With the accelerated iteration of large AI models and the exponential explosion in computing power demand, AIDC (Artificial Intelligence Data Center) has become the core infrastructure of the digital economy. Far East Electric has made forward-looking layout with the strategy of "Electric Energy + Computing Power + AI", deeply cultivated the AIDC track, and steadily laid out in the AIDC track relying on its full-stack power solutions, providing support for the industry's power infrastructure.Driven by policies, demand and technology, global AIDC has entered a period of large-scale growth. Institutional estimates show that from 2025 to 2028, the compound annual growth rate of AI-related power capacity demand in the United States will be about 55%, with cumulative demand exceeding 150GW. The outdated power facilities are difficult to adapt, opening up space for domestic equipment to go global. At the same time, China's "Eastern Data and Western Computing" project is deepened, and policies clearly stipulate that the PUE of newly built large and ultra-large AIDCs should be controlled below 1.25 and 1.2 respectively by 2025. The iteration of large AI models has pushed the power of a single cabinet from 20-50kW to over 100kW, and the power of a single GPU has exceeded 2000W. As the "power heart", transformers have upgraded from supporting components to strategic nodes that determine the upper limit of computing power.

The "power shortage" crisis brought by the development of AIDC is also a new development opportunity. The industry will develop towards high efficiency, greenization and coordination. Far East Electric has jumped out of the homogeneous competition in traditional electrical manufacturing, anchored the "Electric Energy + Computing Power + AI" strategy, built a full-stack solution covering high-speed interconnection and thermal management, and formed differentiated advantages. It has laid out high-speed copper cables and data center optical fiber cable products, among which high-speed copper cables can achieve high transmission rates, and optical fiber cables cover multi-mode, conventional single-mode and other categories to adapt to different transmission needs of data centers; the integrated solution of "bionic manifold microchannel cold plate + thermal interface composite material" can fully meet the heat dissipation problem of GPU chips with power exceeding 2000W. This technology has significant advantages such as high heat dissipation capacity, low energy consumption and excellent temperature uniformity, and 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 radio frequency chips.

In January 2026, Far East Electric has won a contract of over 10 million yuan for iterative computing power chip-related testing equipment from a major US AI company, with continuous growth in business volume and scope. The landing of this iterative computing power chip-related testing equipment marks another leap forward step for Far East in connecting the integration chain of electric energy and computing power. Relying on the technical and channel advantages of its core power business, Far East has deepened its layout in the field of AI and computing power, further promoted the deep integration of power equipment and AI computing power technology, and built new development advantages.

The competition in AI computing power is inseparable from the solid support of power infrastructure. Adhering to the "Electric Energy + Computing Power + AI" strategy, Far East Electric provides basic guarantee for the development of AIDC with full-stack products and core technologies. In the future, Far East Electric will continue to deeply cultivate the AIDC track, steadily promote the upgrading of related products and services relying on its own technical and resource advantages, and help the high-quality development of the industry.