<p>人工智能（AI）基础设施资本支出加速的迹象持续涌现。昨晚，一家科技巨头的财报令投资者感到震惊，这推动了 AI 领军企业 <strong>英伟达</strong>（NVIDIA，NVDA 4.64%）的股价今天上涨。</p>
<p>今天早上，英伟达的股价上涨近 5%，截至东部时间上午 10:52，仍上涨 4.5%。<strong>甲骨文</strong> 在其 2026 财年第一季度发布的报告中提到的内容让投资者对英伟达的未来更加乐观。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI4OTUvYWktZGF0YS1jZW50ZXItYW5kLWNsb3VkLWltYWdlLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="376" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI4OTUvYWktZGF0YS1jZW50ZXItYW5kLWNsb3VkLWltYWdlLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达将继续受益于 AI 资本支出</h2>
<p>甲骨文表示，仅在第一季度就签署了几份数十亿美元的合同。这使得它在季度末的合同收入达到了 4550 亿美元，或称其为总剩余履约义务（RPOs）。这代表着同比增长 359%。</p>
<p>其中大部分预计将用于扩展 AI 技术的基础设施。甲骨文首席执行官萨夫拉·卡茨表示：“这是一个令人惊讶的季度——对甲骨文云基础设施的需求持续增长。” 她补充说，公司预计在接下来的几个月内将与几家额外的数十亿美元客户进一步增加其云服务。</p>
<p>所有这些计算基础设施将导致对英伟达及其他先进芯片公司的处理器支出。由于投资者担心 AI 支出增长可能放缓，英伟达的股价在过去一个月有所回落。但迹象继续表明对 AI 的投资正在加速。</p>
<p>甲骨文还指出它将如何获得投资回报。它预计云基础设施收入将从本财年的 180 亿美元飙升至 2030 年的 1440 亿美元。这对英伟达来说是另一个好兆头，因为大型科技公司正在寻求 AI 投资的回报。</p>
<p>随着这些销售增长的证据增加，对英伟达产品的支出将继续增长。这是英伟达股价将随之上涨的良好迹象。</p>

甲骨文

英伟达

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

<p>英伟达的股票在受到甲骨文强劲财报的推动后，涨幅接近 5%。甲骨文报告了数十亿美元的合同以及合同收入同比增长 359%，显示出对人工智能技术的强劲需求。甲骨文的首席执行官强调了对云服务显著增长的预期，这可能会推动英伟达处理器的销售。尽管近期对人工智能支出增长的担忧存在，但前景依然乐观，暗示随着对人工智能的投资扩大，英伟达的股票将持续增长</p>

<p>Signs of accelerating capital spending for artificial intelligence (AI) infrastructure continue to flow. One tech giant astounded investors with its earnings report last night, which is driving shares of AI leader <strong>Nvidia</strong>(NVDA 4.64%) higher today.</p>
<div class="lb-trans"><p>人工智能（AI）基础设施资本支出加速的迹象持续涌现。昨晚，一家科技巨头的财报令投资者感到震惊，这推动了 AI 领军企业 <strong>英伟达</strong>（NVIDIA，NVDA 4.64%）的股价今天上涨。</p>
</div><p>Nvidia stock jumped nearly 5% this morning and remained higher by 4.5% as of 10:52 a.m. ET. Something that <strong>Oracle</strong> reported in its fiscal 2026 first-quarter release has investors even more optimistic about Nvidia's future.</p>
<div class="lb-trans"><p>今天早上，英伟达的股价上涨近 5%，截至东部时间上午 10:52，仍上涨 4.5%。<strong>甲骨文</strong> 在其 2026 财年第一季度发布的报告中提到的内容让投资者对英伟达的未来更加乐观。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzI4OTUvYWktZGF0YS1jZW50ZXItYW5kLWNsb3VkLWltYWdlLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832895%2Fai-data-center-and-cloud-image.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Nvidia will continue to benefit from AI capital spending</h2>
<div class="lb-trans"><h2>英伟达将继续受益于 AI 资本支出</h2>
</div><p>Oracle said it signed several multibillion-dollar contracts in the first quarter alone. That allowed it to end the quarter with $455 billion in contracted revenue, or what it terms total remaining performance obligations (RPOs). That represents a 359% year-over-year increase.</p>
<div class="lb-trans"><p>甲骨文表示，仅在第一季度就签署了几份数十亿美元的合同。这使得它在季度末的合同收入达到了 4550 亿美元，或称其为总剩余履约义务（RPOs）。这代表着同比增长 359%。</p>
</div><p>Much of that will presumably be for infrastructure to expand AI technology. Oracle CEO Safra Catz stated, &#34;It was an astonishing quarter -- and demand for Oracle Cloud Infrastructure continues to build.&#34; She added that the company expects to increase its cloud services even further with several additional multibillion-dollar customers over the next few months.</p>
<div class="lb-trans"><p>其中大部分预计将用于扩展 AI 技术的基础设施。甲骨文首席执行官萨夫拉·卡茨表示：“这是一个令人惊讶的季度——对甲骨文云基础设施的需求持续增长。” 她补充说，公司预计在接下来的几个月内将与几家额外的数十亿美元客户进一步增加其云服务。</p>
</div><p>All that computing infrastructure will result in spending for processors from Nvidia and other advanced chip companies. Nvidia shares have pulled back over the past month as investors feared a possible slowdown in AI spending growth. But signs continue to point to accelerating investments in AI.</p>
<div class="lb-trans"><p>所有这些计算基础设施将导致对英伟达及其他先进芯片公司的处理器支出。由于投资者担心 AI 支出增长可能放缓，英伟达的股价在过去一个月有所回落。但迹象继续表明对 AI 的投资正在加速。</p>
</div><p>Oracle also pointed to how it will gain returns on its investments. It expects cloud infrastructure revenue to rocket higher, from $18 billion this fiscal year to $144 billion by 2030. That's another good sign for Nvidia, as large tech companies look for returns on AI investments.</p>
<div class="lb-trans"><p>甲骨文还指出它将如何获得投资回报。它预计云基础设施收入将从本财年的 180 亿美元飙升至 2030 年的 1440 亿美元。这对英伟达来说是另一个好兆头，因为大型科技公司正在寻求 AI 投资的回报。</p>
</div><p>As evidence of those sales gains increases, spending for Nvidia's products will continue to grow. That's a good indication that Nvidia stock will follow.</p>
<div class="lb-trans"><p>随着这些销售增长的证据增加，对英伟达产品的支出将继续增长。这是英伟达股价将随之上涨的良好迹象。</p>
</div>

Why Nvidia Stock Jumped Today

- 人工智能基础设施的资本支出加速迹象显现。  
- Nvidia 股票因 Oracle 报告的积极数据上涨，预计未来将受益于 AI 资本支出。  
- Oracle 预计云基础设施收入将从 180 亿美元增长至 1440 亿美元，推动 Nvidia 产品需求。  

为什么英伟达的股票今天上涨了