Oracle ‘To Spend $40bn’ On Nvidia Chips For Stargate Campus
来源：华尔街见闻 | 发布时间：2025-05-27
摘要：甲骨文计划斥资400亿美元采购40万块英伟达GB200芯片，用于德克萨斯州Abilene数据中心建设，支持“星际之门”项目。该数据中心将成为全球最大AI计算设施之一，装机容量1.2吉瓦，预计2025年中投入运营。此外，甲骨文还参与阿联酋G42项目的AI数据中心，部署超10万颗英伟达芯片，2026年上线。此举旨在提升甲骨文云计算与AI算力竞争力，追赶行业领先者，重塑其在企业服务市场的地位。
Oracle reportedly to spend $40bn on advanced Nvidia chips for giant Abilene, Texas data centre as part of OpenAI-backed Stargate plan
Oracle is planning to spend about $40 billion (£29.5bn) on Nvidia GB200 AI accelerators for a giant US data centre in Texas as part of the Stargate infrastructure project it is developing with OpenAI, SoftBank and others, the Financial Times reported.
Oracle is to purchase about 400,000 of the high-end chips for training and running AI systems and lease the capacity to OpenAI, the paper reported.
Ground was broken on the Abilene, Texas site last year, which is billed as the first Stargate project and is to provide 1.2 gigawatts of computing power when completed next year.
Nvidia chief executive Jensen Huang. Image credit: Nvidia
Computing power
Site owners Crusoe and investment firm Blue Owl Capital have reportedly raised $15bn in debt and equity to finance the project, which is to consist of eight buildings and is expected to be operational by mid-2026.
Oracle has reportedly agreed to lease the site for 15 years.
JPMorgan provided the bulk of the debt financing with two loans totalling $9.6bn, including a $7.1bn loan announced last week, the FT said.
Crusoe and Blue Owl have separately invested about $5bn in cash.
OpenAI and SoftBank have each committed $18bn to Stargate, with Oracle and Abu Dhabi sovereign wealth fund MGX committing $7bn each, according to the report.
SoftBank and OpenAI are to be majority owners, with the other two investors also holding equity stakes in the project.
Stargate is a critical plan for OpenAI to reduce its dependence on Microsoft, which has until now provided all of its computing infrastructure.
Independence
The companies earlier this year agreed to terminate their exclusivity arrangement after OpenAI reportedly became frustrated with Microsoft’s inability to supply its requirements.
The two are renegotiating the terms of their partnership over the terms of Microsoft’s continued access to OpenAI’s intellectual property, such as future AI models, according to earlier reports.
Earlier this month the US and the United Arab Emirates reached a deal to build a massive 10-square-mile data centre campus in Abu Dhabi that will be part of the Stargate project.
The campus, to be built by UAE AI start-up G42, is planned to provide some 5GW of power.
xAI and Amazon are also planning data centre complexes with more than 1GW of power.
首座“星际之门”下单了！甲骨文下了400亿美元“超级大单”，买40万英伟达GB200
甲骨文计划斥资400亿美元采购英伟达芯片，用于星际之门项目。
5月23日，据报道，甲骨文将购买40万块英伟达最新GB200芯片——总计价值400亿美元，为德克萨斯州Abilene的数据中心提供训练和运行AI程序的算力支持。值得注意的是，该数据中心是美国星际之门计划的第一个建设项目。
报道指出，德州Abilene数据中心将成为全球最大的AI计算设施之一，装机容量达1.2吉瓦。摩根大通已为该项目提供了总计96亿美元的债务融资，分为两笔贷款。与此同时，项目业主Crusoe和美国投资公司Blue Owl Capital已投入约50亿美元现金。
甲骨文已同意租赁该站点15年，数据中心预计将在明年年中全面投入运营。消息公布后，甲骨文股价短线拉升，一度由跌转涨，但最终依旧跟随大盘收跌，跌幅达0.85%。
星际之门项目全球布局：从德州到阿联酋
今年1月，美国总统特朗普正式宣布了这项5000亿美元的星际之门项目，软银、甲骨文和OpenAI为主要参与方，Arm、微软和英伟达也被列为关键合作伙伴。软银和OpenAI各自为星际之门项目贡献了180亿美元。
媒体指出，对甲骨文而言，这个数据中心和星际之门项目为其提升云计算能力、追赶市场领导者微软、亚马逊和Google提供了千载难逢的机会。通过这一战略性投资，甲骨文有望在AI时代重新定义其在企业级服务市场的地位。
报道进一步表示，OpenAI、甲骨文和英伟达还参与了中东地区的另一个星际之门项目。
在阿联酋将建设一个大规模AI数据中心，可能使用超过10万颗英伟达芯片。这个1吉瓦计算集群将由G42建设，OpenAI和甲骨文运营，第一阶段预计将在2026年上线。