甲骨文 AI 豪赌:2480 亿美元租来的未来,一场危险的游戏?

Ofweek光电信息网
Dec 25, 2025

圣诞节前夕,云计算战场投下了一颗财务“重磅炸弹”。企业软件巨头甲骨文在最新季度报告中披露,其未来的租赁付款承诺已高达 2480 亿美元,其中绝大部分与建设人工智能数据中心相关。这一数字在短短一个季度内激增了近 1500 亿美元,让华尔街分析师惊呼。更令市场不安的是,这些跨越 15 至 19 年的长期租金承诺,与甲骨文和 OpenAI 等核心客户签订的短期服务合同形成了危险的期限错配。这意味着,即使...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10