X @郭明錤 (Ming-Chi Kuo)
郭明錤 (Ming-Chi Kuo)·2025-10-08 12:36重點分析一下很多人討論的這篇The Information關於Oracle的報導，我相信閱讀完此分析，有助於釐清報導邏輯。我在這邊不評論報導動機，也不評論Oracle股價。以下這兩段原文是關鍵，得知報導的統計時間是「2025年6-8月」，觀察對象是「少量出租新舊Nvidia GPU的業務」。--In the three months that ended in August, Oracle generated around $900 million from rentals of servers powered by Nvidia chips and recorded a gross profit of $125 millionIn some cases, Oracle is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidia’s chips, the data show.--接著，從產業研究角度，說明與分析Oracle在2025年6-8月做了什麼，以及遇到什麼。包 ...