通信行业研究：甲骨文与OpenAI签订算力大单，北美AI投资持续景气

国金证券07-06

（以下内容从国金证券《通信行业研究：甲骨文与OpenAI签订算力大单，北美AI投资持续景气》研报附件原文摘录）通信周观点：1）甲骨文Oracle将为OpenAI提供4.5GW算力资源，以支持“星际之门”计划。OpenAI已与甲骨文达成协议，将以每年约300亿美元的价格租赁4.5GW算力资源，相当于美国目前运营数据中心容量的四分之一左右，这将成为人工智能领域迄今规模最大的云计算协议之?。我们认为海外...

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