甲骨文公司受人工智慧成長推動，季度營收表現強勁
Oracle Reports Strong Quarterly Revenue Driven by AI Growth
Updated at: June 15, 2026 at 10:45 AM
甲骨文(Oracle)最近宣布了2026財年第四季的亮眼業績，總營收躍升21%，達到192億美元。
Oracle recently announced a stellar fourth quarter for fiscal year 2026, with total revenue jumping 21% to reach $19.2 billion.
這一令人印象深刻的表現很大程度上是由向人工智慧(AI)的巨大轉型所推動的。
This impressive performance is largely driven by a massive shift toward Artificial Intelligence.
具體而言，甲骨文雲端基礎設施(OCI)實現了驚人的93%成長，因為對AI訓練和複雜工作負載的需求持續攀升。
Specifically, Oracle Cloud Infrastructure (OCI) saw a staggering 93% surge, as demand for AI training and complex workloads continues to climb.
隨著剩餘履約義務達到創紀錄的6,380億美元，該公司似乎處於一個關鍵的轉折點，其現代雲端業務最終超越了其傳統地端(on-premise)軟體的根基。
With a record-breaking $638 billion in remaining performance obligations, the company appears to be at a pivotal tipping point where its modern cloud business is finally overshadowing its legacy on-premise software roots.
然而，這種快速擴張伴隨著巨大的代價。
However, this rapid expansion comes with a significant price tag.
甲骨文報告今年因興建新資料中心和採購硬體的龐大成本，產生了237億美元的自由現金流負值。
Oracle reported negative free cash flow of $23.7 billion this year due to the massive cost of building new data centers and procuring hardware.
為了維持這種動力，該公司計畫籌集400億美元的新融資。
To sustain this momentum, the company plans to raise $40 billion in new financing.
儘管股東們擔心此策略可能導致稀釋股份，但甲骨文仍充滿信心。
While shareholders worry about potential dilution from this strategy, Oracle remains confident.
透過在軟體套件中嵌入超過1,000個AI代理，並將自己定位為全端(full-stack)AI供應商，甲骨文正大舉押注，認為這些強勁的當前投資將確保其在未來企業科技領域的統治地位。
By embedding over 1,000 AI agents into its software suite and positioning itself as a full-stack AI provider, Oracle is betting heavily that these intense current investments will secure its dominance in the future of enterprise technology.
