美国财经节目主持人、CNBC名嘴Jim Cramer指出，若甲骨文在人工智能投资上展现财务纪律，可能迫使其他大型云端与科技巨头放慢高达天文数字的AI支出步伐，为目前过热的数据中心建设潮降温。Cramer表示，甲骨文已背负庞大债务，资产负债表状况并不理想，终将不得不正视债券市场发出的警讯，放慢投资脚步。他直言，数据中心建设成本极为高昂，即便是最顶尖的建设者也可能失误，甲骨文无法承担为了OpenAI CEO奥特曼而让财务结构恶化的风险，这也将成为市场摆脱当前AI投资困局的关键转折点。
美国财经节目主持人、CNBC名嘴Jim Cramer指出，若甲骨文在人工智能投资上展现财务纪律，可能迫使其他大型云端与科技巨头放慢高达天文数字的AI支出步伐，为目前过热的数据中心建设潮降温。Cramer表示，甲骨文已背负庞大债务，资产负债表状况并不理想，终将不得不正视债券市场发出的警讯，放慢投资脚步。他直言，数据中心建设成本极为高昂，即便是最顶尖的建设者也可能失误，甲骨文无法承担为了OpenAI CEO奥特曼而让财务结构恶化的风险，这也将成为市场摆脱当前AI投资困局的关键转折点。
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