甲骨文3000亿AI订单陷单一客户依赖风险

DoNews
Sep 18

美国科技公司甲骨文披露,其第一财季新增3170亿美元剩余履约义务(RPO),总RPO达4550亿美元,同比增长359%。该公司首席执行官Safra Catz表示,上季度与三家不同客户签署了四份大型合同,并预计未来数月积压订单将突破5000亿美元。市场消息称,OpenAI已与甲骨文签署协议,将在约五年内采购价值3000亿美元的算力服务,年均支出约600亿美元,该合同自2027年开始实施。此举意味着...

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