Oracle akciju kritums un ba\u017eas par AI burbuli<\/p>\n
Glob\u0101lie tirgi nesp\u0113ja saglab\u0101t entuziasmu, ko izrais\u012bja Feder\u0101lo rezervju sist\u0113mas procentu likmju samazin\u0101jums tre\u0161dien, jo atdz\u012bvoj\u0101s ba\u017eas par m\u0101ksl\u012bg\u0101 intelekta (MI) burbu\u013ca pl\u012b\u0161anu. M\u0101ko\u0146skait\u013co\u0161anas giganta Oracle neiepriecino\u0161ie rezult\u0101ti negat\u012bvi ietekm\u0113ja pla\u0161\u0101kas tehnolo\u0123iju akciju tirgus, Nasdaq 100 fj\u016b\u010deriem samazinoties par aptuveni 1% pirms \u0145ujorkas tirdzniec\u012bbas s\u0101kuma. S&P 500 fj\u016b\u010deri atsl\u0101ba par 0,79%, bet Dow Jones fj\u016b\u010deri \u2013 par 0,44%. \u0100zijas tirgi kopum\u0101 krit\u0101s, bet Eiropa atv\u0113ra zem\u0101k. Aptuveni taj\u0101 pa\u0161\u0101 laik\u0101 Oracle akcijas pirms tirgus tirdzniec\u012bb\u0101 krit\u0101s par 11,83%, jo investori k\u013cuva arvien skeptisk\u0101ki par uz\u0146\u0113muma biznesa perspekt\u012bv\u0101m.<\/p>\n
Oracle finan\u0161u rezult\u0101ti un n\u0101kotnes invest\u012bcijas<\/p>\n
Oracle tre\u0161dien pazi\u0146oja par iev\u0113rojam\u0101m kapit\u0101laj\u0101m izmaks\u0101m, vienlaikus nepildot pe\u013c\u0146as un ie\u0146\u0113mumu prognozes, kas atjaunoja ba\u017eas par neizb\u0113gamu MI burbu\u013ca pl\u012b\u0161anu. T\u0101 k\u0101 entuziasms par \u0161o tehnolo\u0123iju ir izrais\u012bjis uz\u0146\u0113mumu v\u0113rt\u012bbu debes\u012bs, anal\u012bti\u0137i ir noraiz\u0113ju\u0161ies, ka ir gaid\u0101ma korekcija, jo biznesa pamati nesp\u0113j tikt l\u012bdzi. Oracle ceturksn\u012b l\u012bdz novembrim ie\u0146\u0113ma 16,06 miljardus USD (13,74 miljardus EUR) ie\u0146\u0113mumu, kas ir par 14% vair\u0101k nek\u0101 iepriek\u0161\u0113j\u0101 gad\u0101, tom\u0113r tas bija zem anal\u012bti\u0137u prognoz\u0113tajiem 16,21 miljardiem USD (13,86 miljardiem EUR). T\u012br\u0101 pe\u013c\u0146a sasniedza 6,14 miljardus USD (5,25 miljardus EUR), kas ir dramatisks 95% pieaugums, ko veicin\u0101ja 2,7 miljardu USD (2,3 miljardu EUR) ie\u0146\u0113mumi pirms nodok\u013ciem no Oracle Ampere mikrosh\u0113mu uz\u0146\u0113muma p\u0101rdo\u0161anas SoftBank. Uz\u0146\u0113mums ar\u012b nor\u0101d\u012bja, ka pilna gada ie\u0146\u0113mumi paliks nemain\u012bgi attiec\u012bb\u0101 pret iepriek\u0161\u0113jo prognozi 67 miljardu USD (57,29 miljardu EUR) apm\u0113r\u0101.<\/p>\n
Investoru ba\u017eas par par\u0101diem un MI infrastrukt\u016bru<\/p>\n
Neskatoties uz to, investori piev\u0113rsa uzman\u012bbu uz\u0146\u0113muma par\u0101diem, kas palielin\u0101ju\u0161ies p\u0113d\u0113jos m\u0113ne\u0161os veicot pla\u0161us oblig\u0101ciju p\u0101rdo\u0161anas dar\u012bjumus, un izdevumiem ilgtermi\u0146a akt\u012bvos. Kapit\u0101l\u0101s izmaksas 2026. finan\u0161u gadam tagad paredz\u0113tas par 40% augst\u0101kas nek\u0101 s\u0101kotn\u0113ji prognoz\u0113ts, kopum\u0101 sasniedzot aptuveni 50 miljardus USD (42,75 miljardus EUR). Cits satrauco\u0161s r\u0101d\u012bt\u0101js ir ie\u0146\u0113mumi no Oracle m\u0101ko\u0146dato\u0161anas infrastrukt\u016bras biznesa, kas bija zem\u0101ki par gaid\u012bto \u2013 4,1 miljards USD (3,5 miljardi EUR). Liela da\u013ca uz\u0146\u0113muma