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消息称因AI基建投入下成本管控升级,甲骨文云计算部门启动裁员
Huan Qiu Wang Zi Xun· 2025-08-14 06:23
据三位不愿具名的知情人士称,甲骨文本轮裁员覆盖云计算部门多个团队,但具体裁撤比例及地区分布 尚未明确。其中两位人士强调,部分员工的离职与年度绩效评估结果直接挂钩,甲骨文或借此机会淘汰 低效岗位,同时保留核心战略领域人才。 来源:环球网 【环球网科技综合报道】8月14日消息,据外媒报道,多位知情人士向媒体透露,全球科技巨头甲骨文 (Oracle)正在其云计算业务部门推进裁员计划,受影响员工已于本周陆续收到通知。此次裁员被视为 甲骨文在持续加码人工智能(AI)基础设施投资背景下,优化运营成本、提升组织效率的重要举措。 "这不是全面收缩,而是针对性优化。"一位接近甲骨文内部的消息人士表示,"公司仍在为AI相关项目 招聘高端工程师,但希望团队更加精干。" 甲骨文近年来在云计算与AI领域动作频频。2024年,公司宣布未来三年将投入超200亿美元扩建数据中 心,以支持其AI训练与推理服务,并与英伟达等企业深化合作,构建高性能计算网络。然而,激进扩 张也带来成本压力——最新财报显示,甲骨文2025财年第二季度资本支出同比增长45%,而运营利润率 较去年同期下滑2个百分点。 尽管部分团队面临调整,但甲骨文云计算部门仍在开放多 ...
AI造富神话:12天身价暴涨358亿!囤25万块GPU,英伟达带飞百亿富豪
创业邦· 2025-06-28 03:18
Core Viewpoint - CoreWeave's stock surged by 300%, significantly increasing CEO Michael Intrator's wealth to $10.3 billion, placing him at 311th on the global billionaire list [2][7]. Group 1: Stock Performance - CoreWeave's stock price skyrocketed nearly 300% within three months of its IPO, making it one of the top 30 best-performing stocks on the Nasdaq since its listing [7]. - Intrator's wealth increased by over $5 billion in just 12 days, marking the second-fastest wealth increase in history [6][8]. - The company had a lackluster IPO performance initially, with a valuation of $23 billion, down from an expected $35 billion [30]. Group 2: Financials and Business Model - CoreWeave reported a revenue of $985 million in the first quarter, but incurred a net loss of $315 million, indicating financial struggles [20]. - The company has a total debt of $8.8 billion, with some financing rates as high as 15% [20]. - CoreWeave's business heavily relies on NVIDIA GPUs, with at least 250,000 units reported [18]. Group 3: Investor Insights - Early investors, including Leslie Wexner and Jack Cogen, have seen substantial returns, with Wexner's trust fund holding shares worth $2.9 billion [10][12]. - The stock's recent surge has resulted in significant losses for short sellers, amounting to $2.1 billion [21]. Group 4: Market Context - The strong performance of CoreWeave reflects a broader recovery in the U.S. IPO market, with total IPO financing reaching $29.1 billion this year, significantly higher than the previous year's $20.1 billion [29]. - The stock has gained attention among retail investors, being labeled as a "meme stock" due to its explosive price movements [34]. Group 5: Company Background - CoreWeave was founded by former hedge fund managers who initially pivoted from cryptocurrency mining to AI training services [24]. - The company is reportedly considering acquiring competitor Core Scientific, indicating potential growth strategies [25].