RedNote Plans 600MW Ulanqab Data Center, Targets 2027 Delivery with VNET
Quick Look
- Shanghai-based RedNote plans a 600MW data center project in Ulanqab, China, with a budget of around 15 billion yuan ($2.2 billion).
- The company is in talks with VNET for the buildout, targeting delivery in Q1 2027, as China encourages private investment in computing infrastructure.
AI-generated summary
Why It Matters
The Chinese government sees major room for private investment in computing infrastructure and aims to create a more favorable environment for private investors.
Shanghai-based RedNote is planning the 600-megawatt project, either in Ulanqab proper, which is known for its wind and renewable energy projects, or west of the city, with a budget of around 15 billion yuan (US$2.2 billion) excluding semiconductor costs, according to an individual who requested anonymity due to the private nature of the information.
With investment in computing infrastructure coming mostly from enterprises, the Chinese government sees major room for private investment in the sector, Jiang said during the briefing, adding that the agency would strengthen guidance and support to create a more favourable environment for private investors.
RedNote had been in talks to VNET, one of China’s largest data centre operators, on the Ulanqab data centre buildout and was targeting delivery in the first quarter of 2027, the person said.
RedNote and VNET did not immediately respond to a request for comment on Friday.
What to Watch
AI outlook — possibilities, not facts
RedNote's 600-megawatt data center project in Ulanqab is targeted for delivery in the first quarter of 2027.
Likely · Within months
Open Questions
- What are the specific terms of the RedNote-VNET talks?
- What is the exact location of the Ulanqab project?
- What specific guidance will the agency provide?
