智通财经网·2025-05-24 03:16Group 1 - Oracle plans to invest approximately $40 billion to purchase high-performance chips from Nvidia to support a new data center for OpenAI in Abilene, Texas [1] - The data center is part of the "Stargate Project," which aims to build large AI data centers in the U.S. with a total investment of $500 billion [1][2] - The data center is expected to be operational by mid-2026 and will have a power capacity of 1.2 gigawatts, making it one of the largest data centers globally [2] Group 2 - Oracle's involvement in the "Stargate Project" and the operation of the data center is seen as a key opportunity to enhance its cloud computing competitiveness against giants like Microsoft, Amazon, and Google [2] - OpenAI's reliance on Microsoft for computing power has exceeded Microsoft's supply capacity, making the new data center crucial for OpenAI [2] - AI data centers require specialized hardware and infrastructure to handle the high-intensity computing needs of AI workloads, differing fundamentally from traditional data centers [3]