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AI Hardware

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Inside Ulanqab: How Inner Mongolia Became the 12.5GW Epicenter of China's AI Data Center Boom
Located approximately 350 kilometers northwest of Beijing, the grassland municipality of Ulanqab in Inner Mongolia has transformed into China's primary hub for artificial intelligence compute infrastructure. Historically recognized for agriculture and mineral extraction, the city now hosts nearly 100 enterprise data centers operating or under active construction, with technology firms pledging an aggregate capacity of 12.5 gigawatts (GW). According to a research note published by Goldman Sachs,
August 22, 20261 min
Nvidia's Nemotron 4 aims for a trillion parameters, but China is already there
Nvidia is building Nemotron 4, a new family of open-weight AI models meant to challenge the strongest freely available models, according to reporting by The Information cited by The Decoder. The largest model in the family is planned to reach at least one trillion parameters, twice the size of Nvidia's current Nemotron 3 Ultra. To train it, Nvidia has tripled its cloud spending on in-house model development to 28 billion dollars through 2031. The earliest the models could ship is this fall. C
August 12, 20261 min
Why DeepMind Researchers Are Leaving: Limited TPU Access, Bureaucracy, and a Chips Conflict
As senior AI researchers continue to leave Google DeepMind, reporting is surfacing reasons behind the departures. Two recurring themes: limited access to Google's TPU chips, and a conflict of interest where Google Cloud sells those same chips to rivals the researchers are expected to beat. Semafor reported that CEO Demis Hassabis stepped back from daily operations about a year ago, turning those duties over to DeepMind chief Koray Kavukcuoglu. Hassabis was not forced out, but reportedly found m
August 7, 20261 min
Zhipu AI explores custom silicon as GLM-5.2 demand surges
Chinese AI lab Zhipu AI is in early discussions with domestic chip design houses about building a bespoke processor optimized for its GLM model family, according to a report by The Information. The move comes as daily token usage for GLM-5.2 surged 27-fold during its first week of release, straining compute capacity already squeezed by U.S. export controls on advanced semiconductors. The Beijing-based company, which trades on the Hong Kong Stock Exchange as Z.ai, has made preliminary inquiries
August 3, 20261 min

AI Hardware

Articles

Inside Ulanqab: How Inner Mongolia Became the 12.5GW Epicenter of China's AI Data Center Boom

Nvidia's Nemotron 4 aims for a trillion parameters, but China is already there

Why DeepMind Researchers Are Leaving: Limited TPU Access, Bureaucracy, and a Chips Conflict

Zhipu AI explores custom silicon as GLM-5.2 demand surges