{"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\/sq\/blog\/news\/czena-progressa-oracle-ne-nashla-deneg-na-novye-czod-i-mozhet-uvolit-do-30-tysyach-chelovek","title":{"rendered":"Kostoja e progresit: Oracle nuk ka gjetur para p\u00ebr qendrat e reja t\u00eb t\u00eb dh\u00ebnave dhe mund t\u00eb shkarkoj\u00eb deri n\u00eb 30 mij\u00eb njer\u00ebz.","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"

Oracle nuk e p\u00ebrjashton mund\u00ebsin\u00eb e uljes s\u00eb numrit t\u00eb punonj\u00ebsve nga 20,000 n\u00eb 30,000 dhe shitjes s\u00eb disa divizioneve t\u00eb saj, pasi bankat amerikane refuzuan t\u00eb financojn\u00eb p\u00ebr kompanin\u00eb programin p\u00ebr zgjerimin e qendrave t\u00eb t\u00eb dh\u00ebnave p\u00ebr sistemet e inteligjenc\u00ebs artificiale. K\u00ebt\u00eb e raportoi CIO<\/a> n\u00eb lidhje me informacionin nga banka investuese TD Cowen.<\/p>\n

\"Kostoja<\/p>\n

Reduktimi masiv i forc\u00ebs pun\u00ebtore do t\u00eb l\u00ebshonte p\u00ebr Oracle nj\u00eb flux parashtesh prej $8 miliard\u00eb deri n\u00eb $10 miliard\u00eb. Kompania gjithashtu po shqyrton mund\u00ebsin\u00eb e shitjes s\u00eb divizionit t\u00eb saj Cerner, q\u00eb zhvillon software p\u00ebr sh\u00ebndet\u00ebsin\u00eb \u2014 n\u00eb vitin 2022 e mori at\u00eb p\u00ebr $28.3 miliard\u00eb. Masa t\u00eb tilla mund t\u00eb merren nga gjigandi teknologjik p\u00ebr shkak se disa banka amerikane refuzuan t\u00eb japin kredi p\u00ebr projektet e qendrave t\u00eb t\u00eb dh\u00ebnave. Probleme kan\u00eb lindur p\u00ebr shkak t\u00eb shkall\u00ebs s\u00eb detyrimeve infrastrukturore t\u00eb Oracle, p\u00ebr t\u00eb cilat parashikohen shpenzime kapitale prej $156 miliard\u00eb.<\/p>\n

Nj\u00eb faktor tjet\u00ebr negativ \u00ebsht\u00eb r\u00ebnie n\u00eb sektorin bankar, p\u00ebr shkak t\u00eb s\u00eb cil\u00ebs kostoja e borxheve p\u00ebr Oracle \u00ebsht\u00eb dyfishuar q\u00eb nga shtatori i kaluar. Kredite t\u00eb tilla jepen kompanive pa nj\u00eb rating investimi. Oracle tashm\u00eb po i drejtohet aktivisht tregjeve t\u00eb borxhit: brenda dy muajve ajo ka t\u00ebrhequr $38 miliard\u00eb p\u00ebr projekte n\u00eb Texas dhe Wisconsin, si dhe $20 miliard\u00eb p\u00ebr projekte n\u00eb New Mexico. Kjo \u00ebsht\u00eb vet\u00ebm nj\u00eb pjes\u00eb e vog\u00ebl nga ajo q\u00eb i nevojitet kompanis\u00eb, por bankat jan\u00eb gjithnj\u00eb e m\u00eb t\u00eb paepura n\u00eb ofrimin e mjeteve.<\/p>\n

Zgjidhje alternative mund t\u00eb jen\u00eb bankat azijate, t\u00eb gatshme t\u00eb mbushin boshll\u00ebkun q\u00eb po l\u00ebn\u00eb kreditor\u00ebt amerikan\u00eb. Institucionet financiare azijate jan\u00eb t\u00eb gatshme t\u00eb japin kredi me norma t\u00eb favorshme p\u00ebr t\u00eb k\u00ebrkuar qasje n\u00eb zhvillimin e infrastruktur\u00ebs s\u00eb AI. P\u00ebr Oracle, kjo alternativ\u00eb hap nj\u00eb rrug\u00eb t\u00eb re p\u00ebr ekspansion nd\u00ebrkomb\u00ebtar, por megjithat\u00eb nuk zgjidh problemet me kapacitetet n\u00eb SHBA. Ka dyshime n\u00ebse kompania mund t\u00eb rris\u00eb t\u00eb ardhurat, n\u00ebse nuk siguron kapacitetet e pritura nga klient\u00ebt e qendrave t\u00eb t\u00eb dh\u00ebnave.<\/p>\n

