Chii chaitika
Oracle yakawedzera bhajeti rayo rekudzikisa vashandi nemazana manomwe emamiriyoni emadhora, zvichikwidza mutengo wakafungidzirwa weChirongwa cheKugadziridza 2026 kusvika pamadhora mazana maviri nemazana masere emadhora. Kambani iyi yakataura kuti kuwedzera kwepakeji yekusiya uye yaifungidzira kuti yakawedzera kuderedzwa, ichiti yakatotora mabhiriyoni maviri nemazana mashanu emadhora mumitengo. Kuwedzera uku kunopindirana nekushandisa kweOracle zvine hukasha paAI data centers, kusanganisira zvivakwa zvevatengi vakaita seOpenAI, izvo zviri kunetsa kubuda kwayo kwemari. Iyo kambani yakashuma mari Q1 yakagadziridzwa mari yemadhora zviuru gumi nemazana matatu neshanu uye yakasimudza fungidziro yegore rose yemari 2027, ichidzokorora madhora mabhiriyoni makumi mapfumbamwe kusvika makumi mapfumbamwe nemashanu emadhora mukutungamira kwekushandisa mari.
Oracle Corp. yakaburitsa mugwaro remutemo kuti iri kuwedzera chirongwa chayo chekudzikisa vashandi nemadhora mazana manomwe emamiriyoni emadhora, ichiwedzera mutengo unofungidzirwa wekuenderera mberi kwekugadzirisa kusvika pamadhora 2.8 bhiriyoni. Kambani iyi yakataura kuti mari yakawedzerwa inoratidza 'zvekuwedzera zviito zvatinotarisira kutora,' kunyanya zvinosanganisira mapakeji ekusiya uye kumwe kudzingwa. Oracle akacherechedza kuti yakatotora inenge madhora 2.1 mabhiriyoni mumitengo ine chokuita ne '2026 Restructuring Plan.'
Iko kugadziridzwa kunotevera kudzikiswa kwakakosha kwevashandi vepasi rose veOracle. Kubva pakupera kwaChivabvu, kambani yakashandisa vashandi vangangosvika zviuru zana nemakumi mana nenomwe pasi rose, kudzikira kwevashandi zviuru makumi maviri nerimwe kana zvichienzaniswa negore rapfuura. Uku kudzikiswa kwehuwandu chikamu chehurongwa hwakakura hwekugadzirisa matambudziko emari anobva kukambani yekuvaka-kunze kweAI data centers. Oracle yakatanga iyo yekutanga wave yekudzikisa uku kutanga kwegore kuchengetedza liquidity.
Mhedzisiro dzemari dzakaburitswa pamwe nenhau dzekugadziridza dzakaratidza mari yakagadziridzwa yemadhora 19.35 bhiriyoni pachikamu chekutanga chemari chakapera Nyamavhuvhu 31, ichipfuura zvishoma fungidziro yeWall Street. Yakagadziridzwa mihoro pachikamu chimwe nechimwe yakapinda pamadhora 1.92, fungidziro yepamusoro yemadhora 1.74. Kambani yakasimudza mari yayo yegore rose 2027 yakagadziridzwa mari yekufungidzira kusvika pamadhora masere negumi pagomendi uye yakafungidzira mari yegore inosvika mabhiriyoni makumi mapfumbamwe emadhora. Oracle yakadzokorodza gwara rayo rekushandisa mari muna 2027 bhiriyoni kusvika makumi mapfumbamwe nemashanu emadhora, CFO Hilary Maxson achiti mari idzi dzichayerera dzakananga kune vatengesi vanopa maAI racks, masisitimu ekutonhodza, uye zvekushandisa network.
Kwakabva mashoko: finance.biggo.com ↗
Nei zvichikosha
Mafambisirwo emari eOracle anoratidza kukosha kukuru kwekuvaka kweAI zvivakwa. Iyo kambani iri panguva imwe chete kudyara makumi emabhiriyoni munzvimbo dzedhata uye kucheka mitengo kuburikidza nekuderedzwa kwevashandi kuchengetedza liquidity. Iri zano rinoratidza yakafara indasitiri maitiro apo makuru etekinoroji mafemu ari kuenzanisa hukuru hwekudyara kweAI nekushanda kwakanaka. Kune vanoisa mari nemusika, kugona kweOracle kuchengetedza kukura kwemari uku uchitora mitengo iyi chiratidzo chakakosha chekugona kwemari kweiyo AI yekuvaka-kunze kutenderera. Kuburitswa uku kunopa kongiri data pamusoro pemagadzirirwo emabhizinesi makuru makuru ari kuronga mari yavo kutsigira shanduko kuenda kuAI-centric mashandiro.
