AI大厂，裁员数千人！_老虎社区_美港股上老虎

AI大厂，裁员数千人！

维科网电子工程03-12 10:06

W点击蓝字关注我们近日，据路透社、彭博社等多家权威媒体报道，老牌数据库软件巨头甲骨文（Oracle）正计划裁减数千个工作岗位，裁员将影响公司多个业务部门，最早可能于本月（2026年3月）开始实施。据悉，这并非一次普通的“滚动式”优化，知情人士透露，此次裁员规模预计将超过公司以往惯例，部分被裁撤的岗位，正是公司认为未来因AI发展而需求可能减少的类别。与此同时，甲骨文内部已宣布将重新审查其云部门的...

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关注我们近日，据路透社、彭博社等多家权威媒体报道，老牌数据库软件巨头甲骨文（Oracle）正计划裁减数千个工作岗位，裁员将影响公司多个业务部门，最早可能于本月（2026年3月）开始实施。据悉，这并非一次普通的“滚动式”优化，知情人士透露，此次裁员规模预计将超过公司以往惯例，部分被裁撤的岗位，正是公司认为未来因AI发展而需求可能减少的类别。与此同时，甲骨文内部已宣布将重新审查其云部门的大量开放职位，实质上进入了招聘冻结或放缓的状态。数据显示，截至2025年5月，甲骨文全球员工约16.2万人。该公司曾在去年9月披露，正推进史上最大规模的重组，相关成本可能高达16亿美元，其中包括遣散费用。一边是耗资千亿的AI基建狂潮，一边是数千员工的黯然离场，这场“冰与火之歌”，正是当下硅谷AI科技行业最真实的写照。裁员背后，是甲骨文近年来一场史无前例的战略转型——从传统数据库软件巨头，向AI云基础设施巨擘的激进跃进。在董事长拉里·埃里森的强力推动下，甲骨文展开了历史性的数据中心扩张计划，旨在为包括OpenAI在内的顶级AI客户提供海量算力。而这场豪赌的代价是惊人的。华尔街普遍预计，甲骨文在数据中心上的巨额资本支出，将在未来几年把公司的现金流推至负值，可能要到2030年前后，这些天量投资才开始产生回报。为了支撑现金流，甲骨文已于上个月表示，今年计划通过债务和股权融资筹集最多500亿美元。然而，市场的担忧情绪早已反映在股价上。自2025年9月的高点以来，甲骨文股价已跌超50%。美国跨国投资银行TD Cowen的数据显示，去年末，甲骨文五年期信用违约互换（CDS）价格飙升至三倍，反映出市场对其风险感知的急剧上升。更值得玩味的是，与裁员消息几乎同步传出的，是甲骨文与关键合作伙伴OpenAI的旗舰项目出现重大调整。据彭博社报道，双方已取消扩建位于美国得克萨斯州阿比林市的“星门”（Stargate）数据中心的计划。取消原因被归咎于融资谈判长期陷入僵局，以及OpenAI自身需求的变化。这无疑给甲骨文的AI算力供应商故事蒙上了一层阴影。要知道，与OpenAI高达3000亿美元的五年期合同，曾是支撑其股价和市值狂飙的核心叙事。TD Cowen曾估计，仅履行这笔交易就可能需要约300万颗GPU，意味着高达1560亿美元的资本支出。当最核心的合作伙伴也开始调整步伐，这场算力军备竞赛的残酷性，已远超所有人的想象。甲骨文的困境并非个例，它只是当前科技行业一个缩影。AI技术驱动的降本增效，以及为AI基础设施进行的天文数字级投入，正推动整个行业进行深刻的成本重构与业务重组。就在近期，微软在加大AI和数据中心支出的同时，裁员约1.5万人；金融科技公司Block宣布裁减近一半员工，其CEO直言AI正在大幅提升效率；Meta、戴尔等巨头也相继宣布了裁员计划。分析师指出，这波裁员潮的重要背景之一，正是企业试图在扩大AI投资与控制整体成本之间寻求艰难平衡。甲骨文的裁员事件敲响了警钟。AI算力军备竞赛已进入“深水区”，其资本密集程度远超以往任何一次技术浪潮。对于甲骨文而言，裁员是应对短期财务压力的无奈之举，但其长期成败，仍取决于那场豪赌能否成功——即能否在2030年前后，真正将巨资构建的算力设施，转化为稳定且丰厚的现金流。对于整个AI行业，未来的竞争将不仅是技术模型的比拼，更是资本耐力、运营效率和生态构建能力的综合较量。在AI赋能百业的同时，如何让AI投资本身成为一门“好生意”，是摆在所有玩家面前的核心课题。这或许就是AI时代的“第二十二条军规”：为了不被AI淘汰，你必须All in AI；而当你All in AI，却可能先被高昂的成本和残酷的资本游戏淘汰。·","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}