$应用光电(AAOI)$ $Arista Networks(ANET)$
老拉里说Oracle 要扩建现有66个数据中心，为了满足客户需求不得不新建100个数据中心。接下来几个星期要宣布大订单。
一个Oracle都如此大的量，$应用光电(AAOI)$ 是Oracle的一供。
The demand for Oracle's Cloud Infrastructure and Generative AI is consistently increasing quarter after quarter. Oracle's total remaining performance obligations, or RPO, has now reached $65 billion, slightly more than our annual revenue. In response to this sharply increasing demand, Oracle is in the process of expanding 66 of our existing cloud data centers and building 100 new cloud data centers. We have to build 100 additional cloud data centers because there are billions of dollars more in contracted demand than we currently can supply. Cloud Infrastructure demand is huge and growing at an unprecedented rate. In the next few weeks, we expect to sign a couple more billion dollar Cloud Infrastructure contracts.

Oracle 会不会把安培cpu的下一代代工从$台积电(TSM)$ 切换到$英特尔(INTC)$ 18A？

财报后经常大波动是因为华尔街和程序化交易极度敏感；而真正能够给这几个大公司长期定价的是熟悉产业的“硅谷有钱人”！$甲骨文(ORCL)$ $微软(MSFT)$

$甲骨文(ORCL)$ Saas +database+oci
三个增长引擎，传统database重新开始增长了，Exadata 上云速度也在加快。
这一切都是好的症状！
Database subscription revenues, which includes database license support, were up 4%, highlighted by Exadata database cloud services revenue, which was up 40%, and autonomous database up 26%. Very importantly, as on-premise databases migrate to the cloud, we expect these cloud database services will be the third leg of revenue growth alongside strategic SaaS and Gen 2 OCI.

In the next few months, we will turn on 20 new Oracle cloud data centers, co-located with and connected to Microsoft Azure as a part of our joint multi-cloud initiative. These 20 new multi-cloud data centers will house over 2,000 full racks of Exadata database machines designed to meet pent-up demand for the Oracle cloud database. We're able to build new data centers rapidly and operate them inexpensively because all of our data centers are architecturally identical, highly automated, with an identical high-performance RDMA network, autonomous services, and applications. Oracle cloud data centers vary only by scale.$Arista Networks(ANET)$ $英伟达(NVDA)$ 网络技术架构思想早期来自于rdma，所以Oracle很懂AI计算架构

$甲骨文(ORCL)$ 甲骨文oci的架构比较新所以对大客户用起来比较便宜，因为有sun的技术传承，所以也是AI集群优化比较好的供应商
Our financial results reflect that customers have figured out that by moving to OCI, they really can get more while paying less. On top of that, we are now the default choice for AI workloads given our unique differentiation and price performance capabilities.

进入降息通道的话，更有性价比的票也会更多吧

周五已经建仓！

本地部署服务器的客户逐渐上云了，一增一减好像没对oracle起到增量作用