ORCL OpenAI 和软银集团在川普的要求下达成一个天价的协议，这就是ORCL CEO吹牛的来源

[Crocodile]

OpenAI, Oracle, and SoftBank are partners in the "Stargate" project, a joint venture to invest up to $500 billion over four years in building AI infrastructure, including data centers, within the United States. SoftBank leads the financing, OpenAI manages operations and trains the AI models, while Oracle provides cloud services and data center capacity for the initiative。

其实孙正义是在吹牛，不会真的拿出这么多钱来投资美国，投资美国的data center.

不过这样ORCL 就不算吹牛，被告了可以说孙正义赖账

[gambitnyc]

几年来的就业报告联邦劳工局都能瞎吹。关税贸易协议川普都能瞎吹。Oracle把backlog吹成deferred revenue根本不算啥。1990年代Oracle 就曾因为aggressive accounting重做过财务报表。

[zy2024]

下次选举没几天了
这些人要在这之前把口袋装满，哪管身后洪水滔天

[赖美豪中]

softbank想拿也没有钱，吧mou吹成backlog这是会被告的没底裤得，mou连废纸都算不上，比如上一届聚聚签的几个t得mou实现率不到3%

OpenAI, Oracle, and SoftBank are partners in the "Stargate" project, a joint venture to invest up to $500 billion over four years in building AI infrastructure, including data centers, within the United States. SoftBank leads the financing, OpenAI manages operations and trains the AI models, while Oracle provides cloud services and data center capacity for the initiative。

其实孙正义是在吹牛，不会真的拿出这么多钱来投资美国，投资美国的data center.

不过这样ORCL 就不算吹牛，被告了可以说孙正义赖账

[fuqiang]

softbank想拿也没有钱，吧mou吹成backlog这是会被告的没底裤得，mou连废纸都算不上，比如上一届聚聚签的几个t得mou实现率不到3%

你如此犀利，众人都醉，独醒，怎么赚钱？市场都是先相信，然后下次er兑现。我让你nvda 165抄底，你等150. 真到了150，估计你看120.

[Mountainlion]

已经涨了31%，确实有crazy。
今天是不是应该上下反复几次