为AI豪掷2480亿美元租金,甲骨文再爆“重磅炸弹”

i商周
Dec 21, 2025

近日,甲骨文公司(Oracle Corp.)公布了其人工智能数据中心建设的一系列惊人成本数据,其中最震撼的数字,直到其财报新闻发布会与分析师电话会议结束后的第二天才正式曝光。该商业软件公司表示,12月11日公布的完整版季度报告详细列出了高达2480亿美元的租赁付款承诺,并称其“绝大部分”与数据中心和云容量配置有关。这些付款承诺从本财年持续至2028财年,但目前均未体现在资产负债表上。值得注意的是,...

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