全球首富，是他？

Core Insights - Larry Ellison, co-founder of Oracle, has reached a net worth of $393 billion, surpassing Elon Musk to become the world's richest person [1] Financial Performance - Oracle reported Q1 FY2026 revenue of $14.93 billion, a 12% year-over-year increase, but below market expectations of $15.03 billion [3] - Non-GAAP net income was $4.3 billion, an 8% increase year-over-year, with adjusted earnings per share at $1.47, slightly below the expected $1.48 [3] - Cloud revenue grew by 28% to $7.186 billion, accounting for 48% of total revenue, while software revenue declined by 1% to $5.721 billion [3] - Remaining performance obligations (RPO) reached $455 billion, a more than fourfold year-over-year increase and over threefold quarter-over-quarter increase [3][4] Strategic Developments - Oracle signed four contracts worth "tens of billions" with three major clients, with RPO expected to exceed $500 billion in the coming months [4] - The company has agreements with Amazon, Alphabet, and Microsoft to run Oracle's cloud services on their infrastructures [4] - Oracle anticipates cloud infrastructure revenue to grow by 77% to $18 billion this fiscal year, with projections to reach hundreds of billions in the next four years [4] AI Market Positioning - Oracle launched a new "AI database" aimed at dominating the AI inference market, ensuring user privacy through vectorized data storage [5] - The company is actively positioning itself to meet the growing demand for cost-effective AI cloud tools, as indicated by the surge in contract amounts [5] - Analysts suggest that despite Oracle's smaller cloud scale, investments in infrastructure will yield returns as large organizations adopt Oracle's cloud for their AI initiatives [5]