Oracle 将于周二发布 Q3 财报,500 亿美元融资计划和 OpenAI 合作进展受关注

Gate News 消息,3 月 10 日,Oracle 将于周二发布第三季度财报,市场将借此评估其 AI 投资回报。Oracle 上月宣布 500 亿美元融资计划,其中包括 50 亿美元可转换优先股(可转为普通股的优先股)及约 250 亿美元优先票据(优先级债券),用于数据中心建设。与此同时,此前与 OpenAI 签订的 3000 亿美元合作协议进展备受关注——尽管德克萨斯州阿比林扩建谈判破裂,但 Oracle 方面表示向 OpenAI 交付八处站点的计划仍按期推进。分析师指出,Oracle 或将通过裁员 2-3 万人、资产剥离等方式优化成本,预计可释放约 80-100 亿美元自由现金流(经营现金流扣除资本支出后的可支配现金)。

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