[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe088f8c3":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe088f8c3","ORCL甲骨文与OpenAI终止德克萨斯州数据中心扩建计划","\u002Fdoc\u002Fdcioe088f8c3","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">关于甲骨文（\u003C\u002Fspan>Oracle, ORCL\u003Cspan style=\"font-family: DengXian;\">）与\u003C\u002Fspan> OpenAI \u003Cspan style=\"font-family: DengXian;\">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\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> Stargate\u003Cspan style=\"font-family: DengXian;\">”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\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">1. \u003Cspan style=\"font-family: DengXian;\">计划终止的核心原因\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> OpenAI \u003Cspan style=\"font-family: DengXian;\">自身的算力需求规划也发生了变化。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">甲骨文遭遇严重的“现金流危机”：为了满足\u003C\u002Fspan> OpenAI \u003Cspan style=\"font-family: DengXian;\">及其他大客户（如\u003C\u002Fspan> xAI\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Meta \u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> 580 \u003Cspan style=\"font-family: DengXian;\">亿美元的新增债务（其中\u003C\u002Fspan> 380 \u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> 1000 \u003Cspan style=\"font-family: DengXian;\">亿美元以上。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> 2025 \u003Cspan style=\"font-family: DengXian;\">年\u003C\u002Fspan> 9 \u003Cspan style=\"font-family: DengXian;\">月以来几乎翻倍，这也是扩建计划搁浅的致命因素。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">2. \u003Cspan style=\"font-family: DengXian;\">对甲骨文的巨大冲击：或引发史诗级裁员\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI \u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> OpenAI \u003Cspan style=\"font-family: DengXian;\">与甲骨文签订了价值约\u003C\u002Fspan> 1560 \u003Cspan style=\"font-family: DengXian;\">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\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">史上最大规模裁员：据报道，甲骨文正计划裁减\u003C\u002Fspan> 20,000 \u003Cspan style=\"font-family: DengXian;\">至\u003C\u002Fspan> 30,000 \u003Cspan style=\"font-family: DengXian;\">名员工，以期腾出\u003C\u002Fspan> 80 \u003Cspan style=\"font-family: DengXian;\">亿至\u003C\u002Fspan> 100 \u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> 16 \u003Cspan style=\"font-family: DengXian;\">亿美元的遣散费。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">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\u003C\u002Fspan> 2022 \u003Cspan style=\"font-family: DengXian;\">年以\u003C\u002Fspan> 283 \u003Cspan style=\"font-family: DengXian;\">亿美元收购的医疗保健部门\u003C\u002Fspan> Cerner\u003Cspan style=\"font-family: DengXian;\">。此外，甲骨文现在要求新客户必须预付高达合同价值\u003C\u002Fspan> 40% \u003Cspan style=\"font-family: DengXian;\">的款项。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">3. \u003Cspan style=\"font-family: DengXian;\">背景：“星际之门”（\u003C\u002Fspan>Stargate\u003Cspan style=\"font-family: DengXian;\">）项目的受挫\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">这个位于德州阿比林（\u003C\u002Fspan>Abilene\u003Cspan style=\"font-family: DengXian;\">）的数据中心，原本是\u003C\u002Fspan> OpenAI\u003Cspan style=\"font-family: DengXian;\">、甲骨文和软银共同推进的“星际之门”\u003C\u002Fspan> AI \u003Cspan style=\"font-family: DengXian;\">基础设施平台的旗舰基石。该计划原本承诺在未来几年内投资数千亿美元，打造千兆瓦级别的算力中心。德州扩建计划的终止，意味着这一宏伟蓝图在落地时遭遇了极其现实的资金和信贷阻击。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FO\u002FORCL\u002FORCL.jpg","2026-03-06T20:14:04","2026.03.06","2026\u002F03\u002F06",42674,[22],"ORCL","Article",0,"免费","success",{"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":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: 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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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"]