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⚡China's Stargate: 800MW Wind-Powered AI Campus Visited
TL;DR
SemiAnalysis toured Envision's Galaxy campus in Inner Mongolia, planned at 800MW of IT load with the first 120MW delivered within a year. Rents have roughly halved in five years to about $40/kW/month ex-power.
SemiAnalysis toured Envision's Galaxy campus in Inner Mongolia, planned at 800MW of IT load with the first 120MW delivered within a year. Rents have roughly halved in five years to about $40/kW/month ex-power.

Key Points
1
Galaxy campus in Ulanqab is planned for up to 800MW; the first phase was delivered in August 2026
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