科技巨头甲骨文(ORCL.N)周二宣布,未来五年将在德国与荷兰投入30亿美元扩建基础设施,以强化其在欧洲市场的人工智能及云计算服务能力。该战略投资中,德国将获得20亿美元,荷兰则占10亿美元。
随着企业加速部署AI工作负载,甲骨文正加入科技企业的"军备竞赛"行列。此前亚马逊(AMZN.O)宣布在德国新增100亿欧元投资,使其在德总规划投资达178亿欧元。而Meta(META.O)首席执行官扎克伯格本周亦宣称,将斥资数千亿美元建造多个巨型AI数据中心。据行业预测,今年科技巨头在AI领域的总体投入将突破3200亿美元大关。
市场分析指出,甲骨文、亚马逊、微软(MSFT.O)及谷歌(GOOGL.O)提供的云与AI服务正持续获得青睐,因其性能已超越传统IT企业开发的软件解决方案。受此消息提振,甲骨文股价在盘前交易中上涨2%,年内累计涨幅逼近38%。
首席执行官萨弗拉·卡茨在6月曾预言:"随着新增产能陆续上线,公司营收与利润增长将再度提速。"据上月监管文件披露,甲骨文已获得某未公开客户的长期合约,预计自2028财年起每年将带来超300亿美元收入。
值得关注的是,甲骨文预计2026财年资本支出将突破250亿美元,其中绝大部分将用于数据中心基础设施建设,特别是人工智能相关领域。此番欧洲投资计划,彰显了科技巨头争夺全球云计算版图的战略野心。
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