SemiAnalysis Report: China's Chahar Hub Hosts 22 AI Data Center Projects and 30,000 Workers at $3M/MW

SemiAnalysis published a Nov 7 on-the-ground report from Inner Mongolia's Chahar High-tech Zone, documenting 22 datacenter projects employing roughly 30,000 construction workers. The Galaxy campus at Ulanqab is designed for up to 800MW of IT capacity—comparable to Stargate Abilene—with the initial 120MW phase finished in one year at about one-fifth the US cost, pushing regional capex below $3M/MW. Envision Group supplies 60%+ of power through 420MW of dedicated wind farms, and the site is piloting a 5MW solid-state transformer that converts 10kV AC directly to 800V DC.