Oracle’s Upbeat Quarter bɛ waridonnaw hakili sigi Oracle ka kalo saba jaabi labanw ye lafiya ɲuman di Wall Street waridonnaw ma. Sankaba ni porogaramuw dilanko tɔnba in ye jatebɔ kɛ ka ɲɛ dɔɔnin ka tɛmɛ sɔrɔ jateminɛlen kan a ka feburuyekalo kalo saba kɔnɔ. O baara in ye haminankow nɔgɔya AI musakaw kan, n’o ye Oracle waridonnaw ka ɲɛmajɔyɔrɔba ye. Min nafa ka bon kosɛbɛ, o ye ko tɔn in y’a ka sɔrɔko jateminɛ kɔrɔta san 2027 nafolosɔrɔta la, san saba filanan tugu-tugulen kɔnɔ. Oracle bɛ ka sɔrɔ bonya jira sisan ni 34% ye san 2027 nafolosɔrɔta la, min bɛ daminɛ zuwɛnkalo la. O bonya jiralen in ka ca ni bonya makɔnɔnen ye san in na siɲɛ fila. A fana bɛ teliyaba jira n’i y’a suma ni sosiyete ka sanfɛla yiriwali hakɛ danma ye kabini san 2021. O laseli kɔfɛ, Oracle ka jatebɔsɛbɛnw bugɔlen wulila 9% jagokɛtaw la minnu kɛra baarakɛwaati kɔfɛ.
Nafolo baara barikama bɛ dannaya sabati Oracle ka wariko jatebɔsɛbɛn min bɔra kɔsa in na, o kɛra fɛnba ye walasa ka waridonnaw ka dannaya segin u ma. Sosiyete in tɛmɛna sɔrɔ jigiya kan o kalo saba kɔnɔ, o y’a jira ko a bɛ se ka muɲu. Nin kabako ɲuman in bɛ na waati gɛlɛn na fɛɛrɛtigɛ siratigɛ la. Desizɔn min tara ka sɔrɔko jateminɛ wuli san 2027 nafolosɔrɔta la, o nafa ka bon kɛrɛnkɛrɛnnenya la. A bɛ ɲɛmɔgɔyaso ka dannaya barikama jira jago nataw la. O jigiya min bɛ ɲɛfɛ, o kɛra sababuba ye ka sugu jɔrɔnankow lafiya.
Nafolo koɲɛw kunbabaw
Sɔrɔ min ka fisa dɔɔnin ka tɛmɛ a jateminɛlen kan feburuyekalo kalo saba kɔnɔ. San 2027 nafolosɔrɔko jateminɛ wulilen san saba filanan tugu-tugulen. Sɔrɔko bonya jiralen don ni 34% ye san 2027 nafolosɔrɔta la. 9% farala jatebɔ sɔngɔ kan jagokɛ waatiw kɔfɛ.
Investisseurs haminankow ɲɛnabɔli AI musakaw kan Investisseurs (waridonnaw) jɔrɔnanko tun bɛ ka bonya k’a sababu kɛ Oracle ka waridonba ye AI infrastructure (AI infrastructure) la. Sosiyete ye juru miliyari tan ta walasa ka kunnafonidilanw jɔ kiliyanw ye i n’a fɔ OpenAI. O musaka kɛcogo in tun ye ɲininkaliw lawuli wariko sabatili kuntaalajan kan. Jɔrɔnanko tun sinsinnen bɛ a kan ko AI ka kiliyanw bɛ se ka wari sarali sabati san caman kɔnɔ. O kiliyan caman bɛ u jigi da nafolo lajɛ nataw kan walasa k’u ka baara musakaw sɔrɔ. O ye dankarili lase Oracle ka sɔrɔko sabatili ma ka bɔ nin AI jɛɲɔgɔnyabaw la.
AI ka wariko gɛlɛya Oracle y’a ɲini ka waridonnaw hakili sigi a ka AI cikɛlaw ka wariko kɛnɛyako la. Sosiyete y’a jira ko AI sankaba seko feerela ŋana dɔw y’u ka wariko jɔyɔrɔw barika bonya kɔsa in na. O kɛra sababu ye ka ɲɛsin nafolosɔrɔsiraw ma minnu laseli kɛra kɔsa in na, n’o ye dɔrɔmɛ miliyari 110 ye, n’o kɛra jɛɲɔgɔn jɔnjɔnw senfɛ. Nka, wariko sigicogo bɛ gɛlɛya dɔw jira. OpenAI tɛ dɔrɔmɛ miliyari 110 bɛɛ sɔrɔ o yɔrɔnin bɛɛ. O tɛmɛnen kɔ, a fɔra ko waritigi kelen min bɛ nin wariko taabolo in na, n’o ye SoftBank ye, o b’a ɲini ka juru ta a ka OpenAI waridon na. O bɛ wariko cakɛda layidu ta, min bɛ kɔlɔsili ɲuman de wajibiya.
