Larry Ellison Hinted at Oracle's AI Ambitions Last Year -- Market Talk

Dow Jones

2025/09/11

1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would "like to have 1,000 to 2,000 more." Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. "That is an incredible sustained CAGR for a cloud service provider," he says. (dean.seal@wsj.com)

(END) Dow Jones Newswires

September 10, 2025 14:25 ET (18:25 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2566989193"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2566989193\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2566989193?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-09-11 02:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2566989193","market":"fut","top_or_hot":-1,"title":"Larry Ellison Hinted at Oracle's AI Ambitions Last Year -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. (dean.seal@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 10, 2025 14:25 ET (18:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Larry Ellison Hinted at Oracle's AI Ambitions Last Year -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLarry Ellison Hinted at Oracle's AI Ambitions Last Year -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-09-11 02:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. (dean.seal@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 10, 2025 14:25 ET (18:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999003800.SGD","symbol_name":"Nikko AM Global Dividend Equity Acc SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2566989193","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566989193","pubTimestamp":1757528700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","BK4506":"内地教育股","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4510":"在线教育","BK4097":"系统软件","GOTU":"高途","ORCL":"甲骨文","BK4581":"高盛持仓","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","BK4543":"AI","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4531":"中概回港概念","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","BK4534":"瑞士信贷持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4528":"SaaS概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4516":"特朗普概念","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4588":"碎股","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A"},"translate_title":"拉里·埃里森去年暗示了甲骨文的人工智能雄心——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORCL":1,"GOTU":1},"content_text":"1425 ET - Oracle's explosive cloud infrastructure backlog growth is blowing analysts away and sending its stock to a record high, though co-founder Larry Ellison hinted last year that Oracle aimed to dominate the market for AI compute, Zacks Investment Research's Kevin Cook says in a note. At a conference last year, Ellison said Oracle had 162 data centers but would \"like to have 1,000 to 2,000 more.\" Cook says that stuck with him. Now, the company is beefing up its capital expenditures to meet the surging demand for AI compute and expects to reach $144 billion in cloud infrastructure revenue four years from now, up from $18 billion this year, Cook says. \"That is an incredible sustained CAGR for a cloud service provider,\" he says. (dean.seal@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 10, 2025 14:25 ET (18:25 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}