OpenAI 停止与 Oracle 德州数据中心扩建合作,转向部署英伟达新一代 GPU

Gate News 消息,3 月 10 日,据 CNBC 报道,OpenAI 放弃在美国得克萨斯州 Abilene 与 Oracle 扩建 Stargate 数据中心的计划,转而寻求部署新一代 Nvidia GPU 集群。报道指出,现有 Abilene 项目计划使用 Nvidia Blackwell 芯片,预计一年后才能接通电力,而 OpenAI 希望届时能在其他地点使用性能更强的下一代芯片。Oracle 目前主要依靠债务为 AI 基础设施扩张提供资金,账面债务超 1000 亿美元,且自由现金流转负,合作方 Blue Owl 也拒绝为新增设施提供资金。分析称,GPU 更新节奏快于数据中心建设周期,或导致基础设施在投产时已落后于最新硬件。

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