AI基建加速，OpenAI官宣联手甲骨文，扩建4.5GW数据中心

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]