Kuwedzerwa kwebhajeti rekugadzirisazve Oracle kunosimbisa mutoro wakakura wemari wakabatana nekugadzira zvivakwa zveAI. Ipo kambani iri kuisa mari yakawanda munzvimbo dzedata kutsigira kugadzirwa kweAI basa revatengi vemabhizinesi, kusanganisira OpenAI, mari iyi iri kunetsa kuyerera kwayo. Sarudzo yekuwedzera mari yekusiya basa uye yekuramwa mabasa inoratidza kuti Oracle iri kukoshesa kushaya mari uye kushanda nesimba kuchengetedza mari yayo yakakura.
Kufamba uku kunoratidza kunetsana kwakakura muchikamu chetekinoroji, uko makambani ari kumhanyisa kuvaka komputa yeAI asi achitarisana nekunetsekana kwakakura kwepepa. Maitiro aOracle ekubatanidza mashandisirwo emari ane hukasha nevashandi anoderedza magirazi mazano ari kutorwa nevamwe vanopa makore. Iyo kambani yakasimudzwa yegore rakazara nhungamiro inoratidza kuvimba kwemanejimendi mukubhadhara kwenguva refu kweiyo AI zano, asi iyo yakawedzera kugadziridza bhajeti inoratidza kuti padhuze-yenguva mutengo kudzvinyirira kunoramba kwakanyanya.
Kune indasitiri yeAI, kuburitswa kwemari yeOracle kunopa muenzaniso chaiwo wekuti vanopa zvivakwa zvikuru vari kutonga sei hupfumi hwekutorwa kweAI. Iyo chaiyo yekugovaniswa kwemari kune AI-chaiyo hardware vatengesi inosimbisa hunyanzvi hunhu hwekudyara uku. Vanodyara mari vari kutarisisa kuti vaone kana Oracle ichigona kuchengetedza mari yayo ichiri kutora mitengo iyi, sezvo izvi zvichizopesvedzera maonero ekusimba kweiyo yazvino AI kuvaka-kunze.
Interactive Mechanism: Iyo Inonyatsoshanda
Ongorora ari pasi tekinoroji kuseri kwekusimudzira uku uchipindirana.
What should a useful AI forecast state?
Zvekutarisa zvinotevera
Monitor Oracle's remangwana rekota remishumo yekuchinja mumusoro uye capital expenditure chaiyo maringe nenhungamiro. Tarisa kune zvimwe zviziviso maererano nekupedzwa kweiyo chaiyo AI data center mapurojekiti uye maitiro avo pamari yezvivakwa zvegore. Pamusoro pezvo, tarisa kuti vamwe vanopa makore makuru vanopindura sei kune yakafanana kuyerera kwemari kudzvinyirirwa kubva kuAI zvivakwa zvekudyara, sezvo izvi zvichigona kuratidza shanduko yechikamu-yakakura mune zvemari zano.
Mishumo yemuhoro yekota inotevera ichave yakakosha pakuronda iko kukanganiswa kwekugadzirisa paOracle's operating cost uye headcount. Vanoongorora vanozotarisa zviratidzo zvekuti zviito zvakanaka zviri kupa mari inotarisirwa kuchengetedza pasina kukanganisa kuendesa masevhisi kune vatengi vemabhizinesi.
Kufambira mberi kweOracle's AI data center mapurojekiti ichave chiratidzo chakakosha chekugona kwayo kusangana negwaro rekushandisa kwayo. Kunonoka kana kuwanda kwemitengo mumapurojekiti aya kunogona kuwedzera kunetsa kuyerera kwemari uye zvinogona kutungamira kune imwe gadziriso muchirongwa chekugadzirisa.
Kuita kwemusika kune Oracle's zvemari zano kunogona kukanganisa yakakura tekinoroji chikamu. Kana vamwe vakuru vegore vanopa vakatanga kuita zvakafanana kudzikiswa kwevashandi kuti vatore mitengo yezvivakwa zveAI, zvinogona kuratidza shanduko yechikamu-pase pamabatiro anoita makambani mamiriro emari ekutorwa kweAI.