甲骨文第三季度财报显示，AI编程工具正大幅提升其开发效率，帮助公司规避潜在的“SaaS危机”。公司正利用AI大规模重构现有应用套件并快速推出新产品，以增强竞争力。
甲骨文计划本月启动大规模裁员，涉及数千人及多个核心部门。此举旨在削减传统业务岗位，将资源转向AI等新兴领域，以加速公司转型。
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。
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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