[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciocd28103c":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dciocd28103c","ORCL甲骨文和OpenAI停止德克萨斯州数据中心扩建计划","\u002Fdoc\u002Fdciocd28103c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>关于甲骨文（Oracle, ORCL）与 OpenAI 终止在德克萨斯州扩建旗舰人工智能数据中心计划的消息，是目前科技和资本市场高度关注的重大事件。\u003C\u002Fp>\u003Cp>根据最新的权威报道，双方确实已经取消了该数据中心（属于“星际之门 Stargate”项目的德州旗舰站点）的扩建计划。这一决策背后的核心原因以及对甲骨文产生的巨大连锁反应如下：\u003C\u002Fp>\u003Cp>1. 计划终止的核心原因\u003C\u002Fp>\u003Cp>融资分歧与需求变化：此次扩建计划的流产，直接原因是双方在项目融资问题上迟迟未能达成一致，同时 OpenAI 自身的算力需求规划也发生了变化。\u003C\u002Fp>\u003Cp>甲骨文遭遇严重的“现金流危机”：为了满足 OpenAI 及其他大客户（如 xAI、Meta 等）的海量算力需求，甲骨文进行了极其激进的资本支出。近期，甲骨文在短短两个月内就消耗了 580 亿美元的新增债务（其中 380 亿美元用于德州和威斯康星州的数据中心），导致公司总债务飙升至 1000 亿美元以上。\u003C\u002Fp>\u003Cp>华尔街银行撤资：由于甲骨文疯狂的债务扩张，多家美国银行已经悄然退出了与甲骨文相关的数据中心项目融资，导致该公司的借贷成本（利息溢价）自 2025 年 9 月以来几乎翻倍，这也是扩建计划搁浅的致命因素。\u003C\u002Fp>\u003Cp>2. 对甲骨文的巨大冲击：或引发史诗级裁员\u003C\u002Fp>\u003Cp>AI 基础设施的“吞金兽”属性正在反噬甲骨文的日常运营。为了应对这笔高达数千亿美元的合作承诺（此前 OpenAI 与甲骨文签订了价值约 1560 亿美元的多年云基础设施协议），甲骨文正在采取极端的削减成本措施：\u003C\u002Fp>\u003Cp>史上最大规模裁员：据报道，甲骨文正计划裁减 20,000 至 30,000 名员工，以期腾出 80 亿至 100 亿美元的现金流。这将是该公司历史上规模最大的裁员，且预计本财年将耗费高达 16 亿美元的遣散费。\u003C\u002Fp>\u003Cp>变卖资产与改变付款规则：为了筹集资金，甲骨文正在考虑出售其在 2022 年以 283 亿美元收购的医疗保健部门 Cerner。此外，甲骨文现在要求新客户必须预付高达合同价值 40% 的款项。\u003C\u002Fp>\u003Cp>3. 背景：“星际之门”（Stargate）项目的受挫\u003C\u002Fp>\u003Cp>这个位于德州阿比林（Abilene）的数据中心，原本是 OpenAI、甲骨文和软银共同推进的“星际之门” AI 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]