According to foreign media reports, Oracle (ORCL.US) plans to purchase billions of dollars worth of NVIDIA (NVDA.US) chips to rent out as a cloud service provider to clients such as OpenAI. Following this news, Oracle's stock price has recently fallen by over 4%.
The report cites internal documents stating that for the quarter ending in August, Oracle's sales from its NVIDIA cloud business amounted to $900 million, with a gross margin of only 14%, far below its overall gross margin of about 70%. The report further states that due to the high prices of NVIDIA chips, Oracle is adopting an aggressive low-price strategy in its artificial intelligence chip rental business, which may pressure its profit margins

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According to foreign media reports, Oracle plans to purchase billions of dollars worth of NVIDIA chips to rent as cloud services to clients such as OpenAI. As a result of this news, Oracle's stock price fell by more than 4%. Internal documents show that Oracle's NVIDIA cloud business had sales of $900 million as of August, with a gross margin of only 14%, far below the overall gross margin of 70%. Due to the high cost of NVIDIA chips, Oracle has adopted a low-price strategy in its artificial intelligence chip rental business, which may compress profit margins

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Reports question the feasibility of Oracle's plan to purchase chips from NVIDIA, causing the former's stock price to drop over 4%

报道质疑甲骨文向英伟达购买晶片计划可行性 前者股价跌逾 4%

报道质疑甲骨文向英伟达购买晶片计划可行性前者股价跌逾 4%