Oracle CEO Impressed as 4-Year-Old GPUs Fetch 20% Premium, Echoing Nvidia's Vision
Yahoo Finance ·
Oracle Corp. CEO Clay Magouyrk has expressed strong confidence in AI hardware longevity, echoing Nvidia Corp. CEO Jensen Huang's perspective that computing infrastructure acts as a durable, revenue-generating asset. During Oracle's fiscal 2027 first-quarter earnings call, Magouyrk revealed that GPU capacity coming up for renewal was successfully renewed or resold at a 20% premium over prior contracts, despite the hardware being at least four years old. Oracle delivered 850 megawatts of AI capacity comprising over 300,000 GPUs during the quarter, representing nearly triple its fourth-quarter figure. Additionally, the company secured over $30 billion in new AI contracts without additional capital expenditure, while maintaining an exceptionally high GPU utilization rate of 97.9%. Quarterly earnings reached $1.92 per share, beating the analyst consensus of $1.74, with revenue hitting $19.35 billion. For the upcoming second quarter, Oracle projects revenue growth between 30% and 34%. Oracle shares closed down 5.38% at $152.94 on Thursday, but rebounded 4.13% to $159.26 during after-hours trading.
AI 시장 분석
In its Q1 FY2027 earnings announcement, Oracle stated that GPU models over four years old were renewed or resold at a 20% premium compared to existing contracts. AI infrastructure revenue surged threefold quarter-over-quarter, supplying over 300 GPUs and 850 megawatts of capacity, exceeding market expectations. This proves that AI hardware is a revenue-generating durable asset rather than a technology subject to rapid depreciation, boosting the value of related companies.
상승 영향
- AI — AI hardware demonstrates high durability and revenue-generating power, with 4-year-old GPUs being renewed at a 20% premium, increasing the value of related companies.
- Semiconductors — As NVIDIA GPUs maintain high utilization and value over the long term, market confidence in sustained chip demand is strengthened.
DYAX 전담 분석
Oracle's AI infrastructure business expansion and the successful resale of 4-year-old GPUs at a 20% premium demonstrate the high asset value and long-term sustainability of AI hardware. With GPU utilization reaching 97.9% and over $30 billion in new contracts signed, this acts as a direct positive catalyst for NVIDIA and Oracle's earnings growth.
In the bullish scenario, alleviating concerns over AI hardware depreciation will accelerate corporate infrastructure investment and drive up related stock prices. In the bearish scenario, supply chain bottlenecks or a slowdown in cloud demand could reignite overvaluation debates, with key monitoring indicators being GPU utilization and cloud revenue growth rates.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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