甲骨文(ORCL)股价今日盘中大涨5%,引发市场广泛关注。据分析,这或与甲骨文发布的新闻有关:公司宣布推出庞大的"zettascale"云端运算集群,采用NVIDIA最新Blackwell GPU,为客户提供前所未有的AI运算能力。
这一超级集群最高将配备13万多个Blackwell GPU,峰值计算能力高达2.4泽塔浮点运算每秒(zettaflops),相当于世界最快超算的6倍。规模如此庞大,意味着甲骨文正加码布局云计算和人工智能这一未来趋势。
分析人士认为,该计划体现了甲骨文对前沿技术的投资决心,为公司在云计算时代赢得更大市场机遇增添信心。投资者或看好其未来在这些领域的增长潜力,从而推升股价。但也有不确定性,例如NVIDIA芯片延迟上市风险、集群实现时间等,股价涨跌程度仍需进一步观察。
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