<p>TradingKey - 隨着全球企業在人工智能領域的投資持續增長，科技巨頭甲骨文（Oracle，ORCL）也加入了通過裁員來優化成本結構的行列。</p>
<p>據報道，甲骨文於當地時間 3 月 31 日凌晨啓動了一項全公司的裁員計劃，初步估計涉及數千名員工，具體規模仍在動態調整中。</p>
<p>在裁員消息發佈後，甲骨文的股價當天上漲近 6%，並在次日的盤前交易中繼續小幅上漲。市場普遍將此舉視為公司專注於其人工智能戰略和成本結構優化的積極信號，這可以通過降低勞動力成本釋放現金流，同時將資源集中於人工智能基礎設施的發展。</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>據內部人士透露，甲骨文的裁員涉及多個全球業務部門，包括甲骨文健康、銷售、雲計算、客户成功和 NetSuite。一些地區的員工在清晨收到了裁員郵件，立即被撤銷系統訪問權限，並被告知當天為最後工作日。</p>
<p>分析師估計，如果最終裁員規模達到 20,000 至 30,000 人，甲骨文每年可能釋放 80 億至 100 億美元的自由現金流，為其人工智能數據中心建設提供關鍵的財務支持。</p>
<p>事實上，關於甲骨文裁員的傳聞在業內已經流傳了數週。根據公司 2025 財年的年報，截至去年 5 月，甲骨文的全球總員工人數約為 162,000 人。今年以來，甲骨文的股價累計下跌了 26%；除了軟件行業整體調整外，市場對其向人工智能雲服務轉型的擔憂也是一個重要因素。</p>
<p>投資者擔心傳統數據庫業務可能會受到人工智能原生公司的影響，而其為 OpenAI 等客户建設數據中心的戰略可能在長期內對公司的盈利能力造成壓力。受鉅額人工智能項目投資的影響，甲骨文 2025 財年的自由現金流已轉為負值。</p>
<p>這些裁員也反映了科技行業的整體趨勢。今年以來，已有超過 70 家科技公司累計裁員約 40,500 人，企業加速將資源轉向人工智能。</p>
<p>近年來，甲骨文持續增加資本支出，與亞馬遜（AMZN）等雲巨頭競爭建設人工智能數據中心，但該公司規模相對較小，長期以來依賴債務融資來支持其擴張。</p>
<p>甲骨文在最新公告中表示，裁員是其組織結構優化的一部分，未來將專注於高增長業務領域。公司預計 2026 財年重組計劃的總成本約為 21 億美元，其中大部分將用於員工遣散費。儘管面臨短期痛苦，甲骨文對長期增長仍充滿信心，並預計 2027 財年收入將達到 900 億美元，比之前的預期上調了 10 億美元。</p>
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<p>甲骨文已啓動一項全公司的裁員計劃，影響數千名員工，作為其優化成本和專注於人工智能戰略的一部分。在公告發布後，甲骨文的股票上漲了近 6%。分析師表示，裁員可能每年釋放 80 億到 100 億美元的現金流，幫助人工智能基礎設施的發展。這一裁員反映了科技行業的更廣泛趨勢，今年已有超過 70 家公司裁員約 4.05 萬名員工。甲骨文計劃以 21 億美元的成本進行重組，同時預計 2027 財年的收入為 900 億美元</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 - 隨着全球企業在人工智能領域的投資持續增長，科技巨頭甲骨文（Oracle，ORCL）也加入了通過裁員來優化成本結構的行列。</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>據報道，甲骨文於當地時間 3 月 31 日凌晨啓動了一項全公司的裁員計劃，初步估計涉及數千名員工，具體規模仍在動態調整中。</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>在裁員消息發佈後，甲骨文的股價當天上漲近 6%，並在次日的盤前交易中繼續小幅上漲。市場普遍將此舉視為公司專注於其人工智能戰略和成本結構優化的積極信號，這可以通過降低勞動力成本釋放現金流，同時將資源集中於人工智能基礎設施的發展。</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>據內部人士透露，甲骨文的裁員涉及多個全球業務部門，包括甲骨文健康、銷售、雲計算、客户成功和 NetSuite。一些地區的員工在清晨收到了裁員郵件，立即被撤銷系統訪問權限，並被告知當天為最後工作日。</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>分析師估計，如果最終裁員規模達到 20,000 至 30,000 人，甲骨文每年可能釋放 80 億至 100 億美元的自由現金流，為其人工智能數據中心建設提供關鍵的財務支持。</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>事實上，關於甲骨文裁員的傳聞在業內已經流傳了數週。根據公司 2025 財年的年報，截至去年 5 月，甲骨文的全球總員工人數約為 162,000 人。今年以來，甲骨文的股價累計下跌了 26%；除了軟件行業整體調整外，市場對其向人工智能雲服務轉型的擔憂也是一個重要因素。</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>投資者擔心傳統數據庫業務可能會受到人工智能原生公司的影響，而其為 OpenAI 等客户建設數據中心的戰略可能在長期內對公司的盈利能力造成壓力。受鉅額人工智能項目投資的影響，甲骨文 2025 財年的自由現金流已轉為負值。</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>這些裁員也反映了科技行業的整體趨勢。今年以來，已有超過 70 家科技公司累計裁員約 40,500 人，企業加速將資源轉向人工智能。</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>近年來，甲骨文持續增加資本支出，與亞馬遜（AMZN）等雲巨頭競爭建設人工智能數據中心，但該公司規模相對較小，長期以來依賴債務融資來支持其擴張。</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，裁員是其組織結構優化的一部分，未來將專注於高增長業務領域。公司預計 2026 財年重組計劃的總成本約為 21 億美元，其中大部分將用於員工遣散費。儘管面臨短期痛苦，甲骨文對長期增長仍充滿信心，並預計 2027 財年收入將達到 900 億美元，比之前的預期上調了 10 億美元。</p>
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Clearing Way for AI Strategy, Oracle Starts Thousands of Layoffs, Shares Get a Boost

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為了推進 AI 戰略，甲骨文啓動了數千人的裁員計劃，其股價因此上漲