August 19, 2022, Datong, Shanxi – The YunGang Digital New Infrastructure Development Forum, part of the 2022 Jinyang Lake Digital Economy Development Summit, was held in Datong, Shanxi. During the event, the Datong Municipal People's Government officially appointed Mr. Ju Jing as its Data Industry Development Advisor.

At the forum, Mr. Ju Jing delivered a keynote speech titled "New Infrastructure, Industrial Datong" and moderated both a high-level dialogue forum on the "Plan for Building a National Computing Hub City under the 'East Data, West Computing' Initiative" and a closed-door high-level meeting on YunGang's digital new infrastructure development. In discussions with Datong's key leaders and national industrial guidance departments, he outlined the core direction for Datong's digital new infrastructure development amid the era of systemic socio-economic transformation driven by dual-carbon goals: to build China's first city with a vertically integrated industrial chain for the digital new infrastructure sector, establishing Datong as North China's capital for high-end digital economy equipment. This vision aims to attract all digital infrastructure and technology enterprises to invest and establish operations in Datong through transparent industrial policies, consistently stable high-quality foundational resources, and a high-quality, agile local supply chain.

In recent years, leveraging comparative advantages such as a diverse energy mix, robust power grid support, favorable climate, convenient geographical transportation, and a comprehensive industrial manufacturing system—particularly supported by Shanxi Province's "Six New Industries" policy offering favorable electricity prices for data centers—Datong's digital infrastructure industry has completed its development from scratch. However, this progress alone remains insufficient to fully support Datong's high-quality transition from a resource-based city.

Mr. Ju Jing suggested that Datong should accelerate the local vertical integration of the digital new infrastructure industrial chain, focusing on cultivating a modern digital industry system. This involves supporting leading enterprises to localize their upstream and downstream operational entities—including R&D design, primary development, high-end equipment manufacturing, and operational training centers—ensuring talent, capabilities, and fiscal contributions are rooted locally. The goal is to upgrade the data center industry from a local resource-exporting model to a genuine new driving force that can generate a multiplier effect for local industrial upgrading. Acknowledging the difficulty of industrial upgrading, he emphasized that this requires concerted efforts from policymakers, industry participants, and service recipients, guided by the principles of "innovation, coordination, green development, openness, and sharing," along with genuine and diligent execution to achieve multi-party success.

Currently, the transition from "exporting power" to "exporting computing power" represents the first step for global digital infrastructure enterprises in promoting local economic development. However, this still relies to some extent on policy incentives for basic resources. Regions like Northern Virginia in the US, Ireland in Europe, and Singapore in Asia all face urgent challenges regarding energy consumption conflicts between rapidly concentrated data centers and regional industrial upgrading, while policy shifts create operational uncertainties for investors and operators. Mr. Ju Jing recommended that Datong's future data industry development policy should embrace inclusivity and high-quality growth simultaneously. This means implementing transparent and open industrial policies to actively attract globally leading hyperscale digital infrastructure service providers to establish a presence in Datong, enabling them to benefit long-term as the city's excellent infrastructure further improves. Concurrently, the government should clearly communicate its expectations for operating enterprises to make long-term contributions to the local industrial chain's development and release substantive plans to provide a policy basis for sustainable development.

As is well known, the entities involved in digital new infrastructure span multiple layers, tracing back to the most upstream foundational resource support facilities: affordable and accessible land, water, power, and network pipelines—the "foundational elements" for developing integrated digital infrastructure and cities. Given the rapid growth and substantial demand increases of digital economy and technology entities, relying solely on government fiscal investment cannot meet the pace of digital new infrastructure expansion.

The founding team of BCI Cloud Infrastructure has progressed from downstream global top-three cloud computing companies to digital technology entities and then to data center operators—continuously moving upstream from end-users. This journey has given them a profound understanding that the most upstream "foundational elements" are among the core bottlenecks constraining the development of the digital infrastructure industry. While the large investment scale, long payback periods, and inherent externalities of regional industrial planning, land preparation, and public infrastructure construction are undeniable, for substantial local digital industry growth, these foundational resource elements should not have excessively high barriers or transaction premiums. Adhering to a long-term industrial ideal, BCI Cloud Infrastructure's core corporate value and competitive advantage lie in providing sustainable, full-process comprehensive solutions for various industrial entities within its regions.

Currently, BCI Cloud Infrastructure has secured leased/owned land totaling approximately 8,600 hectares across Datong's city and county areas. Primary development for these land parcels, supporting municipal utilities, and hyperscale centralized renewable energy power generation bases are being rapidly delivered. Supporting high-end equipment manufacturing projects are set to commence trial operations in the third quarter, and water resource recycling treatment plants are steadily advancing. These components form the foundational resource elements of the Super Energy Complex. BCI Cloud Infrastructure remains committed to its open and inclusive philosophy, pledging to make these resources available to industry partners at zero premium. It calls on all participants supporting Datong's industrial upgrade to jointly empower the long-term localized value of digital infrastructure and contribute to accelerating Datong's city-wide green transformation with fully landed industrial chains.