甲骨文第四季度签订1500亿美元数据中心租赁协议

Core Insights - Oracle has signed data center leasing commitments worth approximately $150 billion in the last three months, indicating preparations for cloud business collaborations with clients like OpenAI [2][5] - As of November 30, Oracle's total leasing commitments amount to $248 billion, primarily related to data center and cloud computing arrangements, effective until the fiscal year 2028 and not yet reflected on the balance sheet [2][5] - The company reported an increase in leasing commitments from $43.4 billion in May to $99.8 billion by August 31 this year [2][5] - Oracle's total customer commitments reached $523 billion, with a duration exceeding five years, where 10% is expected to be recognized in the next 12 months and 65% within the next five years [2][5]