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Envision, DeepSeek’s Ulanqab pivot taps China’s energy strengths, natl plan; ‘Clusters of AI computing hubs show institutional strengths’_我的网站

第五元素

A | 阅读此文前，诚邀您点击一下“关注”按钮，方便以后第一时间为您推送新的文章，同时也便于您进行讨论与分享，您的支持是我坚持创作的动力，为提升文章可读性，细节可能存在润色，请理智阅读，仅供参考！文|佳雨编辑|佳雨前言你是否还在为选东边户还是西边户纠结？很多人对西边户望而却步，但当我入住后真的想说——这幸福感，真的不一般！尤其是住了两年多，越住越觉得“香”。

B | 你知道是什么原因让西边户成为暗藏的宝藏户型吗？采光更好、冬暖夏凉，还是有意想不到的便利？为何西边户更便宜在寸土寸金的房地产市场中，同一栋楼不同朝向的房子往往会出现明显的价格差异。

Envision Galaxy Campus, the world's largest single AI computing facility by China's green technology company Envision Group, enters into operation in Ulanqab, North China's Inner Mongolia Autonomous Region, on August 6, 2026. Photo: Envision GroupChina's largest artificial intelligence (AI) computing industrial park was completed and put into operation in Ulanqab, North China's Inner Mongolia Autonomous Region on Thursday. Meanwhile, Chinese AI start-up DeepSeek is reportedly also planning a massive AI data center there.
As more Chinese companies choose to stack data centers in a lesser-known city in Northern China, seeking cheaper land, electricity and cooler climate, Chinese industry experts said on Friday that the country's institutional advantages in developing AI are being fully demonstrated, providing solid support for an emerging industry that is continuously promoting welfare globally as an international public good.
China's green technology company Envision Group announced that its Envision Galaxy Campus - a large-scale AI data center (AIDC) - in Ulanqab officially entered operation on Thursday. It is also the single AIDC with the largest token output capacity in the world, Chinese green technology company Envision Group said in a statement sent to the Global Times on Friday.
Envision Group said its Envision Galaxy Campus in Ulanqab, with a planned total capacity of 2 gigawatts, integrates renewable energy, intelligent power management and high-density computing at unprecedented scale.
Envision is not the only Chinese company interested in building an AI data center in Ulanqab.
Recently, Chinese AI start-up DeepSeek posted a job opening for a senior data center operations and maintenance engineer, listing "Ulanqab" as the work location, which analysts said "hinted at a new data center of DeepSeek."
A recent report by Bloomberg also indicated that DeepSeek is also planning a massive AI data center there, citing people familiar with the matter. The report describes the project as "an ambitious move" in computing infrastructure from the start-up that's shown it can compete with the leading AI models of Silicon Valley.
DeepSeek is looking to add 1 gigawatt worth of compute in Ulanqab, about 350 kilometers northwest of Beijing, the report said. The announced and planned AI data centers are the latest addition to more than a dozen firms that have projects planned in the city.
Chinese experts said that these data centers located in Ulanqab, with its cool and dry climate, enjoy a natural advantage in heat dissipation that accounts for a major part of a data center's maintenance. But it is more than that. The city's status as a massive producer of clean energy as well as a hub of China's national computing power network, and a national development blueprint that goes back for years, are behind the companies' decisions, and these factors together are a vivid display of China's institutional advantage.
Unique advantage
Envision told the Global Times that its Envision Galaxy Campus features an area of 120,000 square meters, roughly equivalent to 20 standard football fields, and supports the computing capacity for 1 million graphics processing units (GPUs) in parallel, making it the AIDC with the highest token output capacity globally and setting a new benchmark for compute density in AI infrastructure.
With a purposely built proprietary AI Power System that enables stable, high-efficiency power transmission and energy storage just like a "power expressway and electricity granary", the facility can deliver up to ten times compute output per square meter more than conventional data centers.
Explaining why Ulanqab was chosen as the facility site, Envision said the city is one of the eight digital infrastructure hubs of the national "east data, west computing" project, allowing the center to have minimal latency for online computing tasks - a required feature as the number of GPUs multiplies at AI clusters.
Some 67 percent of the area's electricity is generated from wind and solar, making the base an ideal place to tap green energy, the company noted, adding that it aims to develop 5 gigawatts of green AIDC capacity in desert and arid regions worldwide by 2030.
"Light travels at roughly 300,000 kilometers per second. But when it comes to supercomputing, latency becomes a matter so the physical distance between computing demand and computing capacity becomes a factor to be considered," Ma Jihua, a veteran technology industry analyst, told the Global Times on Friday.
"The AI computing clusters will effectively serve demand generated in Northern China, particular the Beijing-Tianjin-Hebei region, where the digital economy is growing fast," Ma said.
