Xin Lang Cai Jing·2025-10-09 22:49Core Insights - Oracle's stock price increased by 2.89% on October 9, marking a total rise of 4.48% over two consecutive days, attracting investor interest amid global market volatility [1][2] Group 1: Strategic Collaboration - Oracle and SoftBank have initiated a significant partnership in the Japanese market to provide secure and flexible sovereign cloud computing services for large institutions [1] - The collaboration includes AI training and inference computing services, as well as the launch of the Cloud PF Type A platform supported by Oracle Alloy technology [1][2] - This partnership enhances SoftBank's ability to serve its extensive customer base and addresses the growing demand for data sovereignty [1][2] Group 2: Market Positioning and Future Outlook - The collaboration aligns with the "Star Gate" project previously pursued by both companies in the U.S., aimed at building a robust global AI computing infrastructure [2] - The AI computing market is anticipated to have significant growth potential, with investment in this sector expected to reach trillions of dollars in the near future [2] - Oracle's strategic moves indicate a forward-looking approach in technology and market positioning, providing a solid foundation for sustained stock price growth [2]