中文翻译
彭博社关于 OpenAI 和 $ORCL 的报道在周五引发了大规模抛售。 涉及从 $LITE 到 $MU 的半导体供应链。 今天，甲骨文发布声明回应彭博社： “近期关于阿比林（Abilene）站点的媒体报道是虚假且不正确的。 首先，Crusoe 和甲骨文正紧密协作，以破纪录的速度交付全球最大的 AI 数据中心之一。 其次，甲骨文已完成额外 4.5GW 的租赁，以履行我们对 OpenAI 的承诺。” 此前，商务部周四已驳斥了关于 $NVDA 和 $AMD 出口管制的虚假报道。
· 供应链分析
甲骨文澄清阿比林数据中心进展，回应彭博社引发的抛售。
英文原文
Bloomberg’s piece on OpenAI and $ORCL triggered a massive selloff Friday. Of the semi supply chain from $LITE to $MU. Today, Oracle put out a statement in response to Bloomberg: “Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Second, Oracle has completed leasing for the additional 4.5GW to deliver on our commitments to OpenAI.” This comes following the Department of Commerce denying the false reports around $NVDA and $AMD export controls on Thursday.