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@JonahLupton: According to new reports, OpenAI might be looking to lease a 10GW data center which could cost $500B $500B is alot of chips, racks, cables,...

@JonahLupton 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-06-10T16:08 抓取：2026-06-10 17:20
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AI 数据中心 算力
摘要

据新报道，OpenAI 可能寻求租赁一个 10GW 的数据中心，预计成本高达 5000 亿美元。

客观事实
  • OpenAI 可能租赁 10GW 数据中心
  • 潜在成本达 5000 亿美元
OpenAI 数据中心

原文

According to new reports, OpenAI might be looking to lease a 10GW data center which could cost $500B

$500B is alot of chips, racks, cables, opticals, etc which is why I still prefer to own the capex beneficiaries instead of the capex spenders... ie $CRDO $ALAB $AAOI $LITE $COHR $NVDA $AMD $INTC $MU $HYNIX $DRAM

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