天风通信团队:甲骨文上调26财年资本开支,坚定看好AI产业链投资机会

海陆清风
Sep 15, 2025

核心摘要本周行业动态:甲骨文预计未来4年云端基础设施营收将增长8倍最新财报显示,甲骨文云计算基础设施业务当季收入达33亿美元,同比增长55%。另外未确认履约义务同比激增359%至4550亿美元,其中与OpenAI合作建设的4.5GW数据中心项目成为重要支撑。OpenAI与甲骨文公司签署了一份为期五年的算力采购协议,总价值高达3000亿美元。甲骨文首席执行官表示,该季度内成功斩获4份价值“数十亿美元...

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