據彭博新聞報導，微軟正逐步終止向甲骨文租用 AI 雲端運算容量的協議

11月6日（路透）——彭博新聞週五引述知情人士報導，微軟（Microsoft）正在逐步終止一項向甲骨文（Oracle）租用 AI 運算能力的安排，這是其對數十億美元雲端合作關係進行更大規模重新評估的一部分。Nov 6 (Reuters) - Microsoft is winding down an arrangement to rent AI computing from Oracle as part of a larger reassessment of billions of dollars in cloud partnerships, Bloomberg News reported on Friday, citing people familiar with the matter.

甲骨文與微軟股價在午後交易中持平。美國民主黨本週在期中選舉大勝後，市場擔憂監管審查可能趨嚴，威脅 AI 產業快速擴張，兩檔股票本週均承壓。Shares of Oracle and Microsoft were flat in afternoon trading. Both stocks had come under pressure this week after a Democratic midterm election sweep in the US raised worries about tighter scrutiny that could threaten the AI industry's breakneck expansion.

根據彭博報導，微軟在決定不續約後，近幾個月來一直關閉向甲骨文租用的運算容量。Microsoft had been turning off rented computing capacity from Oracle in recent months after declining to renew the contract, according to the Bloomberg report.

報導並指出，由於甲骨文硬體採用較舊一代的輝達（Nvidia）晶片，已不再符合微軟不斷變化的需求，這些租用的運算容量隨時間推移變得較不具價值。The rented computing capacity became less valuable over time as it no longer met Microsoft's evolving needs, the report added, noting that the Oracle hardware used an older generation of Nvidia chips.

甲骨文發言人告訴路透：「市場對 OCI（Oracle Cloud Infrastructure，甲骨文雲端基礎設施）AI 基礎設施的需求仍然強勁，包括對較早世代 GPU 的需求。」"Demand for OCI’s (Oracle Cloud Infrastructure) AI infrastructure remains strong, including for earlier-generation GPUs," an Oracle spokesperson told Reuters.

微軟未立即回應路透的採訪請求。Microsoft did not immediately respond to a Reuters request for comment.

這篇報導進一步顯示，微軟正在重新思考如何取得運算容量，以從其龐大的 AI 投資中獲得更多效益。The report adds to signs that Microsoft is rethinking how it secures computing capacity to get more out of its massive AI investments.

AI 雲端公司 IREN 週四表示，在微軟要求變更其網路設計後，該公司已延後部分基礎設施交付。AI cloud company IREN said on Thursday it had delayed some infrastructure deliveries after Microsoft requested changes to its network design.

此舉使 IREN 將超過40億美元年化營收產能上線的目標，從年底延後至1月，並可能進一步延至2月底。The move pushed back IREN's target for bringing more than $4 billion in annualized revenue capacity online from year-end to January, with a possible further delay until late February.

彭博新聞週四稍早報導，微軟正在加強監督由 IREN、Nebius 和 Nscale 等新雲端供應商營運的部分資料中心專案，原因是這些專案出現延誤且成本上升。Earlier on Thursday, Bloomberg News reported Microsoft was tightening oversight of some data center projects run by neocloud providers including IREN, Nebius and Nscale amid delays and rising costs.

甲骨文曾於2023年宣布與微軟達成這項多年期協議，稱這家 Windows 製造商將使用 OCI AI 基礎設施，為 Bing 搜尋引擎的 AI 輔助版本提供動力。雙方未揭露財務條款。Oracle had announced the multi-year deal with Microsoft in 2023, saying the Windows maker would use OCI AI infrastructure to power the AI-assisted version of the Bing search engine. The financial terms were not disclosed.

（班加羅爾 Anzar Mehraj 與 Aditya Soni 報導；Joyjeet Das、Jonathan Ananda 與 Maju Samuel 編輯）(Reporting by Anzar Mehraj and Aditya Soni in Bengaluru; Editing by Joyjeet Das, Jonathan Ananda and Maju Samuel)