甲骨文（ORCL）今日盘中大涨6.9%，引起了市场的广泛关注。
消息面上，甲骨文与TikTok母公司字节跳动及另外两家投资者签署协议，成立新的TikTok美国数据安全合资公司，负责美国的数据保护、算法安全等内容。此外，密歇根州监管机构批准了公用事业公司DTE Energy为甲骨文和OpenAI计划建设的大型数据中心项目提供电力支持，该项目装机容量达1.4吉瓦，是甲骨文AI基础设施扩张的重要部分。
这两项进展显著提升了市场对甲骨文在云计算和数据中心领域增长潜力的预期。作为TikTok美国合资公司的主要投资者之一，甲骨文将持有新公司15%的股份，并成为其“可信安全合作伙伴”。同时，数据中心的电力供应获批确保了甲骨文AI算力基建的顺利推进，进一步巩固了其在AI时代的竞争地位。
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