美东时间上午11点11分——摩根大通在一份研报中指出，甲骨文公司第一财季的报告应有助于增强市场信心，即其数据中心建设正按计划推进并转化为收入。分析师表示，该公司向投资者透露，其新增的300亿美元AI合同可能不会要求超过此前本财年400亿美元资本支出指引的额外现金投入。此外，甲骨文还预计其6640亿美元剩余履约义务中约有一半将在未来三年内转化为收入，并似乎在数据中心建设的多元化方面取得了进展，这降低了任何单个项目延期所带来的风险。分析师补充道，投资者可能仍会质疑，特别是在行业需求旺盛的背景下，甲骨文的现金支出能否在2028财年后显著放缓。
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