当前人工智能算力竞赛趋于白热化，甲骨文公司正押注数千亿美元大规模建设数据中心，力图在云计算市场抢占先机。但随着基础设施陆续建成，华尔街开始担忧：若OpenAI等核心大客户无力长期消化巨额算力支出，这番豪赌或变成难以摆脱的沉重资产负担。甲骨文近期在年度财务报告中罕见地详细披露了相关风险。
甲骨文2026财年裁员2.1万人，员工总数从16.2万降至14.1万，降幅达13%。为此公司支付了高达125亿元的重组成本，远超往年。此次大规模调整，反映出AI时代下科技巨头面临的巨大成本压力与战略转型阵痛。
甲骨文公司3月31日通过邮件裁员2至3万人，被裁员工发现无法登录后才意识到失业。公司随后提供遣散费，但条款苛刻：员工需签署放弃诉讼权利协议，第一年仅获四成补偿，引发广泛争议。
甲骨文启动大规模裁员，主要涉及美印员工，以应对现金流压力。公司为追赶AI浪潮，举债扩建数据中心，却面临高额利息和市场竞争的双重挑战。
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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