Envision’s Galaxy AI campus pairs computing with wind power | Magica
Envision delivers first AI campus phase as power economics await proof
Editorial Team
••📖5 min read
Envision says it has handed over a 200 MW first phase of its Galaxy AI campus in Inner Mongolia. The wind-turbine supplier is expanding into data-center facilities and power systems, but its 3 GW plan remains ahead of disclosed costs, utilization and reliability results.
An Envision executive says a 200 MW first phase was handed over in late October; another 200 MW is expected in the second quarter of 2027.
The company supplies facilities and power infrastructure while technology tenants install their own computing clusters.
Its latest campus plan is 3 GW, a future capacity figure rather than a measure of equipment already operating.
Envision Group, the Chinese renewable-energy business that began as a wind-turbine company in 2007, has handed over the first 200-megawatt phase of its Galaxy AI data-center campus in Ulanqab, Inner Mongolia, to an unnamed Chinese internet giant, its AI data-center business general manager, Zheng Zihao, said in a November 5 interview report. The handover took place in late October, he said.
The proposition is an energy supplier becoming a landlord to computing companies. Envision says nearby wind farms will supply electricity through dedicated cables, with batteries providing backup. Its role is to provide the facilities, power infrastructure and supporting systems; tenants lease space and install their own chip clusters, the company said in an August report.
That gives Envision a way to sell more than turbines and storage equipment into AI’s electricity demand. Whether combining those assets produces cheaper, dependable computing infrastructure is the commercial test. The disclosed capacity plans establish ambition; they do not establish delivered computing output or tenant economics.
The chronology matters. On August 6, Envision announced commissioning of a campus designed to scale beyond 2 GW, centered on a 120,000-square-meter supercomputing facility. The contemporaneous August report put the initial phase at 120 MW, already allocated to two local technology giants, according to the company.
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Editorial Team
Zheng’s November interview describes a 200 MW first phase handed to one internet giant, followed by a second 200 MW phase expected to begin operating in the second quarter of 2027. The reported phase size and customer description have changed since August. The available reporting does not explain how the earlier allocation relates to the October handover, or how much tenant computing equipment is now active.
Meanwhile, a November 2 company update puts planned campus capacity at 3 GW. It retains a full-build-out goal of supporting as many as one million AI accelerators. Neither figure should be read as installed, operating capacity.
Galaxy is the flagship of Mission Gobi, Envision’s initiative announced in June to build 5 GW of green AI computing capacity in desert and arid regions worldwide by 2030. Those are company targets, with Galaxy’s staged deliveries providing the nearer-term evidence of execution.
An energy supplier enters an established market
Envision brings a relevant industrial record, though that is different from a demonstrated record running data centers. It specializes in wind turbines, energy storage and green hydrogen. An August industry report said the company claimed 100 GW of installed wind turbines, including 20 GW installed globally in 2025, and was building net-zero industrial parks in several Chinese cities. The same report said its prior data-center experience was unclear.
Its market entry faces established alternatives. The August market report describes a Chinese data-center sector dominated by telecom operators, specialist developers and internet companies, including Tencent, Alibaba and China Unicom. It also identifies a planned 1 GW Ulanqab project for AI developer DeepSeek, citing people familiar with the matter. AI developer Z.AI, formerly Zhipu, was working on a separate 1 GW project intended to use only domestically made chips.
Ulanqab offers advantages beyond Envision’s assets. The same report describes abundant wind resources and an average annual temperature of 4°C, which helps reduce server-cooling energy needs. Other developers can benefit from those conditions too; renewable generation alone does not establish Galaxy’s competitive advantage.
Policy supports the combination of generation and computing, but the scope needs care. The 2024 data-center green-development action plan, led by China’s National Development and Reform Commission alongside industry, energy and data authorities, set a target of more than 80% green electricity for new data centers at national hub nodes by the end of 2025. It encouraged direct green-power supply and also green-electricity and certificate trading. That leaves operators routes other than dedicated wind farms.
For Galaxy, Envision said in August that 80% of power would come from its nearby wind farms. The November update describes more than 80% as planned direct renewable supply. These are supply plans, not published measurements of the campus’s actual electricity mix.
A power-system deployment with grid coordination
The November update offers a more concrete technical claim: Envision says an integrated 800-volt direct-current power system is serving live AI workloads at Galaxy. Solid-state transformers convert 10-kilovolt input to an 800-volt DC bus, while batteries provide second-scale power support and minute-scale backup. The company describes millisecond-level coordination between transformers and storage to absorb fluctuations in graphics-processor loads.
Envision says this architecture improves power-conversion efficiency, reduces the space occupied by equipment and requires less cabling and copper, potentially lowering infrastructure costs. Its description explicitly includes coordination of renewable energy, storage and the grid. Dedicated renewable connections should therefore not be read as evidence that Galaxy operates independently of the grid.
That description makes an important distinction visible. Fast response to computing-load fluctuations and short-duration backup do not, by themselves, demonstrate uninterrupted renewable supply through a prolonged wind lull. The reported disclosures do not establish storage capacity, longer-duration backup arrangements or measured availability.
Company-reported milestones separate announcements and the reported first-phase handover from the second phase expected in 2027; active tenant computing capacity remains undisclosed. Source: Envision / PR Newswire.
What the next phase needs to prove
The announcements and available reports provide no project investment total, lease rates, delivered electricity costs or independently verified operating results needed to compare Galaxy with conventional facilities. Envision’s August claim of up to ten times more computing output per square meter lacks a defined comparison facility or supporting benchmark in the announcement.
The next reported delivery milestone is the second 200 MW phase in the second quarter of 2027, according to Zheng’s November interview. Alongside that expansion, the evidence that would settle the business case is practical: how much contracted capacity becomes active, what tenants pay, and how reliably the combined generation, storage and power systems serve their workloads.
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