ai想長久發展原材料價格一定要壓製不能飆升，不然成本會把自己壓死。華爾街已經在炒作過度投資了,orcl都快腰斬了

還沒警醒？capex上升太多。

Oracle has significantly increased its capital expenditures (capex) to build out its AI cloud infrastructure, largely driven by a major partnership with OpenAI. For fiscal year 2026 (ending May 2026), Oracle has a projected capex of $50 billion, a $15 billion increase from its prior forecast.