到中东搞钱、到东亚搞芯片，Altman的第二次“算力帝国路演”

Group 1 - OpenAI CEO Sam Altman is actively seeking funding and manufacturing partners to meet the company's significant demand for computing power, having visited Taiwan, South Korea, and Japan to accelerate AI chip manufacturing capabilities [1][2] - Altman aims to raise funds for OpenAI's infrastructure expansion, including a data center in Abu Dhabi, with potential new capital partly allocated for this purpose [1][10] - OpenAI's valuation has reached $500 billion, comparable to major global companies like Netflix and ExxonMobil [4] Group 2 - Altman has engaged with major companies such as TSMC, Samsung, and SK Hynix to secure chip production capacity, with OpenAI's demand potentially reaching 900,000 wafers per month, more than double the current global high-bandwidth memory capacity [6][7] - OpenAI has established a partnership with Hitachi in Japan to support the development of AI infrastructure, including power transmission and distribution equipment for its data centers [7] - Altman discussed the manufacturing and deployment of NVIDIA's upcoming Rubin system, with OpenAI set to be one of the first customers in the second half of 2026 [8] Group 3 - In the Middle East, Altman plans to meet with investment funds in Abu Dhabi to secure funding for the Stargate data center [10] - OpenAI's projected spending on leasing computing servers is approximately $16 billion this year, potentially rising to around $400 billion by 2029 [11] - OpenAI aims to create a factory capable of producing 1GW of new AI infrastructure weekly, with plans to deploy at least 10GW of NVIDIA computing systems for training and running next-generation models [12][13]