U-Larry Ellison ukhuphukela phezulu kwabacebe kakhulu ngemuva komhlangano ka-Oracle

Igama lika Larry Ellison yenza izihloko zezindaba futhi: Umsunguli ohlangene we-Oracle ukhuphukele phezulu ohlwini lwezinhlanhla ezinkulu ngemva kweseshini yemakethe yamasheya eyanyakazisa i-Wall Street.Ukukhuphuka kwenani lenkampani yakho, kugqugquzelwa Izinkontileka zekhompuyutha yamafu ezixhunywe yi-AI, kubangele ukunyakaza okushintsha ukuhleleka kwesiteji sosozigidi.

Ngephakheji lokwabelana eliseduze I-41% ye-Oracle, u-Ellison ubone ingcebo yakhe igxuma ngaphambi kuka-Elon Musk, ngokusho kwe- Bloomberg Billionaires Index, hasta rozar los AmaRandi ayizigidigidi eziyi-393.000Ukwanda kusekelwa i-avalanche ye-oda kanye nezibikezelo ukuthi, ngaphandle kokuhlobisa, zimangaze kokubili abangaphakathi nabangaphandle.

Okwenzeka emakethe yamasheya

Iseshini ibisebenza ngogesi: Amasheya e-Oracle anyukile más de un 40% bese ushaya irekhodi elisha laso sonke isikhathi $344 ngesitoko, ukusabela okungavamile ukubonakala enkampanini kusukela ngawo-90. Lokhu kubuyiselwa kwemali kubeke ukulinganiswa kwemakethe yamasheya cishe amaRandi ayizigidi eziyizinkulungwane ezingama-967.000, ishiya inkampani onqenqemeni lweklabhu ekhethiwe yamadola ayizigidigidi.

Ukubuyekezwa kube kushube kangangoba, izimpahla zika-Ellison bezizokhula ngokulandelana decenas de miles de millones de dólares ngendaba yamahora. Imakethe ibilokhu yenyusa inani amasonto, kodwa ukusunduza kwakamuva kuza ngemuva kwezibalo nezinjongo eziqinisa ukulandisa kwe I-AI njengomshayeli wesidingo efwini.

Ukubeka lokhu ngombono, isitokwe besivele siqongelela ukuthuthuka okuphawulekayo kulo nyaka ngaphambi kwalokhu kweqa, futhi uphawu losuku luye lwacatshangelwa abaphathi abaningi ngokuthi Inzuzo enkulu yansuku zonke ye-Oracle kusukela ku-IPO yayo ngo-1992Ukukhangwa kwebhizinisi lengqalasizinda yesikhungo sedatha, ukhiye wegagasi le-AI, kube yimbangela.

Ukutheleleka sekufinyelele kwabanye abadlali ku-ecosystem: abakhiqizi bama-chip nabahlinzeki abaxhunywe kukhompyutha esebenza kahle kakhulu babonise inqubekelaphambili, okubonisa lokho. Imakethe ithenga impikiswano yokuthi ukufunwa kwamandla ngeke kuphole esikhathini esifushane..

I-AI nefu: ukuphusha okukhulu

Ukuphusha okukhulu kuvela ku- iphothifoliyo yenkontileka eqhubekayo (RPO), lokho lishintshe ku-+359% uma kuqhathaniswa nosuku lonyaka AmaRandi ayizigidigidi eziyi-455.000Abaphathi bakhulume izinkontileka ezine zamadola ezigidi isayinwe namakhasimende amathathu ahlukene kwikota, futhi ilindele amadili engeziwe anosayizi ofanayo ezinyangeni ezizayo.

Ngokuhambisanayo, u-Ellison ugxile ekukhuleni kwe imodeli ye-multicloud nokuthi isizindalwazi se-Oracle sihlangana kanjani nabathengisi abafana ne-Amazon, Google, ne-Microsoft. Ngokusho kuka-Ellison ngokwakhe, imali engenayo yedatha MultiCloud lakhula ngezinga elingavamile 1.529% engxenyeni yokuqala, uphawu lokudonsa ekuhanjisweni kokukhiqiza.

Amagama afanele awawona amancane: inkampani iqinisekise ubudlelwano bamafu ne I-OpenAI, i-xAI, i-Meta, i-Nvidia ne-AMD, phakathi kwabanye ozakwethu bezobuchwepheshe. Emgqeni wayo, inkampani ibilindele I-Oracle AI Database, isevisi ezokuvumela ukuthi usebenzise amamodeli avela kubahlinzeki abahlukahlukene—njenge-Gemini, i-ChatGPT, noma i-Grok—ngokuqondile kudatha yebhizinisi.

