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Oracle's Strategic Pivot To AI And Cloud Computing Yields Market Cap Surge: Report

Oracle's Strategic Pivot To AI And Cloud Computing Yields Market Cap Surge: Report

甲骨文的戰略轉向人工智能和雲計算服務商帶來了市值激增:報告
Benzinga ·  06/14 00:56

Oracle Corporation (NYSE:ORCL) has emerged as an unexpected victor in the artificial intelligence revolution, marking a significant week for the tech giant.

甲骨文公司(NYSE:ORCL)在人工智能革命中意外地成爲了贏家,這對於這家科技巨頭來說是一個重要的一週。

The notable advancement for Oracle in AI technology was underscored by a surge in market capitalization to nearly $400 billion, driven by its successful pivot to cloud computing.

在AI技術方面,甲骨文公司的顯著進展突顯了雲計算的成功轉型,市值飆升至近4000億美元。

Oracle's cloud services have been crucial for AI innovators like OpenAI, utilizing Oracle's infrastructure to support expansive language models, reported Financial Times.

《金融時報》報道,甲骨文公司的雲服務對於OpenAI等AI創新者至關重要,利用甲骨文的基礎設施來支持擴展的語言模型。

Oracle's shift in strategy has proved fruitful, with shares soaring by 13% on Wednesday alone, adding $45 billion in market value.

甲骨文公司的戰略轉變已經證明是成功的,週三股價暴漲13%,市值增加450億美元。

This increase is attributed to Oracle's "remaining performance obligations" (RPO), which reflect future revenue potential from customer commitments, the report noted.

據該報道稱,這一增長歸因於甲骨文公司的“剩餘績效承諾”(RPO),反映了來自客戶承諾的未來收入潛力。

Also Read: Oracle Rides Strong On The AI Wave, Despite Q4 Revenue Miss: 8 Analysts' Insights

另請閱讀甲骨文公司在人工智能領域表現強勁,儘管 Q4 營收低於預期。8位分析師的見解。

The RPO surged by 44% from the previous year, signaling strong customer trust and financial health.

剩餘績效承諾從前一年的44%激增,表明客戶對甲骨文公司的信任和財務狀況強勁。

Larry Ellison, Oracle's co-founder, pinpointed 2020 as the pivotal year for Oracle's transformation.

甲骨文公司的聯合創始人拉里·埃裏森指出,2020年是甲骨文公司轉型的關鍵一年。

The company said it signed over 30 AI sales contracts in the fourth quarter totaling more than $12.5 billion, including one contract with Open AI to train ChatGPT in the Oracle Cloud.

該公司表示,僅第四季度就簽訂了30多項人工智能銷售合同,總額超過125億美元,其中一項合同是與Open AI簽訂的,用於在甲骨文雲中培訓ChatGPT。

While Oracle has excelled, its peer Salesforce Inc (NYSE:CRM) has experienced a more turbulent financial journey, with its market cap currently standing at $230 billion.

儘管甲骨文公司表現出色,但競爭對手Salesforce公司 (NYSE:CRM) 的財務狀況則更加動盪,市值目前爲2,300億美元。

Oracle's strategic bets and infrastructure have positioned it favorably as the tech world rapidly shifts towards AI integration, distinguishing it from other software-as-a-service providers grappling with the AI transition.

甲骨文公司的戰略押注和基礎設施使其在技術世界迅速向AI整合的情況下處於有利地位,這將其與其他正在應對AI轉型的軟件即服務提供商區分開來。

In another development, Panasonic Information Systems, the IT subsidiary of Panasonic Holdings Corporation (OTC:PCRFF), has selected Oracle Exadata Database Service on Oracle Cloud Infrastructure (OCI) as the cloud database platform to support the internal systems used by all companies within the Group. This entails migrating more than 2,000 database environments from hundreds of internal systems to Oracle Exadata Database Service on OCI.

另外,松下控股旗下的IT子公司Panasonic Information Systems選擇在Oracle Cloud Infrastructure (OCI) 上使用Oracle Exadata數據庫服務作爲雲數據庫平台,以支持集團內所有公司使用的內部系統。這涉及將超過2,000個數據庫環境從數百個內部系統遷移到OCI上的Oracle Exadata數據庫服務。

Price Action: ORCL shares are trading higher by 0.26% at $140.01 at last check Thursday.

股票代碼爲ORCL的甲骨文公司週四最後交易時漲0.26%,報140.01美元。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明: 此內容部分使用人工智能工具生成,並由Benzinga編輯審查和發佈。

Photo: Michael Vi/Shutterstock

圖片:Michael Vi/Shutterstock

譯文內容由第三人軟體翻譯。


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