Sou Hu Cai Jing·2025-09-11 11:43Group 1 - The core viewpoint of the news highlights significant growth in cloud computing and AI-related indices, driven by a major contract between OpenAI and Oracle [1] - The CSI Cloud Computing and Big Data Theme Index rose by 7.0%, the CSI Chip Industry Index increased by 6.0%, and the CSI Semiconductor Materials and Equipment Theme Index went up by 3.7% [1] - OpenAI signed a five-year cloud service contract with Oracle worth up to $300 billion, set to commence in 2027, aimed at supporting OpenAI's data center project "Stargate," which is expected to consume up to 4.5 gigawatts of power [1] Group 2 - Citic Securities reported that Oracle's AI progress exceeded expectations, with remaining performance obligations (RPO) soaring to $455 billion, a year-on-year increase of 359% and a quarter-on-quarter rise of $317 billion [1] - The surge in RPO is attributed to Oracle signing large-scale cloud contracts with several leading AI companies, indicating a robust demand for AI-driven cloud infrastructure [1]