Oracle周二宣布与OpenAI扩大合作，将这家人工智能实验室的ChatGPT和Codex引入该软件制造商的应用程序中，使数据库更具可操作性。
Oracle on Tuesday announced an expanded collaboration with OpenAI that brings the artificial intelligence lab's ChatGPT and Codex into the software maker's applications to make databases more actionable.
Oracle云基础设施总裁Mahesh Thiagarajan在拉斯维加斯举行的Oracle AI World大会上对CNBC表示，使用ChatGPT“让任何人都能构建应用程序、部署它、管理它。”OpenAI首席执行官Sam Altman定于周二美国东部时间下午12:40与Oracle联席首席执行官Clay Magouyrk同台，出席Oracle AI World主题演讲。
Mahesh Thiagarajan, Oracle's president of Cloud Infrastructure, told CNBC at Oracle AI World in Las Vegas that using ChatGPT "allows anybody to build an application, deploy it, manage it." OpenAI CEO Sam Altman is set to join Oracle co-CEO Clay Magouyrk on stage for an Oracle AI World keynote on Tuesday at 12:40 p.m. ET.
对OpenAI而言，此次宣布是这家前沿实验室进军企业市场的又一例证，就在一天前，其主要竞争对手Anthropic提交了首次公开募股（IPO）申请。Oracle的数据库在支撑医疗和金融等行业的企业运营中发挥着关键作用，用于记录和保护数据。
For OpenAI, the announcement represents another example of the frontier lab's push into the enterprise market, just one day after its key competitor, Anthropic filed its as it heads toward an initial public offering Oracle's database plays a crucial role in underpinning businesses across healthcare and finance in logging and securing data.
Thiagarajan表示，他的团队观察到OpenAI的GPT-6 Astra模型在得克萨斯州阿比林的Oracle Stargate数据中心园区进行训练，并能看到实时收益。
Thiagarajan said his team observed OpenAI's GPT-6 Astra model get trained at Oracle's Stargate data center campus in Abilene, Texas, and could see the real-time benefits.
“随着我们通过企业已使用的工具和系统让AI更易于投入工作，更多企业正在选择OpenAI，”OpenAI总裁兼联合创始人Greg Brockman在新闻稿中表示。
"More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use," said Greg Brockman, president and co-founder of OpenAI, in the press release.
Oracle周二还表示，正在其云基础设施上提供不同的硬件选择，包括Google的张量处理单元（TPU）AI芯片和OpenAI的Jalapeño芯片。
Oracle also said Tuesday that it is making different hardware accessible on its cloud infrastructure, including Google 's tensor processing unit AI chips and OpenAI's Jalapeño chip.
“现在客户实际上可以在如何推动AI方面拥有无限可能，”Thiagarajan说。
"Now customers can actually have infinite possibilities in terms of how they can drive AI," Thiagarajan said.
这是Google定制芯片首次在另一家超大规模云服务商的云上运行，说明这些公司越来越多地寻求机会，将其硬件交到前沿实验室手中。
It is the first time Google's custom chips will run on another hyperscaler's cloud, and illustrates how the companies are increasingly looking for opportunities to get their hardware in the hands of the frontier labs.
Anthropic 首次公开募股（IPO）招股说明书中的部分最大风险指南 英伟达、AMD 将向 Meta 投资 40 亿美元，科技巨头深化 AI 合作伙伴关系 苹果回应用户反映新款折叠屏手机 iPhone Duo 屏幕损坏问题 Anthropic IPO 计划：收入留存率 900%，但上半年亏损 800 亿美元Thiagarajan 补充表示，芯片短缺仍是一个持续存在的问题，而 OpenAI 等客户可以从拥有不同加速器可供选择中受益。
A guide to some of the biggest risks in Anthropic's IPO prospectus Nvidia, AMD to invest $4 billion in Meta as tech giants deepen AI partnership Apple responds to user reports of broken iPhone Duo screens on new foldable phone Anthropic's IPO plans: 900% revenue retention, but $80 billion in first-half losses Thiagarajan added that the scarcity of chips remains an ongoing issue and that customers like OpenAI can benefit from having different accelerators to choose from.
