甲骨文正从传统软件供应商转型为GPU数据中心运营商,凭借与OpenAI、Meta和xAI等客户的大规模合同订单在该市场占据主导地位。 据追风交易台消息,根据摩根士丹利分析师Keith Weiss和Jamie Reynolds 9月23日发布的报告,这一转型将重塑公司的收入结构、利润率水平和风险动态,预计到2030财年,AI相关业务将贡献其总收入的60%。 这一判断基于甲骨文最新公布的惊人业绩指引。...
Source Link甲骨文正从传统软件供应商转型为GPU数据中心运营商,凭借与OpenAI、Meta和xAI等客户的大规模合同订单在该市场占据主导地位。 据追风交易台消息,根据摩根士丹利分析师Keith Weiss和Jamie Reynolds 9月23日发布的报告,这一转型将重塑公司的收入结构、利润率水平和风险动态,预计到2030财年,AI相关业务将贡献其总收入的60%。 这一判断基于甲骨文最新公布的惊人业绩指引。...
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