Sira min bɛ taa ɲɛfɛ Oracle ka AI fɛɛrɛbɔ la Oracle ka kunnafonidilanw yiriwali jugu in bɛ pari jagɛlɛn jira AI ka siniɲɛsigi kan. Sosiyete in b’a yɛrɛ bila jɔyɔrɔ la i n’a fɔ fɛnsɔrɔko ɲɛnabɔbaga nafamaba AI ekosisɛti kɔnɔ. Nin fɛɛrɛ tigɛlen in bɛ se ka nafa caman lase kuntaalajan ma ni AI tali tora ka teliya. O fɛɛrɛ in ɲɛtaa bɛ bɔ fɛn caman na. AI baarakɛminɛnw ɲinini sabatili nafa ka bon walasa ka nafa sɔrɔ o waridonba ninnu na. Ka fara o kan, AI kliyanw ka wariko sabatili tora fɛnba ye min bɛ fɛn caman sɛmɛntiya bɛnkansɛbɛn kɔnɔ.
Fɛn minnu nafa ka bon kosɛbɛ walasa ka ɲɛtaa sɔrɔ
Bonya min bɛ senna diɲɛ AI tali n’a ɲinini na. Nafolo sabatili ani nafolosɔrɔko ɲɛtaa AI kliyanba dɔw fɛ. Donanw ka baarakɛyɔrɔba bonya ɲɛnabɔli ɲuman. Se ka sɔngɔko ni baarakɛcogo ɲuman sabati.
Suguda ka jaabi ani siniko jateminɛ Sugu ye jaabi ɲuman min di Oracle ka kalo saba jatebɔsɛbɛn kan, o b’a jira ko dannaya kura sɔrɔla. 9% min kɛra lɛrɛ kɔfɛ, atɔn sɔngɔ jiginni na, o bɛ waridonnaw ka lafiya jira ka ɲɛsin AI musaka haminankow ma. Nka, waridonnaw ka dannaya kuntaalajan bɛna bɔ Oracle ka a ka fɛɛrɛbɔ yeli waleyali la. Sɛgɛsɛgɛlikɛlaw bɛna jateminɛ jɔnjɔn caman kɔlɔsi kosɛbɛ san saba nataw kɔnɔ. Sɔrɔ yiriwali ka bɔ AI baarakɛminɛnw na, o bɛna kɛ nafama ye kɛrɛnkɛrɛnnenya la. Sosiyete ka se k’a ka fɛnsɔrɔko nafolodonniw sɛmɛntiya ka kɛ tɔnɔ sabatili ye, o bɛna kɛ ko kɔrɔba ye walasa ka waridonnaw ka dɛmɛ sabati.
Yɔrɔ minnu bɛ kɛ ka waridonnaw kɔlɔsi
Sɔrɔ yiriwali hakɛ minnu bɛ sɔrɔ kalo saba kɔnɔ, kɛrɛnkɛrɛnnenya la sankaba ni AI baarakɛminɛnw na. Ɲɛtaa kɛra kunnafonidilanw jɔli kan ani kliyanw ka don kurun kɔnɔ. Updates onAI kliyanbaw ka wariko kɛnɛyako. Ɲɛnabɔli ɲɛminɛni seginnkanniw sɔrɔko weleli nataw la.
Kuncɛli: Jateminɛ min bɛ kɛ ni hakilisigi ye Oracle ka jaabi labanw ye waridonnaw haminankow ɲɛnabɔ ka ɲɛ. Sosiyete ye sisan baarakɛcogo fanga jira ani sini yiriwali seko fila bɛɛ. Nka, AI infrastructure pari tora baara ye min bɛ senna, min bɛ kɔlɔsili ɲuman de wajibiya. San saba nataw bɛna kɛ fɛnba ye walasa ka Oracle ka fɛɛrɛbɔ siratigɛ sinsin. Investisseurs ka kan ka hakilina dafalen mara k’a sɔrɔ u bɛ sosiyete ka baarakɛcogo nɔfɛ. Walasa ka hakilina wɛrɛw sɔrɔ fɛɛrɛtigɛ wariko kan ani suguya sɛgɛsɛgɛli kan, aw ye an ka nafolo sɛgɛsɛgɛ Seemless la.