当被问及这是否标志着远离英伟达 GPU 的转向时，Thiagarajan 表示并非如此，并补充说英伟达芯片“是最好、最可互换的”，且 AI 市场依然极其庞大。
When asked whether this marks a pivot away from Nvidia GPUs, Thiagarajan said no, adding that Nvidia chips are "the best, most fungible," and that the AI market remains incredibly large.
OpenAI 的 Jalapeno 芯片和 Cerebras 也将在 Oracle Cloud Infrastructure 上运行。一位 Cerebras 发言人表示，Cerebras 交易具有实质性意义，但由于处于静默期，这家 AI 芯片制造商不会披露规模。
OpenAI's Jalapeno chip and Cerebras will also run on Oracle Cloud Infrastructure. The Cerebras deal is material, but the AI chipmaker won't be disclosing the scale because it's in a quiet period, a Cerebras spokesperson said.
受消息影响，Cerebras 股价上涨约 8%。Oracle 股价周二上涨近 5%。
Cerebras stock climbed about 8% following the news. Oracle shares were up nearly 5% on Tuesday.
这一宣布距市场领导者亚马逊云科技（Amazon Web Services）宣布计划将 Cerebras 硬件引入其数据中心已过去七个月，这是一个重要的验证节点。
The announcement comes seven months after market-leading cloud Amazon Web Services announced plans to bring Cerebras hardware into its data centers a major point of validation.
Thiagarajan 还回应了 Oracle 在新墨西哥州的数十亿美元数据中心项目——Project Jupiter，以及该项目持续面临的当地社区抵制。他表示，Jupiter 仅代表公司每季度 30 到 40 个正在开发的不同数据中心项目中的一个。
Thiagarajan also addressed Oracle's multibillion New Mexico data center dubbed Project Jupiter and the ongoing pushback it's receiving from the local community. He said Jupiter represents just one of the 30-40 different data center projects in development, per quarter, for the company.
他说：“我们其实并不太担心我们在做的事情，因为我认为我们在构建全球基础设施。”
"We're actually not too worried about what we're doing because I think we're building global infrastructure," he said.
一场针对空气质量许可的听证会定于 12 月 7 日在 Sunland Park 举行，该备受争议的数据中心已在那里破土动工。与该项目相关的政治抵制促使 Oracle 上个月向其支持者 Blue Owl Capital 发出了不可抗力通知。目前，Oracle 维持该项目按计划推进。
A hearing to address air quality permitting is scheduled for Dec. 7 in Sunland Park, where the controversial data center has already broken ground. The political pushback tied to the project prompted Oracle to deliver a force majeure notice to its backer Blue Owl Capital last month. Right now, Oracle maintains that the project is on schedule.
投资者正倒计时迎接甲骨文的投资者日，届时投资者将关注该公司能否兑现其2030财年营收目标，以及由于资本成本上升，其云业务交易的利润率状况是否发生变化。
Investors are now counting down to Oracle's investor day, where investors will want to see if the company can back its fiscal year 2030 revenue targets and if the margin profile of its cloud deals has changed due to the rising cost of capital.
美国银行分析师在致客户的报告中写道，他们预计在会上将就甲骨文的主要数据中心项目进展获得更多清晰信息。
Bank of America analysts wrote to clients that updates on Oracle's major data center projects are among the topics they expect clarity on at the meeting.
由于市场担忧该公司如何为其雄心勃勃的数字基础设施建设管线提供资金，甲骨文股价今年以来已下跌逾30%。
Oracle shares are down more than 30% this year due in part to concerns about how the company plans to finance its ambitious digital infrastructure pipeline.