量子位·2025-09-24 01:21Core Viewpoint - OpenAI has announced a new investment plan in collaboration with Oracle and SoftBank to build five new data centers, supported by a recent $1 billion investment from NVIDIA, enhancing the existing partnership dynamics among these companies [1][4][16]. Group 1: New Data Centers - OpenAI will collaborate with Oracle and SoftBank to develop five new data centers as part of the "Stargate" project, increasing the planned capacity to nearly 7GW, equivalent to seven large nuclear reactors [2][3][8]. - Three of the new data centers will be built in Texas, New Mexico, and an undisclosed Midwestern location in partnership with Oracle [9]. - The remaining two data centers will be operated by OpenAI and SB Energy, a subsidiary of SoftBank, located in Ohio and Texas [10]. Group 2: Investment Dynamics - NVIDIA has announced a plan to invest $100 billion in OpenAI to build 10GW of data center capacity, which is approximately equivalent to 4-5 million GPUs [16]. - This investment will be disbursed in tranches, with $10 billion allocated for each 1GW facility completed, with the first phase expected to be completed by mid-next year [17]. - Concerns have been raised regarding whether OpenAI has sufficient cash flow to meet its obligations to Oracle, especially since the cost of building each GW capacity data center is estimated at $50 billion [19]. Group 3: Shifts in Partnerships - Microsoft, a former key partner of OpenAI, appears to be sidelined in the new "Stargate" initiative, indicating a shift in the strategic alliances within the AI sector [6][23]. - The relationship dynamics have shifted, with Oracle benefiting from the new developments while Microsoft seems to have lost its influential position [7][19].