Oracle(US:ORCL) Sou Hu Cai Jing·2025-08-14 11:17Group 1 - Oracle is implementing layoffs in its cloud computing division as part of a strategy to optimize operational costs and enhance organizational efficiency amid increased investments in AI infrastructure [1][4] - The layoffs affect multiple teams within the cloud computing department, with some employee departures linked to annual performance evaluations, indicating a focus on eliminating low-efficiency positions while retaining talent in core strategic areas [4] - Despite the layoffs, Oracle continues to recruit for high-end engineering roles related to AI projects, aiming for a leaner team structure while still expanding its workforce in critical areas [4] Group 2 - Oracle plans to invest over $20 billion in expanding data centers over the next three years to support AI training and inference services, while also deepening partnerships with companies like NVIDIA [4] - The company's recent financial report indicates a 45% year-over-year increase in capital expenditures for Q2 of fiscal year 2025, alongside a 2 percentage point decline in operating profit margin compared to the previous year [4] - Other cloud service providers, such as Amazon AWS and Microsoft Azure, are also optimizing costs during their expansion phases by restructuring teams and focusing on strategic areas like generative AI and data security [5]