格隆汇1月12日丨星环科技(688031.SH)公布，经公司自查发现，截至本公告披露日，公司并不实际开展 商业航天业务且与上海星环聚能科技有限公司无关。公司目前正就 AI 数据库等相关技术开展前期研发 与联合调优，上述工作尚处于初期探索阶段，相关技术方案、应用场景及市场效益均存在不确定性，暂 未对公司业绩产生重大影响，敬请广大投资者理性看待。 ...

Core Viewpoint - Oracle has transitioned from being a latecomer in the cloud computing sector to a significant player, particularly in the AI domain, as evidenced by multiple multi-billion dollar contracts announced during its recent earnings call [2][3]. Group 1: Financial Performance and Contracts - In the quarter ending August 31, Oracle signed four multi-billion dollar contracts with three different clients, despite not meeting analyst expectations for the quarter [2]. - The company reported a total remaining performance obligation of $455 billion, indicating expected future revenue from contracts [2]. - CEO Safra Catz anticipates additional multi-billion dollar client signings in the coming months [2]. Group 2: AI and Market Positioning - Oracle is positioning itself as a key player not only in cloud computing but also in the AI competition, having secured significant cloud contracts with well-known AI companies such as OpenAI, xAI, Meta, Nvidia, and AMD [2][3]. - Co-founder Larry Ellison highlighted the company's focus on both the trillion-dollar training market and the AI inference market, which involves using trained AI models for various applications [3]. Group 3: Unique Advantages and Future Investments - Oracle's unique advantage in AI inference lies in its access to private data from numerous enterprises through its database, which enhances its AI inference services [3]. - The company is investing in AI agents, which are autonomous robots capable of performing tasks on behalf of humans, further increasing demand for AI inference [3].