甲骨文正用一种打破常规的方式应对AI基建的资金压力,把最昂贵的AI芯片支出转嫁给部分云客户,以缓解未来数年持续承压的现金流,同时继续推进大规模数据中心扩张。 面对未来数年预期为负的自由现金流压力,甲骨文周二在财报电话会上披露,部分云服务客户将被要求自行承担昂贵AI芯片的采购成本,或直接携带自有芯片接入其数据中心。 联席首席执行官Clay Magouyrk表示,此举使甲骨文可以完成新订单的交付,同时...
Source Link甲骨文正用一种打破常规的方式应对AI基建的资金压力,把最昂贵的AI芯片支出转嫁给部分云客户,以缓解未来数年持续承压的现金流,同时继续推进大规模数据中心扩张。 面对未来数年预期为负的自由现金流压力,甲骨文周二在财报电话会上披露,部分云服务客户将被要求自行承担昂贵AI芯片的采购成本,或直接携带自有芯片接入其数据中心。 联席首席执行官Clay Magouyrk表示,此举使甲骨文可以完成新订单的交付,同时...
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