AI需求推动甲骨文云业务营收超预期增长 股价盘后大涨

智通财经
Sep 11
【AI需求推动甲骨文云业务营收超预期增长 股价盘后大涨】甲骨文云计算业务增长超过华尔街预期,显示该公司对大型人工智能数据中心项目的巨额投入正在取得成效。其股价盘后大涨逾6%。甲骨文周四盘后公布财报,备受关注的云基础设施业务上财季营收同比大增121%至74亿美元,高于分析师预测均值71.9亿美元。甲骨文正从传统数据库软件供应商转型为AI算力提供商,并为OpenAI等客户大举建设数据中心。由于投资者此前担忧融资需求、零部件成本上升以及数据中心建设面临挑战,该公司股价自6月1日创下的年内高点大跌38%。截至8月31日的财季,甲骨文资本支出达到285亿美元,主要用于数据中心设备。首席财务官Hilary Maxson重申,截至2027年5月的财年资本支出预计为700亿美元,此外还将有200亿至250亿美元用于部分零部件的预付款。甲骨文表示,上财季新增AI云合同超过300亿美元,推动代表未来收入的剩余履约义务进一步增加。

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