Group 1 - The South Korean government plans to invest 15 trillion KRW (approximately 10.8 billion USD) in AI semiconductor GPU safety projects, with companies like Naver, Kakao, and NHN participating [3] - The Ministry of Science and ICT (MSIT) has selected Naver Cloud, NHN Cloud, and Kakao to utilize the government’s budget to purchase a total of 13,000 GPUs, which will be distributed to various research institutions across South Korea [3][4] - The initiative aims to enhance the domestic AI ecosystem and provide affordable GPU resources to industry, academia, and research institutions, while also establishing a comprehensive GPU support platform [4] Group 2 - The European Union is launching a 30 billion USD plan to build a high-capacity data center network capable of hosting millions of AI GPUs, aiming to catch up with the US and China in the AI market [4][5] - So far, the EU has allocated 10 billion EUR (approximately 11.8 billion USD) for 13 AI data centers and an additional 20 billion EUR for the initial funding of the gigawatt-level AI facility network [5] - The project has received 76 letters of intent from 16 member states, with the first AI factory expected to be operational soon [6] Group 3 - UBS estimates that each gigawatt data center will require 3 to 5 billion EUR, with the capacity to support over 100,000 advanced AI GPUs [6] - If successful, the EU's initiative could become one of the largest publicly funded AI projects globally, surpassing investments from other major economies [6] - Despite strong public interest, concerns remain regarding the project's scale, sustainability, and the need for a robust business model to attract private sector interest [7]

Core Viewpoint - The article highlights the significant growth and market position of Oracle, particularly in the AI infrastructure sector, following its strong FY25Q4 earnings report, which exceeded expectations and indicated a robust growth trajectory for FY26. Company Overview - Oracle is the largest enterprise software company globally, with a dominant market share in database products, serving 98 of the Fortune 100 companies. It was founded in 1977 and went public in 1986. The company has expanded through acquisitions, including Sun Microsystems in 2009 and NetSuite in 2016. Oracle is headquartered in Austin, Texas [4][5]. Financial Performance - Oracle's FY25Q4 earnings report showed total revenue of $15.9 billion, a year-over-year increase of 11%, surpassing expectations of $15.59 billion. Adjusted EPS was $1.70, exceeding the forecast of $1.64 [9]. - The company raised its FY26 revenue guidance, with OCI (Oracle Cloud Infrastructure) expected to grow over 70% year-over-year, compared to 51% in FY25. Total cloud revenue is projected to increase by over 40%, up from 24% in FY25 [7][9]. - Capital expenditures exceeded $25 billion, surpassing market expectations of $20 billion, indicating strong demand and a commitment to expanding data center capabilities [7]. Market Position and Strategy - Oracle's strategy focuses on a full-stack cloud and AI approach, positioning it uniquely in the enterprise AI infrastructure market. The CEO emphasized unprecedented demand, with the company turning away customers due to capacity constraints [7]. - The company reported a 100% year-over-year increase in Remaining Performance Obligations (RPO) to $138 billion, indicating strong future revenue visibility. Cloud RPO grew by 56%, now accounting for nearly 80% of total RPO [8]. Growth Drivers - The growth in cloud services is driven by the migration of on-premises databases to the cloud, with significant contributions expected from partnerships with major players like Azure and Google. Oracle is expanding its cloud database services across 23 regions, with plans for 47 more [8]. - The company is also involved in high-potential projects like the Stargate AI data center initiative, which could significantly boost revenues if successful [8]. Stock Market Reaction - Following the earnings report, Oracle's stock surged by 22%, reflecting investor confidence and prompting major financial institutions to raise their target prices for the company [10].