Alibaba Cloud races ahead with Ulanqab AI infrastructure

DIGITIMESAugust 14, 2026en

Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector: moving away from asset-light models reliant on leasing server space to gaining deep control over computing infrastructure. AI firms are no longer merely buying GPUs; they are stockpiling strategic compute assets, with 10,000-to-100,000-card GPU clusters becoming the baseline requirement.

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• DeepSeek