China's State Council Executive Meeting Plans Computing Network, Power-Computing Coordination
On September 11, 2026, Premier Li Qiang chaired a State Council executive meeting that further deployed workplace safety measures and studied work on building a computing network. The meeting described the computing network as foundational support for artificial intelligence, calling for rational layout, improved computing infrastructure, research and application of key technologies and equipment, and a multi-tiered networked computing system. It also urged coordination between computing and power, integration of computing and networks, and faster implementation of green power direct-connection and generation-grid-load-storage projects.
On September 11, 2026, Premier Li Qiang chaired a State Council executive meeting, which made further arrangements for strengthening workplace safety and studied work related to the building of a computing network.
The meeting noted that the computing network is the foundational support for the development of artificial intelligence. It is necessary to adhere to rational layout and orderly, well-regulated development, further improve computing infrastructure, actively advance the research, development and application of key technologies and equipment, and build a multi-tiered networked computing system.
The meeting noted that it is necessary to promote coordination between computing and power and the integration of computing and networks, strengthen the monitoring and scheduling of computing resources and the construction of backbone optical fiber networks, reinforce the planning linkage of computing and power facilities, and accelerate the implementation of projects such as green power direct connection and generation-grid-load-storage.
The meeting made clear that it is necessary to better leverage the role of market mechanisms, support enterprises in carrying out technological innovation, resource integration and application promotion, and promote a better match between supply and demand. Computing infrastructure includes GPUs and computing equipment, as well as coordination with power systems such as power generation, transmission and energy storage.
Why this event matters
The event has a measured impact on 6 industrys. The strongest current signal is positive for Artificial Intelligence, with intensity 85/100 and 80% confidence over a medium term horizon.
Artificial Intelligence
- Direction
- positive
- Intensity
- 85
- Confidence
- 80%
- Horizon
- Medium term
Cloud Services & Data Centres
- Direction
- positive
- Intensity
- 80
- Confidence
- 75%
- Horizon
- Medium term
Batteries & Energy Storage
- Direction
- positive
- Intensity
- 75
- Confidence
- 70%
- Horizon
- Medium term
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 75
- Confidence
- 70%
- Horizon
- Medium term
Power Transmission Networks
- Direction
- positive
- Intensity
- 70
- Confidence
- 70%
- Horizon
- Medium term
Network Equipment
- Direction
- positive
- Intensity
- 70
- Confidence
- 70%
- Horizon
- Short term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.