爆炸性的增长前景,正将甲骨文从一个传统的数据库公司,转变为AI基础设施浪潮中的核心参与者。 在近日公布的Q1财报中,甲骨文大胆预测其收入将在未来三年内翻一番,这一炸裂的增长轨迹,正使其成为投资者眼中炙手可热的“新英伟达”。 报告显示,其剩余履约义务(RPO,即已签订合同但尚未确认的收入)在三个月内增长了超过两倍,达到4550亿美元。同样令人意外的是,甲骨文宣称还有更多价值数十亿美元的交易正在洽谈中...
Source Link爆炸性的增长前景,正将甲骨文从一个传统的数据库公司,转变为AI基础设施浪潮中的核心参与者。 在近日公布的Q1财报中,甲骨文大胆预测其收入将在未来三年内翻一番,这一炸裂的增长轨迹,正使其成为投资者眼中炙手可热的“新英伟达”。 报告显示,其剩余履约义务(RPO,即已签订合同但尚未确认的收入)在三个月内增长了超过两倍,达到4550亿美元。同样令人意外的是,甲骨文宣称还有更多价值数十亿美元的交易正在洽谈中...
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