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SemiAnalysis에 따르면 Envision의 내몽골 Galaxy 캠퍼스는 800MW 규모의 AI 용량이 계획되어 있으며, 첫 120MW는 1년 이내에 구축될 예정이다.

계획된 800MW 부지에서 첫 120MW를 1년 미만에 건설한 것은 중국 AI 캠퍼스의 속도 기준을 제시하며, 경쟁 프로젝트의 공사 진척 기대치also 높이고 있다. Wait, I made an error there: "also" is an English word that slipped in, and "기대치also" is malformed. Corrected translation: 계획된 800MW 부지에서 첫 120MW를 1년 미만에 건설한 것은 중국 AI 캠퍼스의 속도 기준을 제시하며, 경쟁 프로젝트의 공사 속도에 대한 기대치도 높이고 있다.
업계 전문지Slicast · 2026년 11월 9일 13:51 UTC · 미국 · 출처: MLQ.ai
중요도 75

Chinese wind-turbine maker Envision is building an AI data center campus in Ulanqab, Inner Mongolia, that is planned to reach up to 800 MW of IT capacity by the end of 2027, according to research firm SemiAnalysis, which visited the site in September and published its findings on November 7. SemiAnalysis titled its report "We Visited China's Stargate in Inner Mongolia," comparing the Galaxy campus with the roughly 820 MW of critical IT capacity at the Crusoe-built Stargate site in Abilene, Texas.

The campus is being built in four phases, all built-to-suit for two internet companies that SemiAnalysis did not name. The first 120 MW was delivered in August 2026, less than a year after work started, and SemiAnalysis says it was built "at a fifth of US costs." The detailed cost breakdown sits behind SemiAnalysis's paywall. Envision has described larger long-term ambitions, saying at the August commissioning that the campus could scale to 2 GW and hold up to one million accelerators.

**Its own wind, batteries and 800V DC**

Galaxy runs under China's "source-grid-load-storage" model on a dedicated line rather than the public grid. Envision's two wind farms, about 80 kilometers apart, have 420 MW of combined capacity against the 240 MW load expected from the first two phases, and Envision wants them to supply more than 60% of those phases' power. Because Ulanqab's wind capacity factor is roughly 35% to 40%, Envision is adding four-hour battery storage made by its affiliate AESC. Liquid- and air-cooled servers share one water loop with no central chiller plant.

In one 5 MW hall, solid-state transformers convert 10 kV AC from the grid directly to 800V DC for the racks, eliminating low-voltage transformers, UPS units and rectifiers. SemiAnalysis did not report a measured efficiency gain. Envision said on November 2 that the 800V DC system was running live AI workloads and plans a larger deployment in later phases.

SemiAnalysis says Galaxy could reach about 1 GW if a wind-turbine factory next to the campus is converted. China's data center buildout has also lowered costs more broadly, with capital expenditure down about 25% over five years to under $3 million per MW, by SemiAnalysis's count.

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SemiAnalysis에 따르면 Envision의 내몽골 Galaxy 캠퍼스는… · Slicast