智通财经网·2025-09-15 02:41Core Viewpoint - Oracle's cloud business is experiencing rapid growth, with a projected eightfold increase in the next four years, reflecting strong confidence in the long-term outlook for AI cloud infrastructure [1] Group 1: Oracle's Performance - Oracle reported FY26Q1 revenue of $14.93 billion, a year-over-year increase of 12% [1] - The total revenue from cloud services (IaaS + SaaS) reached $7.2 billion, growing 28% year-over-year [1] - The company's "remaining performance obligations" (RPO) have surged to $455 billion, a significant increase of 359% year-over-year [1] - Oracle signed four contracts worth "tens of billions" with three different clients in Q1, with expectations to sign more such contracts in the coming months, potentially pushing RPO over $500 billion [1] - The company anticipates FY26 cloud infrastructure revenue to reach $18 billion, a year-over-year increase of 77% [1] - Future revenue projections for the next four fiscal years are $32 billion, $73 billion, $114 billion, and $144 billion respectively [1] Group 2: Nvidia's Rubin CPX - Nvidia launched the Rubin CPX, designed for large-scale context inference, featuring 30 petaflops of NVFP4 computing power and 128GB of GDDR7 memory [2] - The Rubin CPX rack integrates 144 Rubin CPX GPUs, 144 Rubin GPUs, and 36 Vera CPUs, providing 8 exaFLOPs of NVFP4 computing capability, which is 7.5 times that of the GB300NVL72 [2] - The design and assembly complexity of the Rubin CPX rack may increase the value of server assembly and PCB usage [2] - The Rubin CPX is expected to stimulate demand among large model manufacturers due to its cost-effectiveness [2] Group 3: Investment Recommendations - Suggested companies to watch in the overseas AI sector include Industrial Fulian (601138.SH), Huadian Co., Ltd. (002463.SZ), and others [3] - Recommended companies in the domestic AI sector include Cambricon-U (688256.SH), Chipone Technology (688521.SH), and others [3]