甲骨文向投資人籌資200億美元，為AI擴張融資

11月2日（路透）——監管文件週一顯示，軟體巨擘甲骨文（Oracle）計畫透過發債和發股籌資200億美元，向投資人籌措資金，以支應成本高昂的AI與雲端基礎設施建置。Nov 2 (Reuters) - Oracle plans to raise $20 billion through bond and share sales, regulatory filings showed on Monday, as the software giant taps investors to fund its costly AI and cloud infrastructure build-out.

該公司股價下跌近6%，延續今年截至上週五約33%的跌勢。Shares of the company fell nearly 6%, extending a roughly 33% decline this year through Friday.

甲骨文表示，將把募得資金用於一般企業用途，包括資本支出、償還債務、收購、發放股利和買回庫藏股。Oracle said it would use the proceeds for general corporate purposes, including capital spending, debt repayment, acquisitions, dividends and share buybacks.

這次募資凸顯甲骨文AI投資規模之大；該公司正尋求在2030會計年度前將營收提高至超過目前三倍。甲骨文上週表示，資本支出將在本會計年度和下一個會計年度達到高峰，同時承諾到2030會計年度為止，為AI額外籌措的資金不會超過200億美元。The fundraising underscores the scale of Oracle's AI investment as it seeks to more than triple revenue by fiscal 2030. The company said last week that capital spending would peak this fiscal year and the next, while pledging to raise no more than $20 billion in additional financing for AI through fiscal 2030.

財務長希拉蕊・麥克森（Hilary Maxson）表示，甲骨文也預期自由現金流將在2028會計年度下半年轉正；該公司股價週三因此大漲約11%。Shares rallied about 11% on Wednesday after CFO Hilary Maxson said Oracle also expects free cash flow to turn positive in the second half of fiscal 2028.

截至8月31日，甲骨文應付票據和其他借款為1,253.4億美元；相比之下，2026會計年度營收為673.6億美元。該公司預期2030會計年度營收將超過2,250億美元，調整後每股盈餘將高於21美元。Oracle had $125.34 billion in notes payable and other borrowings as of August 31, compared with fiscal 2026 revenue of $67.36 billion. It expects revenue to exceed $225 billion and adjusted earnings to top $21 per share in fiscal 2030.

根據倫敦證券交易所集團（LSEG）彙整的資料，華爾街預期該公司2027會計年度調整後每股獲利為8.14美元。Wall Street expects the company's adjusted profit per share for fiscal 2027 to be $8.14, according to data compiled by LSEG.

本次債券發行包含六個批次，到期日介於2029年至2046年，包括一個浮動利率批次和五個固定利率批次。利率、價格和股票數量尚未確定。The bond offering comprises six tranches maturing between 2029 and 2046, including one floating-rate tranche and five fixed-rate tranches. Interest rates, prices and the number of shares have not been set.

根據Tradeweb資料，甲骨文現有票面利率6.85%、2066年到期的債券，每1美元面額下跌逾1.2美分。Oracle’s existing 6.85% bonds due in 2066 fell more than 1.2 cents on the dollar, according to Tradeweb data.

投資人一直關注甲骨文的AI支出，因為該公司的營收規模不及雲端競爭對手微軟（Microsoft）和亞馬遜（Amazon），且對開發ChatGPT、目前仍虧損的OpenAI曝險相當高。Investors have focused on Oracle's AI spending because it lacks the revenue scale of cloud rivals Microsoft and Amazon and has significant exposure to OpenAI, the loss-making developer of ChatGPT.

（班加羅爾Akash Sriram報導，班加羅爾Shashwat Chauhan補充報導；Shilpi Majumdar、Anil D'Silva與Joyjeet Das編輯）(Reporting by Akash Sriram in Bengaluru, additional reporting by Shashwat Chauhan in Bengaluru; Editing by Shilpi Majumdar, Anil D'Silva and Joyjeet Das)