甲骨文预期AI基建毛利率可达35%,缓解华尔街盈利担忧,股价一度上涨5%

华尔街见闻
Oct 17

甲骨文公司首次披露大型AI基础设施项目的利润率预期,缓解了投资者对这项关键新业务盈利能力的担忧。 10月16日,甲骨文在拉斯维加斯年度投资者大会上以具体案例说明了AI基础设施业务的盈利前景。一个为期六年、总收入600亿美元的AI基础设施项目,毛利率可达35%。 此前,尽管甲骨文与OpenAI、Meta和马斯克旗下xAI等客户签署了大量AI数据中心开发协议,提振了公司估值,但华尔街一直质疑此类业务的...

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