EPISODE · Mar 14, 2026 · 2 MIN
甲骨文的「防御性反攻」：当数据库资产成为 AI 时代的终极杠杆
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甲骨文的「防御性反攻」：当数据库资产成为 AI 时代的终极杠杆：埃里森（Larry Ellison）在 2026 财年第三季度财报会议上的语调，透着一种老派硅谷巨头久违的松弛感。在 Oracle 业绩远超预期、OCI（甲骨文云基础设施）营收加速增长的背后，不仅仅是简单的算力堆砌，而是一场蓄谋已久、以退为…
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甲骨文的「防御性反攻」：当数据库资产成为 AI 时代的终极杠杆
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