🤖 AI Summary
Larry Ellisonの資産が一年前から大きく減少し、今や世界第8位に位置している。この変動は約2ヶ月で起こり、エヌビディアCEOのジェイソン・ハウングを追い抜かれることとなった。
Ellisonの資産は1040億ドル減少し、現在1926億ドルと評価されている。Oracle株価は最高時の約250ドルから7月末に約115ドルまで急落したが、その後若干回復している。 Oracleは巨額の投資計画を明らかにし、借入金や株式発行による400億ドルの資金調達を予定している。
Oracleの経済的状況への懸念は、市場価値の大幅な低下（最高時から約4430億ドル減少）と増大するAIインフラストラクチャ事業による財政負担に関わっている。アリババやアナザピークなどAI関連企業との契約の大部分が未確定であることが指摘されている。
投資家は、メガキャップテック企業が需要に対応するため過度な投資を引き受ける可能性があるとして懸念している。 Oracleの背後支持金額は6380億ドルに達し、その半分以上がOpenAIに関連しているという指摘もある。
これらの問題により、Wall StreetはOracleの投融資計画について慎重な見方を示しており、同社の財政状況がAI事業の拡大と共に悪化する可能性があると警告している。
Less than a year ago he was the #1 richest man in the world. 10 weeks ago he was #2. But yesterday Larry Ellison dropped to #8, Forbes reports, falling behind Nvidia CEO Jensen Huang.
Ellison's net worth is now estimated at just $192.6 billion — after a $104 billion decline:
Shares of Oracle plunged roughly 54% between hitting a high of just over $250 on June 1 to a low of $114.50 on July 28, though the stock rebounded slightly to $150.52 as of Friday.
A decline followed Oracle telling investors it expected to raise $40 billion through debt and equity financing, with capital expenditures surging 162% to $55.7 billion and spending expected to top $95 billion by fiscal 2027. Jacob Bourne, an analyst at eMarketer, told Reuters there are broader concerns about how Oracle would fund its capital spending to match its revenue projections, and Bank of America analysts separately flagged in a note cautioning that more than 50% of Oracle's remaining performance obligation comes from OpenAI. Melius Research analysts wrote last month that Oracle's spending plans may not hold if OpenAI or Anthropic demands more computing capacity. S&P Global also downgraded Oracle's credit rating in July, arguing the firm's "rapidly expanding" AI infrastructure business could pay off, but may be too expensive and could weaken Oracle's financial position in the meantime.
$443 billion. That's how much Oracle's market valuation has dropped since peaking at $877.1 billion in September, hitting $433.5 billion as of Friday... Oracle, once viewed as a potential winner of the booming AI infrastructure buildout, has since raised concerns among investors who appear to view the firm as taking on too much financial risk to fund its projects. Wall Street has cautioned that mega-cap tech firms may be taking on too much spending to match growing demand for AI products, with firms like Amazon expecting to spend more than $200 billion. Oracle's backlog has exploded to $638 billion, but more than half is reportedly associated with OpenAI, and some analysts have cautioned that most of those funds may not be guaranteed.
Read more of this story at Slashdot.
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