Worth knowing
We Visited China’s Stargate in Inner Mongolia
The report provides a rare look inside China's gigawatt-scale AI infrastructure buildout, demonstrating how vertical integration, abundant labor, and advanced DC power architectures are enabling rapid, low-cost deployment compared to the US.
Reported by SemiAnalysis ·
What happened
SemiAnalysis reports on a visit to Envision Group's Galaxy AI datacenter campus in Inner Mongolia, a planned 800MW facility whose first 120MW phase was built within a year at a fifth of US costs. The facility features deep vertical integration, including dedicated wind farms, in-house battery storage, chiller-free cooling, and a pilot 800V DC solid-state transformer power system.
Who it’s about
- Envision Group
- SemiAnalysis
- Stargate
- OpenAI
- Nvidia
Source
SemiAnalysis
We Visited China’s Stargate in Inner Mongolia