狂砸算力基建，OpenAI大动作！

Core Viewpoint - AI giants are transitioning from a "model-driven" approach to a "infrastructure-driven" phase, with OpenAI announcing the construction of five large AI data centers in collaboration with Oracle and SoftBank as part of its "Stargate" initiative, aiming to achieve a 10GW computing power target by the end of the year [1][2][3] Group 1: OpenAI's Infrastructure Expansion - OpenAI will build five new data centers across key regions in the U.S., with three in partnership with Oracle and two with SoftBank's subsidiary SB Energy [1][2] - The collaboration with Oracle will follow a "lease-to-own" model, where Oracle operates the infrastructure while OpenAI secures core computing resources as the main tenant [1][2] - OpenAI's ambition is to create a "factory" capable of producing 1GW of new AI infrastructure weekly, requiring innovations across various sectors including chips and robotics [3] Group 2: Investment and Partnerships - OpenAI, Oracle, and SoftBank announced a $500 billion investment plan over four years to build AI-supporting infrastructure, with OpenAI's recent global data center announcements indicating a push for a comprehensive computing power layout [2][4] - NVIDIA's recent announcement of a potential $100 billion investment in AI infrastructure, equivalent to 4-5 million GPUs, highlights the scale of collaboration and investment in this sector [3] - Oracle's reported remaining performance obligations (RPO) surged to $455 billion, a 359% year-on-year increase, largely due to a cloud computing contract with OpenAI worth $300 billion over five years [3] Group 3: Competitive Landscape and Implications - The collaboration among OpenAI, Oracle, and NVIDIA forms a closed loop in the AI infrastructure space, indicating a shift towards a "heavy asset era" in AI development [4] - The rapid development of AI infrastructure is reshaping the global technology industry's value chain, with OpenAI aiming to solidify its dominance in AI foundational architecture [4] - The competition for "computing sovereignty" suggests that regions like China and the EU are accelerating their own AI infrastructure initiatives to maintain control in the smart economy era [4]