Oracle裁了21000人，CEO说得很直白：省下的钱用来买GPU

from Marisa Wu · AI Strategy · host Marisa Wu

6月22日，Oracle在年度财报里写了一句话，在全球科技圈引发了震动："AI技术在我们运营中的应用，已经导致，并可能继续导致员工数量的减少。"这不是一个道歉，也不是一个预警——是一个财务事实的陈述。过去一年，Oracle裁了21000人，同期资本开支从212亿美元涨到557亿美元，几乎全部流向AI数据中心。这件事之所以让人震动，不只是因为21000这个数字，而是因为Oracle是第一家在正式SEC申报文件里，把"AI"直接写进裁员原因的大公司。它说出了其他公司不敢说的话。而这场用人换GPU的交易，在科技行业已经不是第一家了。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Jun 24, 2026

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Oracle裁了21000人，CEO说得很直白：省下的钱用来买GPU

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