\"Kostoja<\/p>\n

P\u00ebr t\u00eb reduktuar nevojat p\u00ebr kapital, Oracle filloi t\u00eb ndryshoj\u00eb strategjin\u00eb. Nga klient\u00ebt e rinj tani k\u00ebrkon nj\u00eb parapagim prej 40%, duke i k\u00ebrkuar n\u00eb fakt q\u00eb t\u00eb ndihmojn\u00eb n\u00eb financimin e nd\u00ebrtimit t\u00eb infrastruktur\u00ebs. Nj\u00eb tjet\u00ebr variant \u00ebsht\u00eb vendosja e pajisjeve t\u00eb klient\u00ebve n\u00eb objektet e saj (Bring Your Own Chip - BYOC). Analist\u00ebt mendojn\u00eb se kombinimi i k\u00ebtij varianti me reduktimin e stafit \u00ebsht\u00eb m\u00eb i mundshmi: pajisjet e klient\u00ebve do t\u00eb zgjidhnin problemin e kostove kapitale, nd\u00ebrsa shkurtimet do t\u00eb p\u00ebrmir\u00ebsonin rrjedh\u00ebn e paras\u00eb. Por kjo vjen me rreziqe: BYOC do t\u00eb k\u00ebrkoj\u00eb rishikimin e kontratave ekzistuese, dhe shkurtimet e m\u00ebdha mund t\u00eb ndikojn\u00eb n\u00eb aft\u00ebsin\u00eb e kompanis\u00eb p\u00ebr t\u00eb realizuar planet e zhvillimit t\u00eb infrastruktur\u00ebs.<\/p>\n

Reduktimi i mundsh\u00ebm i stafit do t\u00eb jet\u00eb m\u00eb i madh p\u00ebr Oracle n\u00eb vitet e fundit. N\u00eb fund t\u00eb vitit t\u00eb kaluar, kompania shkurtuan rreth 10,000 vende pune si pjes\u00eb e nj\u00eb plani restrukturimi prej 1.6 miliard\u00eb dollar\u00ebsh; ajo gjithashtu ka shkurtuar disa her\u00eb stafin e Cerner - nj\u00eb val\u00eb e madhe kaloi n\u00eb vitin 2023 p\u00ebr shkak t\u00eb problemeve me nj\u00eb nga kontratat.<\/p>\n

Tani nevojat e saj afatshkurtra Oracle i ka drejtuar tek resurset e Microsoft dhe Amazon, ndon\u00ebse vet\u00ebm disa muaj m\u00eb par\u00eb ajo kishte marr\u00eb me qira rreth 5.2 GW kapacitetesh p\u00ebr ngarkesat e OpenAI. Kompania e ka ngadal\u00ebsuar ndjesh\u00ebm ritmin e blerjeve t\u00eb Qendrave t\u00eb t\u00eb Dh\u00ebnave dhe ka reduktuar pranin\u00eb e saj n\u00eb listat e kompanive q\u00eb kan\u00eb plane afatgjata p\u00ebr zhvillimin e infrastruktur\u00ebs n\u00eb SHBA. Operatoret privat\u00eb, t\u00eb cil\u00ebt n\u00eb kushte normale do t\u00eb lidheshin me Oracle p\u00ebr marr\u00ebveshje t\u00eb m\u00ebdha, tani po e shmangin k\u00ebt\u00eb hap,<\/p>\n

N\u00eb vler\u00ebsimin e perspektivave t\u00eb m\u00ebtejshme t\u00eb kompanis\u00eb, mendimet e analist\u00ebve ndahen ndjesh\u00ebm. Disa besojn\u00eb se blerja e sh\u00ebrbimeve nga Oracle \u00ebsht\u00eb b\u00ebr\u00eb e rrezikshme. T\u00eb tjer\u00eb thon\u00eb se shitja e aktiveve jokryesore do t\u00eb ndihmoj\u00eb kompanin\u00eb t\u00eb konsolidoj\u00eb sh\u00ebrbimet kryesore. Nga perspektiva e biznesit, Oracle mbetet nj\u00eb lojtar i fort\u00eb. Gjat\u00eb periudh\u00ebs s\u00eb fundit t\u00eb raportimit, ajo rriti t\u00eb ardhurat nga infrastruktura cloud me 66% dhe nga infrastruktura e lidhur me procesor\u00ebt grafik\u00eb dhe p\u00ebrshpejtuesit e AI me 177%. Por edhe optimist\u00ebt iu b\u00ebjn\u00eb thirrje klient\u00ebve t\u00eb diversifikojn\u00eb ofruesit e sh\u00ebrbimeve.<\/p>\n

Burimi:<\/strong><\/p>\n