- OpenAI, Oracle da Digital Digital za su gina harabar cibiyar bayanai na 1-GW a Saline Township, Michigan, a ƙarƙashin shirin Stargate.
- An tsara aiki don farawa a farkon 2026, tare da Digital Digital haɓaka rukunin yanar gizon da ƙirƙirar ayyukan ginin ƙungiyar 2,500+.
- Harabar makarantar ta yi daidai da faɗaɗa 4.5 GW; a cikin rukunin yanar gizon Amurka guda bakwai ƙungiyar ta kai hari ga 8 GW+ da sama da dala biliyan 450 a cikin saka hannun jari a ~ shekaru 3.
- Yanayin ya haɗa da yarjejeniyar lissafin dala biliyan 300 na OpenAI tare da Oracle, sake fasalin yuwuwar IPO, da muhawara game da kumfa zuba jari na AI.
OpenAI, Oracle da Digital Digital suna haɗa kai don isar da sabuwar cibiyar samar da ababen more rayuwa ta Amurka: harabar cibiyoyin bayanai tare da fiye da 1 gigawatt na iya aiki Zaune a Saline Township, Michigan. An sanya shi a ƙarƙashin tutar Stargate, ginin yana da niyyar haɓaka wadatar ƙididdiga a cikin ƙasa baki ɗaya yayin da buƙatar horo da hidimar samfuran ci gaba ke haɓaka.
Duk da yake ba a bayyana takamaiman daloli na wannan rukunin yanar gizon ba, masu magana da masana'antu sun nuna cewa ƙaddamar da sikelin 1 GW na iya gudana zuwa dubban biliyoyin na daloli, ya danganta da matsalolin wutar lantarki, ƙasa, da kuma sarkar samar da kayayyaki. Masu gudanarwa yawanci suna yin nuni da cewa 1 GW na ƙarfin cibiyar bayanai yana kwatankwacin amfani da wutar lantarki kusan gidaje 750,000 na Amurka, yana jaddada ma'auni a wasa.
Abin da harabar Michigan ta ƙunsa
A cewar OpenAI, an yi niyya ga gini fara a farkon 2026. Dijital mai alaƙa zai jagoranci haɓakawa a cikin Garin Saline, tare da tsare-tsaren yin kira fiye da Ayyukan gine-gine 2,500 na ƙungiyar yayin da shafin ke tasowa.
Bayan ƙarfin kanun labarai, ƙaddamar da wannan girman yawanci yana buƙatar mai yawa haɗin wutar lantarki, tsarin sanyaya, da kuma cibiyar sadarwa kashin baya. Wurin Michigan an yi niyya ne don shiga cikin sawun mafi fa'ida na Stargate, yana ba da daki don haɓaka yayin da ayyukan AI masu ƙididdigewa ke ci gaba da girma.
Harabar wani bangare ne na OpenAI-Oracle 4.5 GW fadada. Tare da wasu wurare shida na Amurka, ana sa ran shirin zai tura karfin da kungiyar ta tsara zai wuce 8 gw da jimlar zuba jari a sama $ 450 biliyan a cikin kusan shekaru uku masu zuwa, bisa ga bayanan kamfani da kimanta masana'antu.
OpenAI ta tsara wannan ci gaba kamar yadda Stargate ke gaba da jadawalin akan makasudinsa na dogon lokaci 10 GW na kayan aikin AI wanda aka goyi bayan kusan dala biliyan 500 a cikin ciyarwa, kodayake cikakkun bayanai game da kuɗaɗen kuɗaɗe suna iyakance.
Kudi, haɗin gwiwa da yanayin kasuwa
Rahotanni sun nuna kwanan nan OpenAI ya rattaba hannu kan wani tsari na shekaru da yawa tare da Oracle don amintaccen ikon ƙididdige ƙima a kusan dala biliyan 300 a cikin shekaru biyar, yarjejeniya da ke nuna bukatar kusan 4.5 GW na ikon cibiyar bayanai a fadin shafuka kamar Michigan da bayansa.
A farkon wannan makon, OpenAI ya kammala sake fasalin kamfani wanda ke ba shi ƙarin latitude don ƙaura daga tushen sa na rashin riba, yana share hanya don yuwuwar. manyan kasuwanni suna motsawa, gami da IPO. Rufewa daga kantunan kuɗi ya yi ta iyo kimar ƙimar har zuwa $1 tiriliyan, ko da yake yanayin kasuwa na iya rinjayar kowane sakamako na ƙarshe.
Sabon yunƙurin kashe kuɗin ababen more rayuwa na AI ya ɗaga gira a wasu ɓangarorin, tare da manazarta sun yi gargaɗin hauhawar kimantawa da kuma alkawuran capex na iya wuce gona da iri. Don wannan takamaiman rukunin yanar gizon, kamfanonin ba su buga alamar farashi ba; duk da haka, da yawa shugabannin cibiyar bayanai peg a 1 GW ya gina akan kusan dala biliyan 50, dangane da farashin wutar lantarki na gida, kayan aikin gini, da layukan lokaci.
A cikin wannan hasken, harabar makarantar Michigan tana aiki azaman injin ayyuka na yanki da kuma kullin dabara a cikin ginin ƙasa wanda ke nufin yana ba da garantin ƙididdiga wadata don tsarin AI na gaba-gen. Kamar yadda yake tare da sauran manyan cibiyoyin karatun mega, kisa zai dogara ne akan siyan wutar lantarki, abubuwan haɗin gwiwar grid, da wadatar sarƙoƙi.
Ana gani a matsayin mataki mai amfani a cikin babban taswirar hanyar Stargate, aikin Garin Saline yana haɗuwa Burin samfurin OpenAI, Ma'aunin girgije na Oracle, da ƙwararren mai haɓakawa a cikin Digital Digital. Tare da farkon farawa na 2026, manufa> 1 GW da ayyukan ƙungiyoyi a cikin dubunnan, yana shiga cikin faɗuwar hanyar sadarwar Amurka wacce ke bin diddigin ƙarfin gigawatt da yawa. daruruwan biliyoyin cikin jarin jari.
