ai想长久发展原材料价格一定要压制不能飙升，不然成本会把自己压死。华尔街已经在炒作过度投资了,orcl都快腰斩了

还没警醒？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.