Chindata and HEC Deepen Collaboration with AI Compute Projects in Shaoguan and Ulanqab

Rhea-AI Summary

Chindata (NASDAQ:CD) and HEC Group announced two coordinated AI-compute projects in Shaoguan and Ulanqab on Dec 12, 2025, targeting multi-gigawatt, low-carbon data center clusters.

Shaoguan: a gigawatt-level, zero-carbon compute campus with a first phase of 150 MW IT capacity on ~132,000 m², plus regional grid and renewable-power upgrades. Ulanqab: a gigawatt-scale, vertically integrated demonstration zone powered by dedicated private-wire green electricity, combining renewable generation, storage, AI compute, and HEC's electrode-foil manufacturing.

Both projects pair Chindata's hyperscale data center expertise with HEC's electronic materials and liquid-cooling tech, with local government planning and policy support.

Positive

• 150 MW first-phase IT capacity in Shaoguan
• Initial Shaoguan site of approximately 132,000 m²
• Plans for gigawatt-scale campuses and multi-gigawatt build-out
• Direct private-wire green electricity powering Ulanqab demonstration zone
• Integration of renewable generation, storage, and compute in a single regional ecosystem
• Combines Chindata hyperscale expertise with HEC electronic-materials and liquid-cooling technology

Negative

• None.

Key Figures

Site area 132,000 m² First-phase campus site in Qujiang Economic Development Zone, Shaoguan

Planned IT capacity 150 MW First-phase AI-ready compute capacity at Shaoguan campus

Partnership deployment $200 million Planned deployment across U.S. precision components projects (Nov 24, 2025 news)

Advisory term five-year Chaince Securities as ZJK’s capital markets strategic advisor

Price change 7.53% 24h change before publication of Shaoguan and Ulanqab partnerships

52-week range $7.57–$14.1 Current price at 52-week low and below prior high

Average move (tag) 4.12% Average 24h move for 'partnership,AI' tagged news

Market cap $486,302,355 Pre-news market capitalization

Market Reality Check

$7.57 Last Close

Volume Volume 249,719 vs 20-day avg 235,697 (relative volume 1.06) ahead of the partnership news. normal

Technical Price 7.57 is above 200-day MA at 6.79, while still 46.31% below the 14.1 52-week high.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 24	AI partnership deal	Positive	-4.1%	Announced up to $200M AI and semiconductor gigafactory partnership.
Nov 18	Ownership update	Positive	-5.4%	Reported increased institutional ownership from several global asset managers.
Nov 14	Conference presentation	Positive	+8.6%	CSO outlined tokenized finance and AI-on-chain vision at TCFA conference.

Pattern Detected

Recent news often saw negative price reactions even on seemingly constructive updates, with one positive alignment on a conference appearance.

Recent Company History

Over the last few weeks, the company issued several announcements, including a Nov 24, 2025 AI-focused partnership plan of up to $200 million for a U.S. gigafactory, which saw a -4.12% move. Earlier in November, institutional-ownership updates and a strategy presentation at TCFA 2025 drew mixed reactions, including a +8.61% move on the conference news. Today’s AI infrastructure partnerships in Shaoguan and Ulanqab extend this theme of AI-related strategic positioning.

Market Pulse Summary

This announcement outlines large-scale AI compute collaborations in Shaoguan and Ulanqab, featuring a 150 MW first-phase campus on a 132,000 m² site and gigawatt-scale, low-carbon infrastructure. Recent history shows other AI-related partnerships, including a planned $200 million deployment for a U.S. gigafactory. Investors may focus on project timelines, capital requirements, and how these initiatives translate into revenue and utilization versus prior strategic announcements.

Key Terms

hyperscale technical

"combining Chindata's hyperscale data center expertise with HEC's capabilities"

Hyperscale describes the ability of a system or operation to grow rapidly and handle extremely large amounts of work or data. It’s like a massive factory that can quickly expand its production capacity to meet soaring demand. For investors, hyperscale indicates a business’s potential to scale efficiently, often leading to increased growth and profitability.

liquid-cooling technical

"power-electronics components and liquid-cooling technologies"

Liquid-cooling is a method of removing heat from electronic equipment, batteries or machinery by circulating a liquid (like water or a special coolant) that absorbs heat and carries it away, similar to how a car radiator keeps an engine from overheating. For investors, it matters because more effective cooling can improve performance, energy efficiency, reliability and lifetime of high‑value assets such as data centers, electric vehicles and industrial systems, which affects operating costs, maintenance needs and resale value.

energy storage technical

"renewable generation, grid infrastructure, AI compute capacity, and energy storage"

Energy storage involves capturing and holding excess energy produced during periods of low demand for later use when demand is higher. Think of it like a rechargeable battery that saves power for when it’s needed most. For investors, energy storage is important because it helps balance supply and demand, making energy systems more reliable and efficient, which can influence the value of energy-related assets and technologies.

AI-generated analysis. Not financial advice.

BEIJING, Dec. 12, 2025 /PRNewswire/ -- In recent weeks, Chindata Group has announced two significant partnerships with HEC Group, advancing coordinated development across Shaoguan in Guangdong Province and Ulanqab in Inner Mongolia.

Together, the initiatives aim to integrate industrial production, high-density computing infrastructure and renewable energy into coordinated, multi-gigawatt clusters designed specifically for the demands of the AI era.

