China's AI Compute Infrastructure: GW-Scale Centers, Native Liquid Cooling, Compute-Power Synergy
智东西 · wechat · 2026-07-06
A detailed article on the new frontier of China's AI compute infrastructure. Background compares OpenAI's Stargate project challenges (funding, power, policy hurdles) with Musk's SpaceX plan for orbital compute centers. Technical section details systemic re-engineering from chips to grid: chip-side vertical power delivery reduces loop from centimeter to millimeter, supporting GPUs from 1000W to 1500W+; rack power distribution shifts to 800V HVDC, improving overall power efficiency from 80% to over 95%; cooling adopts two-phase liquid cooling to replace single-phase, supporting 3000W+ chips with PUE below 1.1; grid-side proposes compute-power synergy. Article previews OCTS2026 Open Computing Conference in Beijing on July 9.
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