通信设备Ⅲ行业研究：META&甲骨文超算项目扩张 AI军备竞赛提速

长江证券股份有...2025-07-25

事件描述7 月14 日，扎克伯格宣布，Meta 将在美国建设两个超大规模数据中心项目——普罗米修斯（Prometheus）及许珀里翁（Hyperion），以支持其Superintelligence Lab 的构建与发展。7月22 日，甲骨文与 OpenAI 宣布达成协议，将在美国新增开发 4.5GW 的 Stargate 数据中心容量，将此前协议规模扩大九倍。事件评论Meta AI 基础设施布局...

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