Rohan Paul@rohanpaul_ai

2026-05-31 03:48·33天前

AI 摘要

软银宣布在法国投资750亿欧元，旨在打造欧洲规模最大的AI算力设施。该计划旨在利用当地稳定廉价的核电。项目分阶段推进，第一阶段投资450亿欧元，目标是到2031年在法国北部-加来海峡大区建成3.1GW容量，随后再增加2GW，最终形成5GW的AI综合体。敦刻尔克是核心选址，施耐德电气预计参与建设AI基础设施及机器人制造中心。融资是潜在挑战，行业估算显示1GW的AI基础设施成本约为500亿美元，因此软银可能需要依赖大量项目债务和外部合作伙伴。

FT： SoftBank just pledged €75B to build Europe's largest AI computing facility in France， turning cheap， stable nuclear-heavy power into the raw fuel for training and running bigger AI systems.

The plan starts with €45B for 3.1GW of capacity in Hauts-de-France by 2031， then adds another 2GW， creating a 5GW AI complex roughly comparable to the power draw of a major city.

Dunkirk is the anchor site， with Schneider Electric expected to help build an AI infrastructure and robotics manufacturing hub around the project.

The weak point is financing， because industry estimates put 1GW of AI infrastructure near $50B， meaning SoftBank will probably need heavy project debt and outside partners.

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ft .com/content/1022f9bd-5b6d-44a5-9303-c8b05b8c6463？syn-25a6b1a6=1

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2026-05-31 03:48·33天前

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AI 摘要

The plan starts with €45B for 3.1GW of capacity in Hauts-de-France by 2031， then adds another 2GW， creating a 5GW AI complex roughly comparable to the power draw of a major city.

Dunkirk is the anchor site， with Schneider Electric expected to help build an AI infrastructure and robotics manufacturing hub around the project.

The weak point is financing， because industry estimates put 1GW of AI infrastructure near $50B， meaning SoftBank will probably need heavy project debt and outside partners.