甲骨文CEO：OpenAI当然能支付每年600亿美元云服务费用_老虎社区_美港股上老虎

甲骨文CEO：OpenAI当然能支付每年600亿美元云服务费用

华尔街见闻10-14

甲骨文新任联席CEO在AI世界大会上表示，OpenAI用户已达近10亿规模，增长速度"前所未闻"，为其支付能力提供支撑。两公司7月签署5年超3000亿美元合作协议。此前市场担忧OpenAI作为亏损初创公司，6月披露的年化收入仅约100亿美元，远低于协议年均支付额，而甲骨文未来业绩也过度依赖单一公司。甲骨文新任联席CEO Clay Magouyrk对OpenAI的支付能力表达强烈信心，称这家人工智能...

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href=https://wallstreetcn.com/articles/3757118><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文新任联席CEO在AI世界大会上表示，OpenAI用户已达近10亿规模，增长速度\"前所未闻\"，为其支付能力提供支撑。两公司7月签署5年超3000亿美元合作协议。此前市场担忧OpenAI作为亏损初创公司，6月披露的年化收入仅约100亿美元，远低于协议年均支付额，而甲骨文未来业绩也过度依赖单一公司。甲骨文新任联席CEO Clay Magouyrk对OpenAI的支付能力表达强烈信心，称这家人工智能...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757118\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1548497426.USD","symbol_name":"安联环球人工智能AT 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OpenAI can certainly pay $60 billion per year for cloud services","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a95d3f3d48cf4ffcf850d5a5a4f39b15","symbols_score_info":{"ORCL":1.5},"content_text":"甲骨文新任联席CEO在AI世界大会上表示，OpenAI用户已达近10亿规模，增长速度\"前所未闻\"，为其支付能力提供支撑。两公司7月签署5年超3000亿美元合作协议。此前市场担忧OpenAI作为亏损初创公司，6月披露的年化收入仅约100亿美元，远低于协议年均支付额，而甲骨文未来业绩也过度依赖单一公司。甲骨文新任联席CEO Clay Magouyrk对OpenAI的支付能力表达强烈信心，称这家人工智能公司\"当然\"能够承担每年600亿美元的云基础设施成本。周一，Magouyrk在甲骨文AI世界大会上接受媒体采访时强调，OpenAI“当然”有能力每年支付高达600亿美元的云服务费用。Magouyrk表示，OpenAI用户增长速度\"前所未闻\"，已达到近10亿用户规模，这样的用户增长速度为其支付能力提供了有力支撑。华尔街见闻此前提及，两家公司在今年7月达成了一项为期五年、价值超过3000亿美元的重磅合作协议。这意味着OpenAI每年平均需要向甲骨文支付约600亿美元。根据公开信息，OpenAI在2024年录得50亿美元的净亏损。如何在巨大的基础设施投入与实现盈利之间取得平衡，仍是其面临的核心挑战。用户规模是信心基石甲骨文的信心主要源于OpenAI“前所未闻”的用户增长速度。Magouyrk在拉斯维加斯举行的甲骨文AI世界大会上解释道：只要看看他们的增长速度，用户规模已经接近十亿。这简直是前所未闻的。据OpenAI上周公布的数据，其旗舰产品ChatGPT聊天机器人在公开发布不到三年的时间里，每周活跃用户已达到8亿。在甲骨文看来，如此庞大的用户基础是其商业模式能够最终覆盖高昂运营成本的关键。与Magouyrk一同接受采访的另一位联席CEO Mike Sicilia也表达了对OpenAI技术潜力的看好。Sicilia透露，甲骨文已经开始将OpenAI的人工智能模型集成到其医疗健康业务中，具体应用于一个供患者查看电子健康记录的门户网站。甲骨文在2022年以约280亿美元的价格收购了电子病历供应商Cerner。Sicilia在谈及OpenAI时表示：我看到了成果，我确实认为OpenAI将对各行各业、各种类型的企业产生巨大影响。一场高风险的“豪赌”对OpenAI和甲骨文而言，于2027年开始执行的3000亿美元合同是一场高风险的赌博。OpenAI是一家仍在亏损的初创公司，其在6月披露的年化收入约为100亿美元，这远低于其为该协议每年平均需要支付的600亿美元。这笔交易的成功，完全建立在ChatGPT能够持续其爆炸性增长，并被全球数十亿用户以及主要企业和政府广泛采用的假设之上。虽然OpenAI的增长非同寻常，但它也正面临日益增长的压力，包括昂贵的人才争夺战、与微软紧张的合作关系谈判，以及一项正在接受两个州监管机构审查的营利性重组。对于甲骨文来说，风险在于将未来的巨额收入押注在单一客户身上，并且公司可能需要通过借贷来购买支撑这些数据中心所需的大量AI芯片。甲骨文财报显示，截至2026财年一季度，公司净债务超过800亿美元，杠杆率维持在4倍以上，已接近甚至超过主要评级机构降级阈值。近年来，资本开支与收购并举、持续高分红，加速了甲骨文财务杠杆上行和信用评级下调趋势，远低于“高质量”超大云厂商的灵活度。此前9月，华尔街见闻撰文，摩根士丹利分析认为，未来甲骨文的成功取决于其能否高效地建设数据中心容量、维持OCI订单的增长势头，并成功消化此前收购的Cerner业务。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}