据 36Kr 报道,DeepSeek 正在进行的 150 亿美元融资将用于在内蒙古乌兰察布建设 1GW 数据中心,计划搭载至少 16 万张华为昇腾 950DT 芯片。该项目依托当地廉价可再生能源控制运营成本,同时宁德时代追加 14 亿美元投资以提供完整的能源解决方案。这表明国内 AI 竞争已逐渐从模型转向数据中心建设。
According to 36Kr, DeepSeek's massive $15 billion funding round is earmarked for a 1GW data center in Ulanqab, Inner Mongolia, powered by at least 160,000 Huawei Ascend 950DT chips.
Because a facility of this scale requires immense power, Ulanqab's cheap renewable energy is essential to control its heavy operational expenses.
Meanwhile, CATL reported an additional $1.4 billion top-up in this round so that it can secure its role as a key provider of a complete energy solution, including energy storage, direct green power connection, and power grid interface.
Consequently, China's domestic AI race has gradually shifted from "who builds the best model?" to "who builds the data center first?"
来源:X.PIN · x.com