Compute–Power Co-Optimization算电协同优化

Two loads. One interconnection. Co-scheduled.两个负荷,一个并网点,协同排程。

CPCO — Compute–Power Co-Optimization — schedules an industrial plant, an AI data center, and a battery as one system rather than three. It decides what you build during planning, and it decides how the site runs for the next twenty years.CPCO——算电协同优化——把一座工业装置、一个 AI 数据中心和一组电池当作一个系统来排程,而不是三个。它在规划阶段决定你建什么,在此后二十年决定这个站点怎么运行。

Industrial process工业工艺负载
Unit load that can be turned down, with a known recovery curve可降负荷的装置,恢复曲线已知
Compute算力负载
Training and inference, some of it deferrable训练与推理,其中一部分可延迟
Storage储能
Sized against the residual of the other two按另外两者的残差定容
One point of interconnection同一个并网点
Three bodies co-scheduled, not three loads coexisting三个主体协同排程,而非三个负荷各自运行
Two stages, two objective functions. In planning, CPCO minimizes electrical and storage build cost at the contracted firm capacity. In operations, it maximizes tokens produced per dollar of power. Same engine, different question.两个阶段,两个目标函数。在规划阶段,CPCO 在满足合同 firm 容量的前提下最小化电气与储能建设投入。在运营阶段,它最大化单位电力成本的 token 产出。同一套引擎,不同的问题。
Why three bodies is not two bodies plus one为什么三体协同不是两体协同的加强版

The third body never leaves.第三个主体永远不会离开。

Demand-side flexibility for data centers is a solved concept: when the grid is stressed, the facility reduces draw. That model has two bodies — the data center and the grid — and one lever.数据中心的需求侧柔性是一个已经成熟的概念:电网紧张时,设施降低取电。这个模型有两个主体——数据中心与电网——和一根杠杆。

A site sourced from industrial headroom has a third body that never leaves: the host plant, still producing, still holding the interconnection, still able to move.而一个来自工业余量的站点,有第三个永远不会离开的主体:场址工厂,仍在生产,仍持有并网权益,仍然能动。

Capacity can come from the plant instead of the grid容量可以来自工厂而不是电网

When compute wants more, the plant can yield — no grid event, no curtailment, no market call.算力需要更多时,工厂可以让出——不触发电网事件,不需要削减,不需要市场调用。

The two loads can yield together两个负荷可以协同让步

When the grid does tighten, the response is split across a process unit and a compute cluster according to which is cheaper to move at that moment. Neither has to absorb it alone.电网确实紧张时,响应量按当下哪一方移动成本更低,在工艺装置与算力集群之间分摊。任何一方都不必独自承受。

The battery arbitrages against both电池对两者同时套利

Its dispatch is not sized against one load’s profile but against the residual of two.它的调度不是针对单一负荷曲线定容,而是针对两个负荷的残差。

None of this is available to a data center that stands alone on a greenfield site. It is a structural advantage of where the capacity came from.这些对一个独立坐落在新建场址上的数据中心都不成立。它是容量来源本身带来的结构性优势。

Stage 1 · Planning阶段一 · 规划设计

Deciding what to build, and how big决定建什么、建多大

Objective: minimize electrical and storage build cost, subject to meeting the contracted firm capacity.目标函数:在满足合同 firm capacity 的前提下,最小化电气与储能建设投入。

  • Connected capacity at the co-optimized peak接入容量按协同优化后的峰值
  • Battery against the residual, not the raw profile电池按残差定容,而非原始曲线
  • Filing built on the same model as the design申报与设计建立在同一套模型上
Planning →规划设计 →
Stage 2 · Operations阶段二 · 运营

Deciding how well it runs决定跑多好

Objective: maximize tokens produced per dollar of power, over the life of the asset.目标函数:在资产生命周期内,最大化单位电力成本的 token 产出。

  • Burst compute into capacity the plant frees算力冲进工厂让出的容量
  • Split grid response by marginal cost of movement按移动的边际成本分配电网响应
  • Log, settle, and feed every dispatch back to underwriting记录、结算,并把每次调度回流到承销模型
Operations →运营 →

See what CPCO does to a real design.看 CPCO 对一个真实设计方案做了什么。

Bring a load profile and a contracted capacity, or an existing site already running. Both are valid starting points.带一份负荷曲线与已签约容量来,或者一个已经在运行的站点。两者都是有效的起点。