谷歌母公司Alphabet计划发行200亿美元债券，远超市场预期，旨在为人工智能战略提供资金支持，显示其在AI算力竞赛中的强大投入与战略决心。
英伟达CEO黄仁勋在达沃斯论坛指出，AI虽重塑就业市场，但也催生史上最大规模基建潮。数据中心建设需求激增，带动数万亿美元投资，使水管工、电工等技工成为AI时代热门职业。
OpenAI、甲骨文与Vantage Data Centers将在威斯康星州Port Washington建设"Lighthouse"数据中心园区，作为"星际之门"AI基建计划核心。项目投资150亿美元，建设4个尖端数据中心，提供1吉瓦算力，预计2028年完工。建设期创造4000个岗位，运营后提供超1000个长期职位。
OpenAI面临严重资金危机，正寻求400亿美元融资推进"星际之门"AI基建项目。目前仅获软银100亿美元投资，但因选址分歧可能撤资。公司年收入100亿却亏损50亿，预计2029年才能盈利。近期与甲骨文签300亿数据中心协议，同时接触沙特、印度等投资者。内部问题加剧：收购失败、人才流失，外部面临Meta等竞争压力。多重挑战下，市场对其发展前景产生疑虑。
Openai
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Input tokens/M
Output tokens/M
Context Length
Anthropic
$105
$525
200
$21
Google
$0.7
$2.8
1k
Alibaba
$6
$24
256
$8
$240
52
Moonshot
$4
$16
Baidu
32
$8.75
$70
400
$1.75
$14
$0.35
Tencent
24
Xai
Huawei
128
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