Core Insights - Oracle is enhancing its sovereign cloud strategy through a partnership with SoftBank, focusing on secure AI and cloud services in Japan, addressing the rising demand for data sovereignty among enterprises [1][6] Group 1: Partnership and Offerings - SoftBank will introduce Cloud PF Type A, a suite of cloud and AI services powered by Oracle Alloy, allowing it to provide over 200 Oracle Cloud Infrastructure services from Japanese data centers [2] - The eastern Japan facility is set to launch in April 2026, with the western facility following in October 2026 [2] - Oracle Alloy serves as a comprehensive cloud infrastructure platform, enabling partners to meet data sovereignty and governance requirements, which is crucial for organizations undergoing digital transformation in Japan [4] Group 2: AI Integration and Market Demand - SoftBank plans to incorporate generative AI capabilities and high-performance GPUs into its offerings, targeting various enterprise needs across different sectors [5] - The phased rollout of AI services highlights the increasing significance of localized cloud infrastructure that aligns with data residency requirements [5] Group 3: Market Position and Financial Outlook - This partnership aligns with Oracle's global strategy of establishing sovereign cloud solutions, positioning the company as a leader in addressing enterprise concerns regarding data control and regulatory compliance [6] - Oracle reported remaining performance obligations of $455 billion at the end of Q2 2025, marking a 359% year-over-year increase, with cloud-based revenue per share rising by 500% year-over-year [7] - The company anticipates cloud infrastructure revenue to reach $18 billion in 2025 and grow to $144 billion by 2029, with total sales projected at $44.37 billion in 2025, supported by contracts with major AI firms [8]

来源：智通财经网 周四，甲骨文(ORCL.US)涨近4%，报299.19美元。消息面上，甲骨文与软银集团正在日本市场共同开展 大规模合作，为日本国内的各类大型机构提供安全且可积极扩展的主权云计算以及云端AI训练/推理算 力服务。 甲骨文与软银双方共同表示，软银将推出其全新的 Cloud PF Type A——这是一套由甲骨文Oracle Alloy 为日本市场提供重大技术支持的自有级别专有云计算平台与AI算力平台服务；双方预计云端AI训练/推 理算力服务平台将分阶段推出。双方的这项合作服务计划于2026年4月在日本东部大型数据中心上线， 随后于2026年10月在日本西部大型数据中心上线。 借助 Oracle Alloy，软银未来将能够通过其位于日本的大型AI数据中心，为该集团的庞大客户群体提供 超过200项基于甲骨文云计算基础设施(OCI)的云端AI算力服务与云计算服务的访问。 ...

美国云计算巨头甲骨文(ORCL.US)与传奇投资人孙正义掌舵的软银集团(SFTBF.US)正在日本市场共同开 展大规模合作，为日本国内的各类大型机构提供安全且可积极扩展的主权云计算以及云端AI训练/推理 算力服务。此举也意味着继双方共同推进高达5000亿美元规模的"星际之门(Stargate)"项目之后，甲骨文 和软银走向更加紧密的"AI战略绑定关系"，同时也意味着软银创始人兼掌舵者孙正义持续加速推进并积 极落地他所憧憬的"AI雄心壮志"。 在甲骨文与软银共同合作提供主权云与AI算力服务，以及软银计划收购ABB集团机器人业务的消息提 振市场对软银人工智能业务利润增长的预期，再加之全球资金对于AI算力产业链投资情绪持续升温， 软银股价周四在日本股市一度涨超13%再创历史新高，年内涨幅高达150%，大幅跑赢日经225指数。在 美股市场，软银集团ADR(SFTBF.US)交易价格今年以来同样屡创新高，2025年迄今涨幅高达140%，大 幅跑赢纳斯达克100指数。 甲骨文与软银双方共同表示，软银将推出其全新的 Cloud PF Type A——这是一套由甲骨文Oracle Alloy 为日本市场提供重大技术支持的自有 ...

