Oracle Reports Strong Quarterly Revenue Driven by AI Growth
甲骨文公司受人工智慧成長推動，季度營收表現強勁
更新於: 2026年6月15日 上午10:45
Oracle recently announced a stellar fourth quarter for fiscal year 2026, with total revenue jumping 21% to reach $19.2 billion.
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。
This impressive performance is largely driven by a massive shift toward Artificial Intelligence.
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。
Specifically, Oracle Cloud Infrastructure (OCI) saw a staggering 93% surge, as demand for AI training and complex workloads continues to climb.
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。
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.
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。
However, this rapid expansion comes with a significant price tag.
然而，這種快速擴張伴隨著巨大的代價。
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.
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。
To sustain this momentum, the company plans to raise $40 billion in new financing.
為了維持這種動力，該公司計畫籌集400億美元的新融資。
While shareholders worry about potential dilution from this strategy, Oracle remains confident.
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。
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.
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。
