- Izikhungo zedatha ezinhlanu ezintsha e-US ngaphansi kohlelo lwe-OpenAI lwe-Stargate nge-Oracle neSoftBank.
- Amandla ahleliwe acishe abe ngu-7 GW kanye nama-euro angaphezu kwezigidigidi ezingama-400.000 ekutshalweni kwezimali okuzibophezele.
- I-Oracle izothuthukisa izindawo ezintathu (TX, NM, kanye neMidwest) kanye nokwanda e-Abilene; ISoftBank izothuthukisa ezimbili (i-Ohio neTexas).
- Uxhaso lwemali nezikweletu, ngokusekelwa okuvela kuma-NVIDIA chips kanye nedili engaba yizigidi eziyizinkulungwane eziyi-100.000 zamaRandi.
I-OpenAI, kanye nozakwethu bamasu abanjengo I-Oracle neSoftBank, wethule a ukuthunyelwa kwezifiso ukukhulisa izikhungo zedatha ezinhlanu ezintsha ubuhlakani bokwenziwa e-United States ngaphansi kophawu lwe-StargateLesi sinyathelo siqinisa ukuzibophezela ekudaleni isisekelo sekhompuyutha esidingekayo segagasi elilandelayo lezinsizakalo ezinkulu ze-AI.
Ngalezi zindawo, Imephu yomgwaqo ye-Stargate ifinyelela umthamo ohleliwe cishe wamagigawathi ayi-7 kanye nokutshalwa kwezimali okuzibophezele kwe ngaphezu kwezigidi ezingama-400.000 zamaRandi, ngomgomo oshiwo wokufinyelela 10 GW kanye nezigidigidi ezingama-500.000 njengoba uhlelo luqhubeka.
Izindawo kanye nobubanzi bokuqala

Ukubamba iqhaza kwe- Oracle Kuhlanganisa amaphrojekthi amathathu kanye nokwanda okuphawulekayo, okwenza umnyombo wesigaba sokuqala salokhu kwandiswa e-US.
- I-Shackelford County, eTexas, lapho ukuthunyelwa okuhlanganyelwe kwe-Oracle ne-OpenAI sekuvele kuqhubeka.
- I-Doña Ana County, eNew Mexico, okuzoqinisa umkhondo wekhompuyutha eNingizimu-ntshonalanga.
- Indawo engadalulwanga eMidwest, ekhethelwe ukuhlukanisa ukubambezeleka nokuqina.
Kulokhu kwengezwe a 600 MW ukunwetshwa e-Abilene (Texas). Ngokuhlangene, ukuthuthukiswa okuholwa yi-Oracle kuzodlula 5,5 GW amandla futhi kulindeleke ukuthi kukhuphule ukudalwa kwendawo ezungezile Imisebenzi engama-25.000 eqondile.
Ngakolunye uhlangothi, I-SoftBank izohlanganisa amanye amasayithi amabili: I-Lordstown, e-Ohio y I-Milam County, eTexas, ngokuthunyelwa kokuqala kwe I-1,5 GW ezinyangeni eziyi-18Indawo yase-Ohio isivele isakhiwa futhi kuhloswe ngayo ukuthi isebenze kusukela ngo 2026, kuyilapho lowo oseTexas uzosebenzisa ngokunenzuzo imodeli yokwakha esheshayo ye SB Amandla, inkampani yamandla yeqembu lamaJapane.
Amandla, uhlelo kanye nenjongo
Uhlelo oluhlanganyelwe luphusha i Umthamo ohleliwe we-Stargate ofika cishe ku-7 GW, ngomgomo wokusondela eduze kwe I-10 GW njengoba izindawo ezintsha nezigaba ziqinisekiswa. Lesi sikali silingana, ngokwamandla, nesidingo se izindawo ezinkulu zamadolobha amakhulu.
Imisebenzi isivele iqalile Ohio kanye nokwanda komsebenzi ku Texas naseNew Mexico Basungule ishejuli ebeka phambili ukuqaliswa kokusebenza okusheshayo kwamabhulokhi ekhompiyutha okuqala, kuyilapho begcina indawo yokwandisa amamojula njengesidingo kanye nokuvuthwa kokuthengwa kwempahla.
Ubuchwepheshe namandla

I-Oracle igqamisa ingqalasizinda yayo OIC ifakwe ama-racks I-NVIDIA GB200, esivele sitshaliwe e-Abilene, njengensika yokukhulisa kahle. Le phrofayili yobuchwepheshe iwukhiye wokusheshisa ukuqeqeshwa nokuchazwa kwamamodeli athuthukile, ngokuthuthukiswa koku ukuminyana, ukusebenza kahle kanye nezindleko zokubala ngakunye, kanye nokuphathwa kwedatha ngokusebenzisa i Ifomethi engcono kakhulu yokucindezela amakhophi nokuthumela.
Ukubamba iqhaza kwe- SB Amandla Isiza sase-Texas sigxile ekutholakaleni kwamandla nasezinhlelweni zokwakha ngokushesha, izici ezibalulekile zokuhlinzeka ngezikhungo zedatha ezinamandla amakhulu kanye nokuhlinzeka ngokuzinzisa lapho kubhekene nezinga eliphakeme lokufunwa.
Ezezimali kanye nemifelandawonye
Izikhungo ezintsha zizoxhaswa ngenhlanganisela ye ukheshi nesikweletu. I-OpenAI icubungula izakhiwo ezifaka i- Ukuqashisa nge-GPU kanye namanye amafomula oxhaso lwempahla, kuyilapho kungenzeka kube yisivumelwano sokutshala izimali kuze kufike ku-$100.000 billion nge-NVIDIA, ngokwemibiko, kuzokwenza kube lula ukuthola isikweletu kanye nokuvikela umthamo we-chip.
