一家做ChatGPT的公司,开始买地、签电、搬砖。 万亿IPO前夜,OpenAI把赌注押在了基建工地上。 这场AI军备竞赛,早已从拼模型,打到了拼算力阶段。 当地时间6月1日,密歇根Saline一片刚翻过的农地上,OpenAI的CEO奥特曼、Oracle高管、密歇根州长Whitmer,还有一众建筑与劳工巨头的负责人,一起铲下了第一锹土。 他们要建的,是一座代号「谷仓(The Barn)」的超级数据中心园区。名字来自工地入口那座被保留下来的红色老谷仓,规划容量高达1GW。 奥特曼把它称作一场豪赌,赌的是AI的未来。他甚至说,这块地上盖起来的东西,很可能就是攻克癌症的地方。 The Barn属于OpenAI的星门计划(Stargate program)。 这是2025年1月启动的庞大工程,OpenAI联合Oracle、软银等伙伴,计划投入约5000亿美元,在全美多地铺开AI算力基建,目标是给通用人工智能时代浇好最底层的物理地基。 OpenAI给自己规划的路线很清晰:先做研究,再把研究变成产品,现在开始造支撑这一切的基础设施。The Barn,其中极关键的一块拼图。 为了打消当地社区的顾虑,OpenAI甩出一连串承诺:电费不涨、水资源不抢、岗位税收管够,连给学生的AI额度都安排上了。 这一套组合拳,诚意拉满。而密歇根,这个曾用汽车工业撑起美国工业心脏的老牌重镇,正被OpenAI用1GW的电,重新点亮成AI时代的新核心。 OpenAI走进了重工业 破土这天,OpenAI在官网发了篇文章。 标题是《在密歇根,为智能时代造基础设施(Building the infrastructure for the Intelligence Age in Michigan)》。 一家做大模型的公司,开始用「基础设施」和「全球事务」来定义自己。 很多人对OpenAI的印象,还停留在「做ChatGPT的那家公司」。可在Saline,OpenA眼下做的却是买地、签电力合同、雇工会工人、谈地方税收这些事情。 The Barn由地产开发商Related Digital操盘,建成后租给Oracle,再服务Oracle的客户OpenAI。它是OpenAI与Oracle此前宣布的4.5GW星门计划扩容合作的一部分。 园区是三栋各55万平方英尺的单层建筑,闭环冷却,LEED认证设计,电力由DTE Energy...
微软 CEO 萨提亚 · 纳德拉在微软 Build 开发者大会主题演讲中回应了微软大规模建设 AI 数据中心面临的一项核心挑战:社区反对。AI 数据中心已经成为政治争议焦点。盖洛普近期一项民调显示,相比住在 AI 数据中心附近,更多受访者宁愿住在核反应堆附近。随着数据中心建设热潮升温,电费上涨、环境影响以及 AI 可能冲击就业等问题,也让云服务商承受越来越大压力。微软 1月提出“社区优先”的 AI...
微软 CEO 萨提亚 · 纳德拉在微软 Build 开发者大会主题演讲中回应了微软大规模建设 AI 数据中心面临的一项核心挑战:社区反对。AI 数据中心已经成为政治争议焦点。盖洛普近期一项民调显示,相比住在 AI 数据中心附近,更多受访者宁愿住在核反应堆附近。随着数据中心建设热潮升温,电费上涨、环境影响以及 AI 可能冲击就业等问题,也让云服务商承受越来越大压力。微软 1月提出“社区优先”的 AI 基础设施计划,承诺数据中心不会推高居民电价。纳德拉说:“我们如何确保数据中心不会推高电价?如何确保补充所有用水,在当地社区为居民创造就业,增加税基,并通过投资本地培训和当地非营利组织来强化社区?只有在我们兑现这些原则,并围绕这些原则完成艰苦工作时,我们才会获得继续创新和建设的许可。”
Mohd Azrin The U.S. imposed sanctions on Nobitex, Iran’s largest cryptocurrency exchange, accusing it of helping the Iranian government, the Islamic Revolutionary Guard Corps (IRGC), and other sanctioned entities evade Western sanctions through digital asset transactions. The Treasury said Nobitex provided “significant support” to the Iranian government and facilitated a substantial number of tran...
