Market Analysis: Oracle is the new Nvidia
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最新报道：According to a Wall Street Journal article, Oracle's clear numbers on a murky business are commendable. Oracle's bold forecast strongly suggests that the 48-year-old company, already one of the world's largest software vendors, could more than double its total revenue over the next three years. This is somewhat similar to AI chip giant Nvidia, which quickly transitioned from a niche supplier of video game chips to the world's only company with a market capitalization exceeding $4 trillion. Oracle's revenue outlook is somewhat more certain because its growth is primarily related to inference—the process of issuing queries to AI models and receiving answers. This activity is expected to increase as the focus of AI shifts from training better models to deploying them to tens of millions of new users. Oracle faces significant competition, but analysts believe it also has significant advantages. Scotiabank analyst Patrick Colville noted that Oracle's "leading technical expertise, access to capital, deep support from Nvidia, and independence put it in a strong position to capitalize on the surge in demand for AI training and inference."
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