Larry Ellison akukwera pamwamba pa olemera kwambiri pambuyo pa msonkhano wa Oracle

Dzina la Larry Ellison akupanganso mitu yankhani: Woyambitsa nawo Oracle wakwera pamwamba pa mndandanda wa chuma chambiri pambuyo pa gawo la msika wogulitsa lomwe linagwedeza Wall Street.Kuwonjezeka kwa mtengo wa kampani yanu, kumalimbikitsidwa ndi Mgwirizano wa AI wolumikizidwa ndi cloud computing, yayambitsa kusuntha komwe kumasintha dongosolo la podium ya mamiliyoni.

Ndi phukusi logawana pafupi ndi 41% ya Oracle, Ellison wawona chuma chake chikudumpha patsogolo pa Elon Musk, malinga ndi Bloomberg Billionaires Index, hasta rozar los Madola mabiliyoni 393.000Kuwonjezekaku kumathandizidwa ndi kuchulukira kwa malamulo ndi zoneneratu zomwe, popanda kukongoletsa, zadabwitsa onse amkati ndi akunja.

Zomwe zidachitika pamsika wamasheya

Gawoli linali lamagetsi: Magawo a Oracle adakwera kwambiri más de un 40% ndi kugunda kwatsopano kwanthawi zonse mozungulira $344 ndi katundu, zomwe sizikuwoneka kawirikawiri kwa kampani kuyambira 90s. Rebound iyi yayika mtengo wake wamsika pafupifupi madola 967.000 biliyoni, kusiya kampaniyo pafupi ndi kalabu yosankhidwa ya madola mabiliyoni.

Kuwunikaku kwakhala kwakukulu kwambiri kotero kuti, chuma cha Ellison chikadakula motengera decenas de miles de millones de dólares m'maola angapo. Msikawu wakhala ukukweza mtengowo kwa milungu ingapo, koma kukankhira kwaposachedwa kumabwera pambuyo pa ziwerengero ndi zolinga zomwe zimalimbitsa nkhani ya AI ngati driver wofuna mumtambo.

Kuti tifotokoze bwino izi, masheya anali atayamba kale kukula bwino chaka chino chisanadumphe, ndipo chizindikiro chatsikuchi chimaganiziridwa ndi oyang'anira ambiri ngati. Kupindula kwakukulu kwatsiku ndi tsiku kwa Oracle kuyambira IPO yake mu 1992Kukopa kwa bizinesi yama data center, chinsinsi cha mafunde a AI, chakhala chothandizira.

Kupatsirana kwafika kwa osewera ena mu chilengedwe: opanga ma chip ndi ogulitsa olumikizidwa ndi makompyuta ochita bwino kwambiri awonetsa kupita patsogolo, kuwonetsa Msika umagula mkangano woti kufunikira kwa mphamvu sikungatheke kwakanthawi kochepa..

AI ndi mtambo: kukankha kwakukulu

Kukankhira kwakukulu kumachokera ku Popitiriza contract portfolio (RPO)kuti inasintha kufika +359%. Madola mabiliyoni 455.000Oyang'anira adalankhula za makontrakitala a madola mamiliyoni anayi adasaina ndi makasitomala atatu osiyanasiyana mu kotala, ndipo amayembekeza mabizinesi owonjezera omwe ali ofanana m'miyezi ikubwerayi.

Mofananamo, Ellison anayang'ana pa kukwera kwa multicloud model ndi momwe nkhokwe za Oracle zimaphatikizidwira ndi ogulitsa monga Amazon, Google, ndi Microsoft. Malinga ndi Ellison mwiniwake, ndalama za database MultiCloud inakula pamlingo wodabwitsa 1.529% mu kotala loyamba, chizindikiro cha traction mu deployments kupanga.

Mayina oyenera si ang'onoang'ono: kampaniyo idatsimikizira ubale wamtambo ndi OpenAI, xAI, Meta, Nvidia ndi AMD, pakati pa othandizira ena aukadaulo. M'mawu ake, kampaniyo idayembekezera Oracle AI Database, ntchito yomwe ingakuthandizeni kuti muwonjezere zitsanzo kuchokera kwa ogulitsa osiyanasiyana-monga Gemini, ChatGPT, kapena Grok-mwachindunji pa data yamakampani.