I-Stargate Initiative yaqanjwa njenge- LLC, kodwa umkhiqizo unwetshiwe ukuze uhlanganise izivumelwano zesikhungo sedatha ngaphandle kwalelo bhizinisi, okuhlanganisa ukusebenzisana ne-Oracle nabanye abathengisi, kanye nokuhlanganiswa kwe vikela izixazululo zokuxhuma ezifana ne-WireGuard. Futhi, amaphrojekthi aqhubekayo nge-CoreWeave Zengezwe esibalweni esiphelele esiphusha umthamo uye ku-7 GW.
Inqubo yokukhetha nezinyathelo ezilandelayo
Uhlelo luqale inqubo yokuncintisana ngoJanuwari lapho okulandelayo kwabuyekezwa khona: ngaphezu kweziphakamiso ezingama-300 ezifundazweni ezingama-30. I-OpenAI igcina izindawo ezintsha zivuliwe ukuze zihlolwe, ngakho inani le Izigidi ezingu-500.000 okuhlotshaniswa ne-Stargate kungase kungabi uphahla oluvaliwe njengoba isidingo sekhompyutha sihlanganisa.
Okushiwo abalingiswa
Emlayezweni ohlanganyelwe, izinkampani zigcizelele ukuthi lezi zingosi zizovumela a ukuthunyelwa ngokushesha, ngokukhulu ukukhubazeka futhi kangcono ukusebenza kahle kwezindleko ekuhlinzekeni komthamo we-AI.
USam Altman, oyi-CEO ye-OpenAI, ugcizelele ukuthi isithembiso se-AI sincike ukwakha ingqalasizinda yezibalo ezanele futhi wakhumbula ukuthi, nakuba kuyoba njalo ukulinganiselwa, umgomo uwukunciphisa izingqinamba ukuze uqhubeke nokuletha inqubekelaphambili.
From Oracle, onesibopho OIC Bagcizelela ukuthi umzamo ungowokubambisana nokuthi inhlanganisela ye umthamo wamafu kanye nehardware esezingeni eliphezulu inika amandla i-OpenAI ukuthi ikhulise ibhizinisi layo ngokushesha.
UMasayoshi Son, umongameli kanye ne-CEO yeSoftBank, ugcizelele ukuthi iphrojekthi isebenzisa leli thuba isipiliyoni samandla yeqembu ukushayela inkathi entsha lapho i-AI ifaka isandla ngokubonakalayo enqubekelaphambili yezomnotho nezenhlalo.
Umthelela emkhakheni
Umgomo we Stargate ifakwe ku-a igagasi elibanzi lokutshala imali: Kulindeleke ukuthi imidondoshiya efana nayo I-Meta, Alphabet, Amazon kanye neMicrosoft ukwaba amakhulu ezigidigidi kwingqalasizinda kulo nyaka, ingxenye enkulu yayo iqondiswe kuyo izikhungo zedatha usuvele usebenzisa amamodeli we-AI. Leli khono liphinde lisekele izinkonzo ezinkulu ezifana nalezi I-ChatGPT, ngokwezilinganiso zemboni sezivele zinamakhulu ezigidi zabasebenzisi bamaviki onke.
Ngesikhathi esifanayo, amazwi ukuthi Baxwayisa ngokuthi kungenzeka ngokweqile ukusetshenziswa kwe-AIIzinkampani ezithintekayo zigcina ukuthi isidingo sebhizinisi esivuthiwe, isiyalo sezezimali, nokusebenza kahle kwezobuchwepheshe kumele kusebenze njengezikhonkwane zokusatshalaliswa okuzinzile.
Njengoba kunezindawo ezinhlanu ezisendleleni, Ngohlelo olucishe lube yi-7 GW kanye nokutshalwa kwezimali okudlula amaRandi ayizigidi eziyizinkulungwane ezingama-400.000, i-Stargate ibumba enye yezindawo ezinkulu kakhulu zokuthunyelwa kwengqalasizinda ye-AI e-US.., enezindawo ezisatshalalisiwe zokwakha ukusimama kanye nokusebenzisana kwezobuchwepheshe nezezimali okuklanyelwe ukusheshisa isikhathi sokuqalisa ngaphandle kokulahlekelwa umbono wokusebenza kahle kwesikhathi eside.
Ngingumshisekeli wezobuchwepheshe oguqule izintshisekelo zakhe "ze-geek" zaba umsebenzi. Ngichithe iminyaka engaphezu kwengu-10 yempilo yami ngisebenzisa ubuchwepheshe obusezingeni eliphezulu kanye nokukitaza ngazo zonke izinhlobo zezinhlelo ngenxa yelukuluku lokufuna ukwazi. Manje sengiqeqeshelwe ubuchwepheshe be-computer nemidlalo yama-video. Lokhu kungenxa yokuthi sekuphele iminyaka engaphezu kwengu-5 ngisebenza ngokubhalela amawebhusayithi ahlukahlukene ezobuchwepheshe nemidlalo yevidiyo, ngenza izindatshana ezifuna ukukunikeza imininingwane oyidingayo ngolimi oluqondakala yiwo wonke umuntu.
Uma unemibuzo, ulwazi lwami lusukela kuyo yonke into ehlobene nesistimu yokusebenza ye-Windows kanye ne-Android yomakhalekhukhwini. Futhi ukuzibophezela kwami kuwe, ngihlala ngizimisele ukuchitha amaminithi ambalwa futhi ngikusize uxazulule noma yimiphi imibuzo ongase ube nayo kulo mhlaba we-inthanethi.
