Dau Tu 7 Ty USD cua OpenAI tai Uc: 'OpenAI for Countries' Dau Tien tai APAC
OpenAI da cong bo hop tac tri gia hon 7 ty AUD voi NEXTDC de xay dung khuon vien AI hyperscale tai Sydney, danh dau sang kien dau tien cua cong ty tai khu vuc Chau A - Thai Binh Duong theo chuong trinh "OpenAI for Countries".1 Du an se cung cap nang luc tinh toan co chu quyen cho cac to chuc chinh phu, quoc phong, tai chinh va nghien cuu cua Uc.2 Giai doan 1 du kien giao hang vao nua cuoi nam 2027.3
Nha May AI S7
CEO NEXTDC Craig Scroggie mo ta su phat trien nay la "nha may AI S7" se thiet lap vi the cua Uc trong boi canh ha tang AI toan cau.4
Thong So Du An
| Khia Canh | Chi Tiet |
|---|---|
| Dau Tu | 7+ ty AUD (~4,64 ty USD) |
| Dia Diem | Sydney, Uc |
| Doi Tac | NEXTDC |
| Giai Doan 1 | H2 2027 |
| Trong Tam | Nang luc tinh toan co chu quyen |
Khach Hang Muc Tieu
Co so se phuc vu cac khoi luong cong viec nhay cam trong cac linh vuc quan trong:5
- Chinh Phu: Trien khai AI cua cac co quan lien bang va tieu bang
- Quoc Phong: Ung dung cua Bo Quoc Phong Uc
- Tai Chinh: AI ngan hang va dich vu tai chinh
- Nghien Cuu: Tinh toan hoc thuat va khoa hoc
- Doanh Nghiep: Cac sang kien AI doanh nghiep quy mo lon
OpenAI for Countries
Hop tac voi Uc dai dien cho viec OpenAI mo rong chuong trinh ha tang quoc gia vuot ra ngoai cac trien khai ban dau.6
Cau Truc Chuong Trinh
"OpenAI for Countries" thiet lap ha tang AI co chu quyen tai cac quoc gia doi tac, giai quyet cac lo ngai ve:7
- Yeu cau chu quyen du lieu
- Han che chuyen du lieu xuyen bien gioi
- Cac can nhac an ninh quoc gia
- Do tre cho nguoi dung dia phuong
- Muc tieu phat trien kinh te
Uc tro thanh quoc gia APAC dau tien trong chuong trinh, sau cac thong bao truoc do tai cac khu vuc khac.
Mo Rong Rong Hon Tai Uc
Su gia nhap cua OpenAI gia nhap vao lan song dau tu ha tang AI tai Uc.
Du An Southgate (1,6 GW)
Cong ty dam may AI Firmus da cong bo lien minh chien luoc voi CDC cho "Du An Southgate":8
| Thong So | Chi Tiet |
|---|---|
| Cong Suat Muc Tieu | 1,6 GW |
| Dia Diem | Melbourne |
| Khach Thue Chinh | NVIDIA DGX Cloud |
| Trang Thai | Ke hoach/phat trien |
NVIDIA DGX Cloud se thiet lap su hien dien khu vuc tai co so Southgate Melbourne.9
Google Christmas Island
Google dang len ke hoach xay dung trung tam du lieu AI lon tai Christmas Island, lanh tho xa xoi cua Uc tren An Do Duong.10 Du an nay theo sau thoa thuan dien toan dam may giua Google va Bo Quoc Phong Uc.11
Vi tri xa xoi cung cap: - Vi tri chien luoc cho ket noi APAC - Khoang cach tu cac trung tam dan cu - Ung dung quoc phong tiem nang - Dac diem chu quyen doc dao
Mo Rong Groq
Groq da trien khai ha tang AI tai Sydney vao cuoi nam 2025 va nham muc tieu thiet lap 12 trung tam du lieu bo sung vao nam 2026, tap trung dac biet vao Chau A.12
Chuyen Doi Thi Truong
Thi truong trung tam du lieu cua Uc dang trai qua su mo rong nhanh chong duoc thuc day boi nhu cau AI.
