美股IPO·2025-09-24 00:25Core Viewpoint - The "Gateway" project in Abilene, Texas, marks a significant step in addressing the computational power shortage required for AI operations, with a total investment exceeding $400 billion and a capacity target of nearly 7 gigawatts over the next three years [1][3][5]. Group 1: Project Overview - The first site of the "Gateway" project has officially commenced operations, utilizing Oracle's cloud infrastructure and NVIDIA chips [1][3]. - The project will expand to four additional sites in New Mexico, Ohio, and a yet undisclosed location in the Midwest [2][3]. - The Abilene site is expected to ultimately exceed 1 gigawatt of capacity, sufficient to power approximately 750,000 American households [3]. Group 2: Financial Structure - The project is supported by a complex funding network, with OpenAI expected to pay for the computational power through operational expenses [6][8]. - OpenAI's revenue for the year is projected to reach $13 billion, with plans to finance construction costs through cash flow and debt [9]. - NVIDIA is involved in the project through equity investment and will receive compensation for the chips deployed [10]. Group 3: Economic and Political Implications - The "Gateway" project has significant political and economic implications, with over 6,000 construction workers employed daily and nearly 1,700 long-term jobs created [15]. - OpenAI's vision extends beyond technology, aiming to play a more prominent role in global geopolitical and economic dynamics [16].