甲骨文否认OpenAI项目交付时间延后，数据中心建设仍按计划推进

智通财经2025-12-13

12月13日，甲骨文就一则有关其为主要客户OpenAI建设数据中心进度的报道作出澄清，否认项目交付时间出现延后。此前有报道称，由于劳动力和材料短缺，相关数据中心将于2028年而非原计划的2027年完工。媒体周五援引知情人士报道称，甲骨文为OpenAI建设的数据中心面临工人和物料供应不足的问题，导致交付时间推迟。对此，甲骨文的发言人表示，相关场址选择和交付时间表是在双方签署协议后，与OpenAI密切...

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Magouyrk在10月的一场分析师会议上也表示，公司与OpenAI“保持着良好的合作关系”。与OpenAI的合作对成立已有48年的甲骨文而言仍属相对新兴业务。历史上，甲骨文主要依靠数据库软件和企业级应用增长。近年来，其云基础设施业务快速扩张，目前已贡献超过四分之一的公司收入，但在规模上仍落后于亚马逊、微软和谷歌等大型云服务商。为满足未来算力需求，OpenAI也在同时推进多项合作。今年9月，英伟达(NVDA.US)表示已与OpenAI签署意向书，计划为这家总部位于旧金山的人工智能公司部署至少10吉瓦的英伟达设备，该项目的首个阶段预计将在2026年下半年启动。双方当时表示，期待在未来几周内敲定新一阶段战略合作的细节，但至今尚未发布正式公告。在11月提交的一份文件中，英伟达也提示称，“无法保证就OpenAI相关机会达成最终协议”。长期以来，OpenAI高度依赖英伟达的GPU来运行ChatGPT等产品，同时也在与博通(AVGO.US)合作，探索定制芯片的可能性。博通首席执行官陈福阳在周四的财报电话会议上披露了与OpenAI合作的大致时间框架。该合作于今年10月公布，双方已签署条款清单。陈福阳表示，相关项目更可能集中在2027年至2029年期间，总规模约为10吉瓦，“这是与一位备受尊重且极具价值的客户OpenAI在发展方向上的一种对齐，但我们预计2026年贡献不会太大。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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