Tian Feng, former dean of SenseTime's Intelligence Industry Research Institute, said that companies' selection of Ulanqab is more than a simple geographic location balancing - it is an act that reflects the underlying shift in companies' site-selection logic, as the compute paradigms shift from storage to training and inference.
To support the synchronous training of a cluster equipped with as much as one million GPUs, Envision needs to build its own wind farms and dedicated transmission lines; this is not merely a matter of "finding a cool spot to house server racks" but rather integrating power system engineering directly into the AI compute infrastructure, Tian told the Global Times on Friday.
"Data centers in the storage era have been passive consumers of the power grid. Now, in the AI training era, they require the grid to be custom-designed for them," Tian said. "This way, the energy company can lock electricity costs at its AI centers within a controllable range, giving it teeth for competition in the upcoming token economy era."
As the next frontier of AI is infrastructure, the cost of computing becomes a company's core competitiveness, Tian said.
By tapping rich renewable energy sources and direct power transmission from wind farm to data center, the electricity price at data centers in Hohhot, provincial capital of Inner Mongolia Autonomous Region and home to another data center cluster, is only one third of that in Beijing, domestic news portal bjnews.com.cn reported in June.
The unfolding story around Ulanqab also highlighted China's institutional strengths.
"The government drew up a plan, laid down the backbone of a national computing power network, and private-sectors companies followed up with their own investment, forming a self-reinforcing positive loop," Ma said.
To underpin AI growth, China's Government Work Report this year unveiled plans to launch new infrastructure projects focused on hyperscale intelligent computing clusters, alongside the coordinated development of computing capacity and power supply, according to the Xinhua News Agency.
Meanwhile, China's robust clean energy infrastructure and aggressive expansion plans for the upcoming five-year cycle are also poised to secure the critical power supply needed to meet the energy-intensive demands of AI computing.
The National Development and Reform Commission, China's top economic planner, said computing power network construction during the 15th Five-Year Plan period (2026-30) will lead to new direct investment of 4 trillion yuan ($592.68 billion), citing estimates by relevant institutions, the Securities Times reported on July 31.
Statistics show that by the first quarter of 2025, the total computing power of the eight data computing hubs of the "east data, west computing" project had reached 215.5 EFLOPS, with intelligent computing power accounting for 80.8 percent, according to Xinhua.
Computing power benefiting world
Yin Hejun, minister of Science and Technology, termed AI, robotics and innovative drugs as China's "new new three" at a recent policy briefing.
Ma said the expanding buildup of Chinese AI infrastructure reflects the strong growth of China's AI-related industries, which have emerged as new drivers of China's export growth, representing China's new core strategic industries and fresh economic growth engines.
As China's AI computing power grows, the country will be more well positioned to handle global demand, as it becomes the world's "token factory" by capitalizing on its energy strengths, Ma noted.
As China's technology exports now extend to digital services, with companies increasingly providing AI algorithms, cloud computing, and digital solutions to overseas markets, analysts said the competitively priced compute power from China will serve the world as an international public good in the emerging "token economy."
"In the future, computing clusters in Northern China will be ideal for handling computing needs generated from the Central Asian and Northeast Asian markets, due to its geographic proximity," Ma said.
Although some Western media outlets have recently targeted China's cost-effective AI products with a flurry of far-fetched skepticism in a bid to curb the growth of China's AI industry, Chinese AI products are already benefiting the world, analysts and industry insiders said.
For instance, Chinese AI company iFLYTEK said that its AI-powered intelligent teaching system has helped expand Chinese language learning worldwide and supported the digital development of Chinese education in overseas markets. The AI-powered intelligent Chinese teaching system has greatly expanded students' practice opportunities: On average, learners now speak Chinese 12 times per session, compared with only twice in regular classes at a Thai school, the company said.
As China embraces the concept of technology for good and inclusive AI to be shared by the whole of mankind, more people in the world will benefit from this trend, analysts noted.
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C | 西边户因为传统观念的影响，往往比东边户每平方便宜数百至上千元。对于一套百余平方米的房子来说，这个差价就达到了十几万甚至更多。这笔可观的差价不仅体现在房屋总价上，还会影响到后续的房贷成本。从长远来看，选择西边户能节省的不仅是首付，还包括未来二三十年的利息支出。这笔节省下来的费用，完全可以用于室内装修升级或者添置高品质的家具电器，从而提升整体居住品质。西户日照西户日照时间特点的讨论往往停留在表面认知上，实际体验却大有不同。虽然早晨确实无法享受第一缕阳光，但从中午开始直到夕阳西下，西边户的采光时间反而更长。

