Oracle 的 Project Jupiter 延期源于基础设施瓶颈和审批问题，而非需求不足；Oracle 拥有充足现金和干净的资产负债表来为这些项目融资。
逐段跳播
Oracle 的整体概况如何？你对这件事怎么看？实际上，我在“CS Mackie”中并不报道 Oracle 的新闻。概念。
What is the overall overview of Oracle? What is your opinion on this matter? Actually, I don't cover Oracle news in "CS Mackie". concept.
“Project Jupiter”发生的事情表明，需求不是问题所在。问题在于基础设施本身的瓶颈。仔细想想，他们为部分燃料电池供电所需的天然气管道存在许可问题。没有这项授权，事情就有所延迟。
What happened with "Project Jupiter" shows that demand is not the problem. The problem lies in the bottlenecks within the infrastructure itself. When you think about it, there was a permitting issue related to the pipeline they needed for natural gas to power some of the fuel cells.
Without that authorization, things were somewhat delayed.
原因是，他们能够推迟支付与数据中心运营任何延迟相关的任何款项。这就是 Oracle 这么做的主要原因。这更多是一个财务决定，而不是出于需求不足；关键在于让项目按时启动并运行。
The reason is that they are able to defer any payments related to any delays in the operation of the data center. This is the main reason Oracle did this. It was more of a financial decision than one based on a lack of demand; it was about getting the project up and running on time.
所以，这让我更放心，他们并没有在积累过剩的能源，或者承载能力变得过大。这些实际上是与运行所有这些数据中心所需基础设施相关的瓶颈，这些数据中心最终会建成，但需要时间和资源才能实现。
So, this makes me feel more comfortable that they are not building up excess energy or that the carrying capacity has become too large. These are literally bottlenecks related to the infrastructure needed to run all these data centers, which will eventually be completed , but it will take time and resources to achieve.
但我们必须认识到，这些科技公司中有许多拥有巨额现金和相对干净的资产负债表，尤其是与那些市值庞大的同行相比。我不认为她在为这件事融资上会遇到任何困难。
But we must recognize that many of these technology companies have huge amounts of cash and relatively clean balance sheets, especially compared to their peers with large market capitalizations.
I don't think she'll have any trouble financing that.
这个频道对 $ORCL 的历次判断
Schwab Network 在这只股票上共 13 条判断，这里只列相邻的几条。