacturing, Far East Electric has anchored on "Electric Energy + Computing Power + AI", focused on core AIDC scenarios, and built a range of full-stack solutions covering high-speed interconnection and thermal management. Its core advantage lies in "technology aligning with policies and products meeting demands", forming a differentiated competitiveness distinct from peers.
Addressing the pain points of mandatory liquid cooling standards and the "thermal crisis" in AIDC, Far East Electric has innovatively proposed the "dual-new solution of new structure + new materials", whose test results can fully meet the heat dissipation requirements of chips with GPU power exceeding 2000W. This technology features high heat dissipation capacity while meeting the significant advantages of low energy consumption and excellent temperature uniformity. It can be widely applied to key fields such as next-generation GPU/CPU liquid cooling accelerator cards, data center servers, high-power power electronics and RF chips, laying a solid foundation for the stable operation of computing power equipment.

At the same time, Far East Electric has accurately captured the synergy between robotics, new energy vehicles and AI computing power infrastructure, laid out the two tracks in advance, and realized scenario reuse and breakthroughs relying on core technologies: in the robotics field, it R&D and produces products such as robot power transmission cables, flexible drag chain cables, and ultra-fine transmission wires for dexterous hands, with a bending life of over 1 million cycles, which can adapt to extreme working conditions; in the new energy vehicle field, it has launched a series of products such as liquid-cooled high-power charging cables and on-board coaxial cable harnesses.

In the long run, with the continuous explosion of global computing power demand, the continuous release of China's power advantages and policy dividends, AIDC will usher in a golden period of development. Far East Electric will deepen collaboration with domestic computing power enterprises and computing power clusters, improve the global service system, and promote the upgrading of China's AIDC supporting electrical products. Its experience in intelligent transformation and ecological synergy will provide reference for industry enterprises, transforming from a "traditional power service provider" to an "AI infrastructure and intelligent interconnection partner".

Release time:2026.02.05
Read volume:280
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