CITIC Construction Investment: Oracle cloud orders surge, strong demand for AI computing power

Zhitong
2025.09.14 23:26

According to CITIC Construction Investment, Oracle's financial report shows that its cloud orders surged to USD 455 billion, more than quadrupling compared to the same period last year. The demand for computing power infrastructure from AI customers has significantly increased, driving revenue growth for both Oracle Cloud and Alibaba Cloud. CITIC Construction Investment recommends paying attention to the computing power infrastructure supply chain, especially the strong demand in the domestic and international AI computing power market. In addition, China Mobile has initiated a tender for hollow-core optical cables, indicating that domestic internet companies are accelerating the trial of new optical cable technologies to meet AI demands. The US and China will discuss economic and trade issues in Spain, and the Ministry of Commerce's investigation into US chip anti-dumping has also attracted attention

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