近日，甲骨文公司（Oracle）宣布了一项高达1500亿美元的长期数据中心租赁计划，引发业界广泛关注。这一巨额投资并非一次性支出，而是未来多年内用于租用云基础设施和数据中心空间的累计承诺，旨在加速其云业务扩张，尤其是在全球竞争激烈的云计算市场中追赶亚马逊AWS、微软Azure和谷歌云等巨头。甲骨文近年来大力推动其第二代云基础设施（OCI），强调高性能、低延迟和安全性，特别聚焦于数据库、企业应用和人工智能工作负载。通过大规模租赁而非自建数据中心，甲骨文可更灵活地快速部署资源，降低资本开支，并将重点放在核心技术与客户服务上。此举也被视为其向‘云优先’战略转型的关键一步。值得注意的是，1500亿美元是合同总价值的估算上限，实际支出将根据业务增长和客户需求逐步释放。总体而言，这一举措凸显了甲骨文对云计算未来的坚定信心，也预示着全球数据中心市场的进一步升温。
Recently, Oracle Corporation announced a massive $150 billion long-term data center leasing plan, drawing significant attention across the tech industry. This enormous commitment is not a one-time expenditure but rather a projected cumulative investment over the coming years to lease cloud infrastructure and data center space. The move aims to accelerate Oracle’s cloud business expansion as it competes with major players like Amazon AWS, Microsoft Azure, and Google Cloud in the fiercely competitive global cloud market. In recent years, Oracle has heavily promoted its second-generation cloud infrastructure (OCI), emphasizing high performance, low latency, and security—particularly for database, enterprise applications, and AI workloads. By opting for large-scale leasing instead of building its own facilities, Oracle gains greater flexibility to deploy resources quickly, reduce capital expenditures, and focus on core technologies and customer service. This strategy marks a critical step in Oracle’s shift toward a ‘cloud-first’ approach. It’s worth noting that the $150 billion figure represents an upper-bound estimate of total contractual value, with actual spending phased in gradually based on business growth and customer demand. Overall, this bold move underscores Oracle’s strong confidence in the future of cloud computing and signals further intensification in the global data center market.
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