<p>TradingKey - 随着全球企业在人工智能领域的投资持续增长，科技巨头甲骨文（Oracle，ORCL）也加入了通过裁员来优化成本结构的行列。</p>
<p>据报道，甲骨文于当地时间 3 月 31 日凌晨启动了一项全公司的裁员计划，初步估计涉及数千名员工，具体规模仍在动态调整中。</p>
<p>在裁员消息发布后，甲骨文的股价当天上涨近 6%，并在次日的盘前交易中继续小幅上涨。市场普遍将此举视为公司专注于其人工智能战略和成本结构优化的积极信号，这可以通过降低劳动力成本释放现金流，同时将资源集中于人工智能基础设施的发展。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260401/orcl-04d9f11ec70f4146a9599eb56354902e.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="691" height="412" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260401/orcl-04d9f11ec70f4146a9599eb56354902e.jpg"/></p>
<p>据内部人士透露，甲骨文的裁员涉及多个全球业务部门，包括甲骨文健康、销售、云计算、客户成功和 NetSuite。一些地区的员工在清晨收到了裁员邮件，立即被撤销系统访问权限，并被告知当天为最后工作日。</p>
<p>分析师估计，如果最终裁员规模达到 20,000 至 30,000 人，甲骨文每年可能释放 80 亿至 100 亿美元的自由现金流，为其人工智能数据中心建设提供关键的财务支持。</p>
<p>事实上，关于甲骨文裁员的传闻在业内已经流传了数周。根据公司 2025 财年的年报，截至去年 5 月，甲骨文的全球总员工人数约为 162,000 人。今年以来，甲骨文的股价累计下跌了 26%；除了软件行业整体调整外，市场对其向人工智能云服务转型的担忧也是一个重要因素。</p>
<p>投资者担心传统数据库业务可能会受到人工智能原生公司的影响，而其为 OpenAI 等客户建设数据中心的战略可能在长期内对公司的盈利能力造成压力。受巨额人工智能项目投资的影响，甲骨文 2025 财年的自由现金流已转为负值。</p>
<p>这些裁员也反映了科技行业的整体趋势。今年以来，已有超过 70 家科技公司累计裁员约 40,500 人，企业加速将资源转向人工智能。</p>
<p>近年来，甲骨文持续增加资本支出，与亚马逊（AMZN）等云巨头竞争建设人工智能数据中心，但该公司规模相对较小，长期以来依赖债务融资来支持其扩张。</p>
<p>甲骨文在最新公告中表示，裁员是其组织结构优化的一部分，未来将专注于高增长业务领域。公司预计 2026 财年重组计划的总成本约为 21 亿美元，其中大部分将用于员工遣散费。尽管面临短期痛苦，甲骨文对长期增长仍充满信心，并预计 2027 财年收入将达到 900 亿美元，比之前的预期上调了 10 亿美元。</p>
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<p>甲骨文已启动一项全公司的裁员计划，影响数千名员工，作为其优化成本和专注于人工智能战略的一部分。在公告发布后，甲骨文的股票上涨了近 6%。分析师表示，裁员可能每年释放 80 亿到 100 亿美元的现金流，帮助人工智能基础设施的发展。这一裁员反映了科技行业的更广泛趋势，今年已有超过 70 家公司裁员约 4.05 万名员工。甲骨文计划以 21 亿美元的成本进行重组，同时预计 2027 财年的收入为 900 亿美元</p>

<p>TradingKey - As global corporate investment in artificial intelligence continues to climb, tech giant Oracle ( ORCL) has also joined the ranks of companies optimizing cost structures through layoffs.</p>
<div class="lb-trans"><p>TradingKey - 随着全球企业在人工智能领域的投资持续增长，科技巨头甲骨文（Oracle，ORCL）也加入了通过裁员来优化成本结构的行列。</p>
</div><p>According to reports, Oracle launched a company-wide layoff plan in the early hours of March 31 local time, with initial estimates involving thousands of employees, and the specific scale is still being dynamically adjusted.</p>
<div class="lb-trans"><p>据报道，甲骨文于当地时间 3 月 31 日凌晨启动了一项全公司的裁员计划，初步估计涉及数千名员工，具体规模仍在动态调整中。</p>
</div><p>Following the layoff news, Oracle's stock price rose nearly 6% that day and continued to edge higher in pre-market trading the next day. The market generally viewed this move as a positive signal of the company's focus on its AI strategy and cost structure optimization, which can release cash flow through labor costs while concentrating resources on AI infrastructure development.</p>
<div class="lb-trans"><p>在裁员消息发布后，甲骨文的股价当天上涨近 6%，并在次日的盘前交易中继续小幅上涨。市场普遍将此举视为公司专注于其人工智能战略和成本结构优化的积极信号，这可以通过降低劳动力成本释放现金流，同时将资源集中于人工智能基础设施的发展。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260401/orcl-04d9f11ec70f4146a9599eb56354902e.jpg" alt="" original-src="https://resource.tradingkey.com/uploads/20260401/orcl-04d9f11ec70f4146a9599eb56354902e.jpg"/></p>
<p>According to insiders, Oracle's layoffs involve multiple global business units including Oracle Health, Sales, Cloud Computing, Customer Success, and NetSuite. Employees in some regions received layoff emails in the early morning, had their system access revoked immediately, and had their final work day set for the same day.</p>