kapit\u0101lo izmaksu paredz\u0113ta datu centru celtniec\u012bbai, lai nodro\u0161in\u0101tu MI darb\u012bbu klientiem, piem\u0113ram, OpenAI. Tom\u0113r investori ba\u017e\u012bjas, ka uz\u0146\u0113mums var\u0113tu ieguld\u012bt p\u0101r\u0101k daudz l\u012bdzek\u013cu \u0161aur\u0101, augsta riska strat\u0113\u0123ij\u0101. Tas ir \u012bpa\u0161i svar\u012bgi, \u0146emot v\u0113r\u0101, ka OpenAI saskaras ar pieaugo\u0161u konkurenci no uz\u0146\u0113mumiem k\u0101 Google. Sal\u012bdzinot ar konkurentiem k\u0101 Amazon un Microsoft, Oracle kav\u0113j\u0101s ar fokusa mai\u0146u no biznesa programmat\u016bras uz m\u0101ko\u0146dato\u0161anu, un anal\u012bti\u0137i tagad br\u012bdina, ka uz\u0146\u0113mums var\u0113tu zaud\u0113t, ja nesp\u0113s diversific\u0113t ie\u0146\u0113mumu avotus.<\/p>\n
MI tirgus noska\u0146ojuma mai\u0146a un riski<\/p>\n
Negat\u012bv\u0101 attieksme pret Oracle atspogu\u013co pla\u0161\u0101kas izmai\u0146as tirgus noska\u0146ojum\u0101 attiec\u012bb\u0101 uz MI. Septembr\u012b uz\u0146\u0113muma akcijas strauji pieauga p\u0113c tam, kad OpenAI pazi\u0146oja, ka ir vienojies par 300 miljardu USD (256,53 miljardu EUR) apr\u0113\u0137inu jaudas ieg\u0101di no Oracle piecu gadu laik\u0101. Tas \u012bslaic\u012bgi padar\u012bja Oracle priek\u0161s\u0113d\u0113t\u0101ju Leriju Elisonu par pasaules bag\u0101t\u0101ko cilv\u0113ku. Kop\u0161 \u0161\u012b augst\u0101k\u0101 punkta uz\u0146\u0113muma akcijas zaud\u0113ju\u0161as 40% savas v\u0113rt\u012bbas, jo investori s\u0101k apzin\u0101ties tirgus korekcijas riskus. Anal\u012bti\u0137i ir \u012bpa\u0161i br\u012bdin\u0101ju\u0161i par t\u0101 saukto *cirkul\u0101ro finans\u0113jumu*, kur nauda tiek ieguld\u012bta cilp\u0101 starp saist\u012bt\u0101m pus\u0113m. Citviet tehnolo\u0123iju pasaul\u0113 Nvidia akcijas pirms tirgus tirdzniec\u012bb\u0101 krit\u0101s par 1,58%, savuk\u0101rt CoreWeave piedz\u012bvoja 3,27% kritumu.<\/p>\n","protected":false},"excerpt":{"rendered":"Oracle akciju kritums un ba\u017eas par AI burbuli Glob\u0101lie tirgi nesp\u0113ja saglab\u0101t entuziasmu, ko izrais\u012bja Feder\u0101lo rezervju sist\u0113mas…\n","protected":false},"author":2,"featured_media":72912,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,18538,35,39,38,36,37,34,40,87,14665,80,18537],"class_list":{"0":"post-72911","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-bizness","9":"tag-business","10":"tag-kapitalas-izmaksas","11":"tag-latvia","12":"tag-latvian","13":"tag-latviesu","14":"tag-latviesu-valoda","15":"tag-latviesuvaloda","16":"tag-latvija","17":"tag-lv","18":"tag-maksligais-intelekts","19":"tag-mi-burbulis","20":"tag-oracle","21":"tag-tehnologiju-akcijas"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115710363172074036","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/72911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=72911"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/72911\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/72912"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=72911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=72911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=72911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}