甲骨文财报透视AI推理:推理市场比训练市场大得多,甲骨文独特的价值主张是全球最大的企业私有数据托管方!

王铮Silvia
Sep 10

内容目录业务陈述:企业AI的关键是——问任何想问的问题,得到有充分论据的答案,其中包含所有最新和最好的信息以及高质量的论证本季末RPO达4550亿美元,同比增长359%,与OpenAI、xAI、Meta、NVIDIA等签署云合同本季度总收入149亿美元,同比增长11%,其中云收入达72亿美元,同比增长27%预计甲骨文云基础设施本财年将增长77%至180亿美元,未来四年增长至1440亿美元下季度指引...

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