- I-Oracle iqala ukudilizwa emhlabeni jikelele kumayunithi amafu; I-India kubikwa ukuthi ithinteke kakhulu ngenkathi isamba singadalulwanga.
- Amaqembu ahilelekile ahlanganisa i-OCI Enterprise Engineering, i-Fusion ERP, imisebenzi yesikhungo sedatha, ukuphathwa kwephrojekthi ye-AI/ML kanye neqembu elibanzi le-OCI AI.
- Ukwehliswa kuhambisana nokulawulwa kwezindleko phakathi kwezindleko ezinkulu zengqalasizinda ye-AI; ukuqashwa kuyaqhubeka ezikhungweni zedatha ye-AI.
- Okuqukethwe kufaka phakathi isivumelwano se-OpenAI esibikiwe, iwina nge-TikTok/Temu, nokukhula okuqinile kwe-OCI emiphumeleni yakamuva.
I-Oracle isiqalile olunye umjikelezo wokunciphisa imisebenzi ngaphakathi kwenhlangano yayo yamafu, ngemibiko eminingi echaza inani elikhulu lezindima ezisusiwe ezifundeni eziningana. Ububanzi busaqala, kodwa imithombo ithi izaziso zithunyelwe kubasebenzi emaqenjini agxile kumafu abalulekile kanye ne-AI.
Kubikwa ukuthi i-India ithinteke kakhulu , kanye ne-United States, futhi abasebenzi bakwamanye amazwe banemihlangano yabaphathi ehlelelwe kamuva kuleli sonto—izimpawu zokuthi kungase kulandele ezinye izinyathelo zasendaweni. Nakuba inkampani ingakadalulanga inani eliphelele, abasebenzi abathintekile batshelwe ukuthi izikhundla zabo zisusiwe.
Ububanzi, isikhathi kanye nalapho ukusikeka kuhlala khona
Ngokusho kwe -Data Center Dynamics nezinye izitolo, ukuncishiswa kugxile ku-Oracle Cloud Infrastructure (OCI) kanye nemisebenzi eseduze. Izisebenzi e-US naseNdiya beziphakathi kwabokuqala abaziswa, kanti ezinye izifunda zilindele izibuyekezo kamuva kuleli sonto.
Abantu abajwayelene nalolu daba bachaza lesi senzo njengesiwumhlaba wonke kodwa esiqondiswe ngqo , becaphuna inhlanganisela yezinqumo ezihlobene nokusebenza kanye nezinyathelo zokuhlela kabusha. Ukuxhumana nabasebenzi kubonise ukuthi inkampani ihlela kabusha izinsiza ukuze ihambisane nezinto eziza kuqala kuyo.
Ukusabela kwemakethe kuye kwancishiswa : Amasheya e-Oracle akhuphuke kakhulu cishe ngenxa yomfutho wefu, ngisho noma inkampani ilawula izindleko zokusekela ukutshalwa kwezimali okukhulu kwengqalasizinda ye-AI , njengoba kubikwe yiBloomberg.
I-Oracle ayizange inikeze izibalo ezisemthethweni zalo mjikelezo, futhi izicelo zokuphawula bezilindile ngesikhathi sokushicilela. Ihlala i-una situación en desarrollo con actualizaciones adicionales esperadas a medida que se consolidan los planes regionales.
Amaqembu athintekile kanye nesimongo samasu ngemuva kokusikeka
Imibiko ikhombisa ukuthi ukuncishiswa kwale misebenzi kuhlanganisa amaqembu amaningana: i-OCI Enterprise Engineering, ithimba le-Fusion ERP, imisebenzi yesikhungo sedatha kanye nezindima zokuthembeka kwesayithi , abaphathi bamaphrojekthi obuchwepheshe abasekela umsebenzi we-AI/ML, kanye nenhlangano ebanzi ye-OCI AI.
Ngisho noma lezi zindima zisuswa, imithombo ithi inkampani iqasha ngokuzimisela ukwandisa isikhungo sedatha se-AI , okuphakamisa ukuhlelwa kabusha kwemali esikhundleni sokuhoxa efwini. Ezinye izinto ezisukayo zihlobene nokucatshangelwa kokusebenza , kodwa ingqikithi eyinhloko ukushintsha inani labantu liye engqalasizinda ye-AI ebaluleke kakhulu.
Isimo se-AI se-Oracle sisekelwe yizibopho ezinkulu zamakhasimende. Imibiko eminingi ichaza i-OpenAI ngokuthola amandla amakhulu ahlobene nomzamo wayo we-"Stargate" - ohilela cishe i- 4.5 GW yamandla esikhungo sedatha kanye nezinhlelo zengqalasizinda ezikude - kuyilapho ukumbozwa okuhlukile kubhekisele esivumelwaneni esilinganiselwa ku-$30 billion ngonyaka . Imigomo ayizange ichazwe ngokusemthethweni yizinkampani.
Ngale kwe-OpenAI, i-Oracle iwine ama-cloud nge- TikTok kanye ne-Temu , iqinisa ukusetshenziswa kwepulatifomu yayo yengqalasizinda futhi isiza ukukhula kwe-OCI yenkampani.
Imiphumela yakamuva iqokomisa ukubaluleka kwebhizinisi kwalezi zindawo: I-Oracle ibike ukuthi imali engenayo yama-dollar ayizigidi eziyizinkulungwane ezingu-15.9 ngekota , kanti imali engenayo yamafu iyonke ikhuphuke ngo-27% yaya ku- $6.7 billion , kanti imali engenayo ye-OCI ikhuphuke ngo-52% yaya ku- $3 billion . Lokho kusiza ukuchaza ukuthi kungani inkampani ifuna ukuzithiba kwezindleko ngenkathi ikhulisa umthamo we-AI.
