四个月后，OpenAI确认了"星际之门"的海外扩张打算，5月称，将通过海外投资扩大"星际之门"项目， 推动"民主人工智能"发展。 同在5月，OpenAI宣布，将在阿联酋阿布扎比建设总容量5GW的全球最大AI数据中心，占地约10平方英 里，耗电量相当于5座核电站。当时媒体称，OpenAI正将视野拓展至亚太地区，计划在日本、韩国、新 加坡等地洽谈AI合作。 7月末，OpenAI宣布启动挪威"星际之门"项目Stargate Norway，首次进军欧洲市场，该数据中心容量为 230 MW，目标是在2026年底前部署10万枚英伟达GPU。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 OpenAI的全球数据中心扩张计划再下一城。 阿根廷政府当地时间10日周五发布声明，称OpenAI与阿根廷公司Sur Energy签署意向书，将在该国建设 一个高达500兆瓦（MW）容量的大型数据中心，投资规模最高可达250亿美元。 该项目被命名为"星际之门阿根廷"（Stargate A ...

Group 1 - The "Stargate" project led by OpenAI and SoftBank is facing significant delays due to disagreements over key terms, including site selection, which has prevented the signing of formal agreements for data centers [1] - Neuralink successfully completed two surgeries in one day for the first time, marking a transition from research-level procedures to industrial-scale operations, which could enhance the company's visibility if success rates are maintained [2] - JPMorgan has restructured its quantum computing leadership, appointing Rob Otte to replace Marco Pistoria, indicating a potential shift towards a practical "quantum + classical" hybrid architecture rather than pure quantum hardware breakthroughs [3] Group 2 - OpenAI has signed a strategic partnership with the UK government to collaborate on AI safety research and infrastructure investment, expanding its London office as part of its global strategy [4] - Google's DeepMind announced that its advanced Gemini model achieved gold medal standards at the 2025 International Mathematical Olympiad, demonstrating that its "deep thinking" capabilities are approaching the problem-solving levels of top human mathematicians [5]

Core Viewpoint - The article discusses the intense competition for AI talent between major companies like OpenAI and Meta, highlighting recent talent acquisitions and the implications for the industry [1][2][8]. Group 1: Talent Acquisition - OpenAI has recently hired four prominent engineers from competitors, including David Lau, former software engineering VP at Tesla, and others from xAI and Meta [3][5][6]. - Meta has aggressively recruited at least seven employees from OpenAI, offering high salaries and substantial computational resources to support their research [8][18]. - The competition for talent has escalated, with OpenAI's Chief Research Officer Mark Chen expressing a strong commitment to countering Meta's recruitment efforts [19]. Group 2: Strategic Initiatives - OpenAI's expansion team, which includes the new hires, is focused on building AI infrastructure, including a significant joint project named "Stargate," aimed at developing a supercomputer with a projected cost of $115 billion [7]. - The new hires emphasize the importance of infrastructure in bridging research and practical applications, with Uday Ruddarraju describing Stargate as a "moonshot" project [7][8]. - The competition has prompted OpenAI to reconsider its compensation strategies to retain top talent amidst the aggressive recruitment by Meta [8]. Group 3: Industry Context - The AI industry has seen a surge in talent competition since the launch of ChatGPT in late 2022, with companies re-evaluating their hiring practices to secure leading researchers [13][15]. - Discussions around achieving "Artificial Superintelligence (ASI)" have become more prevalent, indicating a shift in focus towards groundbreaking technological advancements [14]. - The article notes that scaling capabilities are crucial for AI development, as using more data and computational power enhances model performance [16][17].

Core Insights - The "Stargate" project, driven by OpenAI, Oracle, and SoftBank, is facing significant challenges in funding and progress, with a planned investment of $500 billion by 2029 for AI infrastructure in the U.S. [1][2] - The project is compared to the Manhattan Project, but it requires market monetization for sustainable returns, which is hindered by rising costs and geopolitical tensions [2][3] Group 1: Project Challenges - The U.S. tariffs have significantly increased the construction costs of AI projects, with data center costs rising by 5% to 15% due to steel and aluminum tariffs [1] - Uncertainty surrounding future tariff measures complicates decision-making for companies involved in the project, affecting financing conditions in global capital markets [1][2] Group 2: Global Market Dynamics - The "Stargate" project aims to tap into both domestic and international markets, but rising protectionism and tariff disputes may lead other countries to retaliate against the U.S. tech industry, particularly in AI [2][3] - The development model of the AI industry differs from that of nuclear and space technologies, as the rapid evolution of AI technology has led to multiple shifts in its development trajectory, making it harder to ensure a leading position through scale alone [2][3] Group 3: International Cooperation - The trend towards international cooperation in AI development is evident, as the "Stargate" project requires global talent mobility and ecosystem building to address cost and budget challenges [4] - OpenAI is planning to expand the "Stargate" project beyond the U.S., indicating a shift towards more traditional international collaboration despite ideological differences [4]

Core Insights - SoftBank's ambitious $100 billion AI infrastructure investment plan, "Stargate," is facing significant obstacles due to tariff threats from the Trump administration, leading to stalled financing negotiations [1] - The plan was announced in January by SoftBank's founder Masayoshi Son and OpenAI co-founder Sam Altman, with intentions to deploy $100 billion immediately and potentially expand to $500 billion over time [1] - As of now, SoftBank has not established a financing template or engaged in detailed discussions with banks, private equity investors, or asset management firms [1] Group 1 - The initial discussions with lenders and alternative asset management firms began earlier this year, but no deals have been reached due to economic volatility and the emergence of cheaper AI services [2] - Trump's trade policies have severely disrupted financial forecasts for AI, with rising capital costs and concerns about a potential global recession affecting data center demand [2] - Data center construction costs are projected to increase by 5% to 15% due to higher tariffs on components, compounding the existing cost pressures on AI infrastructure projects [2] Group 2 - The emergence of more efficient and cheaper AI models, such as China's DeepSeek, raises concerns about the long-term profitability of projects associated with OpenAI [3] - Investors are beginning to realize that AI models are not a scarce resource, leading to price wars that could erode profit margins and diminish the commercial rationale for large-scale data center construction [3] Group 3 - Despite the challenges, SoftBank is continuing to push forward with the Stargate plan, having formed a dedicated team of 20 to 30 people within its Vision Fund to accelerate the rollout of large-scale data centers [4] - Supporters of the Stargate plan include Oracle and Mubadala's MGX, with SoftBank seeking backing from banks and debt investors, including pension funds and insurance companies [4] - The plan involves SoftBank providing a small equity stake of about 10% to 20%, accompanied by substantial debt financing, including mezzanine debt and preferred loans [4] - Uncertainty is impacting negotiations, and the stagnation may indicate a cooling of the overall AI infrastructure boom, potentially affecting the recent surge in tech stocks driven by AI enthusiasm [4]