周一， 甲骨文股价下跌4.5%，此前报道称，这家云计算公司与OpenAI和软银的合资企业 Stargate在2025年1月于白宫高调宣布后陷入困境。

　　OpenAI并没有像原计划那样与甲骨文和软银共同扩建数据中心，而是分别与这两家公司达成了协议。尽管如此，这些协议仍未能达到OpenAI在2025年底前获得10吉瓦容量的目标。去年，OpenAI还开始从Stargate三巨头之外的其他供应商那里获取计算能力，此举导致其计算成本高于预期。

　　据报道，作为Oracle与OpenAI达成的4.5吉瓦协议的一部分，双方同意分担这一庞大项目的部分经济风险。这意味着，如果项目延期或支出超支，双方将共同承担损失。

　　周一，其他科技股下跌，投资者正在权衡人工智能对企业应用的影响，而甲骨文公司也提供此类应用。

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