OpenAI 公布近乎无限扩展算力的计划

09-2409-2409-2409-24OpenAI Unveils Plans for SeeminglyLimitless Expansion of ComputingPower tsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdaOpenAI公布近乎⽆限扩展算⼒的计划 In Texas prairie, startup showcases ground zero of AI boom and itsplans to shepherd $1 trillion in infrastructure spending 订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信在德克萨斯州的草原上，这家初创公司展示了⼈⼯智能热潮的起源地及其引领1万亿美元基础设施⽀出的宏伟计划 ByBerber Jin作者：Berber JinFollowUpdatedSept. 23, 2025 7:13 pmET更新于美国东部时间 OpenAI Chief Executive Officer Sam Altman speaks during a media tour in Abilene, Texas.PHOTO:KYLEGRILLOT/BLOOMBERG NEWS 订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信OpenAI⾸席执⾏官萨姆·奥特曼在得克萨斯州阿⽐林市媒体巡演期间发表讲话。图⽚来源：Kyle Grillot/彭博新闻 OpenAI plans a $1 trillion build-out of computing warehouses across the U.S. and abroad,including a large complex in Abilene, Texas. View more OpenAI计划耗资1万亿美元在美国及海外建设算⼒中⼼集群，其中包括位于得州阿⽐林市的⼤型综合体。查看更多 09-2409-2409-2409-24ABILENE, Texas—OpenAI laid out its vision for a vast, $1 trillion build-out ofcomputing warehouses across the U.S. and abroad Tuesday, showcasing thedevelopment of a Central Park-sized complex about 180 miles west of Dallas. tsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvda得克萨斯州阿⽐林市——OpenAI周⼆公布了其宏⼤的愿景：耗资1万亿美元在美国及全球范围建设算⼒中⼼集群，并重点展⽰了正在达拉斯以西约180英⾥处兴建的、规模堪⽐中央公园的综合体。 A day after the startup announced a $100 billion deal withNvidiathathelped silencenaysayersabout itsfinances, OpenAI disclosed that it would ultimately need morethan 13 times the computing power of itsfirst nascent site, which is rising out of theTexas brushland. 订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信就在这家初创公司宣布与英伟达达成1000亿美元合作协议次⽇（该交易有⼒回击了对其财务能⼒的质疑），OpenAI透露其最终所需算⼒将超过⾸个在建基地的13倍——该基地正从得州灌⽊丛地带拔地⽽起。 09-2409-2409-2409-24Frenzied construction here has turned a sea of red dirt into eight hyper-futuristicdata centers bringing online roughly 900 megawatts of capacity. More than 6,000workers labor on the project each day, including electricians, plumbers, and steelwelders, alternating between two 10-hour shifts, seven days a week. Grey towers ofgas turbines have dotted the landscape since the spring, offering backup power. tsla888nvda09-24tsla888nvdatsla888nvdatsla888nvda09-24tsla888nvda09-24tsla888nvdatsla888nvdatsla888nvda09-24这⽚红⼟荒原经过疯狂施⼯，已转型为⼋座超未来主义数据中⼼，新增约900兆⽡的运算能⼒。每天有6000多名⼯⼈轮班作业，包括电⼯、管道⼯和钢构焊⼯，采⽤每周七天、每⽇两班10⼩时轮替制。⾃春季起，燃⽓轮机的灰⾊塔楼已如星罗棋布，为园区提供备⽤电⼒。 On a tour with reporters Tuesday,Oracleand OpenAI executives showcased the 1,100-acre site, calling it the largest AI supercomputing complex in the world. Outside,workers wearing dust masks and sunglasses shuttled around in buggies, trying toshield themselves from the 100-degree heat. One of the buggiesflew aflag that said“Jesus Is the Answer.” 订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信周⼆陪同记者参观期间，甲⾻⽂与OpenAI⾼管向外界展⽰了这⽚1100英亩的场地，称其为全球最⼤⼈⼯智能超算综合体。户外，戴着防尘⾯罩和太阳镜的⼯⼈驾驶越野车穿梭，试图躲避100华⽒度（约38摄⽒度）的⾼温。其中⼀辆越野车飘扬着写有"耶稣是答案"的旗帜。 “There was literally nothing here a year ago,” said Anuj Saharan, who works on theOpenAI computing team. "⼀年前这⾥根本⼀⽆所有"，OpenAI计算团队成员安努吉·萨哈兰说道。 订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信OpenAI正与合作伙伴在达拉斯⻄部筹建另⼀座庞⼤的计算综合体。照⽚：DANIEL COLE/REUTERS OpenAI also announcedfive new data-center sites across the U.S. built with Oracleand the Japanese tech conglomerate SoftBank. It said the new facilities would helpbring online nearly 7 gigawatts of power, enough for almost eight million homes. 09-2409-2409-2409-2409-2409-2409-2409-24OpenAI还宣布与甲⾻⽂和⽇本科技巨头软银合作，在美国新建了五个数据中⼼站点。该公司表⽰，这些新设施将帮助上线近7吉⽡的电⼒，⾜以供应近⼋百万户家庭使⽤。 tsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdaCompany executives made clear that the Abilene site was just the beginning, notingthat they envision a need for more than 20 gigawatts of computing capacity to meetthe explosive demand for ChatGPT, which now has more than 700 million weeklyusers. 公司⾼管明确表⽰，阿⽐林站点只是⼀个开始，他们预计需要超过20吉⽡的计算能⼒来满⾜ChatGPT爆炸性需求——该产品⽬前周活跃⽤户已突破7亿。 订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信订阅研报添加微信Each gigawatt of capacity is expected to cost roughly $50 billion, meaning thecompany is laying the groundwork for at least $1 trillion in infrastructure spending.Demand is likely to eventually reach closer to 100 gigawatts, one company executive said, which would be $5 trillion. That exceeds the annual GDP of Japan or Germany. 每吉⽡容量预计耗资约500亿美元，这意味着公司正在为⾄少1万亿美元的基础设施⽀出奠定基础。⼀位⾼管表⽰，最终需求可能接近100吉⽡（即5万亿美元），这⼀数字已超过⽇本或德国的年度GDP总量。 09-2409-2409-2409-2409-2409-2409-2409-24“I don’t think we’vefigured out yet thefinal form of whatfinancing for compute lookslike,” OpenAI Chief Executive OfficerSam Altmansaid. “But I assume, like in manyother technological revolutions,figuring out the right answer to that will unlock ahuge amount of value delivered to society.” tsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvdatsla888nvda"我认为我们尚未找到算⼒融资的终极⽅案，"OpenAI⾸席执⾏官萨