Microsoft(MSFT.US) amplía su despliegue de capacidad de IA alquilando un centro de datos Crusoe con una capacidad de 900MW

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智通财经APP获悉,AI数据中心公司Crusoe宣布,微软(MSFT.US)将从其位于美国德克萨斯州阿比林的园区租用约900兆瓦算力容量,该园区同时也是“星际之门”(Stargate)项目的核心基地。
This is a financial news report.

此次合作将使该数据中心整体规划容量提升至约2.1吉瓦(GW)。
This cooperation will increase the overall planned capacity of the data center to about 2.1 gigawatts (GW).

Crusoe预计,新增扩建部分将于2027年年中逐步投入使用,以满足微软不断增长的AI计算需求。
Crusoe expects the newly expanded section to be gradually put into use by mid-2027 to meet Microsoft’s growing AI computing needs.

目前,该园区占地约1000英亩,已有多家科技巨头入驻。
Currently, the park covers about 1,000 acres and has several tech giants already established there.

OpenAI与甲骨文(ORCL.US)正在使用其既有容量,其中甲骨文已租用园区内8栋数据中心建筑供OpenAI使用。
OpenAI and Oracle (ORCL.US) are using its existing capacity, with Oracle having rented eight data center buildings in the park for OpenAI’s use.

不过,两家公司已决定不再将其使用规模从1.2GW扩展至2GW,这也为包括微软Azure在内的更多超大规模云服务商提供了扩张空间。
However, both companies have decided not to expand their usage from 1.2GW to 2GW, which also provides expansion space for more hyperscale cloud service providers, including Microsoft Azure.

Crusoe表示,目前已规划的1.2GW部分预计将在2026年底前全部建成。
Crusoe stated that the currently planned 1.2GW section is expected to be fully completed by the end of 2026.

此外,Meta Platforms(META.US)此前也曾就租用扩建部分容量展开讨论,显示出大型科技公司对AI基础设施的强劲需求。
Additionally, Meta Platforms (META.US) had previously discussed renting the expanded capacity, reflecting the strong demand for AI infrastructure from large tech companies.

美国国会议员Jodey Arrington表示,西德克萨斯正逐步成为“AI时代的硅草原”,该项目扩建不仅体现了当地创新能力,也有助于确保美国在下一代信息技术竞争中保持领先地位。
U.S. Congressman Jodey Arrington stated that West Texas is gradually becoming the “Silicon Prairie of the AI era,” and the expansion of this project not only reflects local innovation capabilities but also helps ensure that the U.S. maintains its leading position in the next generation of information technology competition.

微软方面同时强调,随着AI需求持续增长,公司正致力于确保获得可靠且可持续扩展的基础设施。
Microsoft also emphasized that as AI demand continues to grow, the company is committed to ensuring access to reliable and sustainably scalable infrastructure.

微软云计算与创新平台主管Noelle Walsh表示,阿比林园区正是支持下一代AI发展的关键基础设施之一,同时也将为当地社区创造长期价值。
Microsoft’s Cloud Computing and Innovation Vice President Noelle Walsh stated that the Abilene park is one of the critical infrastructures supporting the development of the next generation of AI and will also create long-term value for the local community.

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