金十数据7月22日讯，据CNBC报道，甲骨文(ORCL.N)与OpenAI周二宣布，双方将在美国为星际之门项 目进一步开发4.5吉瓦的数据中心容量，标志着这一庞大基础设施项目正式进入扩建阶段。星际之门是 由OpenAI、甲骨文及软银联合成立的合资企业，计划在未来四年向美国的人工智能基础设施投资高达 5000亿美元。美国总统特朗普在1月份就职后不久宣布了"星际之门"计划。OpenAI表示，新增的数据中 心容量将在美国的建筑和运营岗位上创造超过10万个工作机会，并使正在开发的星际之门AI数据中心 的总容量超过5吉瓦。就在OpenAI发布这一最新消息的前一天，《华尔街日报》报道称，"星际之门"项 目一直难以启动。 OpenAI与甲骨文将为星际之门项目进一步开发4.5吉瓦的数据中心容量 ...

Stargate is a joint venture between OpenAI, Oracle and Softbank that aims to invest up to $500 billion in artificial intelligence infrastructure in the U.S. over the next four years. President Donald Trump announced Stargate shortly after his inauguration in January. OpenAI said the additional data center capacity will create over 100,000 jobs across construction and operations roles in the U.S., and pushes the total Stargate AI data center capacity under development to over 5 gigawatts, according to a blog ...

Core Insights - OpenAI has announced a partnership with Oracle to develop an additional 4.5 gigawatts (GW) of data center capacity in the U.S., expanding their collaboration in AI infrastructure [1] - This expansion will increase the total capacity of the Stargate project to over 5 GW, with more than 2 million chips in operation, moving closer to the initial commitment of 10 GW [1] - Oracle's cloud service agreement is expected to contribute over $30 billion in annual revenue starting from fiscal year 2028, with the Stargate agreement being a part of this cloud initiative [2] Employment Impact - The new data center capacity is projected to create over 100,000 jobs, including direct full-time positions, temporary construction roles, and indirect jobs in manufacturing and local services [2][3] - The Texas data center construction has already created thousands of jobs, with ongoing operations expected to generate more employment opportunities [3] Project Development - The Texas Abilene data center is making significant progress, with some facilities already operational and the first batch of NVIDIA GB200 racks delivered [3] - OpenAI is utilizing this capacity for early training and inference workloads to advance next-generation research [3] Strategic Partnerships - The collaboration with Oracle is part of a broader initiative announced by the White House to invest up to $500 billion in AI infrastructure over four years [4] - OpenAI is also working with SoftBank, with both companies committing $19 billion each to the Stargate project, although there are reported disagreements affecting project goals [4] Future Plans - OpenAI plans to expand the Texas data center from 1.2 GW to approximately 2 GW and is considering new data center locations in several states, including Michigan, Wisconsin, and Pennsylvania [3][4] - The Stargate project has evolved into a comprehensive AI infrastructure platform, involving ongoing partnerships with Oracle, SoftBank, and CoreWeave [4]

we have signed a deal for an additional 4.5 gigawatts of capacity with oracle as part of stargate. easy to throw around numbers, but this is a _gigantic_ infrastructure project.some progress photos from abilene: https://t.co/JfutuoYvn9 ...

OpenAI与甲骨文达成协议，将在美国开发额外4.5吉瓦的"星际之门"数据中心容量。声明称，加上此前 在美国得州的站点，与甲骨文的这一额外合作将使正在开发的"星际之门"人工智能数据中心容量超过5 吉瓦，运行超过200万个芯片。(智通财经) ...

OpenAI and Oracle will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership, furthering a massive plan to power AI workloads https://t.co/PdQMvWBFak ...

Core Viewpoint - The article highlights the increasing challenges and costs associated with Oracle's Java compliance audits, leading many organizations to consider migrating to open-source alternatives like OpenJDK due to financial pressures and the complexity of compliance management [1][12][21]. Compliance Challenges - 73% of companies have faced Oracle-initiated Java compliance audits in the past three years [1]. - 37% of respondents identify managing software licenses as their biggest challenge, while 36% struggle with discovering software licenses [4]. - 29% attribute compliance issues to the complexity of software development environments, making it difficult to track license usage across various platforms [5]. Financial Impact - Over 54% of organizations spend more than $100,000 annually to resolve licensing non-compliance issues, with 27% spending over $500,000 [6]. - The costs associated with compliance include not only fines but also the time and resources spent on audits and purchasing additional licenses [6][8]. Migration to Open Source - 79% of respondents have migrated to or plan to migrate to OpenJDK alternatives, with only 14% intending to continue using Oracle Java subscriptions [13][19]. - 15% have completed their migration, while 22% have started, and 25% are actively planning [15]. - The primary motivations for migrating include security and reliability (51%) and cost reduction (42%) [17]. Cost Comparison - More than two-thirds of respondents estimate they can save at least 40% on Java licensing costs after migrating to open-source solutions [23]. - Only 4% of respondents are unconcerned about Oracle's pricing and licensing policies [21]. Ongoing Compliance Awareness - Even after migrating to open-source, organizations must remain vigilant about Oracle Java usage, as over 75% of respondents undergo at least two compliance checks annually [25]. - Many companies are questioning the fairness of Oracle's licensing model due to the increasing costs and audit pressures [26].

