OpenAI大幅下调GPT-5.6价格，DeepSeek规划1GW数据中心，Anthropic获谷歌支持的德州园区
英文摘要
OpenAI cut GPT-5.6 Luna pricing by 80% to $0.20 per million input tokens, and Terra by 20% to $2 per million. DeepSeek is reportedly planning a 1GW AI data center in Ulanqab, Inner Mongolia, with phased operation expected by late 2027 or early 2028. Anthropic's Texas AI campus will be backed by Google, involving $15 billion in financing from Morgan Stanley for a 1.6GW data center and natural‑gas plant; Google guarantees lease obligations for a ~20% equity stake, and the site will run on Google TPUs. The EU opened an AI gigafactory tender offering up to €10 billion in public funding for up to seven projects, each with at least 100,000 advanced AI chips. Amazon raised its 2026 cash CapEx to $220 billion due to surging AI demand and higher memory costs, yet still expects a capacity shortfall into 2027.
中文摘要
OpenAI将GPT-5.6 Luna价格下调80%至每百万输入token 0.20美元，Terra价格下调20%至每百万输入token 2美元。DeepSeek据报道正规划在内蒙古乌兰察布建设1GW的AI数据中心，预计2027年底或2028年初部分投产。Anthropic在德州的AI园区获得谷歌支持，摩根士丹利牵头150亿美元融资，建设1.6GW数据中心和天然气电厂；谷歌提供租赁担保并获取约20%股权，园区将运行谷歌TPU。欧盟启动了AI千兆工厂招标，最多7个项目可获高达100亿欧元公共资金，每个项目至少配备10万颗先进AI芯片。亚马逊因AI需求激增和内存成本上涨，将2026年资本支出上调至2200亿美元，但仍预计到2027年AI容量不足。
关键要点
OpenAI cut GPT-5.6 Luna price by ~80% to $0.20/million input tokens and Terra by 20% to $2/million input tokens.
OpenAI将GPT-5.6 Luna价格下调约80%至每百万输入token 0.20美元，Terra下调20%至每百万输入token 2美元。
DeepSeek is targetting a 1GW AI data center in Ulanqab, Inner Mongolia, aiming for operation by late 2027/early 2028.
DeepSeek计划在内蒙古乌兰察布建设1GW AI数据中心，目标2027年底或2028年初投入运营。
Anthropic’s Texas AI campus is backed by Google with $15B financing; Google guarantees leases for ~20% equity, and the site will use Google TPUs.
Anthropic德州AI园区获谷歌支持，150亿美元融资，谷歌提供租赁担保获取约20%股权，并将使用谷歌TPU。
The EU opened a gigafactory tender with up to €10B public funding for up to 7 projects, each with ≥100,000 advanced AI chips.
欧盟启动千兆工厂招标，最多7个项目可获高达100亿欧元公共资金，每个项目至少配备10万颗先进AI芯片。
Amazon raised 2026 CapEx to $220B, up from $200B, driven by AI demand and memory prices, but still sees capacity shortfalls into 2027.
亚马逊将2026年资本支出从2000亿美元上调至2200亿美元，受AI需求和内存价格上涨推动，但仍预计2027年容量不足。