OpenAI“星际之门”扩建计划生变？融资难题与设备故障交织，英伟达出手应对

ITBEAR科技资讯03-11

据彭博社报道，美国科技巨头甲骨文与人工智能研究机构OpenAI已决定搁置在德克萨斯州扩建“星际之门”AI数据中心园区的计划。该园区原由数据中心开发商Crusoe承建，目前社交媒体巨头meta正就接手租赁事宜展开洽谈。消息人士透露，英伟达正积极推动meta成为这一扩建项目的新租户。由于甲骨文和OpenAI在“星际之门”项目中均采用英伟达的AI芯片，在两家企业放弃扩建后，英伟达向Crusoe支付了...

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Financing difficulties intertwined with equipment failures, Nvidia stepped in to deal with them","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS":0.6,"NVDG":0.6,"NVD2.UK":0.6,"NVDB":0.6,"ORCU":0.6,"ORCX":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"META":1.87,"SNVD.UK":0.6,"ANV":0.6,"NVDW":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVDU":0.6,"NVDQ":0.6,"ORCL":1.95,"DIPS":0.6,"NVII":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVDA":1.93,"ORCS":0.6,"2NVD.UK":0.6},"content_text":"据彭博社报道，美国科技巨头甲骨文与人工智能研究机构OpenAI已决定搁置在德克萨斯州扩建“星际之门”AI数据中心园区的计划。该园区原由数据中心开发商Crusoe承建，目前社交媒体巨头meta正就接手租赁事宜展开洽谈。消息人士透露，英伟达正积极推动meta成为这一扩建项目的新租户。由于甲骨文和OpenAI在“星际之门”项目中均采用英伟达的AI芯片，在两家企业放弃扩建后，英伟达向Crusoe支付了1.5亿美元保证金，以确保其数据中心继续使用英伟达芯片而非竞争对手AMD的产品。对于相关传闻，meta和OpenAI均拒绝置评，英伟达也未作出回应。甲骨文方面于近日在社交平台发表声明，否认与OpenAI的合作出现变故。声明强调，公司与Crusoe的合作仍在正常推进，并已额外完成4.5吉瓦容量的租赁，以履行对OpenAI的承诺。此前有报道称，双方合作因融资问题及需求预测频繁变动陷入僵局，最终导致谈判破裂。“星际之门”项目于去年初启动，甲骨文曾承诺为OpenAI开发总功率达4.5吉瓦的数据中心。去年7月，双方在底特律附近等地区公布了多个合作项目，其中由Crusoe在阿比林建设的数据中心备受关注。该设施原计划从1.2吉瓦扩建至约2吉瓦，1吉瓦的电力规模相当于一座核反应堆的发电量，可同时为约75万户家庭供电。知情人士称，尽管阿比林项目部分设施已投入运营，但融资难题及OpenAI不断变化的需求预测使谈判陷入僵局。今年早些时候，受冬季天气影响，部分液冷设备出现故障，导致数据中心连续多日停机，进一步加剧了甲骨文与Crusoe之间的紧张关系。市场对这一消息反应迅速。3月7日，甲骨文与OpenAI取消扩建的消息传出后，英伟达股价回吐早盘涨幅，截至当日纽交所收盘时下跌3.01%，收于177.82美元。同日，OpenAI基础设施部门主管萨钦·卡蒂在社交媒体表示，公司旗舰“星际之门”园区是美国最大的AI数据中心园区之一，虽曾考虑扩建，但最终决定将新增算力容量部署至其他地区。尽管“星际之门”项目出现波折，但全球AI数据中心建设热潮仍在持续。英伟达与OpenAI合作的1吉瓦系统计划于2026年下半年上线，meta也已与AMD达成协议，将部署约6吉瓦规模的AI算力设备。对于科技企业而言，自建数据中心不仅能掌握算力主导权、降低成本，还能构建长期竞争壁垒，因此即便资本开支高昂，企业仍热衷于打造自有算力基础设施。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618964104","isCrawlerRequest":true}