<div class="lb-trans"><p>据内部人士透露，甲骨文的裁员涉及多个全球业务部门，包括甲骨文健康、销售、云计算、客户成功和 NetSuite。一些地区的员工在清晨收到了裁员邮件，立即被撤销系统访问权限，并被告知当天为最后工作日。</p>
</div><p>Analysts estimate that if the final scale of layoffs reaches 20,000 to 30,000 people, it could release $8 billion to $10 billion in free cash flow for Oracle annually, providing critical financial support for its AI data center construction.</p>
<div class="lb-trans"><p>分析师估计，如果最终裁员规模达到 20,000 至 30,000 人，甲骨文每年可能释放 80 亿至 100 亿美元的自由现金流，为其人工智能数据中心建设提供关键的财务支持。</p>
</div><p>In fact, rumors of Oracle layoffs have been circulating in the industry for weeks. According to the company's fiscal year 2025 annual report, Oracle's total global workforce was approximately 162,000 as of last May. Since the beginning of this year, Oracle's stock price has fallen by a cumulative 26%; in addition to the overall correction in the software sector, market concerns over its transition to AI cloud services are also a significant factor.</p>
<div class="lb-trans"><p>事实上，关于甲骨文裁员的传闻在业内已经流传了数周。根据公司 2025 财年的年报，截至去年 5 月，甲骨文的全球总员工人数约为 162,000 人。今年以来，甲骨文的股价累计下跌了 26%；除了软件行业整体调整外，市场对其向人工智能云服务转型的担忧也是一个重要因素。</p>
</div><p>Investors worry that the traditional database business could be impacted by AI-native companies, while its strategy of building data centers for clients like OpenAI might weigh on the company's profitability in the long run. Affected by massive investments in AI projects, Oracle's free cash flow for fiscal year 2025 has turned negative.</p>
<div class="lb-trans"><p>投资者担心传统数据库业务可能会受到人工智能原生公司的影响，而其为 OpenAI 等客户建设数据中心的战略可能在长期内对公司的盈利能力造成压力。受巨额人工智能项目投资的影响，甲骨文 2025 财年的自由现金流已转为负值。</p>
</div><p>These layoffs also reflect the overall trend in the tech industry. More than 70 tech companies have cumulatively laid off approximately 40,500 people so far this year, as firms accelerate the shift of resources toward artificial intelligence.</p>
<div class="lb-trans"><p>这些裁员也反映了科技行业的整体趋势。今年以来，已有超过 70 家科技公司累计裁员约 40,500 人，企业加速将资源转向人工智能。</p>
</div><p>In recent years, Oracle has continued to increase capital expenditures, competing with cloud giants such as Amazon ( AMZN) to build AI data centers, but the company is relatively small in size and has long relied on debt financing to support its expansion.</p>
<div class="lb-trans"><p>近年来，甲骨文持续增加资本支出，与亚马逊（AMZN）等云巨头竞争建设人工智能数据中心，但该公司规模相对较小，长期以来依赖债务融资来支持其扩张。</p>
</div><p>Oracle stated in its latest announcement that the layoffs are part of its organizational structure optimization and that it will focus on high-growth business areas in the future. The company expects the total cost of its fiscal 2026 restructuring plan to be approximately $2.1 billion, with most of it allocated to employee severance. Despite facing short-term pain, Oracle remains confident in long-term growth and expects fiscal 2027 revenue to reach $90 billion, an upward revision of $1 billion from previous expectations.</p>
<div class="lb-trans"><p>甲骨文在最新公告中表示，裁员是其组织结构优化的一部分，未来将专注于高增长业务领域。公司预计 2026 财年重组计划的总成本约为 21 亿美元，其中大部分将用于员工遣散费。尽管面临短期痛苦，甲骨文对长期增长仍充满信心，并预计 2027 财年收入将达到 900 亿美元，比之前的预期上调了 10 亿美元。</p>
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Clearing Way for AI Strategy, Oracle Starts Thousands of Layoffs, Shares Get a Boost

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为了推进 AI 战略，甲骨文启动了数千人的裁员计划，其股价因此上涨