SemiAnalysis: Inner Mongolia is China's fastest-growing AI data center region
SemiAnalysis reports that Inner Mongolia has become China's fastest-growing AI data center region, driven by low construction costs and the absence of public backlash. The report highlights an 800MW wind-powered campus, 120MW built within a year, and a 5MW SST-native 800V DC pilot with a cooling design that omits central chillers.
Coverage timeline
Techmeme
SemiAnalysis : Inside Inner Mongolia, China's fastest-growing AI data center region, where construction is accelerating with low building cost and no public backlash — A wind-powered 800MW campus, 120MW built within a year, a 5MW SST-native 800V DC pilot and a cooling design without central chillers

Related stories
Chinese AI startups HyperVolve and Apexin announce funding and model releases
Chinese AI startup HyperVolve announced tens of millions RMB in angel funding led by Lanchi Ventures, with participation from SenseTime Guoxiang Capital, Lenovo Star, Inno Fund, and Tsinghua alumni seed fund, to build research foundation models using recursive self-improvement. Separately, Apexin, founded by 27-year-old Tsinghua assistant professor Chen Yongchao, released Apex-35B-V1.0, a 35B model claiming SOTA results on 21 benchmarks against comparable models.
2 reports · 1 sources

METR: Anthropic models improving twice as fast, AI use drives ~80% of acceleration
A METR report, based on an 11-week internal assessment at Anthropic, finds model capability progress roughly doubled since October 2025, with AI-assisted research driving about 80% of the acceleration. The report also reveals three unreleased internal models (Model 2, 3, 4), with the strongest exceeding Opus 5.5 by about three months of progress. Anthropic redacted much of the most informative evidence from the public version, citing confidentiality concerns.
6 reports · 5 sources47 points · 6 comments

Altman: DRAM Better in Data Centers Than PCs for Local AI
OpenAI CEO Sam Altman said in a podcast interview that supply-constrained DRAM is better allocated to data centers than to personal computers for local AI inference, calling it 'quite terrible' for global resource allocation to have RAM sitting in PCs used only 5% of the time. His comments, made on the Cheeky Pint podcast, sparked debate in the AI community about the future of local versus cloud-based AI and hardware ownership.
4 reports · 4 sources105 points · 115 comments

Chinese AI firms ordered 6M Nvidia RTX Pro 5500 chips worth $70B, expect ~1% delivery in 4 months
Bloomberg reports that Alibaba, Tencent, ByteDance, and other Chinese AI companies have collectively ordered 6 million Nvidia RTX Pro 5500 chips, worth $70 billion, but expect to receive only about 1% of that order within the next four months. The report, citing sources, highlights the severe supply constraints facing Chinese AI developers for advanced Nvidia chips.
1 reports · 1 sources
News updates every hour. Subscribe in your RSS reader to get new stories automatically.
Subscribe