甲骨文借AI云逆袭成黑马,埃里森登顶全球首富,AI热潮谁是终极赢家?

天脉网
Sep 11

当科技圈还在争论“AI泡沫是否破裂”时, 甲骨文 用一份财报给市场浇下一盆冷水——不是泡沫,是滚烫的现金流。这家曾被贴上“过气 软件 商”标签的老牌巨头,凭借AI云业务在资本市场掀起狂潮:云收入同比激增28%,剩余履约义务(RPO)飙至4550亿美元,环比暴涨三倍。更戏剧性的是,股价单日暴涨30%,市值直逼8000亿美元,创始人拉里·埃里森(Larry Ellison)顺势登顶全球首富。甲骨文的...

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