甲骨文2026财年资本支出预计增加150亿美元，以应对AI需求增长。公司CFO表示，因客户未支付合同服务（RPO）增加，支出预测上调。截至11月30日，合同积压增加680亿美元，总额达5230亿美元。
OpenAI的数据中心合作伙伴正背负巨额债务，总额预计近1000亿美元，而OpenAI自身却无需承担财务风险。软银、甲骨文等已举债300亿美元投资相关数据中心，基础设施公司另靠订单偿还约280亿美元贷款，新增债务达380亿美元。
软银集团以65亿美元全现金收购芯片设计公司Ampere Computing，后者将作为全资子公司保留品牌并纳入软银合并报表。Ampere的主要投资者凯雷和甲骨文已完全退出。
微软CEO纳德拉强调，公司AI与云计算战略不同于甲骨文，不追求通过低利润服务获取短期利益，而是致力于构建广泛客户生态系统。甲骨文则计划在2028年前通过低利润托管交易竞争。
Deepseek
$4
Input tokens/M
$12
Output tokens/M
128
Context Length
Anthropic
$105
$525
200
Xai
$21
Minimax
-
Moonshot
$2
$10
8
01-ai
16
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