为与中国竞领先，特朗普拟投4万亿建人工智能设施，您有何感想？

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特朗普与开放人工智能、软银和甲骨文公司宣布投资5000万美元在美国建房基础设施，说明他十分看重人工智能的发展前景，这一项目能实现吗？将会给人工智能发展和投资带来什么机会？喜欢阅英语原文的条友可跳过中文直接阅读后附英文原文。

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特朗普与三位公司老板宣布其宏大投资计划

美国时间1月21日（周二），周二下午，开放人工智能首席执行官山姆・奥特曼、软银首席执行官孙正义以及甲骨文董事长拉里・埃里森与唐纳德・特朗普总统一同现身白宫，宣布创建一家名为“星门”（Stargate）的新公司，以发展美国的人工智能基础设施。特朗普称其为“历史上规模最大的人工智能基础设施项目”。

这些公司将首先为该项目投资1000亿美元，并计划在未来几年向“星门”投入多达5000亿美元（约合3.7万亿人民币）。特朗普表示，该项目预计将在美国创造10万个就业岗位。

特朗普称，“星门”将打造“支撑下一代人工智能的物理与虚拟基础设施”，其中包括在全美各地建设数据中心。埃里森表示，该集团首个面积达100万平方英尺的数据项目已在得克萨斯州动工。

数月以来，人工智能领域的领军人物一直在敲响警钟，称未来几年要实现人工智能发展目标，需要更多数据中心，以及运行数据中心所需的芯片、电力和水资源。

奥特曼表示：“我认为这将是这个时代最重要的项目，总统先生，没有您的支持，我们无法做到这一点。”

甲骨文是美国最大的数据中心运营商之一。而软银拥有为人工智能基础设施扩张提供资金所需的雄厚财力，预计这将花费数十亿美元。

鉴于人工智能有望对从经济到军事能力等各个领域产生影响，为确保美国在人工智能竞赛中保持领先中国的地位，奥特曼此前曾敦促美国政府助力人工智能基础设施建设。据报道，这位开放人工智能首席执行官去年还与软银首席执行官孙正义会面，寻求对用于制造人工智能芯片的新半导体工厂的投资。

奥特曼是以个人身份向特朗普就职典礼捐款百万美元的AI大佬

周一参加了特朗普就职典礼的奥特曼，上个月曾对福克斯新闻表示，他相信特朗普“很擅长”吸引对美国人工智能基础设施的投资，并表示期待与特朗普政府就此展开合作。

奥特曼在接受采访时称：“美国的基础设施建设极其重要。人工智能与其他类型的软件略有不同，它需要大量的基础设施、电力、计算机芯片和数据中心。我们需要在美国建设这些设施，并且我们必须拥有世界上最先进的人工智能基础设施，以便在技术和能力方面保持领先。”

在上周发布的一份政策白皮书中，开放人工智能表示，对美国人工智能基础设施进行投资，能够确保美国的人工智能工具战胜中国技术，同时在美国创造新的就业机会与经济机遇。该公司敦促美国政府制定“基础战略，确保基础设施投资能惠及尽可能多的人，并最大程度地让人们能够接触到人工智能”。这份简报估计，“全球有1750亿美元的资金正等待投资人工智能项目”。该公司称：“如果美国无法吸引这些资金，它们就会流向中国支持的项目，从而增强中国的全球影响力。”

甲骨文公司在一份声明中表示，“星门”项目“将巩固美国在人工智能领域的领导地位，为美国创造数十万个就业岗位，并为全球带来巨大的经济效益。该项目不仅将助力美国的再工业化进程，还将提供一种战略能力，以保障美国及其盟友的国家安全”。

软银将承担“星门”项目的财务职责，开放人工智能则负责项目运营。开放人工智能称，第四家合作伙伴微软全球数据交换和服务公司（MGX）也将提供资金支持。软银的孙正义将出任“星门”项目的董事长。

特朗普总统常常会与企业联合宣布大规模的美国投资计划，以推动所谓的美国工业复兴。但他们在这方面的成功记录着实参差不齐。

富士康老板郭台铭

2017年，特朗普与富士康宣布将在威斯康星州建设一座规模达100亿美元的大型电子工厂，预计能创造1.3万个就业岗位。然而，该公司最终放弃了该工厂的大部分建设计划以及原本打算生产的高科技产品计划。2021年，该公司表示，在一项修订后的协议中，其投资将仅为6.72亿美元，创造的就业岗位也少于1500个。

不过，富士康称已向该州投资10亿美元，并且仍拥有一个大型数据服务器制造基地，员工超过1000人。但特朗普当初宣布建设的工厂已变成了微软的数据中心，该中心旨在培训员工和制造商如何更好地使用人工智能。

周一，特朗普还撤销了前总统乔・拜登在2023年签署的一项行政命令，该命令旨在监控和管控人工智能风险。

Trump announces a $500 billion AI infrastructure investment in the US. By Clare Duffy, CNN. January 21, 2025.

