Group 1 - OpenAI is launching its first AI data center project in Europe, named "Stargate" in Norway, in partnership with Nscale and Aker, with a 50/50 joint venture for ownership [2] - Alibaba's Tongyi Qianwen has introduced a programming model called Qwen3-Coder-Flash, which excels in agentic coding, browser use, and tool use, surpassing current top open-source models [2] - Deepseek's affiliated company has published a patent for a method and system for deploying large language models, aimed at maximizing hardware utilization and reducing latency [2] - The Kimi K2 Turbo version has been released, increasing output speed from 10 tokens per second to 40 tokens per second while maintaining the same model parameters [2]

Group 1 - The article discusses the global expansion of AI companies, highlighting the competitive landscape and opportunities presented by international markets [2] - It emphasizes the importance of understanding local regulations and market dynamics for successful overseas operations [4][6] - The article notes that companies must shift from merely avoiding barriers to actively building global supply chains [6] Group 2 - The news highlights Alibaba's Gaode Map launching ride-hailing services in 24 countries across Europe and Asia, enhancing its international presence [8] - It reports on ZhiYuan Robotics' international expansion, with expectations to ship thousands of units this year to markets including North America and Europe [7] - Microsoft has become the second company globally to reach a market capitalization of $4 trillion, following Nvidia, indicating strong performance in the tech sector [9]

Group 1 - OpenAI and Oracle announced the development of 4.5 gigawatts of data center capacity for the Stargate project, marking the expansion phase of this large infrastructure initiative [1] - The Stargate project is a joint venture established by OpenAI, Oracle, and SoftBank, with plans to invest up to $500 billion in AI infrastructure in the U.S. over the next four years [1] - The new data center capacity is expected to create over 100,000 jobs in construction and operations within the U.S. [1] Group 2 - The total capacity of the Stargate AI data centers will exceed 5 gigawatts following this expansion [1] - Prior to this announcement, reports indicated that the Stargate project had faced challenges in getting started [1]

Group 1 - OpenAI has reached an agreement with Oracle (ORCL.N) to further develop a 4.5 gigawatt data center capacity for the Stargate project [1]

Core Viewpoint - SoftBank's $100 billion "Interstellar Gateway" project in the U.S. faces significant challenges due to economic risks stemming from the Trump administration's tariff policies, leading to stalled financing negotiations [1][2] Group 1: Project Financing and Economic Factors - As of three months after the project's announcement, SoftBank has not finalized its financing plan or engaged in substantial discussions with banks and private equity firms [2] - Initial talks with various lending institutions and asset management companies were held, but economic volatility and declining AI service costs hindered progress [2] - Higher capital costs and concerns over potential global recession affecting data center demand have made lenders cautious about high-risk investments [2][3] Group 2: Market Conditions and Investor Sentiment - Analysts indicate that tariffs could increase data center construction costs by 5% to 15%, raising concerns among potential investors about industry overcapacity [3] - Major tech companies have invested heavily in AI data centers, yet recent adjustments in strategies by firms like Microsoft and Amazon have led to a slowdown in data center projects [3] Group 3: OpenAI and Project Developments - OpenAI is experiencing internal turmoil, which adds uncertainty to the project, although SoftBank plans to proceed with its $30 billion investment in OpenAI [5] - Despite challenges, construction of the first data center in Abilene, Texas, is ongoing, which is expected to become the world's largest AI training facility [5][6] - SoftBank is evaluating additional data center locations, considering factors like power supply and investment returns to ensure project viability [5] Group 4: Long-term Outlook and Returns - SoftBank's founder believes current market fluctuations are temporary and that the investment will yield substantial returns, with estimates suggesting a 15% to 20% return rate for the "Interstellar Gateway" project [6] - Achieving expected returns will depend on ensuring high utilization rates of the data centers, which remains uncertain at this stage [6]

Group 1 - OpenAI plans to expand its "Stargate" project beyond the United States [1]

智通财经5月7日电，消息称，OpenAI计划将"星际之门"项目扩大至美国以外的地区。 ...