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格隆汇 on MSN1 天
AI数据库时代，谁能成为中国版Oracle？
近日，OpenAI与甲骨文签署的巨额算力合作协议引发全球市场关注。该笔订单规模据称高达数百亿美元，直接推动甲骨文股价单日涨幅超30%，其创始人拉里·埃里森也一度重登全球首富宝座。
The bottom line: We are raising our fair value estimate for wide-moat Oracle to $330, from $205, after incorporating a ...
Although Oracle Database still plays a dominant role in handling some of the world’s most mission-critical data workflows for financial institutions and government agencies, the company’s influence in ...
MongoDB, Inc. ( NASDAQ: MDB) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 10:30 AM EDT ...
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