President Donald Trump is set to announce a private sector investment in AI infrastructure from OpenAI, Oracle and SoftBank.

Three top tech firms on Tuesday announced that they will create a new company, called Stargate, to grow artificial intelligence infrastructure in the United States.

OpenAI CEO Sam Altman, SoftBank CEO Masayoshi Son and Oracle Chairman Larry Ellison appeared at the White House Tuesday afternoon alongside President Donald Trump to announce the company, which Trump called the “largest AI infrastructure project in history.”

The companies will invest $100 billion in the project to start, with plans to pour up to $500 billion Stargate in the coming years. The project is expected to create 100,000 US jobs, Trump said.

Stargate will build “the physical and virtual infrastructure to power the next generation of AI,” including data centers around the country, Trump said. Ellison said the group’s first, 1 million-square foot data project is already under construction in Texas.

AI leaders have for months been sounding the alarm that more data centers — as well as the chips and electricity and water resources to run them — are needed to power their artificial intelligence ambitions in the coming years.

“I think this will be the most important project of this era,” Altman said on Tuesday. “We wouldn’t be able to do this without you, Mr. President.”

Oracle is among the biggest US data center operators. And SoftBank has the kind of deep pockets needed to fund the expansion of AI infrastructure, which is expected to cost billions of dollars.

Altman has previously urged US officials to aid in that infrastructure buildout to ensure the United States remains ahead of China in the AI arms race, given that AI is poised to impact everything from the economy to military capabilities. The OpenAI CEO also reportedly met with Softbank CEO Masayoshi Son last year to solicit investment in new semiconductor plants for building AI chips.

Altman, who attended Trump’s inauguration Monday, told Fox News last month that he believes Trump will “be very good at” attracting AI infrastructure investments to the United States and said he looks “forward to working with his administration on it.”

“Infrastructure in the United States is super important, AI is a little bit different from other kinds of software in that it requires massive amounts of infrastructure, power, computer chips, data centers, and we need to build that here and we need to be able to have the best AI infrastructure in the world to be able to lead with the technology and the capabilities,” Altman said in the interview.

In a policy white paper published last week, OpenAI said investment in US AI infrastructure can ensure that US AI tools win out over Chinese technology, as well as creating new US jobs and economic opportunities, and urged the US government to create “foundational strategy to ensure that investment in infrastructure benefits the most people possible and maximizes access to AI.” The brief estimated that there are “$175 billion sitting in global funds awaiting investment in AI projects.”

“If the US doesnt attract those funds, they will flow to China-backed projects,” the company said.

Oracle said in a statement that the Stargate project “will secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world. This project will not only support the re-industrialization of the United States but also provide a strategic capability to protect the national security of America and its allies.”

SoftBank will have financial responsibility for Stargate and OpenAI will have operational responsibility. A fourth partner, MGX, is also contributing funding. SoftBank’s Son will be Stargate’s chairman, OpenAI said.

New presidents and presidents-elect have often held joint announcements with companies about massive US investments to promote a supposed rebirth of American industry. But their track record for success is decidedly mixed.

Trump in 2017 announced with Foxconn a massive $10 billion electronics factory in Wisconsin that was expected to create 13,000 jobs. But the company eventually abandoned most of its plans for the facility and the high-tech products it was set to build. The company in 2021 said it would invest just $672 million in a revised deal that would create fewer than 1,500 jobs.

Foxconn has said it invested $1 billion into the state, however, and it still has a major manufacturing site for data servers with more than 1,000 employees. But the facility Trump announced has become a Microsoft data hub that aims to train employees and manufacturers on how to best use artificial intelligence.

Trump on Monday also reversed an executive order passed by former President Joe Biden in 2023 that aimed to monitor and regulate AI risks.