Oracle operates some of the world's best data centers for processing artificial intelligence workloads.Developing artificial intelligence (AI) models requires a substantial amount of computing power, which most personal computers and devices can't provide. Therefore, most of these workloads are processed inside large data centers that are filled with thousands of advanced chips from suppliers like Nvidia (NVDA 0.43%), Advanced Micro Devices (AMD 1.91%), Broadcom (AVGO 0.19%), and Micron Technology (MU 4.59% ...

自己做不成全球首富，那就做全球首富的妻子！ 9月11日，全球富豪榜上演了一场戏剧性的"宝座交替"。 81岁的甲骨文创始人埃里森以3930亿资产一跃成为全球首富。 然而让人意外的是，相较于埃里森的成就大家的目光反而被他身边那位长着东方面孔的女人给吸引。 比他小47岁的沈阳姑娘朱可人是他如今第六任妻子...... 提到拉里・埃里森，在硅谷没人不知道这号人物，他可不是普通的企业家，而是凭着一股狠劲闯出来的"狂人"。 早年间，埃里森创立甲骨文公司，专做数据库业务，那时候行业里竞争已经很激烈，可他偏不信邪，硬是把甲骨文做成了全球顶尖的企业软 件供应商。 现在全球不少大公司、政府机构的数据库系统，用的都是甲骨文的产品。 也正是这份"狂"，让他早早积累了巨额财富，常年在全球富豪榜上名列前茅，跟马斯克、贝佐斯这些人常年互相较劲。 就在前几天，甲骨文公布了最新财报，里面有个待确认的订单金额居然高达4550亿美元。 这消息一出来，投资者立马沸腾，甲骨文的股价当天就暴涨超过40%，公司市值一下逼近万亿美元大关。 埃里森作为甲骨文的大股东，身家跟着水涨船高，一度飙升到3930亿美元，硬是把常年霸榜的马斯克挤了下去，坐上了世界首富的宝 ...

Investors just got clear evidence that the artificial intelligence (AI) revolution has a long runway ahead.After a blistering run that spanned more than two years and produced stock price gains of 2,500% (as of this writing), Palantir Technologies (PLTR 4.14%) is taking a well-earned breather. From humble beginnings developing artificial intelligence (AI) solutions for the U.S. intelligence industry, the data mining and AI specialist branched out, creating solutions for enterprise. The advent of generative ...

甲骨文惊天一夜后，特斯拉依旧是王者。 近两个交易日，特斯拉和甲骨文的股价冰火两重天：一个大幅跃升，一个高位跌落。 周五，特斯拉暴涨7.36%395.94美元，抹平近七个半月以来所有跌幅，达到1月31日以来最高水平。 值得注意的是，特斯拉股价近两日已累涨逾13.8%，市值累计增加1553亿美元（约合人民币11064亿元），现市值1.28万亿美 元。 而甲骨文在周三飙涨了36%后，连续2个交易日大跌，近两个交易日累计跌超10%，目前总市值8303亿美元。 本周，甲骨文、特斯拉分别累涨25.51%、12.85%；年内甲骨文累涨约78%，特斯拉则累跌约2%。 特斯拉向上，甲骨文向下 一夜封神过后，市场对甲骨文重注OpenAI的担忧四起。 这背后是，AI狂潮下的高估值隐忧。 周三，甲骨文单日飙涨了36%，录得自1992年以来最佳单日表现。 其市值也一夜狂飙2438亿美元（约1.73万亿元），近乎涨出了一个茅台。 近期，甲骨文财报大胆预测其收入将在未来三年内翻一番，加上OpenAI巨额算力订单的催化，公司成为了投资者眼中炙手可热 的"新英伟达"。 全球AI产业链在"甲骨文之夜"后，也是掀起了一阵火热浪潮。 据悉，特斯拉已 ...

这两天要说一个能够影响全球资本市场的财经新闻，当属昨晚美股股票甲骨文的大涨。 与此同时，甲骨文也 成功地 在美股市值榜单上超越六只股票， 成为了美国市值第十大的上市公司 ，超越了摩根大通等巨 头，和美股有名的"七朵金花"平起平坐。 | | Rank | t- | Name | | | Market Cap | Price | Today | Price (30 days) | Country | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 女 | | 1 | 0 NVDA | NVIDIA | | $ 4.317 T | $177.33 | - 3.85% | | USA | | ৰ্ম | | 2 | | Microsoft | | $ 3.719 T | $500.37 | - 0.39% | | USA | | | | | MSFT | | | | | | | | | ☆ | | 3 | Apple AAPL | | | $ 3.365 T | $226.79 | - 3.23% | | USA | | | ...

2009 年 4 月，甲骨文公司（Oracle Corp.）做了一桩在当时看来并不划算的买卖。至少按照当时的普遍看法是如此。公司宣布以 74 亿美元收购 Sun Microsystems（扣除 Sun 的现金和债务后净额 56 亿美元）。 简而言之，当时外界对甲骨文首席执行官拉里·埃里森（Larry Ellison，见图）的判断是：为什么一家数据库和企业软件公司要收购一家正在衰落的 服务器公司，还要承担硬件业务带来的成本负担？ 公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自siliconangle 。 甲骨文首席执行官拉里·埃里森（Larry Ellison） 那么，这一切和 Sun 有什么关系？如前所述，收购 Sun 带来的是系统能力，而非单纯的服务器。虽然 Exadata 在收购前就已存在，但此前运行在 HP 硬件上。收购后，甲骨文掌握了软硬件两端，很快将 Exadata 的宣传语定为"工程化系统"：即为硬件而设计的软件，反之亦然。 这种专长在甲骨文进军云计算时派上了用场。2008 年甲骨文 OpenWorld 的主题演讲中，埃里森还曾把云业务斥为"胡言乱语"。但几年后，甲骨文 不得不 ...

Why Eric Fry remains bullish on Oracle even after its price surge… Luke Lango’s notes from Day 3 of the All-In Summit… how to invest in XPU’s todayVIEW IN BROWSEROn Wednesday, Oracle Corp. (ORCL) surged 38% after the company announced blowout guidance. It was the tech company’s best single-day performance since 1992.As we covered in the Digest, the company reported $455 billion of orders – up 359% from a year earlier. Analysts were expecting around $180 billion.But while that eyepopping number got all the a ...

The Oracle co-founder is almost as wealthy as Elon Musk, and he's in the middle of the AI revolution, the future of entertainment and maybe even a deal for TikTok. ...

Key Takeaways The Q3 earnings estimate revisions trend has remained positive since April. Q3 earnings are expected to grow 5.1% on 6% higher revenues. We include the recent ADBE and ORCL releases in the Q3 tally.We include the recent results from Oracle (ORCL) and Adobe (ADBE) for their respective fiscal quarters ending in August as part of the September-quarter tally. The Q3 reporting cycle will really get underway when the big banks release their results on October 14, but we will have already seen fiscal ...

The S&P 500 Index ($SPX) (SPY) on Friday closed down -0.05%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.59%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.42%.  September E-mini S&P futures (ESU25) fell -0.06%, and September E-mini Nasdaq futures (NQU25) rose +0.41%. Stock indexes settled mixed on Friday, as higher bond yields sparked long liquidation in equities.  The 10-year T-note yield rose +5 bp to 4.06%.  Also, the larger-than-expected decline in the University of Michigan US S ...