摘要：内部文件显示，甲骨文GPU云服务器租赁业务虽然营收快速增长，但毛利率仅在10%-20%之间徘徊，平均约16%，远低于传统软件业务的70%水平。最新季度该业务收入达9亿美元，但毛利率仅14%，甚至在部署最新Blackwell芯片时出现近1亿美元亏损。这揭示了整个云计算行业面临的共同困境：英伟达芯片的高昂成本、激烈的价格竞争以及对少数大客户的高度依赖，正在重塑云服务商的盈利模式。甲骨文AI云业务...
Source Link摘要：内部文件显示，甲骨文GPU云服务器租赁业务虽然营收快速增长，但毛利率仅在10%-20%之间徘徊，平均约16%，远低于传统软件业务的70%水平。最新季度该业务收入达9亿美元，但毛利率仅14%，甚至在部署最新Blackwell芯片时出现近1亿美元亏损。这揭示了整个云计算行业面临的共同困境：英伟达芯片的高昂成本、激烈的价格竞争以及对少数大客户的高度依赖，正在重塑云服务商的盈利模式。甲骨文AI云业务...
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