Market Overview - The three major U.S. stock indices opened higher, with the Dow Jones up 0.27%, S&P 500 up 0.19%, and Nasdaq Composite up 0.26% [1] Gold Market - Gold stocks rose, with Hecla Mining, Alamos Gold, Kinross Gold, and Harmony Gold each gaining over 3% - On October 8, gold prices continued their upward trend, reaching intraday historical highs, with New York gold futures touching $4,071.50 per ounce and London spot gold reaching $4,049.43 per ounce - As of October 8, 20:25 Beijing time, December gold futures on the New York Mercantile Exchange were reported at $4,060.60 per ounce, up 1.40%, while London spot gold was at $4,037.35 per ounce, up 1.35% [2] Semiconductor Sector - The semiconductor sector showed mixed performance, with the Philadelphia Semiconductor Index rising 1.3% - Micron Technology increased by over 3%, while Nvidia, Broadcom, and TSMC rose over 2% - Intel and ASML saw declines of over 1% - Nvidia's CEO confirmed an investment in Elon Musk's startup xAI, expressing excitement about the deal and a desire for further investment [2] Oracle and SoftBank Collaboration - Oracle's stock rose over 1.4%, closing at $288.25 - SoftBank Group is collaborating with Oracle to provide secure, compliant, and scalable sovereign cloud and AI services for Japanese enterprises, launching a new service called Cloud PF Type A based on Oracle Alloy [2] Rare Earth Sector - Rare earth concept stocks collectively surged, with Critical Metals soaring nearly 19% after signing an agreement with Realloys Inc to secure 15% of TanBreeze's output - United States Antimony rose nearly 11%, and Energy Fuels increased by over 4% [3] Chinese Concept Stocks - Most popular Chinese concept stocks opened higher, with the Nasdaq Golden Dragon China Index up 0.5% - NetEase and NIO each rose over 3%, while Bilibili increased by over 2% [4]

Core Viewpoint - Oracle's stock rose over 1.4%, reaching $288.25, following news of a collaboration with SoftBank Group to provide secure, compliant, and scalable sovereign cloud and AI services for Japanese enterprises [1] Group 1 - SoftBank will launch a new service named Cloud PF Type A, which is based on Oracle Alloy, to offer unique cloud and AI services tailored for the Japanese market [1]

Core Insights - Oracle's stock rose over 1.4%, reaching $288.25, following news of a collaboration with SoftBank Group to provide sovereign cloud and AI services to Japanese enterprises [1] Company Developments - SoftBank will launch a new service named Cloud PF Type A, which is based on Oracle Alloy, aimed at delivering unique cloud and AI services specifically for the Japanese market [1]

Artificial intelligence (AI) stocks have led the overall market higher over the past couple of years as investors bet on the ability of AI to supercharge companies' growth, and the movement continues. The AI market, set to reach into the trillions of dollars in a few years, still is in its early stages, and today's most-watched players, such as Nvidia and software company Palantir Technologies, won't be the only ones to benefit.In fact, cloud company Oracle (ORCL -2.20%) could be a surprise winner of the AI ...

Core Insights - Oracle has announced the availability of NVIDIA AI Enterprise on Oracle Cloud Infrastructure (OCI), enabling customers to accelerate sovereign AI and deploy AI solutions across OCI's distributed cloud [1][2][3] - The integration allows for quick access to over 160 AI tools, including NVIDIA NIM microservices, facilitating the development and deployment of generative AI models [2][3] - OCI AI Blueprints provide no-code deployment recipes, significantly reducing GPU onboarding time from weeks to minutes, thus streamlining AI workload management [4][5] Company Developments - Nomura Research Institute (NRI) utilizes Oracle Alloy to enhance cloud migration for its clients in Japan, leveraging NVIDIA AI Enterprise for enterprise AI use cases [6][7] - e& UAE has deployed NVIDIA Hopper GPU clusters within its OCI Dedicated Region, enabling the development of new generative AI services while ensuring data sovereignty [8][9] - Zoom Communications is optimizing its AI Companion to operate efficiently with NVIDIA-accelerated GPU shapes in Saudi Arabia, ensuring compliance with local regulations [9][10] Industry Trends - The collaboration between Oracle, NVIDIA, and various organizations highlights a growing trend towards adopting AI solutions that meet digital sovereignty requirements [5][9] - The demand for accelerated computing and AI capabilities is increasing as organizations seek to enhance their operational efficiencies and innovate within regulated environments [5][9]