OpenAI被曝计划在印度打造超大型数据中心

Core Viewpoint - OpenAI is planning to establish a large-scale data center in India as part of its strategy to tap into the country's vast market of 1.45 billion people, despite recent tensions between the US and India over tariff issues [1][7]. Group 1: Investment Plans - OpenAI is looking for local partners in India to build a data center with a minimum capacity of 1 gigawatt (GW) [1]. - This facility is expected to be one of the largest data centers in India, following significant investments from other tech giants like Microsoft and Alphabet [2]. - Microsoft announced an additional investment of $3 billion in India for data centers, while Alphabet plans to invest $6 billion in a 1 GW data center, including $2 billion for renewable energy [2]. Group 2: Market Strategy - OpenAI's CEO, Sam Altman, is expected to announce the construction plan during his visit to India this month [3]. - In August, Altman revealed that India is OpenAI's second-largest market for users, following the US, and could soon become the largest [5]. - To capitalize on this trend, OpenAI launched a market-specific subscription plan, ChatGPT Go, priced at 399 Indian Rupees (approximately 32.22 RMB), which offers enhanced features compared to the traditional ChatGPT Plus [5][6]. Group 3: Competitive Landscape - The introduction of ChatGPT Go comes amid intense market competition, with OpenAI's user base in India growing fourfold compared to the previous year, although it still lags behind Perplexity AI, which saw a 640% increase in monthly active users [6]. - OpenAI's "Star Gate" project aims to establish partnerships globally, with interest expressed from 30 countries, and is part of a broader strategy to expand its presence in Asia [7].