Amaphrojekthi e-Oracle akhuphuka ayisishiyagalombili imali engenayo eminyakeni emine ezayo, ukuthumela isitoko sayo esikhuphuka cishe ama-36%!

NgoSepthemba 9 isikhathi sendawo, i-Oracle yakhipha imiphumela yayo yezimali yonyaka omusha wezimali ophela ngo-Agasti 31, 2025. Yize imali engenayo ivele itholwa yinzuzo enkulu yokushayela kwe-AI BOOM yengqalasizinda yefu.

Umbiko wakamuva ukhombisa imali etholwayo elungisiwe e-ORacle's Share (EPS) yekota ngo- $ 1.47, ukuwa kokubikezelwa kokuhlaziywa kwe- $ 0.01.Imali engenayo engu- $ 14.93 billion futhi yaphuthelwa kancane ukuvezwa kwemakethe okuyi- $ 15.04 billion.Ingqalasizinda yamafu yaqhamuka njengomlingisi wokusukuma, edala u- $ 3.3 billion engeni eliphezulu - ukwanda konyaka oneminyaka engama-55% owashesha kusuka kunani lokukhula kwekota edlule.

Ngokwengeziwe, ukuzibophezela okungaziwa okungaziwa (kwenkontileka kodwa kungakabiwa imali engenayo) kufakwe iminyaka engama-359 %% ukuya kuma- $ 455 billion, kuqiniswe kakhulu yiphrojekthi yedatha yedatha ye-4.5-Gigawatt yathuthukiswa ngokubambisana ne-Openai.Lesi sivumelwano sizoqala ngo-2027.

Ngokusho kwemithombo enolwazi, i-Opena isisayine isivumelwano sokuthengwa kwempahla yeminyaka emihlanu ne-Oracle Corporation ebaluleke kakhulu kuma- $ 300 billion.

I-Oracle CEO Safra Catz futhi idale ukuthi le nkampani ivikele izinkontileka ezine ezinkulu "amashumi ezigidigidi zamaRandi" ngesikhathi sekota, okubandakanya amaklayenti amathathu kuyo yonke imboni.

"Sisayine izinkontileka ezine ezinamadola ayizigidi eziyizinkulungwane eziningi ngamakhasimende amathathu ahlukene kwikota yokuqala, eshayela i-RPO yethu (isibopho sokusebenza esisele) ukukhulisa iminyaka engama-359 billion kuya ku- $ 455 billion," Oracle CEO USafra Catz phakathi kwe-9.

Lezi zinkontileka ze-RPO zilinganiselwa ukukhiqiza imali engenayo yesikhathi esizayo amahlandla amane kathathu e-Google Cloud ($ 106 billion).

Ukwakha kulo mfutho, ukuphathwa kwe-Oracle kwambulwa nge-roadmap yokukhula okufisayo:

- Imali engenayo yengqalasizinda yefu ye-Q2 FY2026: $ 3.3 billion, ukwanda kweminyaka engama-55%;Imali engenayo yale ngxenye ngonyaka wezimali angama-2026 yi- $ 18 billion, inyumbazane engu-77% yakwa- $ 10,3 billion, ama- $ 144 billion ngokulandelana - amele ama- $ 144 billion abonisa okulindelwe emakethe.

I-Safra Catz iphinde yaveza ukuthi i-Oracle ilindele ukusayina izinkontileka eziningi ezingezelelwe ama-dollar namakhasimende ezinyangeni ezizayo, ziletha inani eliphelele lezinkontileka zesikhathi esizayo kuma- $ 500 billion.

"Silindele ukuthi imali engenayo yebhizinisi le-Multi-Cloud ikhule ngokwengxenye ngayinye kule minyaka ezayo njengoba siletha izikhungo zedatha ezingama-37 kubalingani bethu abathathu," umsunguli we-Oracle

NgoJulayi, i-Oracle isayine isivumelwano ne-Opelai ukuthi ithuthukise ngokuhlanganyela isikhungo sedatha ye-4.5gw-scale kanye ne-computing umthamo ku-U.S., ingxenye yeTrump Administration "Ngo-Agasti, imodeli ye-Open-5 ye-Ountai-5 ehlanganisiwe kwizicelo zayo kanye nezinhlelo zokuvula insiza yedatha ye-Oracle Ai ngoSepthemba, okwenza amakhasimende asebenze amamodeli e-AI ngqo kwidatha yawo.

Izindleko ezinkulu zemali zika-Oracle ezingama-2026 zibhekwa ku- $ 35 billion, ukukhuphuka okuphawulekayo kusuka kuma- $ 25 billion ka-25 billion.Iningi lizokwabelwa amaseva nemishini yokuxhumana yenethiwekhi kunokuba kufakwe amaphrojekthi omhlaba noma wokwakha, ukusayina ukutshalwa kwezimali okuqinile ku-AI, ikakhulukazi ku-GPUS.

Ngemuva kokukhishwa kwemali etholile, isitoko se-Oracle's safinyelela ama-28.35% kuma-After-amahora amaningi ukuhweba ngoSepthemba 9 isikhathi sendawo.NgoSepthemba 10, isitoko saqhubeka nokunyuka kwaso, sivala ama-35.95% ngama- $ 328.33 ngentengo ephakeme kakhulu yesitoko se-Oracle