Nvidia(US:NVDA) 华尔街见闻·2025-05-17 04:13Core Viewpoint - OpenAI is planning to participate in the construction of a large AI data center in the UAE, which may become one of the largest data centers globally, as part of its "Stargate" initiative aimed at expanding AI infrastructure worldwide [1][2]. Group 1: OpenAI's Involvement - OpenAI is expected to be a major tenant in a new 5GW data center park in Abu Dhabi, which is part of a broader initiative to support AI development [1]. - The 5GW power capacity planned for the data center park is equivalent to the total output of five nuclear reactors, significantly exceeding the scale of current data center projects announced by OpenAI and its competitors [2]. Group 2: Collaboration and Partnerships - The UAE and the US have agreed to establish a "US-UAE AI Accelerated Partnership" framework, which includes the development of a 1GW AI data center as part of the larger 5GW park [2]. - The partnership aims to deepen technological cooperation, with US companies operating data centers and providing cloud services in the UAE, ensuring strong security measures to prevent technology transfer [2]. Group 3: Strategic Developments - OpenAI's CEO Sam Altman was part of a delegation that accompanied former President Trump on a visit to the UAE, indicating high-level engagement between US tech companies and the UAE [3]. - OpenAI has launched a program called "OpenAI for Countries," aiming to expand the "Stargate" project globally, with plans for ten projects in various countries or regions [4]. - The establishment of the data center in the UAE is contingent on OpenAI's ability to secure sufficient advanced chips from Nvidia, with potential easing of restrictions on chip sales to the UAE being considered by the Trump administration [4].