Grassland 'Token Factory': How Ulanqab Became the Heart of China's AI Computing Power

Ulanqab is emerging as one of the largest AI computing clusters in Asia-Pacific, with capacity commitments reaching 12.5GW by June 2026, a surge of nearly 4x year-over-year. Its advantages include low latency to Beijing, green power accounting for over 86% of supply, electricity costs roughly 50% lower than the Beijing-Tianjin-Hebei region, and natural cooling resources. Companies like Envision are driving a new model of "green power direct supply + storage peak shaving," but large-scale actual delivery may not occur until after 2028.