OpenAI的數據中心合作伙伴正揹負鉅額債務，總額預計近1000億美元，而OpenAI自身卻無需承擔財務風險。軟銀、甲骨文等已舉債300億美元投資相關數據中心，基礎設施公司另靠訂單償還約280億美元貸款，新增債務達380億美元。
軟銀集團以65億美元全現金收購芯片設計公司Ampere Computing，後者將作爲全資子公司保留品牌並納入軟銀合併報表。Ampere的主要投資者凱雷和甲骨文已完全退出。
11月25日美股早盤，英偉達股價一度跌超7%，較上月曆史高位回落逾20%。其合作伙伴超微電腦、甲骨文及CoreWeave股價也隨之下滑。分析指出，投資者擔憂谷歌母公司Alphabet自研AI芯片TPU可能衝擊英偉達市場地位，引發此輪下跌。
微軟CEO納德拉強調，公司AI與雲計算戰略不同於甲骨文，不追求通過低利潤服務獲取短期利益，而是致力於構建廣泛客戶生態系統。甲骨文則計劃在2028年前通過低利潤託管交易競爭。
數字化甲骨文研究與共享平臺
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