{"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\/ro\/blog\/news\/czena-progressa-oracle-ne-nashla-deneg-na-novye-czod-i-mozhet-uvolit-do-30-tysyach-chelovek","title":{"rendered":"Pre\u021bul progresului: Oracle nu a g\u0103sit fonduri pentru noi centre de date \u0219i poate concedia p\u00e2n\u0103 la 30.000 de angaja\u021bi.","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"<p>Oracle nu exclude posibilitatea de a reduce num\u0103rul de angaja\u021bi cu \u00eentre 20.000 \u0219i 30.000 \u0219i de a vinde o parte din diviziile sale, deoarece b\u0103ncile americane au refuzat s\u0103 finan\u021beze pentru companie un program de extindere a centrelor de date pentru sistemele de inteligen\u021b\u0103 artificial\u0103. Acest lucru a fost raportat de <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> cu referire la informa\u021bii de la banca de investi\u021bii TD Cowen.<\/p>\n<p><img decoding=\"async\" style=\"display: block; margin: 0 auto;\" src=\"\/wp-content\/uploads\/2026\/02\/dd1ce3af89b349220b50c9f82a5c39b4.jpg\" alt=\"Pre\u021bul progresului: Oracle nu a g\u0103sit fonduri pentru noi centre de date \u0219i poate concedia p\u00e2n\u0103 la 30.000 de angaja\u021bi.\" \/><\/p>\n<p>O reducere masiv\u0103 a personalului va elibera pentru Oracle \u00eentre 8 miliarde \u0219i 10 miliarde de dolari flux de numerar. Compania ia \u00een considerare \u0219i v\u00e2nzarea diviziei sale Cerner, care dezvolt\u0103 software pentru s\u0103n\u0103tate - \u00een 2022, a achizi\u021bionat-o cu 28,3 miliarde de dolari. Astfel de m\u0103suri ar putea fi luate de gigantul tehnologic din cauza refuzului mai multor b\u0103nci americane de a oferi \u00eemprumuturi pentru proiectele de centre de date. Problemele au ap\u0103rut din cauza dimensiunii obliga\u021biilor de infrastructur\u0103 ale Oracle, care preconizeaz\u0103 cheltuieli de capital \u00een valoare de 156 miliarde de dolari.<\/p>\n<p>Un alt factor negativ este declinul din sectorul bancar, care a dus la dublarea costului \u00eemprumuturilor pentru Oracle din septembrie trecut. Aceste \u00eemprumuturi sunt acordate companiilor f\u0103r\u0103 rating de investi\u021bie. Oracle se \u00eendreapt\u0103 deja activ c\u0103tre pie\u021bele de capital: \u00een doar dou\u0103 luni, a atras 38 miliarde de dolari pentru proiectele din Texas \u0219i Wisconsin, precum \u0219i 20 miliarde de dolari pentru proiectele din New Mexico. Aceasta reprezint\u0103 doar o mic\u0103 parte din ceea ce are nevoie compania, dar b\u0103ncile sunt din ce \u00een ce mai reticente \u00een a oferi fonduri.<\/p>\n<p>O solu\u021bie alternativ\u0103 ar putea fi b\u0103ncile asiatice, dispuse s\u0103 ocupe ni\u0219a din care ies creditorii americani. Institut\u021biile financiare asiatice sunt dispuse s\u0103 acorde \u00eemprumuturi cu dob\u00e2nzi atractive, av\u00e2nd ca scop accesul la dezvoltarea infrastructurii AI. Pentru Oracle, aceast\u0103 alternativ\u0103 deschide o nou\u0103 cale c\u0103tre expansiunea interna\u021bional\u0103, dar nu rezolv\u0103 problemele legate de capacit\u0103\u021bile din SUA. Exist\u0103 \u00eendoieli c\u0103 firma va putea cre\u0219te veniturile dac\u0103 nu va asigura capacit\u0103\u021bile de centre de date a\u0219a cum a\u0219teapt\u0103 clien\u021bii.<\/p>\n<p><img decoding=\"async\" style=\"display: block; margin: 0 auto;\" src=\"\/wp-content\/uploads\/2026\/02\/7315b7a22a9632680c4922fe68c9a524.jpg\" alt=\"Pre\u021bul progresului: Oracle nu a g\u0103sit fonduri pentru noi centre de date \u0219i poate concedia p\u00e2n\u0103 la 30.000 de angaja\u021bi.\" \/><\/p>\n<p>Pentru a reduce nevoile de capital, Oracle a \u00eenceput s\u0103 \u00ee\u0219i schimbe strategia. De la noii clien\u021bi, acum solicit\u0103 un avans de 40%, ceea ce practic le cere s\u0103 ajute la finan\u021barea construc\u021biei infrastructurii. O alt\u0103 variant\u0103 este instalarea echipamentului clien\u021bilor pe amplasamente (Bring Your Own Chip \u2013 BYOC). Se pare c\u0103, pentru anali\u0219ti, cea mai probabil\u0103 variant\u0103 este combinarea acestei op\u021biuni cu reducerea personalului: echipamentul clien\u021bilor va rezolva problema cheltuielilor de capital, iar concedierile vor \u00eembun\u0103t\u0103\u021bi fluxul de numerar. Dar aceasta vine \u0219i cu riscuri: BYOC va necesita revizuirea contractelor existente, iar reducerile masive pot afecta capacitatea companiei de a realiza planurile de dezvoltare a infrastructurii.<\/p>\n<p>Probabila reducere a personalului va fi cea mai mare pentru Oracle din ultimii ani. La sf\u00e2r\u0219itul anului trecut, compania a redus aproximativ 10.000 de locuri de munc\u0103 \u00een cadrul unui plan de restructurare de 1,6 miliarde de dolari; de asemenea, a mai avut reduceri de personal la Cerner \u2013 o mare und\u0103 a avut loc \u00een 2023 din cauza problemelor cu unul dintre contracte.<\/p>\n<p>Acum, nevoile pe termen scurt ale Oracle sunt dirijate c\u0103tre resursele Microsoft \u0219i Amazon, de\u0219i cu doar c\u00e2teva luni \u00een urm\u0103 a \u00eenchiriat aproximativ 5,2 GW de capacitate pentru sarcinile de lucru OpenAI. Compania a redus drastic ritmul de achizi\u021bii de centre de date \u0219i a diminuat prezen\u021ba \u00een listele companiilor care au planuri de dezvoltare infrastructural\u0103 pe termen lung \u00een SUA. Operatoarele private, care \u00een condi\u021bii normale ar fi \u00eencheiat afaceri mari cu Oracle, acum ezit\u0103 s\u0103 fac\u0103 acest pas, \u201ep\u00e2n\u0103 c\u00e2nd pia\u021ba nu va \u00een\u021belege nevoile actuale ale Oracle \u00een materie de finan\u021bare.\u201d<\/p>\n<p>\u00cen evaluarea perspectivelor viitoare ale companiei, opiniile anali\u0219tilor sunt drastic diferite. Unii consider\u0103 c\u0103 achizi\u021bionarea de servicii de la Oracle a devenit riscant\u0103. Al\u021bii spun c\u0103 v\u00e2nzarea activelor non-esen\u021biale va ajuta compania s\u0103 \u00ee\u0219i consolideze serviciile de baz\u0103. Din punct de vedere al afacerii, Oracle r\u0103m\u00e2ne un juc\u0103tor puternic. \u00cen ultima perioad\u0103 de raportare a crescut cu 66% veniturile din infrastructura cloud \u0219i cu 177% din infrastructura legat\u0103 de unit\u0103\u021bile de procesare grafic\u0103 \u0219i acceleratoarele AI. Dar chiar \u0219i optimistii \u00eendeamn\u0103 clien\u021bii companiei s\u0103 diversifice furnizorii de servicii.<\/p>\n<p><strong>Sursa:<\/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 \/>\nSursa: <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 5.0.2.1 - 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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