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]
【特稿】美AI“星际之门”被曝受阻 年底前只建一小数据中心