CEO Safra Catz adawonetsa ndalama kuchokera kugulu lazinthu zamtambo kuti zifike pozungulira Madola mabiliyoni 18.000 mu 2026, kufotokoza mayendedwe okulirakulira kuposa momwe amayembekezera. Mfundo yaikulu ndi yomveka bwino: kufunika kwa data center mphamvu ili patsogolo popereka.

Malo oyamba pa mndandanda wamwayi

Kudumpha kwa Oracle kwayikidwa Larry Ellison por delante de Elon Musk pa Bloomberg Net Worth Index. Kampaniyo ikuyandikira $ 41 thililiyoni komanso gawo XNUMX% pakampaniyo, chuma cha olamulira chikufika pafupifupi. Madola mabiliyoni 393.000, kuposa pafupifupi 385.000 biliyoni de Musk.

Kumbuyo kumakhudzanso: Tesla yawona kuchepa kwa msika posachedwapa - ndi kugwa mozungulira 25% kuyambira Disembala—, yomwe imalemera pa chuma cha wabizinesi waku South Africa. Pakadali pano, nkhani ya infraestructura de IA yasewera mokomera Oracle ndi woyambitsa wake.

Ellison, wazaka 81, amakhalabe wokhazikika munjira yamakampani ngati Purezidenti ndi Chief Technology OfficerKatswiri wachidwi waku Spain - adakhala nthawi ku Valencia pa mpikisano wapanyanja ku America's Cup - dzina lake lidalinso pakatikati pa mkangano wokhudza utsogoleri pazachuma chatsopano chaukadaulo.

Mphamvu, malo opangira data, ndi masitepe otsatira

Vuto, lovomerezedwa ndi kampaniyo palokha, lidzakhala onjezerani mphamvu mwamsanga kukwaniritsa zofuna zatsopano. Msikawu ukukamba za mgwirizano waukulu-monga Stargate, mogwirizana ndi OpenAI ndi SoftBank, poyamba inali yamtengo wapatali kuzungulira medio billón de dólares- zomwe zidzafunika ndalama zokhazikika pazomangamanga.

Mapulani operekera mphamvu zazikulu kwa makasitomala a AI atulukiranso: malipoti am'mbuyomu adalozera ku 4,5 GW kubwereketsa mphamvu yamakompyuta yomwe ikufuna OpenAI, mothandizidwa ndi chitukuko cha malo angapo a deta ku United States. Lingaliro ndikufulumizitsa ntchito yotumiza anthu kuti akwaniritse nsonga zamaphunziro komanso, koposa zonse, gawo lachitukuko. lingaliro, komwe Ellison amawona msika waukulu kwambiri.

Chikhalidwe cha mpikisano ndichofunika: Amazon, Microsoft, Alphabet ndi Meta Akupitilizabe kukulitsa ndalama zawo m'malo opangira ma data ndi zida za AI, ziwerengero zomwe zikufikira mazana mabiliyoni pazaka zingapo. Ngakhale zili choncho, Oracle imanena kuti pali kusiyana kwa mtengo ndi liwiro la kukhazikitsa kuti akwaniritse zomwe akufuna.

Kuthamanga kwa gawoli kumasiya chiganizo chakanthawi: Ngati mpikisano wa AI upitilira pa liwiro ili, kuthekera kudzakhala ndalama zatsopano.Kwa Oracle, equation imeneyo - makontrakitala olimba, capex, ndi kuphedwa - ndi chiyani wabweretsa Ellison pamwamba pa masanjidwe amwayi ndi zomwe zidzakhazikitse mipiringidzo mu magawo omwe akubwera.

Kukwera kwa Larry Ellison, kolimbikitsidwa ndi mbiri yakale ya Oracle komanso mbiri yakale yamtambo ndi AI, zikuwonetsa zomwe zikuchitika pamsika: Kufunika kothawa kwa zomangamanga, mpikisano wowopsa wa kuchuluka kwa makompyuta, ndi mapu oyika ndalama omwe akukonzedwanso mwachangu.Ndizidutswa izi, wabizinesi waku New York adapeza Elon Musk ndikuyika kampani yake pakati paukadaulo waukadaulo.