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AI基础设施迎市场压力测试！OpenAI相关数据中心拟发380亿美元债_蜘蛛资讯网

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VGO.US)及AMD(AMD.US)等计算能力供应协议。甲骨文上周上调长期营收指引，预期到本世纪末营收将达2250亿美元、复合增速超30%，但未就资本开支给出2026年以后的规划。美银测算，未来七年甲骨文累计资本开支或需2060亿美元，而同期营收合计约3170亿美元。此外，媒体披露，甲骨文与OpenAI上月签署的云计算协议规模达3000亿美元，约占甲骨文4550亿美元“履约义务”积压订单的65%

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