OpenAI 调整 Stargate 战略,放弃自建数据中心,算力预算降至 6000 亿美元

Gate News 消息,3 月 17 日,OpenAI 已对其 Stargate 计算基础设施项目进行重大调整,放弃自建数据中心,转而采用 AWS、谷歌云等第三方云服务提供算力。公司预计到 2030 年的总算力支出由此前的 1.4 万亿美元下调至约 6000 亿美元。此次调整主要受融资压力影响。Stargate 项目自 2025 年提出以来进展缓慢,未能获得大规模建设融资。OpenAI 已退出得克萨斯州相关扩建谈判,并与软银达成新合作模式,由软银负责能源与设施开发,OpenAI 则通过长期租约获取算力资源。此外,OpenAI 正将算力部署转向英伟达 Vera Rubin 平台,目标于 2026 年下半年实现首个吉瓦级算力规模。

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