81岁老板一边狂赚1000亿成全球首富，一边公司大裁员！老员工自嘲：“我们被 GPU 替代了”

Core Insights - Larry Ellison, co-founder and CTO of Oracle, experienced a wealth increase of nearly $100 billion in a single day, marking the largest single-day wealth increase in history, primarily due to his 41% stake in Oracle [1][2] - Oracle's stock price surged 38% following the announcement of significant future revenue projections for its cloud infrastructure, particularly in AI, despite the company reporting first-quarter earnings that fell short of analyst expectations [7][8] - The company signed a landmark $300 billion cloud computing contract with OpenAI, highlighting the unprecedented demand for AI data center capabilities [7][8] Company Performance - Oracle's cloud infrastructure revenue is projected to grow from $18 billion this year to $144 billion over the next four years, with a 77% growth expected in the current fiscal year [8] - The company's total revenues for the latest quarter reached $14.93 billion, a 12% increase year-over-year, with cloud revenues growing by 28% [10] - Despite the revenue growth, Oracle's net income decreased by 4% to $2.93 billion, reflecting challenges in meeting earnings expectations [10] Stock Buybacks and Shareholder Returns - Since 2011, Oracle has spent $142 billion on stock buybacks, significantly reducing the number of outstanding shares and increasing Ellison's ownership percentage from 22% to 41% [1][3] - Ellison receives $500 million in quarterly dividends from Oracle, and he has pledged 277 million shares for loans, allowing him to access liquidity without selling shares [2] Workforce Changes - Oracle is undergoing significant layoffs, with reports indicating over 3,000 employees have been affected globally, particularly in the cloud infrastructure division [11][14] - The restructuring expenses for the latest quarter reached $402 million, a 448% increase year-over-year, indicating a major shift in the company's workforce strategy [10][12] - Employees have reported a sudden and impersonal layoff process, with many being informed of their termination during brief online meetings [13][14]