
A 120MW data center built from bare land in a year
Analysts at SemiAnalysis visited Envision's Galaxy campus in Inner Mongolia, a wind-powered site planned at 800MW. They say its first 120MW phase went from empty ground to delivery in about a year. Their conclusion is that China could match US data center capacity if it could get the GPUs. That makes chips, not land, power or construction speed, the bottleneck. It is a view from one set of visitors, not an audited figure. Still, it shows where the export-control fight bites: the buildings and electricity are the easy part.