Core Insights - Oracle aims to redefine its position in the enterprise AI market with a product suite centered around "AI + Data" as it seeks to reshape its image in the AI era [2] - A report from MIT indicates that 95% of generative AI investments have not yielded substantial benefits for enterprises, highlighting the importance of data infrastructure and architecture [2] Group 1: Strategic Focus - Oracle's strategic focus has shifted from cloud infrastructure to overall AI capabilities, emphasizing openness in technology architecture, multi-cloud support, and external ecosystem collaboration [4] - The introduction of Oracle AI Database 26ai is positioned as a "next-generation AI-native database" that supports the creation and deployment of intelligent applications [4][5] Group 2: Product Offerings - Oracle AI Data Platform (AIDP) aims to integrate databases, data lakes, and large model services under a unified architecture, providing tools for data visualization and workflow management [5] - The new OCI Zettascale10 Cluster supercomputing cluster supports up to 800,000 GPUs and is designed for high throughput and low latency, serving as a performance engine for OCI [5] Group 3: Partnerships and Collaborations - Oracle has partnered with Dify, an open-source LLM application development platform, to embed AI into the data layer and enhance enterprise-level intelligent applications [4][6] - The collaboration with Dify allows for the integration of structured and vector data into Dify's workflows, enhancing the capabilities of Oracle's AI Database 26ai [7] Group 4: Market Positioning - Oracle's collaboration with Dify is seen as a strategy to tap into more enterprise-level scenarios amid increasing competition in AI infrastructure [8] - The company is also expanding its data center deployments in the Middle East and Africa to cater to the outbound needs of Chinese enterprises [8]

在AI时代重新站在世界舞台中心后，世界最大的数据库公司甲骨文（Oracle）试图用一套以"AI+数 据"为核心的产品组合，重新界定其在企业级人工智能市场中的位置，重塑自身形象。 在张路宇看来，当下大模型能力总体上是溢出的，难点在于企业如何使用，产生有效的token消耗。 在云基础设施方面，甲骨文公司中国区云工程部门总经理窦杰介绍，甲骨文推出了面向AI的新一代OCI Zettascale10 Cluster超级计算集群及相关网络架构升级。新一代集群可支持最高80万颗GPU规模，通过 多平面网络实现高吞吐和低时延，并将作为OCI未来的性能引擎。同时，甲骨文推出Oracle Acceleron解 决方案，用于优化AI算力负载下的整体性能与成本结构。 由于OCI Zettascale10是与OpenAI合作建设的旗舰超算集群，用于 "Stargate"（星际之门）项目的基础架 构，外界普遍关注Zettascale10集群与OpenAI之间的具体合作关系。对此，吴承杨在沟通会上强调，该 集群为通用能力，"并非只服务某一家客户"。 今年1月，OpenAI和甲骨文、软银集团成立合资公司，开始了星际之门计划，该计划初步投资1 ...