$ORCL · The Motley Fool · 2026-10-28
Oracle 转向不依赖特定芯片是有利的：芯片稀缺意味着依赖单一供应商会拖慢数据中心建设，而 Oracle 的优势在于速度和积压订单的交付。这一转变扩大了客户群，降低了对任何单一供应商的依赖，并加深了与 OpenAI 的关系——后者占其积压订单的一半。
逐段跳播
当 Oracle 开始大规模建设 AI 时，它原本会是一家只用 Nvidia 的店，而 OpenAI 会成为它最大的客户。但 Lou，我们昨天得知，Oracle 现在无论你造的是哪种芯片，都愿意合作。
听起来他们将会搭载 Google 的 TPU、OpenAI 的 Jalapeno 芯片。对于全球最大的云基础设施公司之一来说，这似乎是一个相当大的转变。
When Oracle started on its massive AI buildout, it was going to be an Nvidia shop and OpenAI was going to be its biggest customer. But Lou, we learned yesterday that Oracle is now open for business, no matter what kind of chip you're making.
Sounds like they're going to be carrying Google's TPUs, OpenAI's Jalapeno chip. This seems like a pretty big shift for one of the biggest cloud infrastructure companies out there.
芯片不够分配。如果你只坚持用 Nvidia 芯片，那真的会限制你建设数据中心的速度。而 Oracle 的优势就在于能够快速建设数据中心，兑现大家都非常担心的那部分积压订单。我的意思是，不绑定特定芯片，会扩大他们的客户群。
就像你说的，这会降低他们对任何单一供应商的依赖。这也会加深他们与 OpenAI 的关系，而 OpenAI 占他们积压订单的一半。
There aren't enough chips to go around. If you're sticking to Nvidia chips, it really limits how fast you can build your data centers out. And Oracle's edge is being able to build their data centers fast, deliver on that backlog that everyone's so worried about.
Uh I mean being chip agnostic, it widens their customer pool. It like you said, it reduces their dependence on anyone supplier. It also deepens that relationship with Open AI, which is half of their backlog.
是的。Oracle，这也是 Oracle 已经采用的一种策略，就是我们刚刚谈到的这家公司，
Yeah. Oracle, this is a strategy that Oracle has also deployed a company that we just talked about,
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