OpenAI算力野心持续膨胀：未来几年采购甲骨文服务器的资本支出将超对微软的投入

Core Insights - OpenAI is planning to allocate up to $450 billion for server expenditures by 2030, with spending on servers from competitors like Oracle expected to exceed that on Microsoft [3][4] - This shift indicates that OpenAI's rapidly growing demand for computing power has surpassed Microsoft's capacity as a single supplier, leading to a significant change in one of the most important partnerships in the AI industry [3][4] Group 1: Changes in Cloud Computing Partnerships - OpenAI's decision to seek other cloud service providers was influenced by dissatisfaction with Microsoft's data center construction speed, prompting a shift in their exclusive partnership [4] - The agreement reached in summer 2024 allows OpenAI to negotiate with other cloud providers while retaining priority supply rights from Microsoft [4] Group 2: Oracle as a Major Beneficiary - Following Microsoft's approval, OpenAI quickly partnered with Oracle to build a 1 gigawatt data center in Texas, with plans to add an additional 4.5 gigawatts of capacity [5] - OpenAI is expected to invest billions into Oracle, alongside other agreements with CoreWeave and Google, and a potential $100 billion investment from NVIDIA for building its own data centers [5] Group 3: Microsoft's Strategic Considerations - Despite losing some business, Microsoft executives believe they made the right decision, continuing to receive a 20% share of the revenue generated by OpenAI [6] - Microsoft remains the sole cloud partner providing the supercomputers necessary for training OpenAI's models, which allows for better management of AI demand fluctuations [6] Group 4: OpenAI's Expanding Ambitions - OpenAI's ambition for computing power is accelerating, with a goal to utilize 250 gigawatts of data center capacity by 2033, which would represent a third of the current peak energy usage in the U.S. [6][7] - Concerns have been raised about the feasibility of such ambitious targets, with discussions around the massive investments required to meet these needs [7][8]