甲骨文的AI盈利故事在改善,但现金流考验仍在
· insidermonkey.com
甲骨文正通过转型为GPU即服务(GPUaaS)和AI基础设施的主要提供商,获得令人鼓舞的盈利前景。
Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure ...