{"id":156105,"date":"2026-02-01T11:12:36","date_gmt":"2026-02-01T09:12:39","guid":{"rendered":"https:\/\/prohoster.info\/blog\/novosti-interneta\/czena-progressa-oracle-ne-nashla-deneg-na-novye-czod-i-mozhet-uvolit-do-30-tysyach-chelovek"},"modified":"2026-02-01T14:50:09","modified_gmt":"2026-02-01T12:50:09","slug":"czena-progressa-oracle-ne-nashla-deneg-na-novye-czod-i-mozhet-uvolit-do-30-tysyach-chelovek","status":"publish","type":"post","link":"https:\/\/prohoster.info\/hu\/blog\/news\/czena-progressa-oracle-ne-nashla-deneg-na-novye-czod-i-mozhet-uvolit-do-30-tysyach-chelovek","title":{"rendered":"A fejl\u0151d\u00e9s \u00e1ra: Az Oracle nem tal\u00e1lt p\u00e9nzt \u00faj adatk\u00f6zpontokra, \u00e9s ak\u00e1r 30 ezer embert is elbocs\u00e1that","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"<p>Az Oracle nem z\u00e1rja ki annak lehet\u0151s\u00e9g\u00e9t, hogy 20 ezer \u00e9s 30 ezer k\u00f6z\u00f6tt cs\u00f6kkenti a munkav\u00e1llal\u00f3i l\u00e9tsz\u00e1m\u00e1t, \u00e9s elad bizonyos r\u00e9szlegeit, mert az amerikai bankok megtagadt\u00e1k a finansz\u00edroz\u00e1st a v\u00e1llalat adatk\u00f6zpont-ki\u00e9p\u00edt\u00e9si programj\u00e1hoz, amely mesters\u00e9ges intelligencia rendszerekhez kapcsol\u00f3dik. Err\u0151l a <a href=\"https:\/\/www.cio.com\/article\/4125103\/oracle-may-slash-up-to-30000-jobs-to-fund-ai-data-center-expansion-as-us-banks-retreat.html\" target=\"_blank\" rel=\"nofollow noopener\">CIO<\/a> jelentette az TD Cowen befektet\u00e9si bank t\u00e1j\u00e9koztat\u00e1sa alapj\u00e1n.<\/p>\n<p><img decoding=\"async\" style=\"display: block; margin: 0 auto;\" src=\"\/wp-content\/uploads\/2026\/02\/dd1ce3af89b349220b50c9f82a5c39b4.jpg\" alt=\"A fejl\u0151d\u00e9s \u00e1ra: Az Oracle nem tal\u00e1lt p\u00e9nzt \u00faj adatk\u00f6zpontokra, \u00e9s ak\u00e1r 30 ezer embert is elbocs\u00e1that\" \/><\/p>\n<p>A nagyszab\u00e1s\u00fa l\u00e9tsz\u00e1mcs\u00f6kkent\u00e9s 8 milli\u00e1rd doll\u00e1r \u00e9s 10 milli\u00e1rd doll\u00e1r k\u00f6z\u00f6tti k\u00e9szp\u00e9nz\u00e1raml\u00e1st szabad\u00edt fel az Oracle sz\u00e1m\u00e1ra. A c\u00e9g azon is gondolkodik, hogy eladja a Cerner r\u00e9szleg\u00e9t, amely eg\u00e9szs\u00e9g\u00fcgyi szoftvereket fejleszt \u2013 2022-ben 28,3 milli\u00e1rd doll\u00e1r\u00e9rt v\u00e1s\u00e1rolta fel. Az ilyen l\u00e9p\u00e9sekre a technol\u00f3giai \u00f3ri\u00e1s akkor k\u00e9nyszer\u00fclhet, mivel t\u00f6bb amerikai bank megtagadta a hitelek kihelyez\u00e9s\u00e9t az adatk\u00f6zponti projektekhez. Probl\u00e9m\u00e1k mer\u00fcltek fel az Oracle infrastrukt\u00fara k\u00f6telezetts\u00e9geinek m\u00e9rt\u00e9k\u00e9vel kapcsolatban, amelyek 156 milli\u00e1rd doll\u00e1r \u00f6sszeg\u0171 t\u0151kebefektet\u00e9st ig\u00e9nyelnek.<\/p>\n<p>Egy m\u00e1sik negat\u00edv t\u00e9nyez\u0151 a p\u00e9nz\u00fcgyi szektor visszaes\u00e9se, ami miatt az Oracle hitelfelv\u00e9telei a m\u00falt szeptember \u00f3ta megdupl\u00e1z\u00f3dtak. Az ilyen hiteleket olyan c\u00e9geknek adj\u00e1k, amelyek nem rendelkeznek befektet\u00e9si min\u0151s\u00edt\u00e9ssel. Az Oracle m\u00e1r akt\u00edvan keresi a lehet\u0151s\u00e9geket a k\u00f6tv\u00e9nypiacokon: mind\u00f6ssze k\u00e9t h\u00f3nap alatt 38 milli\u00e1rd doll\u00e1rt vonzott be texasi \u00e9s wisconsini projektekkel, valamint 20 milli\u00e1rd doll\u00e1rt az \u00daj-Mexik\u00f3ban tervezett projektekhez. Ez csup\u00e1n egy kis r\u00e9sze annak, amire sz\u00fcks\u00e9ge van a c\u00e9gnek, de a bankok egyre vonakodnak a forr\u00e1sok biztos\u00edt\u00e1s\u00e1t\u00f3l.<\/p>\n<p>Alternat\u00edv megold\u00e1s lehetnek az \u00e1zsiai bankok, amelyek hajland\u00f3k bet\u00f6lteni azt a r\u00e9st, amelyb\u0151l az amerikai hitelez\u0151k t\u00e1voznak. Az \u00e1zsiai p\u00e9nz\u00fcgyi int\u00e9zm\u00e9nyek hajland\u00f3k kedvez\u0151 kamatokkal k\u00f6lcs\u00f6n\u00f6ket ny\u00fajtani, hogy hozz\u00e1f\u00e9rjenek a mesters\u00e9ges intelligencia infrastrukt\u00far\u00e1j\u00e1nak fejleszt\u00e9s\u00e9hez. Az Oracle sz\u00e1m\u00e1ra ez az alternat\u00edva \u00faj utat nyit a nemzetk\u00f6zi terjeszked\u00e9shez, de m\u00e9g mindig nem oldja meg az Egyes\u00fclt \u00c1llamokban a kapacit\u00e1sprobl\u00e9m\u00e1kat. K\u00e9rd\u00e9sek mer\u00fclnek fel, hogy a c\u00e9g egy\u00e1ltal\u00e1n k\u00e9pes lesz-e n\u00f6velni a bev\u00e9teleit, ha nem biztos\u00edtja a v\u00e1rt adatk\u00f6zponti kapacit\u00e1sokat.<\/p>\n<p><img decoding=\"async\" style=\"display: block; margin: 0 auto;\" src=\"\/wp-content\/uploads\/2026\/02\/7315b7a22a9632680c4922fe68c9a524.jpg\" alt=\"A fejl\u0151d\u00e9s \u00e1ra: Az Oracle nem tal\u00e1lt p\u00e9nzt \u00faj adatk\u00f6zpontokra, \u00e9s ak\u00e1r 30 ezer embert is elbocs\u00e1that\" \/><\/p>\n<p>A t\u0151keig\u00e9nyek cs\u00f6kkent\u00e9se \u00e9rdek\u00e9ben az Oracle elkezdte megv\u00e1ltoztatni strat\u00e9gi\u00e1j\u00e1t. Az \u00faj \u00fcgyfelekt\u0151l most 40%-os el\u0151leggel sz\u00e1m\u00edt fel, vagyis gyakorlatilag azt k\u00e9ri t\u0151l\u00fck, hogy seg\u00edtsenek az infrastrukt\u00fara \u00e9p\u00edt\u00e9s\u00e9nek finansz\u00edroz\u00e1s\u00e1ban. Egy m\u00e1sik lehet\u0151s\u00e9g az, hogy az \u00fcgyfelek saj\u00e1t berendez\u00e9seit helyezik el az objektumokon (Bring Your Own Chip \u2014 BYOC). Az elemz\u0151k szerint a legval\u00f3sz\u00edn\u0171bb, hogy az ut\u00f3bbi lehet\u0151s\u00e9g a l\u00e9tsz\u00e1mcs\u00f6kkent\u00e9ssel kombin\u00e1lva val\u00f3sul meg: az \u00fcgyfelek berendez\u00e9sei megoldj\u00e1k a t\u0151keig\u00e9ny probl\u00e9mait, m\u00edg a le\u00e9p\u00edt\u00e9sek jav\u00edtj\u00e1k a p\u00e9nzforgalmat. De ez kock\u00e1zatokkal is j\u00e1r: a BYOC fel\u00fclvizsg\u00e1latokat ig\u00e9nyel a megl\u00e9v\u0151 szerz\u0151d\u00e9sekben, m\u00edg a nagym\u00e9ret\u0171 le\u00e9p\u00edt\u00e9sek befoly\u00e1solhatj\u00e1k a v\u00e1llalat infrastrukt\u00fara-fejleszt\u00e9si terveinek megval\u00f3s\u00edt\u00e1s\u00e1t.<\/p>\n<p>A v\u00e1rhat\u00f3 l\u00e9tsz\u00e1mcs\u00f6kkent\u00e9s az Oracle sz\u00e1m\u00e1ra az ut\u00f3bbi \u00e9vek legnagyobb le\u00e9p\u00edt\u00e9se lesz. Tavaly \u00e9v v\u00e9g\u00e9n a c\u00e9g k\u00f6r\u00fclbel\u00fcl 10 000 munkahelyet sz\u00fcntetett meg egy 1,6 milli\u00e1rd doll\u00e1ros \u00e1tszervez\u00e9si terv keret\u00e9ben; emellett t\u00f6bbsz\u00f6r is cs\u00f6kkentette a Cerner munkaerej\u00e9t \u2014 egy jelent\u0151s hull\u00e1m z\u00fadult 2023-ban egy szerz\u0151d\u00e9s probl\u00e9m\u00e1i miatt.<\/p>\n<p>Jelenleg az Oracle r\u00f6vid t\u00e1v\u00fa ig\u00e9nyeit a Microsoft \u00e9s az Amazon er\u0151forr\u00e1saira ir\u00e1ny\u00edtotta, noha n\u00e9h\u00e1ny h\u00f3nappal kor\u00e1bban k\u00f6r\u00fclbel\u00fcl 5,2 GW kapacit\u00e1st b\u00e9relt az OpenAI munkaterhel\u00e9s\u00e9hez. A c\u00e9g dr\u00e1maian lelass\u00edtotta a szolg\u00e1ltat\u00f3k\u00f6zpontok beszerz\u00e9si \u00fctem\u00e9t, \u00e9s cs\u00f6kkentette a jelenl\u00e9t\u00e9t az Egyes\u00fclt \u00c1llamokban hossz\u00fa t\u00e1v\u00fa infrastrukt\u00fara-fejleszt\u00e9si tervekkel rendelkez\u0151 v\u00e1llalatok list\u00e1j\u00e1n. A mag\u00e1nszolg\u00e1ltat\u00f3k, akik norm\u00e1lis k\u00f6r\u00fclm\u00e9nyek k\u00f6z\u00f6tt nagy \u00fczleteket k\u00f6t\u00f6ttek volna az Oracle-lal, most tart\u00f3zkodnak ett\u0151l addig, \u201eam\u00edg a piac nem dolgozza fel az Oracle finansz\u00edroz\u00e1si ig\u00e9nyeit\u201d.<\/p>\n<p>A c\u00e9g tov\u00e1bbi kil\u00e1t\u00e1sainak \u00e9rt\u00e9kel\u00e9s\u00e9ben az elemz\u0151k v\u00e9lem\u00e9nye \u00e9les ellent\u00e9tben \u00e1ll. Egyesek szerint kock\u00e1zatos lett az Oracle-t\u00f3l szolg\u00e1ltat\u00e1sokat v\u00e1s\u00e1rolni. M\u00e1sok \u00e1ll\u00edtj\u00e1k, hogy a nem alapvet\u0151 eszk\u00f6z\u00f6k \u00e9rt\u00e9kes\u00edt\u00e9se seg\u00edthet a v\u00e1llalatnak az alapvet\u0151 szolg\u00e1ltat\u00e1sok konszolid\u00e1l\u00e1s\u00e1ban. \u00dczleti szempontb\u00f3l az Oracle tov\u00e1bbra is er\u0151s j\u00e1t\u00e9kos. Az utols\u00f3 jelent\u00e9si id\u0151szakban 66%-kal n\u00f6velte a felh\u0151infrastrukt\u00far\u00e1b\u00f3l sz\u00e1rmaz\u00f3 bev\u00e9tel\u00e9t, \u00e9s 177%-kal a grafikus processzorokkal \u00e9s AI-gyors\u00edt\u00f3kkal kapcsolatos infrastrukt\u00far\u00e1b\u00f3l sz\u00e1rmaz\u00f3 bev\u00e9tel\u00e9t. De m\u00e9g az optimist\u00e1k is arra figyelmeztetik a c\u00e9g \u00fcgyfeleit, hogy diverzifik\u00e1lj\u00e1k a szolg\u00e1ltat\u00f3k k\u00f6r\u00e9t.<\/p>\n<p><strong>Forr\u00e1s:<\/strong><\/p>\n<ul class=\"related\">\n<li><a title=\"CIO\" href=\"https:\/\/www.cio.com\/\" target=\"_blank\" rel=\"nofollow noopener\">CIO<\/a><\/li>\n<\/ul>\n<p><center><center><\/center><center><\/center><\/center><center><\/center><br \/>\nForr\u00e1s: <a rel=\"nofollow\" href=\"https:\/\/3dnews.ru\/1136157\">3dnews.ru<\/a><\/p>","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>Oracle \u043d\u0435 \u0438\u0441\u043a\u043b\u044e\u0447\u0430\u0435\u0442 \u0432\u043e\u0437\u043c\u043e\u0436\u043d\u043e\u0441\u0442\u0438 \u0441\u043e\u043a\u0440\u0430\u0442\u0438\u0442\u044c \u043e\u0442 20 \u0442\u044b\u0441. \u0434\u043e 30 \u0442\u044b\u0441. \u0441\u043e\u0442\u0440\u0443\u0434\u043d\u0438\u043a\u043e\u0432 \u0438 \u043f\u0440\u043e\u0434\u0430\u0442\u044c \u0447\u0430\u0441\u0442\u044c \u0441\u0432\u043e\u0438\u0445 \u043f\u043e\u0434\u0440\u0430\u0437\u0434\u0435\u043b\u0435\u043d\u0438\u0439, \u043f\u043e\u0442\u043e\u043c\u0443 \u0447\u0442\u043e \u0430\u043c\u0435\u0440\u0438\u043a\u0430\u043d\u0441\u043a\u0438\u0435 \u0431\u0430\u043d\u043a\u0438 \u043e\u0442\u043a\u0430\u0437\u0430\u043b\u0438\u0441\u044c \u0444\u0438\u043d\u0430\u043d\u0441\u0438\u0440\u043e\u0432\u0430\u0442\u044c \u0434\u043b\u044f \u043a\u043e\u043c\u043f\u0430\u043d\u0438\u0438 \u043f\u0440\u043e\u0433\u0440\u0430\u043c\u043c\u0443 \u043f\u043e \u0440\u0430\u0441\u0448\u0438\u0440\u0435\u043d\u0438\u044e \u0446\u0435\u043d\u0442\u0440\u043e\u0432 \u043e\u0431\u0440\u0430\u0431\u043e\u0442\u043a\u0438 \u0434\u0430\u043d\u043d\u044b\u0445 \u0434\u043b\u044f \u0441\u0438\u0441\u0442\u0435\u043c \u0438\u0441\u043a\u0443\u0441\u0441\u0442\u0432\u0435\u043d\u043d\u043e\u0433\u043e \u0438\u043d\u0442\u0435\u043b\u043b\u0435\u043a\u0442\u0430. \u041e\u0431 \u044d\u0442\u043e\u043c \u0441\u043e\u043e\u0431\u0449\u0438\u043b\u043e CIO \u0441\u043e \u0441\u0441\u044b\u043b\u043a\u043e\u0439 \u043d\u0430 \u0438\u043d\u0444\u043e\u0440\u043c\u0430\u0446\u0438\u044e \u043e\u0442 \u0438\u043d\u0432\u0435\u0441\u0442\u0438\u0446\u0438\u043e\u043d\u043d\u043e\u0433\u043e \u0431\u0430\u043d\u043a\u0430 TD Cowen. \u041c\u0430\u0441\u0448\u0442\u0430\u0431\u043d\u043e\u0435 \u0441\u043e\u043a\u0440\u0430\u0449\u0435\u043d\u0438\u0435 \u0448\u0442\u0430\u0442\u0430 \u0432\u044b\u0441\u0432\u043e\u0431\u043e\u0434\u0438\u0442 \u0434\u043b\u044f Oracle \u043e\u0442 [&hellip;]<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":8,"featured_media":156106,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[702],"tags":[],"class_list":["post-156105","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"Oracle \u043d\u0435 \u0438\u0441\u043a\u043b\u044e\u0447\u0430\u0435\u0442 \u0432\u043e\u0437\u043c\u043e\u0436\u043d\u043e\u0441\u0442\u0438 \u0441\u043e\u043a\u0440\u0430\u0442\u0438\u0442\u044c \u043e\u0442 20 \u0442\u044b\u0441. \u0434\u043e 30 \u0442\u044b\u0441.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Erik Peterson\"\/>\n\t<link rel=\"canonical\" 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