- Umhlangano ka-Oracle ka-40%+ ubeka u-Larry Ellison njengocebe kakhulu, ngaphambi kwakhe Eloni Musk.
- Ibhuku loku-oda kwamafu lifinyelela ku-$455.000 billion futhi maduzane lingadlula ingxenye yesigidintathu.
- I-Oracle isayina izinkontileka ezinkulu nge I-OpenAI, xAI, Meta, I-Nvidia nabanye, bethuthukisa ibhizinisi labo IA kanye nezikhungo zedatha.
- Imali engenayo yekota ngekota ngu-$14.926 bhiliyoni (+12,2%) kanye nesabelomali esingu-R0,50 ngesabelo ngasinye.
Ukwanda kwemakethe yamasheya ye-Oracle kuguqule ukuhleleka kwesiteji: ULarry Ellison usephenduke umuntu ocebe kakhulu emhlabeni. Ngemva kokuphenduka kwe-meteoric emakethe eqhutshwa ifu kanye ukuhlakanipha okufakelwayoEmahoreni ambalwa, inkampani yezobuchwepheshe ihlangabezane neseshini eyingqophamlando futhi izimpahla zomsunguli wathatha isivinini esingakaze sibonwe.
Njengoba izintengo zesitoko zikhuphuka kanye nesidingo sengqalasizinda yedatha, Ingcebo ka-Ellison ilinganiselwa cishe ku-$393.000 billion., ngenhla kuka-Elon Musk okulinganiselwa ku-$385.000 billion, ngokusho kwenkomba ye-Bloomberg. Lesi sinyathelo siza ngemuva kokuthi ethule izibikezelo imakethe ebingazi.
Kwenzekeni emakethe
Isitoko sika-Oracle sibhalisiwe ukukhuphuka okungaphezulu kwama-40% ku-Wall Street, intengo ihamba cishe ku-$340, ifinyelela phezulu. Lesi intuthuko eyingqopha-mlando engakaze ibonwe kulesi sitoko kusukela ekuqaleni kwawo-XNUMX.
Ngemuva kokuthuthukiswa, i-capitalization yenkampani yaba ifinyelela ku-trillion yamadola, umkhawulo ongokomfanekiso obonisa ubukhulu besifiso somtshali-zimali sengqalasizinda yamafu ye-AI-centric. Umbuthano wawusuqalile, kodwa umhlahlandlela wakamuva wenkampani usebenze njengenhlansi yokugcina.
Ukweqa kwemakethe yamasheya kuhunyushwe ekunyukeni okungakaze kubonwe ngaphambili kwempahla ka-Ellison, iBloomberg eyichaza ngokuthi ukwanda okukhulu kosuku olulodwa emlandweni wenkomba yayo yezigidigidi. U-Musk unikeza indawo ephezulu kumongo lapho Tesla iqoqa ukwehla okunamadijithi amabili onyakeni.
Izinombolo ngemuva kokudlula
I-Oracle imemezele ukuthi iphothifoliyo yebhizinisi lamafu yesikhathi esizayo ibekwe ku Ama-dollar ayi-455.000 ngemuva kokusayina izinkontileka ezine zezigidi zamarandi namakhasimende amakhulu amathathu. Abaphathi balindele le miyalo esele ngokushesha idlule ingxenye yebhiliyoni, ngenxa yezivumelwano ezengeziwe ngaphansi kwezingxoxo.
Ekoteni yezimali esanda kuvalwa, imali engenayo ifinyelele $14.926 billion (+12,2%), kuyilapho inzuzo yonke yayiyizigidi eziyizinkulungwane ezingu-2.927, noshintsho oluncane unyaka nonyaka. Isigaba se-cloud computing sikhule kakhulu (7.186 billion, +27,8%), isigaba se-software sehle kancane (5.721 billion, -0,8%) futhi services kanye hardware ithuthuke ngo-6,8% no-2,3%, ngokulandelana.
Ngale kwesithombe sekota, inkampani iveze indlela yokuvelela yebhizinisi layo lengqalasizinda: imali engenayo yonyaka efinyelela ku-144.000 billion eminyakeni emihlanu, ngaphezu kwalokho abahlaziyi abaningi abakulindele njengamanje. Lokhu kweqa kusekelwa uhlelo lokutshala imali olukhuphula ukusetshenziswa kwezimali ezinkulu kuye kuma-euro ayizigidi eziyizinkulungwane ezingama-35.000 ngonyaka wezimali.
U-CEO uSafra Catz uchaze lesi sikhathi "njengesingavamile," egqamisa ukuhweba kwezinkontileka ezintsha kanye nokunwebeka kwesidingo samafu. Komnikazi wamasheya, I-Oracle ikhokhele ama-dividend angu-0,50 $ ngesabelo ngasinye, kanti inkokhelo imenyezelwe ekupheleni kuka-Okthoba.
Ngasohlangothini lwemakethe, amafemu amaningana abahlaziyi achaze ikota ngokuthi "i-transcendental", egcizelela ukuthi ukweqa encwadini ye-oda kumele. ukushintsha kwesikali kumodeli: kusukela ekuthengiseni isofthiwe kuya ekusebenzeni nasekuhleleni izikhungo zedatha ze-AI yezinga elikhulu.
