Oracle's Upbeat Quarter yana kwantar da masu saka hannun jari

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Oracle ya sami nasarar kwantar da wasu jijiyoyi masu rauni a Wall Street ranar Talata. Kamfanin girgije da software, wanda ya zama babban abin da ke damun masu zuba jari game da kashe kudade masu alaka da AI, sun ba da rahoton dan kadan fiye da yadda ake hasashen kudaden shiga na kwata na Fabrairu. Mafi mahimmanci, a karo na biyu a cikin kashi biyu, ya haɓaka hasashen kudaden shiga na shekara mai zuwa, wanda zai fara a watan Yuni. Oracle yanzu yana aiwatar da kudaden shiga a cikin kasafin kudi na 2027 zuwa sama da 34%, fiye da sau biyu mai yuwuwar haɓakar wannan shekara kuma sau huɗu matsakaicin girman babban layinsa tun daga 2021. Hannun jarin da aka kashe ya tashi da kashi 9% a cikin kasuwancin bayan sa'o'i. 

Abin da ya jaddada masu zuba jari - kuma ya yanke hannun jari a cikin rabin cikin watanni shida da suka gabata - shine Oracle ya aro dubun-dubatar biliyoyin don gina cibiyoyin bayanai ga abokan ciniki irin su OpenAI waɗanda ikon biyan sabis na wasu shekaru zuwa nan gaba wataƙila ya dogara ne akan tara kuɗi na gaba. Oracle ya yi ƙoƙarin tabbatar da masu zuba jari duk suna da kyau: Ya nuna cewa "wasu daga cikin manyan masu amfani da karfin girgije na AI kwanan nan sun ƙarfafa matsayinsu na kuɗi sosai," dangane da an sanar da kwanan nan $110 biliyan tara kudade. OpenAI ba ya samun wannan kuɗin gaba ɗaya, duk da haka. Kuma ɗaya daga cikin masu saka hannun jari a zagaye na tallafi, SoftBank, ita kanta tana ƙoƙarin karɓar kuɗin da take buƙata don saka hannun jarin OpenAI, openaista. Ginawar AI kaɗan ne na sarkar kuɗi.

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