Mohd Azrin The U.S. imposed sanctions on Nobitex, Iran’s largest cryptocurrency exchange, accusing it of helping the Iranian government, the Islamic Revolutionary Guard Corps (IRGC), and other sanctioned entities evade Western sanctions through digital asset transactions. The Treasury said Nobitex provided “significant support” to the Iranian government and facilitated a substantial number of transactions tied to the IRGC and Iran's central bank. "While Iran’s economy is in free fall, the regime has chosen to co-opt digital asset technologies for its own corrupt agenda, including evading sanctions and transferring wealth out of the country," Treasury Secretary Scott Bessent said in a statement . "As promised, Treasury will continue to follow the money in support of Economic Fury, whether it is through the banking system or through digital assets, to prevent the regime from developing a nuclear weapon." The U.S. Treasury Department alleged that Nobitex enabled the Central Bank of Iran to access hundreds of millions of dollars in stablecoins used to support the struggling Iranian rial, while also helping regime-linked individuals access global crypto exchanges and bypass sanctions across multiple jurisdictions. The Treasury also imposed sanctions on founder brothers Seyed Mohammad Ali Aghamir Mohammad Ali and Seyed Mohammad Aghamir Mohammad Ali, Amir Hossein Rad, who is Nobitex’s chairman, co-founder, and former CEO, as well as Seyed Ali Khoee, who is the current CEO of Nobitex. Other digital asset exchanges, including Bitpin, Ramzinex, and Wallex, were also blacklisted. In previous statements to Reuters , Nobitex had denied having any direct links to the Iranian government. Nobitex posted to its Telegram channel that the exchange had been preparing for potential sanctions-related challenges for years, citing "the unique challenges faced by Iranian businesses operating internationally." Dear readers: We recognize that politics often intersects with the financial news ...
Britain’s Sikh community has rejected calls to strip them of the rights to carry a ceremonial knife – known as the kirpan – as outrage snowballs over the murder of an 18-year-old student by a Sikh man. Vickrum Singh Digwa, 23, was handed a life sentence by a judge on Tuesday for stabbing to death Henry Nowak, an accountancy student, in Southampton in December 2025. The murder case has reopened a d...
Britain’s Sikh community has rejected calls to strip them of the rights to carry a ceremonial knife – known as the kirpan – as outrage snowballs over the murder of an 18-year-old student by a Sikh man. Vickrum Singh Digwa, 23, was handed a life sentence by a judge on Tuesday for stabbing to death Henry Nowak, an accountancy student, in Southampton in December 2025. The murder case has reopened a debate over race, religion and identity in the UK. Far-right figureheads, populist political leaders...
Mohamad Faizal Bin Ramli/iStock via Getty Images Market Review The U.S. financial landscape in March 2026 was shaped by heightened geopolitical volatility, most notably the escalation of conflict in the Middle East. The war involving Iran and the resulting disruption to global energy markets following the effective closure of the Strait of Hormuz emerged as the dominant macroeconomic driver, pushi...
Mohamad Faizal Bin Ramli/iStock via Getty Images Market Review The U.S. financial landscape in March 2026 was shaped by heightened geopolitical volatility, most notably the escalation of conflict in the Middle East. The war involving Iran and the resulting disruption to global energy markets following the effective closure of the Strait of Hormuz emerged as the dominant macroeconomic driver, pushing crude oil prices above $100 per barrel and fueling a sharp rise in inflation expectations. This energy shock reverberated across global markets, contributing to a pronounced selloff in U.S. Treasuries and a meaningful repricing of monetary policy expectations. Investors significantly reduced expectations for Federal Reserve easing, with rate cuts for the remainder of 2026 largely priced out. The Federal Reserve maintained its policy rate at 3.50%–3.75% during the quarter, adopting a more hawkish tone amid persistent inflationary pressures and elevated uncertainty tied to geopolitical developments. Domestically, leadership developments at the Federal Reserve added a layer of uncertainty. The nomination of former Governor Kevin Warsh as the next Fed Chair raised questions regarding central bank independence, given his close alignment with the administration. Concurrently, Treasury yields moved higher across the curve, reflecting both the inflationary implications of rising energy prices and diminished expectations for policy accommodation. Credit markets also exhibited signs of strain. Concerns within private credit intensified as major financial institutions marked down exposures to software-related loans, while several large alternative asset managers implemented redemption restrictions in response to elevated withdrawal activity. These pressures were exacerbated by rapid technological disruption, as advancements in AI-driven digital co-working tools prompted a broad repricing of software valuations and associated credit instruments. Curve steepening continued in Q1 2026...
DeepSeek is raising $7.4 billion in its first external funding round at a valuation of between $52 billion and $59 billion. The investors include Tencent, battery giant CATL, gaming developer NetEase and e-commerce group JD.com, with founder Liang Wenfeng committing $2.9 billion of his own...
DeepSeek is raising $7.4 billion in its first external funding round at a valuation of between $52 billion and $59 billion. The investors include Tencent, battery giant CATL, gaming developer NetEase and e-commerce group JD.com, with founder Liang Wenfeng committing $2.9 billion of his own...