$30 billion! Artificial intelligence giant’s computing power layout is accelerating again
【30 billion US dollars! The artificial intelligence giant’s computing power layout is accelerating again] According to Bloomberg, OpenAI plans to build a large data center complex in Georgia, USA, with an estimated total investment of more than 30 billion US dollars. This is the company’s latest layout to meet the sharply growing demand for artificial intelligence software. According to the Wall Street Journal, citing people familiar with the matter, OpenAI has raised its forecast computing power expenditures by 2030 to nearly $750 billion, compared with an expected figure of about $600 billion earlier this year.
Artificial intelligence giant OpenAI has once again increased investment in computing power. According to Bloomberg, OpenAI plans to build a large data center complex in Georgia, USA, with an estimated total investment of more than US$30 billion. This is the company’s latest layout to meet the rapidly growing demand for artificial intelligence software. According to the Wall Street Journal, citing people familiar with the matter, OpenAI has raised its forecast computing power expenditures by 2030 to nearly $750 billion, compared with an expected figure of about $600 billion earlier this year. Locked in 3.2 GW of power Total investment in Georgia projects may exceed US$30 billion According to Sachin Carty, vice president of computing strategy at OpenAI, the company has signed an agreement with Georgia Power to lock in 3.2 gigawatts of power supply for its data center campus in Effingham County. If the project reaches full capacity, the total investment may exceed US$30 billion, making it expected to become one of OpenAI's largest data centers to date. The project is planned to be put into operation in batches starting in 2028. The first batch of hundreds of megawatts of power will be put into use first, and all development work is expected to continue until 2032. OpenAI said it has committed $20 billion to Butts County to qualify for a local incentive policy that will be voted on this week. Katy said that OpenAI is currently seeking partners to assist in financing and development, and may undertake some of the operational work itself. OpenAI CEO Sam Altman has previously stated publicly that the company will invest trillions of dollars in physical infrastructure to support its long-term artificial intelligence development blueprint. According to people familiar with the matter, OpenAI is significantly expanding its data center layout and accordingly increasing its future computing power investment budget. The company expects to invest approximately US$750 billion in computing resources by 2030, significantly higher than the US$600 billion plan proposed at the beginning of this year. Market participants believe that behind the huge investment is OpenAI’s judgment that the demand for computing power will continue to grow. As the scale of AI models expands and training and operating costs rise rapidly, companies are locking in large amounts of computing resources by signing long-term agreements with cloud computing companies. Strengthen self-construction capabilities of infrastructure Competitors increase investment simultaneously A series of signals show that OpenAI is strengthening its direct control over the construction of data centers. The company recently hired Brent Mayo to be responsible for data center construction and delivery. He has participated in the construction of data centers for Musk's xAI and led the deployment of its first large-scale supercomputing facility, Colossus. This personnel appointment is regarded by the outside world as a key step for OpenAI to strengthen its ability to build its own infrastructure. At the same time, OpenAI’s strategy for the Stargate project is also changing. This plan was proposed by Altman and was initially promoted by OpenAI as a joint venture with Oracle and SoftBank Group. However, subsequent new projects have seen different combinations of partners. OpenAI’s own voice in facility planning and design has significantly increased. The new project in Georgia is a typical example. However, expansion has not been easy. In recent months, OpenAI has scaled back some projects in the UK and Norway and decided not to expand its flagship Stargate campus in Texas. Market analysts believe that these contractionary actions are closely related to the company's overall streamlining of investments and product portfolios in preparation for a potential initial public offering (IPO). While OpenAI is accelerating its layout, competitors are also stepping up their efforts to gain ground. Anthropic PBC has signed multiple deals in recent months to meet its computing power needs, including acquiring more than 300 megawatts of capacity from a SpaceX data center in Memphis called "Colossus 1." Meta has committed to spending more than $250 billion to build a single data center campus in Louisiana. According to people familiar with the matter, SpaceXAI, Musk's artificial intelligence company, is also advancing preparations for the construction of at least one new large-scale data center in Texas. If the project comes to fruition, SpaceX's AI computing power will be significantly expanded beyond its existing data center hub in Memphis, Tennessee.