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China's Data Center Boom: A View from Zhangjiakou (2025)

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Re: China's Data Center Boom: A View from Zhangjiakou (2025)

#12

They really should be building such things deep underground, at least to offer some basic protection against the various adversaries. I assume we do too...we do right?

MAD is far too intact with China to bomb random infrastructure with reckless abandon.

Reminds me of that time when the US seriously built a bunker to store cash money and social security files... As if society would just pick up were it left of.

Re: China's Data Center Boom: A View from Zhangjiakou (2025)

#13

From the article: 1.859 billion kWh. Divide by 1 year = 212 megawatt. Definitely not small. Not that gigantic either, compared to current day (US) AI/hyperscalers.

It's about the delta. Similar kinds of buildouts weren't common 3-5 years ago. China as well as India are seeing a significant buildout of DC capacity which is partially a result of subsidies but also a result of increased demand for services domestically as well as within APAC. While local politicans in the US are using populist misinformation such as water usage to push back against DC buildouts, you're seeing both…

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