据 36Kr 报道,DeepSeek 150 亿美元融资将用于在内蒙古乌兰察布建设 1GW 数据中心,至少搭载 160,000 颗华为昇腾 950DT 芯片,并依托当地廉价可再生能源控制运营成本。宁德时代本轮追加 14 亿美元投资,以提供包括储能、直连绿电和电网接口的整体能源方案。作者认为国内 AI 竞争正从模型能力转向数据中心建设速度。
材料梳理了资金去向、芯片规模与能源配套的完整链条,读者可以从中看到国内 AI 竞争焦点向基建转移的趋势。
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