軟銀(9984.JP)承認啟動星門項目耗時較原先預期更長
軟銀集團(9984.JP)表示,啟動星門項目(Stargate)比預期耗時更久,首次承認與OpenAI在美國的5,000億美元人工智能合作項目進展緩慢。
軟銀CFO後藤芳光在業績簡報會上表示,公司正試圖與包括甲骨文(ORCL.US)和阿布扎比的MGX在內的合作夥伴達成共識。後藤表示,軟銀預計很快將開始針對首個星門數據中心選址進行「具體」談判。
後藤稱,需要花時間為星門準備一個模型案例。涉及多方利益相關者,需要時間來形成共識。
軟銀創始人孫正義和OpenAI聯合創始人Sam Altman於1月公布了星門計劃,承諾「立即」部署1,000億美元,並將資金規模擴大至約5,000億美元。然而數月過去,項目尚未開始融資或建設數據中心。
《彭博》5月曾報道稱,由於美國貿易政策的不確定性、市場波動及對AI硬件財務估值的疑問,星門背後的一些談判進展放緩。該公司目前還在與台積電(TSM.US)等其他公司接洽,計劃在亞利桑那州打造一個價值1萬億美元的人工智能製造中心。
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