According to KDC‘s China AIDC Power Supply and Distribution System Application Market Research Report (2025), Against the backdrop of surging large-model computing workloads, rapidly rising cabinet power density turns power-supply-and-distribution systems into a critical bottleneck for intelligent-computing infrastructure.
Driven by national policies including the East-Data-West-Computing project and dual-carbon targets, new projects are required to meet strict indicators such as PUE≤1.2 and renewable-electricity share above 80%. Thousands-megawatt-level new power demands emerge from large-scale ten-thousand-GPU intelligent-computing cluster construction across China.
The power-supply-and-distribution sector enters a high-speed expansion phase, alongside clear technical shifts toward high-voltage DC, prefabricated modular deployment and intelligent operation. Client purchasing priorities are evolving from single-device reliability toward end-to-end system efficiency and full-lifecycle cost control.
KEY TAKEAWAYS
Market scale expands rapidly driven by high-density computing demand. Cabinet power density has broken through the 20 kW threshold, requiring stronger transient response and overload capacity for power-supply-and-distribution hardware. The market reached RMB 23.97 billion in 2024 with year-over-year growth exceeding 100 percent. Forecasts project market size to hit RMB 61.04 billion by 2027, representing a CAGR of approximately 45.9 percent.
Technical innovation brings measurable efficiency and schedule improvements. HVDC architecture lifts end-to-end power efficiency by 5 percent to 20 percent. Prefabricated power modules cut on-site construction duration by more than 60 percent and support elastic capacity expansion. Policy requirements mandate renewable-electricity proportion greater than or equal to 80 percent. Combinations of lithium-battery energy storage, photovoltaic direct power supply and intelligent energy scheduling help push PUE below 1.2.
Shifting procurement logic and future evolutionary direction. Customer focus moves from standalone equipment procurement toward one-stop end-to-end integrated solutions covering digital operation-maintenance and full-lifecycle cost management. With advances in AI-driven operation and digital-twin technologies, power-supply-and-distribution systems will transform from passive supporting facilities into active enablers that boost stability and overall efficiency for the national computing-power network.
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