CEO Sam Altman recently announced on social media that OpenAI plans to launch more than 1 million GPUs by the end of 2025, a bold "hundredfold expansion" technical vision that has attracted significant attention.
It is reported that OpenAI's strategy mainly revolves around three core areas: the Stargate project, restructuring of the chip supply chain, and energy challenges. Stargate is a newly established company of OpenAI, aiming to inject substantial funds into AI infrastructure. Over the next four years, this project is expected to invest up to $50 billion (approximately 359 billion yuan), aiming to build a new AI infrastructure in the United States.
Image source note: The image is AI-generated, and the image licensing service provider is Midjourney.
The first phase of the Stargate project is located in Abilene, Texas, covering 1,000 acres, with plans to build the world's largest AI training cluster. OpenAI has established close partnerships with multiple major companies such as SoftBank and Oracle. Masayoshi Son, CEO of SoftBank, will serve as chairman of Stargate, responsible for overall financial planning, while OpenAI will handle daily operations.
In addition to the Stargate project, OpenAI will also collaborate with industry giants such as Arm, Microsoft, and NVIDIA to further promote the development and application of AI technology. These series of measures demonstrate OpenAI's strong competitive awareness and technological ambition in the global AI infrastructure race.
Notably, with the surge in demand for GPUs, OpenAI's plan may trigger significant market reactions. The competition in the AI industry is becoming increasingly intense. OpenAI's "hundredfold expansion" vision is not only an important milestone for its own development but will also profoundly impact the entire industry's landscape and future.
OpenAI's strategic layout indicates that AI technology will enter a new stage of rapid development. Future AI applications are expected to be more widespread and profound, which is worth our continued attention.