Both projects share a common objective: combining Chindata's hyperscale data center expertise with HEC's capabilities in electronic materials, power-electronics components and liquid-cooling technologies. The collaborations underscore the rising convergence of industrial manufacturing and AI compute infrastructure as demand grows for sustainable, high-density digital infrastructure.

Shaoguan: Building an AI-ready, Green Compute Campus

Chindata and HEC are expanding their partnership with the Shaoguan municipal government to develop a gigawatt-level, zero-carbon compute campus as part of a broader industrial ecosystem.

The first phase will be built on an approximately 132,000 m² site in the Qujiang Economic Development Zone. It is planned to provide 150 MW of IT capacity and will form the anchor for a long-term build-out toward multi-gigawatt scale.

The initiative also involves expanding regional grid capacity, enhancing renewable-power access, and establishing an upstream electronic-materials production base to support next-generation AI servers and advanced cooling technologies.

Together, these developments are expected to give strong momentum to Shaoguan's ambitions to grow a competitive, hyperscale digital-industry cluster.

Ulanqab: China's First Direct-Renewable AI Industrial Demonstration Zone

Chindata and HEC, in collaboration with the Ulanqab municipal government, are establishing China's first gigawatt-scale, vertically integrated demonstration zone powered directly by dedicated, private-wire green electricity. This initiative follows an Integrated Energy-Compute-Production Model, combining renewable generation, grid infrastructure, AI compute capacity, and energy storage into a tightly coordinated regional ecosystem.

The project features a gigawatt-scale, low-carbon AI-ready data center campus that anchors regional energy demand, alongside HEC's world-class electrode-foil production facilities, forming a fully integrated industrial-compute cluster. The regional ecosystem operates as a closed loop in which industrial activity drives compute demand, compute workloads drive energy consumption, and direct renewable access reduces costs and carbon emissions for both manufacturing and digital operations.

Together with the Shaoguan project, this collaboration demonstrates the shared strategy of combining hyperscale compute, renewable energy, and industrial capacity, while highlighting Ulanqab's distinctive approach to regional innovation and vertically integrated, low-carbon infrastructure.

Unified Vision for Integrated, Low-Carbon AI Infrastructure

Chindata CEO Wu Huapeng said the two agreements highlight the accelerating convergence of clean energy and high-performance computing. He noted that Shaoguan's advantages in renewable resources and Ulanqab's exceptional wind-and-solar potential enable the company to replicate and scale a new generation of hyperscale, low-carbon data center campuses. Wu emphasized that Chindata will move quickly to advance project construction, integrate HEC Group's strengths in high-performance electronic components and liquid-cooling technologies, and provide safe, efficient, and climate-responsible computing capacity tailored for a wide range of AI and industrial applications.

HEC Group Chairman Zhang Yushuai emphasized the company's core capabilities—including electronic materials, advanced capacitors, fluorinated cooling liquids, liquid-cooling components, and AI-powered manufacturing lines—align naturally with Chindata's AI infrastructure. He noted that both Shaoguan and Ulanqab offer significant potential for building an end-to-end AI-industry ecosystem, covering materials, intelligent manufacturing, AI-assisted R&D, embodied-intelligence robotics, and large-model training and inference. Zhang said HEC Group will work with Chindata to expand vertically integrated AI industry clusters and support local governments in developing next-generation digital and materials industries.

Local Government Support

Authorities in both Shaoguan and Ulanqab have expressed strong backing for the initiatives, underscoring their alignment with regional priorities in emerging industries, renewable-energy deployment and digital transformation. Local governments have committed to coordinated planning, streamlined administrative processes and supportive policies to ensure smooth project delivery.

Advancing Large-Scale Green Compute

These two partnerships represent a significant step in advancing high-capacity, energy-efficient computing infrastructure. By combining hyperscale data center development, renewable-energy systems, and industrial-materials manufacturing, Chindata and HEC aim to create replicable models for integrated, low-carbon growth and effective industrial-compute collaboration across multiple regions.

About Chindata Group

Chindata Group is a leading carrier-neutral hyperscale data center solution provider and a pioneer in AI-ready facilities in China. Guided by its mission to "efficiently convert electrical power into computing power" and driven by innovation, the company focuses on the planning, investment, design, construction, and operation of high-performance, reliable, and low-carbon computing infrastructure.

View original content:https://www.prnewswire.com/news-releases/chindata-and-hec-deepen-collaboration-with-ai-compute-projects-in-shaoguan-and-ulanqab-302640015.html

SOURCE Chindata Group

FAQ

What is the planned IT capacity for Chindata and HEC's Shaoguan project (CD)?

The Shaoguan first phase is planned to provide 150 MW of IT capacity on an approximately 132,000 m² site.

How will the Ulanqab project for Chindata and HEC (CD) be powered?

Ulanqab is designed as a gigawatt-scale demonstration zone powered by dedicated private-wire green electricity with integrated renewables and storage.

Do the Chindata and HEC (CD) projects include manufacturing components?

Yes; both projects integrate HEC's electronic-materials and electrode-foil production to form vertically integrated industrial-compute clusters.

What scale are Chindata and HEC targeting across both projects (CD)?

Both initiatives target gigawatt-scale campuses with plans toward a multi-gigawatt regional build-out for AI compute.

What local support is in place for the Chindata and HEC projects in Shaoguan and Ulanqab (CD)?

Local governments committed to coordinated planning, streamlined administrative processes, and supportive policies to help project delivery.