Ikhonsortium ye I-OpenAI, i-Oracle kunye neSoftBank ibetha igesi e-United States kunye nokuthunyelwa ngokulungelelanisiweyo kwamaziko amatsha edatha phantsi kwenyathelo le-Stargate. Eli nyathelo lomeleza ukuzinikela ekwandiseni i umthamo wekhompyutha ukuba imodeli ye-AI yesizukulwana esilandelayo ifuna.
Ngesi saziso, i Imephu yendlela yeStargate yandiswa kakhulu: umthamo ocetywayo ukhoyo kufutshane ne-7 gigawatts kwaye utyalo-mali oluzinikeleyo luyagqitha 400.000 iidola ezigidi, ekhokelela iprojekthi kwiinjongo zayo I-10 GW kunye ne-500.000 yezigidigidi.
Iindawo ezintsha kunye nomda
I-Oracle iya kukhokelela kwiindawo ezintathu zobuchule: i I-Shackelford County, eTexas, i Doña Ana County, New Mexico kunye nendawo ekusaza kubhengezwa kuyo Embindi-ntshona. Ukongeza, a 600 MW ukwandiswa ecaleni kwekhampasi ephambili e-Abilene, eTexas, ukomeleza i-anchoring yomthamo kummandla.
ISoftBank, inxalenye yayo, iya kuphuhlisa iisayithi ezimbini ezongezelelweyo: I-Lordstown, eOhio kunye kwiNqila yaseMilam, eTexasIprojekthi yaseOhio sele iqhuba ngenjongo yokuqalisa ukusebenza njenge 2026, ngelixa lowo eTexas uya kuxhomekeka kwi imodeli yokwakha ngokukhawuleza ye-SB Energy, i-subsidiary yamandla yeqela laseJapan.
Ngokudibeneyo, iisayithi ezitsha ze-Oracle zinokuba negalelo ngaphezu kwama-5,5 GW, kunye neSoftBank ezimbini zenzelwe ukulinganisa ukuya I-1,5 GW malunga neenyanga ezili-18Lukwandiso olubalulekileyo olufuna ukulinganisa isantya sokuthunyelwa, ukusebenza kakuhle kweendleko kunye nokuqina.
Iinkampani ezintathu zigxininisa ukuba ezi ndawo zimele inyathelo elibalulekileyo ukukhawulezisa ukusasazwa kweziseko ezingundoqo ze-AI, kugxilwe kwipragmatic kwixesha lolwakhiwo, ukubonelela ngombane, kunye nokuveliswa koqeqesho kunye neenkonzo zokuthelekelela.
Isikhundla, utyalo-mali kunye nengqesho
Ngamaziko amahlanu amatsha, i nyathelo isondele kakhulu kwi-7 GW ecwangcisiweyo kwaye idlula utyalo-mali lwexesha eliphakathiI-10 GW kunye ne-500.000 yeebhiliyoni zee-euro ekujoliswe kuzo sele isondele, kunye nepotifoliyo yeendawo ezongezelelweyo eziphantsi kovavanyo.
Inkqubo yokhetho yaqala ngoJanuwari kwaye iye yakhuphisana: abafaki-zicelo bahlaziywa ngaphezulu kweziphakamiso ezili-300 kumazwe angamashumi amathathu, ukubeka phambili ukufumaneka kwamandla, uqhagamshelo, umhlaba, kunye nemihla ebekiweyo yokwakha. Iinkampani ziqhubela phambili ukuba kuya kubakho iintengiso ezininzi njengoko izigaba ezitsha zigqityezelwa.
Ukusasazwa kubonelela ngokuyilwa kwe ngaphezu kwe 25.000 imisebenzi ngqo kulwakhiwo kunye nokusebenza, kunye namashumi amawaka emisebenzi engathanga ngqo kwikhonkco lokubonelela. Kuluntu lwasekuhlaleni, oku kuguqulela kumsebenzi woshishino oluzinzileyo kunye nemfuno italente yobugcisa.
E-Abilene, eTexas, i-Oracle sele iqalisile ukuyifaka NVIDIA GB200 iiracks ngaphakathi I-Oracle Cloud Infrastructure (OCI), ukuvumela ukuba uqeqesho lwakwangoko kunye nomthwalo othelekelelwayo uqaliswe kwaye ulungiselele ukonyuka kwamandla njengoko iibhetshi ezintsha zehardware zifika.
Iinkokeli zenkampani zigxininise indlela: USam Altman ushwankathela ukuba i-AI iya kuzalisekisa isithembiso sayo kuphela umthamo wekhompyutha ngokwaneleyo; UClay Magouyrk ugxininisa ukuba isiseko se-OCI siyanceda OpenAI ukukala ngokukhawuleza; kunye noMasayoshi Son ubeka ugxininiso kuyilo lweziko kunye ne amava amandla ukusuka kwiSoftBank ukuxhasa ukwandiswa.
Ngokuhambelanayo, iSoftBank ichaza umlenze wamandla kunye Amandla e-SB ukukhawulezisa ukufumaneka kwamandla ombane kunye nokugcinwa, inkalo ebalulekileyo ukusebenza kwinqanaba elikhulu ngaphandle kokubeka esichengeni uzinzo womnatha okanye amaxesha ogunyaziso.
Iphakheji yamanyathelo - iisayithi ezintsha, ukwandiswa, ukunikezelwa kwe-chip kunye izivumelwano zamafu- ibeka i-Stargate kwindawo eyomeleleyo yokuhambisa ukusebenza okuphezulu kwekhompyutha kwixesha elifutshane neliphakathi, kunye namandla okufunxa imithwalo emitsha njengoko imifuziselo iguquka.
Yonke into ikhomba kwintsebenziswano phakathi ukwanda ngezigaba iya kuqhubeka nokwandisa ngezigaba, kunye neendawo ezongezelelweyo kunye nophuculo lobugcisa olugcina ibhalansi phakathi kwe-scalability, indleko kunye nesantya sokusasazwa, izinto eziphambili zeliza elilandelayo Usetyenziso lwe-AI.
Ukwandiswa kweStargate kuqaqambisa isicwangciso soshishino esikhulu: amaziko amatsha amahlanu, umthamo osondeleyo kwi-7 GW, utyalo-mali oludlula i-400.000 yezigidigidi kunye neshedyuli yokwakha esele iqhutywe e-Ohio naseTexas. Ngesiseko setekhnoloji ye-OCI, i NVIDIA GB200 iiracks kunye negalelo lamandla e-SB Energy, iprojekthi ikhawuleza ukuguqula loo mnqweno we-10 GW kunye en iziseko ezingundoqo ezibonakalayo y umsebenzi eUnited States.