OpenAI公布万亿美元“计算仓库”蓝图

Core Insights - OpenAI has unveiled an ambitious $1 trillion infrastructure vision, planning to build massive "compute warehouses" both domestically and internationally, with a focus on a super data center complex in Abilene, Texas, which is touted as the "world's largest AI supercomputing base" [1] Group 1: Data Center Development - The Abilene site has transformed from barren land to a large construction site, featuring eight futuristic data centers with a total capacity of approximately 900 megawatts [2] - Over 6,000 workers are involved in the project, working in two 10-hour shifts continuously since spring [2] - The facility spans 1,100 acres, with the completed "Building 1" being larger than two Walmart supercenters, and each rack inside is equipped with 72 NVIDIA GB200 chips [2] Group 2: Future Expansion Plans - OpenAI plans to build five additional data centers in the U.S. in collaboration with Oracle and SoftBank, with three centers providing a combined 5.5 gigawatts of power capacity [3] - The two smaller projects in Ohio and Texas will add 1.5 gigawatts of power capacity within the next 18 months [3] Group 3: Long-term Vision and Economic Impact - OpenAI executives indicate that the Abilene base is just the beginning, with an anticipated need for over 20 gigawatts of power to support computing services, potentially reaching close to 100 gigawatts in the long term [4] - The estimated investment of $500 billion per gigawatt capacity suggests a pathway for at least $1 trillion in infrastructure investment [4] - The infrastructure projects are expected to create hundreds of thousands of jobs, although the long-term demand for labor may be limited post-completion, with only about 1,700 permanent positions anticipated at the Abilene site [4]