Oracle的AI驱动的云增长激增27%, Oracle's AI-driven cloud growth surged 27%, fueled by a $300B OpenAI deal, boosting revenue and stock.

Oracle ' s Q1 FY2026结果显示,AI驱动的云量增长强劲,云量收入上升了27%,基础设施收入上升了54%,对数据中心和多层服务的需求不断增长,为这一增长提供了动力。 Oracle’s Q1 FY2026 results showed strong AI-driven cloud growth, with cloud revenue up 27% and infrastructure revenue surging 54%, fueled by rising demand for data center and multi-cloud services. 该公司的总收入增长了12%,达到167.8亿美元,而资本支出增长了近四倍,达到95.7亿美元,用于支持AI基础设施。 The company’s total revenue rose 12% to $16.78 billion, while capital expenditures jumped nearly fourfold to $9.57 billion to support AI infrastructure. 从2027年开始,与OpenAI签订了一项为期五年的大型合同,价值3 000亿美元,提高了投资者的信心,促成股票激增,市场上限接近10.1万亿美元。 A major five-year contract with OpenAI, valued at $300 billion starting in 2027, boosted investor confidence, contributing to a stock surge and a market cap nearing $1.01 trillion. 剩余业绩义务达到4 550亿美元,表明未来收入强劲。 Remaining performance obligations reached $455 billion, signaling strong future revenue. 尽管利略低于共识水平,但Oracle的前期P/E率为45.3,反映了高期望,因为AI对标普500指数的影响力日益增长,目前AI相关股票占该指数重量的近30%. Despite slightly below-consensus earnings, Oracle’s forward P/E of 45.3 reflects high expectations amid AI’s growing influence on the S&P 500, where AI-related stocks now make up nearly 30% of the index’s weight. Oracle的投资者正在密切注视着Oracle完成积压工作、管理不断上升的资本需求以及减轻供应限制和电力成本等风险的能力。 Investors are closely watching Oracle’s ability to execute on its backlog, manage rising capital needs, and mitigate risks like supply constraints and power costs.