Nvidia's China Problem [pdf]
Nvidia faces challenges in China that could affect its business there. The topic centers on the risks surrounding the company’s access to the Chinese market. (culperresearch.com)
A September visit to Envision Group’s Galaxy campus in Ulanqab presents Inner Mongolia as a rapidly expanding center for Chinese AI infrastructure. Galaxy is planned for 800MW of IT capacity, comparable to the core of the Stargate campus in Texas; its first 120MW phase was completed in a year at roughly one-fifth of US costs. Envision’s ambitions in the region total 3GW, while Inner Mongolia has announced 25GW of datacenter projects. Unlike US regions facing resistance to new facilities, the area is mobilizing extensive construction labor and directing renewable power toward new industrial demand.
Galaxy’s defining feature is Envision’s integration of energy supply and datacenter systems. Under a source-grid-load-storage model, dedicated wind farms, batteries and power lines supply the campus, with 420MW of wind intended to cover over 60% of the first two phases’ 240MW load. Oversized, geographically separated wind farms and four-hour batteries increase supply reliability. Envision also makes or integrates equipment inside the campus, including a pilot 800V DC system in a 5MW hall: solid-state transformers convert 10kV AC directly to rack power, bypassing several conventional conversion and backup stages. Cooling likewise departs from common US practice: air- and liquid-cooled servers share a water loop without a central chiller plant, a design already used at scale in northern China. Together, these choices offer practical examples for questions still open in US datacenter development.
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Nvidia faces challenges in China that could affect its business there. The topic centers on the risks surrounding the company’s access to the Chinese market. (culperresearch.com)
Battery-electric cars reached 32% of UK new-car sales in October 2026, nearing petrol cars’ 37.2% share as EV sales climbed and petrol sales fell. Current trends suggest EVs could overtake petrol within a year, with December’s sales surge potentially bringing the crossover sooner. (electrek.co)
DIY injection molding is presented as a way to make plastic recycling more accessible. No further details about the process are available in the provided content. (youtube.com)
A Broadcom PCIe switch enabled six GPUs - four Radeon AI PRO R9700s and two RTX 3090s - to run from one x16 slot on a consumer motherboard. The four R9700s delivered up to 4,700 tokens per second when processing a 32,000-token prompt with Qwen3.8-27B. (doug.sh)
A piezoelectric toothbrush uses vibrations generated by piezoelectric materials to clean teeth. A study reports that it reduces dental plaque. (science.org)
The PDP-8/E restoration log documents work on restoring a vintage Digital Equipment Corporation minicomputer. It is part of the Rhode Island Computer Museum’s equipment collection. (ricomputermuseum.org)
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