OpenAI签8GW算力协议，在俄亥俄建数据中心
OpenAI has entered an agreement to secure approximately 8 GW (!) of AI capacity…
算力军备竞赛的关键一役，OpenAI 8GW 大单直接卡位基础设施，做算力、数据中心和 AI 基建的从业者值得关注后续招标与供应链机会。
OpenAI has entered an agreement to secure approximately 8 GW (!) of AI capacity in Ohio, one of its largest infrastructure commitments yet.
SB Energy will build, own, and operate the PORTS-Pike data center under a 20-year lease. The campus will exclusively host NVIDIA compute (big w for NVIDIA), with the first 800 MW expected in 2028 and the six-year buildout running through 2032.
NVIDIA will invest $1.5 billion in SB Energy and support the initial 4.25 GW.
OpenAI says the project could create 35,000 construction jobs and 2,500 permanent roles. It is also committing $40 million to a local fund and up to $84 million in Codex credits for 844,000 Ohio students.
Another moat against Anthropic. OpenAI is building the compute that Anthropic would love to have.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力