12/11/2024, 06:21 AM UTC
甲骨文增长故事依然坚挺，股价可能需要喘息Oracle's Growth Story Remains Intact, Shares May Need To Take A Breather
1、尽管面临供应链限制和地缘政治风险，甲骨文的增长轨迹依然强劲；2、云服务占收入的77%，由AI需求和对AWS、Azure和Google的OCI合作推动增长；3、eFY25的资本投资预计将翻倍，正在建设的大型数据中心以满足不断增长的计算需求。1. Oracle's growth trajectory remains strong despite supply constraints and geopolitical risks; 2. Cloud services, now 77% of revenue, are driving growth with significant contributions from AI demand and OCI partnerships; 3. Capital investments are set to double in eFY25, with a large data center under construction.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展 （Beta）。
