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彭博社

远景计划于2028年建成内蒙古大型数据中心Envision to Complete Massive Inner Mongolia Data Center by 2028

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中国可再生能源企业恩智浦集团计划在2028年底前建成位于内蒙古的“星河园区”数据中心,最终产能有望达到3吉瓦。

Chinese renewable energy firm Envision Group plans to finish building its Galaxy Campus data center in Inner Mongolia by the end of 2028, with capacity to eventually reach 3 gigawatts.

公司AI数据中心业务总经理郑瑞奇周五在接受彭博电视采访时披露了这一时间表。他表示,恩智浦看好中国市场的“强劲需求”,已锁定购电协议至2029年或2030年。

Ricky Zheng, general manager of the company’s AI Data Center business disclosed the timeline in an interview with Bloomberg TV on Friday. Envision sees “strong demand” in the Chinese market and has already lined up offtake agreements through 2029 or 2030, he said.

恩智浦主营风机和电池制造,8月宣布已在乌兰察布市开始运营数据中心。该城市距北京西北约350公里(217英里),拥有丰富的可再生能源资源。迄今为止,此类设施多由专业开发商、电信及互联网企业建设,但人工智能热潮正吸引其他类型公司入局。

Envision, whose main business is making wind turbines and batteries, said in August that it had begun operating the data center at Ulanqab, a city about 350 kilometers (217 miles) northwest of Beijing with abundant renewable energy resources. Until now, most such facilities have been built by specialized developers, or telecom and internet firms, but the artificial intelligence boom is luring other types of companies.

与科技公司运营的数据中心不同,恩智浦将提供电力及配套系统,但不负责数据处理。科技企业将作为租户入驻,自行部署芯片集群。公司计划在内蒙古及中国西北其他地区建设更多数据中心。

Unlike data centers run by technology companies, Envision will provide the power and supporting systems but will not handle data processing. Tech firms will be effective tenants, leasing the facilities and installing their own chip clusters. The company has plans to build more data centers in Inner Mongolia, and other parts of northwest China.

郑瑞奇透露,除大规模云服务商外,恩智浦还在与自动驾驶、内容生成等行业企业洽谈租赁事宜。“这些公司之所以提出如此宏大且激进的需求,是因为它们已通过利用AI实现了业务增长。”据郑瑞奇称,行业强劲势头也助力恩智浦以“非常公允”的利率获得融资。从长远看,公司计划在海外建设数据中心,目标是最终实现高达10吉瓦的全球总产能。

Beyond hyperscalers, Envision is in talks with companies in industries such as autonomous driving and content generation that are seeking leases, Zheng said. “The reason why these companies have such ambitious and aggressive demands is that they have already seen business growth by leveraging AI.”Strong momentum in the sector is also helping Envision secure “very fair” interest rates for financing, according to Zheng. In the longer term, the company plans to build data centers outside China, aiming for an eventual global capacity of as much as 10 gigawatts, he said.

“我们正在寻找拥有可再生能源的国家或城市,以便建设大规模数据中心,”郑表示。拉丁美洲、东南亚、欧洲和非洲都具有潜力,他说。

“We are looking for countries or cities that have renewable resources, so that we can build large-scale data centers,” Zheng said. Latin America, Southeast Asia, Europe and Africa all offer potential, he said.

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