I-CEO i-Safra Catz iveze imali engenayo evela ophikweni lwengqalasizinda yamafu ukuze ifinyelele nxazonke AmaRandi ayizigidigidi eziyi-18.000 ngo-2026, echaza ijubane lokunwetshwa ngaphezu kwalokho okulindelwe ukuvumelana. Umlayezo oyisisekelo ucacile: isidingo se umthamo wesikhungo sedatha ingaphambi kokunikezwayo.

Isikhundla sokuqala ohlwini lwezinhlanhla

Ukugxuma kuka-Oracle kubekiwe Larry Ellison por delante de u-Elon Musk ku-Bloomberg Net Worth Index. Njengoba inkampani isondela ku-$41 trillion kanye nengxenye engu-XNUMX% enkampanini, ingcebo yesikhulu ilinganiselwa cishe AmaRandi ayizigidigidi eziyi-393.000, edlula cishe 385.000 billion de Musk.

Ingemuva liphinde libe nomthelela: I-Tesla ibone ukusebenza kwemakethe yamasheya okuntekenteke muva nje - ngokuwa kwezindawo 25% kusukela ngoDisemba—, ekala impahla kasomabhizinisi waseNingizimu Afrika. Ngaleso sikhathi, ukulandisa kwe- infraestructura de IA idlale ivuna i-Oracle nomsunguli wayo.

U-Ellison, 81, ugcina ukuba khona okusebenzayo kumasu enkampani njenge UMongameli kanye noMphathi Omkhulu WezobuchwephesheUsazi oshisekayo waseSpain—wachitha isikhathi eValencia ngesikhathi somqhudelwano wokuhamba ngomkhumbi weNdebe yaseMelika—igama lakhe seliphinde libe maphakathi nenkulumo-mpikiswano ngobuholi ohlelweni olusha lokutshalwa kwezimali kwezobuchwepheshe.

Amandla, izikhungo zedatha, nezinyathelo ezilandelayo

Inselelo, evunywe yinkampani ngokwayo, izoba engeza umthamo ngokushesha ukuhlangabezana nesidingo esisha. Imakethe ikhuluma ngezivumelwano ezinkulu-njenge Stargate, ngokubambisana ne-OpenAI kanye ne-SoftBank, ekuqaleni yaziswa ngokuzungezile medio billón de dólares-okuzodinga ukutshalwa kwezimali okuqhubekayo kwingqalasizinda.

Izinhlelo zokuhlinzeka ngamandla amakhulu kumakhasimende e-AI nazo sezivele: imibiko yangaphambilini yakhomba a I-4,5 GW yokuqashisa umthamo wekhompyutha ohloselwe wona I-OpenAI, esekelwa ukuthuthukiswa kwezikhungo ezimbalwa zedatha e-United States. Umqondo uwukusheshisa ukuthunyelwa ukuze kuhlanganiswe iziqongo zokuqeqesha futhi, ngaphezu kwakho konke, isigaba sokuthuthukiswa. inferencia, lapho u-Ellison ebona imakethe enkulu nakakhulu.

Ingqikithi yokuncintisana idinga: I-Amazon, iMicrosoft, Alphabet kanye ne-Meta Bayaqhubeka nokukhulisa utshalomali lwabo ezikhungweni zedatha nasezintweni ze-AI, ngezibalo ezihlanganisiwe ezifinyelela kumakhulu ezigidigidi eminyakeni embalwa. Noma kunjalo, i-Oracle ifuna umehluko ezindlekweni kanye nesivinini sokuqalisa ukuze ithwebule leso sidingo.

Umfutho womkhakha ushiya isiphetho sesikhashana: Uma umjaho we-AI uqhubeka ngalesi sivinini, amandla kuzoba yimali entsha.Ku-Oracle, leyo zibalo-izinkontileka eziqinile, i-capex, kanye nokubulawa-yilokho ulethe u-Ellison esicongweni sokukleliswa kwengcebo futhi okuzobeka ibha ezindaweni ezizayo.

Ukukhuphuka kuka-Larry Ellison, okugqugquzelwa ukulinganiswa komlando kwe-Oracle kanye nephothifoliyo engakaze ibonwe yezivumelwano zamafu ne-AI, kuveza umfutho wamanje wemboni: Isidingo esibalekayo sengqalasizinda, ukuncintisana okunamandla komthamo wekhompuyutha, kanye nemephu yokutshala imali elungiswa kabusha ngesivinini esisheshayo.Ngalezi zingcezu, usomabhizinisi waseNew York udlule u-Elon Musk futhi wabeka inkampani yakhe enkabeni yebhodi lezobuchwepheshe.