Igagasi le-AI nezivumelwano ezinkulu
Ukucindezela kuvela kumakhasimende abalulekile ku-AI ecosystem. I-Oracle ivaliwe izivumelwano ne-OpenAI, i-xAI, i-Meta, i-Nvidia ne-AMD, phakathi kokunye, ukuhlinzeka ngamandla ekhompuyutha nezinsizakalo zengqalasizinda yamafu ezivumela ukuqeqeshwa kwamamodeli amakhulu kanye nokusetshenziswa.
Ngokwemibiko yemboni, i-OpenAI kubikwa ukuthi yenze isivumelwano ne-Oracle. ukuqashwa kwamagigawathi angu-4,5 amandla ngezikhungo eziningi zedatha e-US, kumsebenzi onenani elizungezile 30.000 million ngonyakaUmfelandawonye uzojoyina ezinye izinhlelo ezifana nephrojekthi ye-"Stargate", ethuthukiswe ngokuhlanganyela neSoftBank kanye ne-OpenAI, ngenani elihlosiwe le-$ 500.000 billion.
Ngaphandle kokuqeqeshwa, u-Ellison ngokwakhe ugcizelele ukuthi isidingo sesikhathi esizayo sizosuselwa ku izincazelo zamamodeli, lapho umthamo usuqala ukuntuleka. Inkampani imile kwelokuthi imakethe yokucabanga izoba nkulu kakhulu kunemakethe yokuqeqesha, echaza ukujaha ukukhulisa ingqalasizinda.
Ngokufanayo, amafu nezinkundla zokuxhumana zilungiselela ukutshalwa kwezimali okukhulu: i-Amazon, iMicrosoft, i-Alphabet kanye ne-Meta. Babona kusengaphambili amakhulu ezinkulungwane zezigidi ezikhungweni zedatha namachip e-AI eminyakeni ezayo, umongo lapho i-Oracle ihlose ukuzuza isabelo semakethe ngokusatshalaliswa kwemishini okusebenzayo futhi ngaphandle kokutshalwa kwezimali okukhulu ezakhiweni.
Umthelela engcebweni nesimongo sokuncintisana
cishe Ama-41% enhlokodolobha ye-OracleU-Ellison uzwela kakhulu ekukhuphukeni nokwehla kwemakethe yamasheya. Ngosuku lokugxuma kwakhe okukhulu, waqongelela impahla elinganiselwa ku-$100.000 billion, okuyingqopha-mlando embeka ngaphezu kukaMusk kumashadi e-Bloomberg.
Ukwehla okunqwabelanayo kukaTesla kuze kube manje kulo nyaka kube nesisindo engcebweni yosomabhizinisi baseNingizimu Afrika, kanti ukukhuphuka kwe-AI kuvuna izinkampani ezifana ne-Oracle neNvidia. I-rebound ichaze kabusha phezulu kwezinga, lapho UMark Zuckerberg, uJeff Bezos, uLarry Page noSergey Brin.
Ngokuhambisanayo, uNvidia uzuze ingqopha-mlando yakhe ngokudlula ama-dollar ayizigidi eziyizinkulungwane ezine emakethe yemali, okubonisa umfutho we-chip kanye ne-accelerator ecosystem. Ku-Oracle, lowo msindo ku-AI ihumusha kuma-oda amaningi kanye nokubonakala kwezohwebo.
Okufanele ukubheke kusukela manje
Inselele enkulu ukubulawa: ukukala umthamo ngezidingo zesivinini kanye nokunqoba ukushoda kwe-chip nokuhlinzeka wemishini. Inkampani ithi indlela yayo yokusebenza ivumela ukuthi isebenzise kangcono ihadiwe yayo futhi isheshise ukuqalisa.
Ngasohlangothini lwezohwebo, abaphathi balindele izinkontileka ezintsha zezigidi zamadola ezinyangeni ezizayo, okuzokwandisa ibhuku loku-oda libe ngaphezu kwama-euro ayizigidi eziyizinkulungwane ezingama-500.000. Uma kungenzeka, bebezoqinisa isiqondiso sokukhula eminyakeni eminingana ezayo.
Kubatshalizimali, inhlanganisela yokugeleza kwe-oda, izabelo, nokubonakala kungqalasizinda ye-AI kwenza i-Oracle ibe umdlali ozoyibukela eduze. Imakethe, nokho, izobe ibukele kusukela manje kuqhubeke. ukusimama kombuthano kanye nesivinini sokuqashelwa kwemali engenayo uma kuqhathaniswa nenani eliphakeme lokulindelwe.
Isithombe esisishiya kuleli sonto sicacile: ukusunduza kwe-AI yefu, izinkontileka ezinkulu kanye noguquko lwebhizinisi kuholele uLarry Ellison ukuba abe phezulu ohlwini lwengcebo yomhlaba wonke, okusekelwa izibalo zamarekhodi kanye nesidingo esingapheli.
Umbhali oshisekayo ngomhlaba wamabhayithi nobuchwepheshe ngokujwayelekile. Ngiyathanda ukwabelana ngolwazi lwami ngokubhala, futhi yilokho engizokwenza kule bhulogi, ngikubonise zonke izinto ezithakazelisayo kakhulu ngamagajethi, isofthiwe, ihadiwe, izitayela zobuchwepheshe, nokuningi. Inhloso yami ukukusiza ukuthi uzulazule emhlabeni wedijithali ngendlela elula nejabulisayo.