@SemiAnalysis_· @SemiAnalysis_ · X·· 2026-09-03精选AI 评分66
AI 导读
OpenAI 与 Nvidia 8 GW Portsmouth 项目涉及的 DOE 联邦土地成为关注焦点，2026 年 3 月的动工在 DOE 的 Portsmouth 场址进行，该地前身是铀浓缩厂。4 月租出的首批土地明确指定用于数据中心建设。配图还标注了 DOE 土地、从 Oklo Power 收购的土地以及周边私人农场的位置。
推荐理由
推文用一张土地权属图拆解了 8 GW 项目中 DOE 土地与私人地块的边界，让读者看清联邦土地在数据中心建设中的实际角色。
正文
Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former uranium-enrichment plant, and that’s where the attention has stayed. The federal component is real: the first batch of land leased in April is specifically designated for datacenter construction. (1/5)🧵
来源：@SemiAnalysis_ · x.com