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OpenAI、Oracle、英伟达和思科联手打造阿联酋Stargate人工智能园区

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2025-05-22 14:12:01

全球科技巨头联手打造中东AI超级枢纽:"Stargate UAE"项目深度解析



CNBC独家报道,人工智能领域四大领军企业——OpenAIOracle英伟达(Nvidia)思科(Cisco)今日正式宣布战略合作,将在阿联酋阿布扎比共同建设全球最大规模的人工智能园区"Stargate UAE"。这个划时代的项目占地10平方英里(约25.9平方公里),总电力容量高达5吉瓦,相当于5个大型核电站的发电量。



项目核心分工

• OpenAI与Oracle将联合运营由阿联酋科技巨头G42建造的1吉瓦计算集群

• 英伟达提供尖端AI芯片及算力支持

• 思科与软银(SoftBank)负责构建全球级网络基础设施

首期200兆瓦AI集群预计2025年投入运营,将成为中东地区首个超大规模AI计算中心。



英伟达CEO黄仁勋在发布会上强调:"人工智能正以前所未有的速度重塑全球经济格局。通过Stargate UAE项目,我们不仅为阿联酋的2031人工智能战略提供核心动力,更将打造全球AI创新的标杆性基础设施。"



项目战略背景

• 作为特朗普政府中东AI合作计划的关键落地项目

• 今年1月OpenAI、Oracle和软银1000亿美元全球AI基建计划的首个国际实施案例

• 标志着阿联酋正式加入全球AI算力竞赛第一梯队



对投资者的影响分析

1. 科技股利好:直接参与企业(NVDA/ORCL/CSCO)将获得新增长极

2. 中东资本关注度提升:阿联酋主权基金可能加大科技领域投资

3. AI基础设施赛道升温:数据中心、芯片、冷却技术相关企业受益

4. 地缘科技平衡变化:中东可能成为继中美之后的第三大AI创新中心

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