Du Bao Cong Suat
| Chi So | 2024 | 2030 |
|---|---|---|
| Tong Cong Suat | ~1.500 MW | 3.100+ MW |
| Quy Mo Thi Truong | $4,5 ty | $7,8 ty (2032) |
Cong suat se tang gap doi vao nam 2030, duoc ho tro boi cac du an lon tai Tasmania, Melbourne va cac tieu bang khac dua tren khoi luong cong viec AI.13
Tac Dong Kinh Te
Phan tich tu van du bao loi ich kinh te dang ke:14
| Tac Dong | Du Bao |
|---|---|
| Bo Sung GDP | ~80 ty do la vao nam 2030 |
| Viec Lam Tao Ra | ~100.000 |
| Linh Vuc | Xay dung, van hanh, chuoi cung ung |
Anh Huong Nang Luong
Nha dieu hanh Thi truong Nang luong Uc (AEMO) du bao rang cac trung tam du lieu se yeu cau len toi 10% nguon cung cap dien cua quoc gia vao nam 2035.15 Du bao nay tao ra su cap bach cho:
- Mo rong nang luong tai tao
- Dau tu ha tang luoi dien
- Thoa thuan mua dien
- Phat trien phat dien tai cho
Boi Canh Chien Luoc
Dong Luc Chu Quyen
Viec Uc chap nhan ha tang AI co chu quyen phan anh xu huong toan cau:16
- Yeu cau ban dia hoa du lieu ngay cang tang
- Lo ngai an ninh quoc gia ve su phu thuoc vao AI
- Mong muon phat trien nang luc AI trong nuoc
- Vi the canh tranh tai APAC
Anh Huong AUKUS
Ban chat lien quan den quoc phong cua nhieu du an (thoa thuan cua Google voi DoD, tap trung vao tinh toan co chu quyen) cho thay ha tang AI dong vai tro trong cac quan he doi tac chien luoc rong hon bao gom AUKUS.17
Diem Chinh
- First Mover $7 ty+: Khoan dau tu APAC lon nhat cua OpenAI thiet lap Uc la trung tam AI khu vuc
- Tap Trung Chu Quyen: Khoi luong cong viec chinh phu, quoc phong va tai chinh thuc day thiet ke co so
- Southgate 1,6 GW: Du an Firmus/CDC voi NVIDIA DGX Cloud lam neo
- Tang Gap Doi Cong Suat: 1.500 MW len 3.100+ MW vao nam 2030
- 10% Nhu Cau Dien: Trung tam du lieu tiep can tai trong luoi dien dang ke vao nam 2035
- Tac Dong GDP $80 ty: Ha tang AI thuc day phat trien kinh te lon
Uc dang dinh vi minh la trung tam APAC cho tinh toan AI co chu quyen, voi su gia nhap cua OpenAI xac nhan chien luoc va co the thu hut them dau tu.
Tham Khao
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Data Centre Magazine. "How Will $4.6bn NEXTDC AI Campus Drive OpenAI for Australia?" ↩
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Nhu tren. ↩
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Nhu tren. ↩
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Nhu tren. ↩
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Nhu tren. ↩
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ConstructConnect. "Global Watch: 'OpenAI for Australia' Brings Data Center Trend Down Under." ↩
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Phan tich dua tren cau truc chuong trinh. ↩
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Data Center Dynamics. "AI cloud firm partners with CDC for Australian data center capacity." ↩
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Nhu tren. ↩
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SubTel Forum. "Google to Build AI Data Center on Christmas Island, Australia." ↩
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Nhu tren. ↩
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BeBeez. "Groq deploys AI infrastructure in data center in Sydney, Australia." Thang 11 nam 2025. ↩
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Vocal Media. "Australia Data Center Market." ↩
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The Aussie Corporate. "Australia's AI Data Centre Moment." ↩
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Channel Life. "AI, data governance & edge to define 2026 for Australia." ↩
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Security Brief. "Australia's cloud security & AI strategies to shift by 2026." ↩
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Phan tich dua tren cac quan he doi tac quoc phong duoc de cap trong cac nguon. ↩