D | 这种光照特点不仅特别适合习惯晚起的年轻人，免去了清晨被强光打扰的烦恼，也非常契合现代人的作息规律。更重要的是，西边户独享的落日美景，常常能带来意想不到的视觉享受。当夕阳的光芒洒满室内时，整个空间仿佛镀上了一层温暖的金色滤镜，营造出静谧而温馨的氛围。这种独特的光影变化，为居住空间增添了别样的诗意。尤其是在四季更替时，不同角度的阳光透过云层，在室内形成独特的光影交错，这种观赏体验是其他朝向的房屋难以企及的。解决西晒困扰针对西边户最受争议的西晒问题，现代建筑技术和家居解决方案提供了多种应对方式。通过安装双层中空玻璃或者低辐射玻璃，可以有效阻隔强烈的日照带来的热量。选择合适的窗帘布置，如高密度镜面纱或者环保竹帘，不仅能起到良好的遮阳效果，还能提升室内装饰品质。在气候适应性方面，西边户表现出意想不到的优势。冬季，较长的日照时间让室内自然保持温暖，极大减少了采暖需求。夏季虽然会受到西晒影响，但通过合理的防晒措施，完全可以营造舒适的室内环境。随着新型建材技术的发展，市面上已经出现了智能调光玻璃、纳米隔热涂层等创新产品。这些高科技解决方案能够根据日照强度自动调节透光率，既保证采光又避免室温过高。

E | 同时，现代化的新风系统配合遮阳设计，能够在炎热季节创造出舒适宜人的室内环境，让西晒不再成为困扰。抗潮优势在建筑特性方面，西边户展现出独特的优势。由于东南方向多雨的气候特点，东边户的外墙更容易遭受雨水长期冲刷，增加了墙体渗水的风险。

F | 相比之下，西边户的位置天然避免了这个问题。加上充足的日照时间，有助于墙体保持干燥，大大降低了室内潮湿的可能性。这种防潮特性不仅有利于居住健康，还能延长家具和电器的使用寿命，减少维护成本。从建筑物理学角度来看，西边户的外墙在经过一天的日照后，具有更好的保温效果，这种蓄热特性在夜间能够自然释放热量，有助于调节室内温度。

G | 特别是在梅雨季节，西边户的防潮性能更显优势，减少了霉变和墙纸脱落等问题，也为室内装修提供了更好的基础条件。

H | 而且，由于较少受到雨水侵蚀，外墙的保温层和装饰层都能保持更长的使用寿命。西户居住体验经过实际居住检验，西边户展现出远超预期的居住价值。充足的采光时间不仅带来了良好的室内照明效果，还有助于降低电费支出。独特的光照时段让居住者能够根据个人作息灵活安排起居时间。虽然夏季会面临西晒挑战，但通过适当的装修设计和遮阳措施，完全可以创造舒适的室内环境。更重要的是，较低的购房成本让业主有更多预算用于提升居住品质，最终达到事半功倍的效果。从心理学角度来看，傍晚时分的阳光具有安抚情绪的作用，能够帮助人们缓解一天的疲惫。这种自然光线的节律变化，不知不觉中影响着居住者的生理节奏，有助于调节作息规律。同时，较为充裕的装修预算允许业主在智能家居、健康家电等方面有更多投入，这些细节上的提升能够带来更舒适的居住体验。对于喜欢摄影的住户来说，黄金时段的自然光线更是提供了绝佳的创作条件。结语在房价高企的今天，西边户凭借其超高性价比和良好的居住体验，正在悄然改变传统的购房观念。更重要的是，西边户为购房者提供了一个经济实惠的选择，让更多人能在有限预算内拥有理想的居住空间。