Surge in AI Compute Demand Makes Energy System Restructuring Core Variable for '15th Five-Year Plan'

As AI model inference loads are about to surpass training loads, is our power grid ready? The signals coming from the 2026 World Artificial Intelligence Conference are clear and urgent: the National Energy Administration explicitly stated it will accelerate the construction of a new energy system to give AI development "green wings." This isn't just a policy statement; it marks an industry inflection point—the supply-demand relationship between computing power and energy is shifting from "one-way support" to "two-way empowerment."