[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioc91b6888":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioc91b6888","传甲骨文(ORCL)与OpenAI放弃德州AI数据中心扩建计划-Meta(META)或接手租赁","\u002Fdoc\u002Fdcioc91b6888","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，周五，知情人士透露，甲骨文(ORCL)与OpenAI已放弃在美国德克萨斯州扩建一处大型人工智能数据中心的计划，原因是双方在融资安排以及OpenAI不断变化的算力需求方面的谈判持续拖延。该变化为Meta Platforms(META)提供了机会，后者正考虑租赁该项目的扩建部分。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据知情人士称，Meta目前正与项目开发商Crusoe就租赁位于美国德州Abilene的扩建数据中心进行谈判。人工智能芯片巨头英伟达(NVDA)在推动Meta与开发商接触方面发挥了重要作用，以确保未来扩建的数据中心仍然使用其AI芯片产品，而非竞争对手AMD(AMD)的方案。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此次调整凸显出建设超大型AI数据中心的复杂性。此类项目通常投资规模高达数百亿美元，需要开发商、云服务商、芯片供应商以及客户之间的广泛合作。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Abilene数据中心园区属于备受关注的 “星际之门”项目的一部分。该项目去年在白宫由美国总统特朗普宣布启动，占地约1000英亩。目前园区仍在建设中，部分设施已经投入运营。不过，甲骨文与OpenAI最终决定不继续推进此前讨论的扩建计划。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此前，双方计划将该数据中心容量从1.2吉瓦扩大至约2.0吉瓦。吉瓦级数据中心规模极为庞大，一吉瓦电力相当于一座核反应堆的发电能力，可同时为约75万户家庭提供电力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">知情人士称，谈判破裂的原因包括融资安排复杂，以及OpenAI对算力需求预测频繁变化。此外，该数据中心此前还曾因冬季天气影响液体冷却设备而出现停机数天的情况，这也加剧了甲骨文与Crusoe之间的紧张关系。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管如此，双方均表示合作关系依然稳固。甲骨文在声明中称，公司对与Crusoe的合作以及项目进展感到自豪，而Crusoe也表示双方正共同建设全球规模最大的AI算力基础设施之一。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，英伟达为确保其芯片继续用于该项目，已向Crusoe支付1.5亿美元定金，并协助推动Meta成为扩建项目的潜在租户。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得注意的是，甲骨文与OpenAI的合作并未受到整体影响。甲骨文去年7月同意为OpenAI开发4.5吉瓦数据中心容量，相关项目仍在推进，包括位于底特律附近的其他数据中心项目。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">随着人工智能模型训练和部署对算力需求激增，全球数据中心建设进入前所未有的扩张周期。社交媒体巨头Meta正大举投资AI基础设施，并预计2026年资本支出最高可达1350亿美元。该公司目前还在路易斯安那州和印第安纳州建设大型数据中心，并在上月签署协议部署6吉瓦规模的AMD设备。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受相关消息影响，甲骨文股价周五收盘下跌1.18%至152.96美元。与AI基础设施建设相关的公司，包括CoreWeave、AMD和英伟达 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]