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SemiAnalysis· Everlyn Tan·· 8 days agoAI score58

We Visited China’s Stargate in Inner Mongolia

We Visited China’s Stargate in Inner Mongolia

AI summary

SemiAnalysis reports on a September visit to Inner Mongolia's datacenter region, including Galaxy, an Envision-owned campus in Ulanqab planned for up to 800MW of IT capacity whose first 120MW phase was delivered within a year at a fifth of US costs. The report describes Envision's vertical integration—its own wind farms, a dedicated power line, an 800V DC solid-state transformer pilot, and a chiller-less cooling design—and compares Galaxy's scale to Stargate's Abilene campus. It also notes Inner Mongolia has lined up 25GW of announced datacenter projects.

Source: SemiAnalysis · newsletter.semianalysis.com