恭迎赵公明
04-30 16:37
$甲骨文(ORCL)$
今晚应该是绿的。如果是一根5%的绿柱，那就更完美了，说明主力是一个画柱高手，这几天也拿走了不少筹码，看他心情了。
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不做暴富的梦
04-30 17:22
不做暴富的梦
美国财经评论人Ed Zitron撰文表示，自2025年1月高调发布至今，"星际之门"的核心项目——德克萨斯州阿比林（Abilene）数据中心园区——仅有两栋建筑投入运营并产生收入，距原定于2025年底完成1.2GW全部容量的目标差距悬殊。其他多个数据中心据称尚处于空地或少量钢梁阶段。知情人士告诉Zitron，阿比林园区最早也要到2027年4月之后才能完工，而其余项目极有可能拖至2029年初之后。
在财务层面，甲骨文正以巨额债务豪赌这一项目。据彭博此前报道，甲骨文为威斯康星州和Shackelford园区举借的债务已超过380亿美元，创下同类交易规模纪录，且通过"项目融资"结构移至表外。甲骨文上季度经营现金流录得负247亿美元。与此同时，据The Information报道，唯一租户OpenAI预计到2028年底前累计亏损逾1670亿美元，其支付能力存在根本性疑问。
Zitron在文章中直言
不做暴富的梦
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恭迎赵公明
:
不 兄弟coding是指的编程能力而不是模型。我想说的是gpt在编程能力并没有领先于Claude，只能算第二。但是综合模型实力是第一
恭迎赵公明
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不做暴富的梦
:
不管coding和gemini，这是模型，，他们都是需要算力的呀，，，
不做暴富的梦
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恭迎赵公明
:
倒也是 gpt在to c这边问题应该不大。现在就是to b的coding功能并不是很强 期待下一步发展
恭迎赵公明
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不做暴富的梦
:
一个是定制，一个是广泛，还是有区别的
Coding Plan更适合追求高性价比、多模型自由切换及开箱即用的开发者，尤其在处理复杂任务时成本优势显著；Gemini则适合已有集成方案或偏好单一模型的用户。
恭迎赵公明
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不做暴富的梦
:
看市场份额。技术领先，不代表市场好，有时候也存在劣币驱逐良币的现象
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恭迎赵公明
04-30 18:39
恭迎赵公明
工程方，已经拿到 165亿美元的融资。承租方，甲骨文，已经弄到目前最大的债券融资，还有一点股权融资没弄好，当初我是最担心债券融资失败，现在还好，给予的债券评级是bb。使用方，openai，这是它很重要的算力提供，如果没有这个星际之门，那么它就会G，其他投资openai的公司，也会承受巨大亏损。目前ai在美盈利是能跑通的，已经有很多很多公司证明了。所以得我判断是，就算目前openai亏损，投资方也不会轻易的放弃。mate已经下定决心还在扩大资本支出，显示了这一点，算力的投入，起点就是1000亿，没有这个投入，高速公路是建不起来的，跑通了就收高速费了，还有就是未履约合同金额与投入资金比，甲骨文是最少的，具体多少不记得了，还有，现在甲骨文有公司是给提供gpu的，甲骨文不需要买，它只搭建平台。怎么说呢，我嘎嘎嘎嘎看好，如果甲骨文不能跑通算力中心，我觉得美国很难有公司能跑通。。。
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Zitron撰文表示，自2025年1月高调发布至今，\"星际之门\"的核心项目——德克萨斯州阿比林（Abilene）数据中心园区——仅有两栋建筑投入运营并产生收入，距原定于2025年底完成1.2GW全部容量的目标差距悬殊。其他多个数据中心据称尚处于空地或少量钢梁阶段。知情人士告诉Zitron，阿比林园区最早也要到2027年4月之后才能完工，而其余项目极有可能拖至2029年初之后。 \n<br>\n<br>\n<br>\n在财务层面，甲骨文正以巨额债务豪赌这一项目。据彭博此前报道，甲骨文为威斯康星州和Shackelford园区举借的债务已超过380亿美元，创下同类交易规模纪录，且通过\"项目融资\"结构移至表外。甲骨文上季度经营现金流录得负247亿美元。与此同时，据The Information报道，唯一租户OpenAI预计到2028年底前累计亏损逾1670亿美元，其支付能力存在根本性疑问。 \n<br>\n<br>\n<br>\nZitron在文章中直言","text":"美国财经评论人Ed Zitron撰文表示，自2025年1月高调发布至今，\"星际之门\"的核心项目——德克萨斯州阿比林（Abilene）数据中心园区——仅有两栋建筑投入运营并产生收入，距原定于2025年底完成1.2GW全部容量的目标差距悬殊。其他多个数据中心据称尚处于空地或少量钢梁阶段。知情人士告诉Zitron，阿比林园区最早也要到2027年4月之后才能完工，而其余项目极有可能拖至2029年初之后。 \n<br>\n<br>\n<br>\n在财务层面，甲骨文正以巨额债务豪赌这一项目。据彭博此前报道，甲骨文为威斯康星州和Shackelford园区举借的债务已超过380亿美元，创下同类交易规模纪录，且通过\"项目融资\"结构移至表外。甲骨文上季度经营现金流录得负247亿美元。与此同时，据The Information报道，唯一租户OpenAI预计到2028年底前累计亏损逾1670亿美元，其支付能力存在根本性疑问。 \n<br>\n<br>\n<br>\nZitron在文章中直言","html":"美国财经评论人Ed 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gpt在to c这边问题应该不大。现在就是to b的coding功能并不是很强 期待下一步发展","text":"倒也是 gpt在to c这边问题应该不大。现在就是to b的coding功能并不是很强 期待下一步发展","html":"倒也是 gpt在to c这边问题应该不大。现在就是to b的coding功能并不是很强 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在财务层面，甲骨文正以巨额债务豪赌这一项目。据彭博此前报道，甲骨文为威斯康星州和Shackelford园区举借的债务已超过380亿美元，创下同类交易规模纪录，且通过"项目融资"结构移至表外。甲骨文上季度经营现金流录得负247亿美元。与此同时，据The Information报道，唯一租户OpenAI预计到2028年底前累计亏损逾1670亿美元，其支付能力存在根本性疑问。
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