OpenAI叫停英国“星际之门”AI基础设施项目；英特尔宣布与谷歌扩大CPU、IPU合作，公司股价创近5年新高丨全球科技早参

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｜2026年4月10日星期五｜　　NO.1 高电价+版权监管围剿，OpenAI叫停英版“星际之门”　　据媒体报道，由于高企的能源成本以及监管环境的不确定性，OpenAI在英国推进的“星际之门”（Stargate）项目已被按下暂停键。OpenAI发言人告诉媒体，该项目已被暂停：“我们将继续探索Stargate UK项目，并将在监管环境与能源成本等条件适合长期基础设施投资时推进。”据了解，英国的工业...

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Participation","themeId":"c4f40cc2732ad3d5a267ad74e66b6b50","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8ffd8b4c4a7ec8924b3efd4196ea9ffc","symbols_score_info":{"GOOX":0.6,"META":0.6,"GOOY":0.6,"GOOGL":1.89,"GOOW":0.6,"GOU":0.6,"USJW.SI":0.6,"INTW":0.6,"GGLL":0.6,"AAPL":0.6,"TSLA":0.6,"INTC":1.96,"GOOP":0.6,"GGLS":0.6,"MSFT":0.6,"NVDA":0.6,"LINT":0.6,"AMZN":1.88,"04335":1.96},"content_text":"｜2026年4月10日星期五｜　　NO.1 高电价+版权监管围剿，OpenAI叫停英版“星际之门”　　据媒体报道，由于高企的能源成本以及监管环境的不确定性，OpenAI在英国推进的“星际之门”（Stargate）项目已被按下暂停键。OpenAI发言人告诉媒体，该项目已被暂停：“我们将继续探索Stargate UK项目，并将在监管环境与能源成本等条件适合长期基础设施投资时推进。”据了解，英国的工业用电价格位居全球前列。此前有多位批评人士提到，高昂的能源成本以及接入国家电网的延迟，是英国发展AI基础设施的关键障碍。　　点评：OpenAI暂停英国“星际之门”项目，本质是AI超级基建对能源成本与监管环境的极端敏感。　　NO.2 亚马逊CEO强推年内2000亿美元AI支出　　当地时间周四（4月9日），亚马逊首席执行官安迪·贾西（Andy Jassy）发布年度致股东信，他再次向投资者阐述，公司在人工智能领域的大规模投资是值得的。贾西表示，亚马逊需要这些资本投入来抓住“千载难逢的机会”，并跟上公司AI算力“极高需求”的步伐，“我们在2026年将投入约2000亿美元资本支出，并不是一时兴起。”　　今年2月，亚马逊披露预计2026年资本支出约为2000亿美元，绝大部分将用于AI基建，包括数据中心、芯片和网络设备。这一支出规模超过所有科技同行，较去年增长接近60%。由于投资者质疑公司激进的AI支出计划，并对投资回报周期愈发缺乏耐心，年初以来亚马逊股价表现不佳。　　点评：亚马逊坚定推进2000亿美元年度AI资本开支，是云巨头在AI军备竞赛中“以规模换未来”的豪赌。　　NO.3 美国缅因州拟暂停大型数据中心建设至2027年底　　据媒体报道，本周，缅因州议员已通过一项法案文本，拟禁止在该州新建规格超过20兆瓦的数据中心，禁令持续至2027年11月。该法案预计将在未来几天内完成最终表决。同时，该州还将成立一个专门委员会，研究为数据中心制定潜在监管框架，以确保其不会推高电价或给缅因州居民带来其他问题。据悉，缅因州可能成为首个暂停数据中心建设的州，但并非唯一考虑这一举措的地区。根据全国州议会会议的数据，至少有十多个州已经提出类似的临时暂停法案。　　点评：缅因州或成为美国首个明确“冻结大型数据中心落地”的州，标志AI数据中心扩张遭遇美国地方社区强力反弹。　　NO.4 英特尔宣布与谷歌扩大CPU、IPU合作，公司股价创近5年新高　　当地时间4月9日，英特尔宣布与AI巨头谷歌扩大CPU和IPU领域的合作。公告写道，谷歌云将继续部署英特尔至强（Xeon）处理器，同时英特尔和谷歌正在扩大双方基于定制ASIC的IPU（基础设施处理单元）方面的联合开发。英特尔股价周四开盘后冲上60美元关口，收涨近5%，报61.72美元，这也是该公司自2021年4月以来首次达到这一水平。从去年8月算起，公司股价已经翻了3倍。　　点评：英特尔与谷歌深化CPU与IPU合作，股价大涨，反映英特尔重回AI算力核心供应商行列。　　NO.5 OpenAI下调高端服务门槛，推出100美元Pro订阅　　OpenAI于美东时间4月9日宣布，推出全新的100美元/月ChatGPT Pro订阅方案，将原本高达200美元的高端服务细分，标志着其商业化路径进入更精细化阶段。OpenAI称，推出新的服务旨在更好地支持用户对其基于AI技术的编程辅助工具——Codex日益增长的使用需求。从产品定位来看，新Pro计划明显偏向开发者生态，尤其是围绕Codex（AI编程代理）的使用场景：长时间、高强度任务（如自动编程、代码审查）；多轮复杂推理与执行；持续运行的Agent任务。　　点评：OpenAI将高端服务从200美元下探至100美元档位，标志其商业化从 “高价小众”转向“分层渗透”。　　免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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