美国人工智能基础设施的"星际之门"（Stargate）项目正遭遇严重挫折。这项5000亿美元的项目自今年1 月在白宫宣布以来，不仅大幅缩减了近期规划，其负责实施的新成立公司至今未能完成任何一个数据中 心交易。 据媒体22日透露，共同领导该项目的软银和OpenAI在合作关键条款上存在分歧，包括建设地点等核心 问题。尽管两家公司在1月宣布时承诺"立即"投资1000亿美元，但该项目现在设定的目标已缩减为在今 年年底前建设一个小型数据中心，地点可能选在俄亥俄州。 与此同时，急于确保算力供应的OpenAI首席执行官Sam Altman已绕过软银，与Oracle达成了一项年费超 过300亿美元的数据中心协议。这一单独交易的规模几乎相当于星际之门项目今年原定目标，凸显了该 联合项目的进展缓慢。 尽管项目进展不顺，孙正义和Altman在公开场合仍努力维持着合作的良好形象。上周，两人共同出席软 银的一场活动，Altman称双方拥有共同建设10吉瓦数据中心的初步目标，并赞誉这是一次"绝佳的合 作"。 合作伙伴分歧阻碍项目推进 尽管面临这些挑战，两家公司领导人公开表示合作进展顺利。上周他们在软银活动中通过视频出现， Altman表 ...

Group 1 - The "Gateway" AI project, a collaboration between OpenAI and SoftBank, has faced significant delays and has lowered its initial investment target from $500 billion to constructing only one small data center by the end of the year [1][2] - Disagreements over site selection have hindered progress, particularly regarding the potential location's connection to a renewable energy company supported by SoftBank [1] - OpenAI has independently initiated agreements with Oracle for data center services, committing to pay over $30 billion annually starting in fiscal year 2028, which is three times its estimated annual revenue [2][3] Group 2 - Despite public statements of a strong partnership, the project has not yet materialized, with OpenAI listing two data centers in Texas under the "Gateway" name without SoftBank's involvement [2] - OpenAI's current annual losses are in the tens of billions, and it is relying on expanding its paid user base and advertisers to drive revenue growth [3] - The initial goal of the partnership was to build data centers with a combined power demand of 10 gigawatts, but current plans have shifted significantly [3]

中新网7月22日电(记者张乃月)今年年初，美国新一届政府上台后迅速宣布要打造"历史上最大的人工智 能(AI)基础设施项目"——"星际之门"(Stargate)。但据《华尔街日报》当地时间7月21日报道，"星际之 门"开局坎坷，目前进展缓慢。重要出资方日本软银集团和OpenAI(美国开放人工智能研究中心)被曝在 合作的关键条款上存在分歧。 美媒援引消息人士称，该项目尚未落实任何一个数据中心计划。据称，尽管软银和OpenAI在1月份承 诺"立即"投资1000亿美元。但知情人士表示，该项目现在设定了一个更保守的目标——在年底前建立一 个小型数据中心，地点可能在俄亥俄州。 《华尔街日报》称，软银今年早些时候承诺向OpenAI注资数百亿美元，这一巨额押注使软银承担了新 的债务并出售资产。这笔投资与"星际之门"项目的计划同步进行，使得软银在AI物理基础设施方面占据 一席之地。然而，OpenAI方面渴望获得足够的算力来支持公司的标志性产品ChatGPT，已绕开软银，与 其他运营商签下了数据中心大单。 据此前报道，今年年初，OpenAI首席执行官奥尔特曼、软银首席执行官孙正义和甲骨文董事长埃里森 与美国总统特朗普一起现身白宫 ...

