Oracle(US:ORCL) Zhi Tong Cai Jing·2025-10-17 14:22Core Viewpoint - Oracle (ORCL.US) experienced a decline of over 6%, closing at $294.47, amid concerns regarding the profitability of its AI data center business, which is primarily based on leasing NVIDIA chips [1] Group 1: Financial Performance - Oracle has committed to achieving a gross margin of 30% to 40% for its AI data center business, aiming to alleviate market concerns about declining profit margins [1] - The company's GPU leasing business has reported a gross margin of approximately 16% over the past five quarters, significantly lower than the overall company gross margin of about 70% [1] Group 2: Market Reaction - The announcement regarding the future profitability of the AI data center business is intended to justify Oracle's aggressive cloud computing expansion strategy [1]