Wealth Rankings - Elon Musk remains the richest person with a net worth of $412.6 billion, experiencing a decrease of $6.53 million or 0.16% [2] - Larry Ellison ranks second with a net worth of $289.5 billion, down by $21 million or 0.72%, associated with Oracle [2] - Mark Zuckerberg's net worth increased by $130 million or 1.22%, bringing it to $246 billion, linked to Meta [2] - Jeff Bezos saw an increase of $290 million or 1.2%, with a net worth of $242.1 billion, related to Amazon [2] - Larry Page's wealth rose by $140 million or 2.61%, totaling $156.6 billion, connected to Google [2] - Sergey Brin's net worth increased by $137 million or 2.55%, reaching $149.5 billion, also associated with Google [2] - Nvidia's Jensen Huang's wealth decreased by $8.87 million or 0.59%, totaling $149.2 billion [2] - The Arnault family's net worth decreased by $12 million or 0.82%, amounting to $144.4 billion, linked to LVMH [2] - Steve Ballmer's wealth remained stable with a slight increase of $2.2 million, totaling $143.5 billion, associated with Microsoft [2] - Warren Buffett's net worth increased by $4.3 million, reaching $142 billion, connected to Berkshire Hathaway [2] Additional Notable Figures - Michael Dell's net worth rose by $28.2 million or 0.22%, totaling $128.6 billion, linked to Dell [3] - Bill Gates' wealth decreased by $4.5 million or 0.04%, amounting to $116.9 billion, associated with Microsoft [3] - Amancio Ortega's net worth decreased by $6.3 million or 0.06%, totaling $115 billion, linked to Inditex [3] - The Walton family's wealth saw slight increases, with Rob Walton at $114.8 billion and Jim Walton at $113.8 billion, both up by approximately $5.68 million and $5.67 million respectively [3] - Mukesh Ambani's net worth decreased by $3.2 billion or 2.86%, totaling $108.3 billion, associated with Reliance Industries [3] - The Koch family remains stable at $67.5 billion, with no change reported [3]

华尔街日报：OpenAI、软银、甲骨文联合投资的5000亿美元AI项目星际之门（Stargate）在成立6个月后难以顺利实施，计划遭遇大幅缩减。软银与OpenAI在合作关键条款，尤其是在数据中心选址等问题上存在分歧。虽然软银与OpenAI在记者会上承诺“立即”投资1000亿美元，但该项目已将近期目标缩小为，今年年底前在俄亥俄建立一个小型数据中心。外汇交易员 (@myfxtrader):特朗普宣布，OpenAI、软银和甲骨文将组建一家名为Stargate的合资企业，对人工智能基础设施进行大规模投资，计划投资5000亿美元。白宫发言人莱维特稍早表示：“这将是一个大规模的计划，它将证明全世界都知道美国回来了。” https://t.co/Y4Mux7f4mC ...

Core Insights - The report highlights the increasing compliance challenges faced by companies using Oracle Java, with 73% of surveyed organizations experiencing compliance audits initiated by Oracle in the past three years [1][18] - The financial burden of non-compliance is significant, with over 25% of respondents spending more than $500,000 annually to resolve licensing issues, including audit responses and penalties [1][6] - A shift towards open-source alternatives like OpenJDK is underway, with 79% of respondents having migrated or planning to migrate away from Oracle Java due to cost and compliance pressures [12][22] Compliance Challenges - 37% of respondents identified managing software licenses as their biggest challenge, while 36% found discovering software licenses to be a headache [3] - The complexity of software development environments and billing models contributes to compliance difficulties, with 29% and 25% of respondents respectively citing these as major issues [4] - A lack of automation tools and resource constraints further exacerbate compliance challenges, with 21% relying on manual processes [4] Financial Implications - Organizations face severe penalties for non-compliance, including high costs associated with audits and the need to purchase additional licenses [6][9] - 54% of respondents reported spending over $100,000 annually to address licensing non-compliance, with 27% spending more than $500,000 [6] - The cost of compliance issues not only includes direct financial penalties but also the time and resources diverted from core business activities [9] Oracle Java Licensing Changes - Oracle's licensing policies have evolved, with significant changes introduced in 2019 that required companies to pay for commercial Java SE subscriptions to receive updates and security patches [11] - The new subscription model introduced in January 2023 bases fees on total employee count rather than the number of employees using Java SE, leading to increased costs for larger organizations [12][13] - Gartner's analysis indicates that companies adopting the new subscription model may see costs increase by 2-5 times per employee compared to previous licensing models [13] Migration to Open Source - The primary drivers for migrating to open-source Java solutions include security and reliability (51%) and cost reduction (42%) [17] - Over two-thirds of respondents estimate they can save at least 40% on Java licensing costs after migrating to open-source alternatives [22] - Despite migrating to open-source, organizations must remain vigilant about Oracle Java usage, as 75% of respondents undergo at least two compliance checks annually [24] Industry Sentiment - There is a growing sentiment among organizations to abandon Oracle Java due to dissatisfaction with licensing practices and compliance pressures [27] - Many companies are sharing experiences of successfully transitioning to open-source solutions, indicating a shift in industry attitudes towards Oracle's licensing model [27]