Group 1 - The AI data center project "Stargate," led by OpenAI and SoftBank, has faced significant setbacks, with initial investment plans of $100 billion now reduced to establishing a small data center in Ohio by the end of the year [1][3] - Disagreements over key terms, particularly site selection, have stalled the project, despite earlier commitments to initiate the $100 billion investment [3][4] - OpenAI's CEO, Sam Altman, has sought to accelerate the development of the next generation of ChatGPT by bypassing SoftBank and signing significant data center deals with Oracle and CoreWeave, committing over $30 billion to Oracle for a 4.5 GW capacity data center over the next three years [3][4] Group 2 - The cooling of the "Stargate" project highlights a deep strategic conflict between AI giants and capital providers, with OpenAI needing rapid expansion of computing power while SoftBank aims for long-term returns through infrastructure control [4] - The rise of third-party operators like Oracle is leading OpenAI to diversify its supply chain for computing power, potentially undermining SoftBank's position as an exclusive partner [4] - This shift not only impacts the success of the $100 billion project but also reshapes the competitive landscape of global AI infrastructure [4]

Core Insights - The "Stargate" AI infrastructure project in the U.S. is facing significant delays and has scaled back its initial ambitious goals, with no major data center deals finalized yet [1][2] - OpenAI and SoftBank had initially committed to invest $18 billion each to kickstart the project, but SoftBank has not participated in any recent announcements regarding large data center plans by OpenAI [1][2] - The project aims to build large AI data centers across the U.S. with participation from major tech companies like OpenAI, SoftBank, Microsoft, NVIDIA, Oracle, and ARM [1][4] Project Developments - The project's recent target has been significantly reduced to completing a small AI data center in Ohio by the end of this year, a stark contrast to the original plan announced in January [2][4] - OpenAI is now independently seeking substantial AI computing resources without waiting for SoftBank's financial support, opting to rent a large AI data center capacity from Oracle [2][3] - CoreWeave, recognized as a leading AI cloud computing provider, is also involved in providing AI computing resources, indicating a shift in the project's execution strategy [3] Financial Commitments - In January, the project was announced with a potential investment of up to $500 billion by 2029, with initial commitments of $100 billion and a plan to rent the infrastructure to OpenAI [4] - The initial investors included SoftBank, OpenAI, Oracle, and the Abu Dhabi sovereign wealth fund, with SoftBank responsible for financial arrangements and OpenAI for project operations [4] - The project was initially hailed as a transformative initiative, likened to a "new Manhattan Project," with U.S. government support promised for necessary resources [4]

Group 1 - The Nikkei 225 index and the Tokyo Stock Exchange index have expanded their gains to 1% [1] - SoftBank Group's stock price rose by as much as 5.7% [1]

Core Viewpoint - SoftBank Group's stock price increased by 5% [1] Group 1 - The rise in stock price indicates positive market sentiment towards SoftBank Group [1]

Group 1 - The "Gateway to the Stars" project, announced by the White House with a scale of $500 billion to boost AI development in the U.S., is facing significant challenges and has scaled back its recent plans [1] - Despite a commitment made in January to invest $100 billion immediately, the project is now aiming for a more conservative goal of establishing a small data center by the end of the year, likely in Ohio [1] - There are disagreements between SoftBank and OpenAI regarding key terms of the project, including the location of data centers [1] Group 2 - Earlier this year, SoftBank pledged to invest $30 billion in OpenAI, marking the largest investment in a startup to date, which has led to increased debt and asset sales for SoftBank [2] - OpenAI has independently pursued partnerships with other operators for data center agreements, including a recent deal with Oracle, which will involve payments exceeding $30 billion annually over three years [2] - The data center agreement with Oracle will have a total installed capacity of 4.5 gigawatts, enough to power approximately 4 million households, and will be distributed across multiple regions in the U.S. [2] Group 3 - Despite the slow start of the "Gateway to the Stars" project, Masayoshi Son remains optimistic about OpenAI's future and is considering additional investments in the company [3]

Core Viewpoint - SoftBank Group and OpenAI have differing opinions regarding the site selection for the "Stargate" data center announced by former President Trump [1] Group 1 - SoftBank Group is involved in discussions about the location of the Stargate data center [1] - OpenAI has a contrasting viewpoint on the site selection for the Stargate data center [1]

Core Viewpoint - Mizuho Bank has initiated a collaboration with SoftBank to develop a financial large language model, aiming to enhance financial services and customer interactions [1] Group 1 - The partnership between Mizuho Bank and SoftBank focuses on leveraging advanced AI technologies to improve financial operations and customer engagement [1] - The development of the financial large language model is expected to streamline processes and provide more personalized services to clients [1] - This collaboration reflects a growing trend in the financial industry towards integrating AI solutions to enhance efficiency and competitiveness [1]