周四,甲骨文盘中涨超4%,创历史新高,年内涨逾50%!公司被认为是本轮AI行情的主要受益者之一。
甲骨文的AI催化剂
甲骨文这几个月陆续签下数百亿美元的云端运算合约,并宣布将开发GW等级的数据中心运算资源,为OpenAI等企业客户提供服务。
本月稍早,OpenAI与日本软银集团合作的星际之门,就向甲骨文租用大规模的额外算力。
甲骨文上季营收远优于市场预期,当时CEO Safra Catz表示,2026年会是表现更出色的一年。
借助AI吸金热潮,80岁的甲骨文创办人Larry Ellison周二 (15 日) 首度跃居彭博亿万富豪榜第二名,以2512亿美元身价,超过Meta CEO扎克伯格。
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