摘要：甲骨文股价单日暴涨36%，创始人埃里森财富激增890亿美元，一度超越马斯克登顶世界首富。AI算力需求爆发推动甲骨文业绩飙升，四份数十亿美元合同只是开始。这场科技财富神话背后，是AI基础设施争夺战的缩影。
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甲骨文股价单日暴涨36%，创始人埃里森财富激增890亿美元，一度超越马斯克登顶世界首富。AI算力需求爆发推动甲骨文业绩飙升，四份数十亿美元合同只是开始。这场科技财富神话背后，是AI基础设施争夺战的缩影。
甲骨文创始人拉里·埃里森一度登上世界首富榜
一、甲骨文公司业绩与股价暴涨，创始人财富一度超越马斯克
据美国有线电视新闻网（CNN）2025年9月10日报道，埃隆·马斯克曾在9月9日（周三）短暂失去“世界首富”头衔，该头衔被甲骨文公司联合创始人拉里·埃里森一度夺走。
据彭博社报道，9月9日晚间甲骨文发布的业绩报告表现极为强劲，受此影响，埃里森的财富在9月10日激增890亿美元，达到3832亿美元。
甲骨文称，人工智能（AI）客户对其数据中心算力的需求大幅增长，这一消息推动其股价飙升至极高水平。9月9日该股涨幅一度高达43%，收盘时仍上涨约36%，创下1992年以来的最大单日涨幅。
埃里森是甲骨文最大的个人股东。净资产的大幅增长使他在9月9日有几个小时的时间成为世界首富，短暂超过了马斯克的净资产规模。
但截至周三收盘，马斯克的净资产为3842亿美元，以10亿美元的优势再度超过埃里森。
甲骨文因提供人工智能基础设施而业绩和股价暴涨，专家对其股价未来飙升的预测
二、甲骨文的业绩和股价暴涨的背后在哪些原因？
周二股市收盘后，甲骨文首席执行官萨夫拉·卡茨宣布，该公司在本季度与客户签订了四份价值数十亿美元的合同，且预计未来几个月还将签署更多此类合同。
这一乐观预期的背后，是甲骨文已崛起为关键的基础设施提供商，其基础设施能满足人工智能公司对算力的巨大需求。而提供此类基础设施，正是甲骨文作为云服务与数据库软件提供商的核心业务。今年7月，甲骨文还宣布达成一项协议，将为ChatGPT的母公司开放人工智能公司（OpenAI）提供4.5吉瓦的电力，为其人工智能软件提供算力支持。
梅利厄斯研究公司分析师本·赖茨斯在周三发给投资者的报告中，就甲骨文的业绩报告表示：“我们未来很长一段时间都会讨论这次业绩表现。”他还称，甲骨文人工智能服务领域4550亿美元的需求订单积压“令人震惊”。
凭借甲骨文股价的非凡涨幅，埃里森短暂登顶世界首富。对于一家市值规模庞大的公司而言，如此大幅的股价上涨极为罕见。
周三，甲骨文股价创下历史新高。其市值增加约2440亿美元，达到约9220亿美元。在标准普尔500指数成分股中，甲骨文的市值排名从第13位跃升至第10位，超过了礼来公司、沃尔玛和摩根大通。
埃里森的财富涨幅一度高达1010亿美元，最终稳定在约890亿美元的增长规模。彭博社指出，埃里森此次财富激增是该指数（彭博亿万富豪指数）有记录以来“最大单日增幅”。
随着甲骨文成为人工智能技术领域的巨头，该公司也搭上了近期的科技热潮。这股热潮推动英伟达成为全球市值最高的公司，估值超过4万亿美元。微软也曾短暂与英伟达一道，市值突破4万亿美元关口。目前标准普尔500指数中市值排名前八的公司均为科技股，且都在构建人工智能驱动的未来中持有一定份额。
赖茨斯表示：“微软和甲骨文其实已经不再是纯粹的软件公司，它们是人工智能云基础设施企业，只是恰好也销售软件而已。”
随着人工智能热潮加速推进，甲骨文股价今年已累计上涨97%。周三，美国银行和花旗银行的分析师均上调了甲骨文股票的目标股价，并将其评级从“中性”上调至“买入”。
马斯克所投资的科技企业为他长期霸榜全球财富榜作出了贡献
三、马斯克为何仍能保住世界首富地位？
与此同时，马斯克的特斯拉股价今年累计下跌约14%。
马斯克于2021年首次夺得世界首富头衔，过去几年基本保持这一地位，部分原因在于他在特斯拉和太空探索技术公司的多项投资。多年来，马斯克曾两次短暂失去该头衔：第一次是在2021年，被路威酩轩集团首席执行官伯纳德·阿尔诺超越；第二次是在2024年，被亚马逊创始人杰夫·贝佐斯超越。
尽管经历了种种风风雨雨，马斯克仍屹立不倒。他甚至获得了一份新的薪酬方案，一旦特斯拉达成特定里程碑目标，这份薪酬方案的价值可能接近1万亿美元。
甲骨文创始人埃里森与特朗普关系密切，是抖音美国的服务商和潜在买家
四、甲骨文创始人埃里森的财富之路及其与特朗普的关系
对埃里森而言，他跻身世界顶级富豪的道路始于1977年。那年他从大学辍学，并协助创立了甲骨文公司。
这位81岁的亿万富豪拥有夏威夷拉奈岛98%的产权，且因重振加利福尼亚州印第安维尔斯网球公开赛而广受赞誉，该赛事也因此获得“第五大满贯”的昵称。
埃里森与唐纳德·特朗普总统关系密切，经常与特朗普一同出现在白宫的各类科技活动中，甲骨文也因此获得不少政府合同。此外，外界曾认为他可能有意收购TikTok（抖音国际版），不过这些计划最终并未得以实现。
Elon Musk lost his title as world’s richest person - and then got it back. By Jordan Valinsky, John Towfighi on CNN. September 10, 2025.
Elon Musk briefly lost his title of “world’s richest person” title to Oracle cofounder Larry Ellison.
Ellison’s wealth jumped by $89 billion to $383.2 billion on Wednesday after Oracle’s stunningly strong earnings report Tuesday evening, according to Bloomberg.
Oracle (ORCL) reported surging demand for its data center capacity from AI customers, launching the stock into the stratosphere. Shares gained as much as 43% before closing higher by about 36% on Wednesday; it was the stock’s biggest single-day gain since 1992.
Ellison is Oracle’s largest individual shareholder. His gains in net worth made him the world’s richest person for a few hours on Wednesday, briefly surpassing Musk’s net worth.
But as of market close on Wednesday, Musk’s net worth was $384.2 billion, beating out Ellison’s by $1 billion.
Oracle CEO Safra Catz announced Tuesday after the stock market closed that the company signed four multibillion-dollar contracts with customers during the quarter, and she expects to sign several more in the coming months.
That electric forecast was powered by Oracle’s emergence as a key provider of infrastructure that powers AI companies’ enormous demands for computing power – Oracle’s bread and butter as a cloud services and database software provider. In July, Oracle announced a deal to provide ChatGPT’s parent company OpenAI with 4.5 gigawatts of electricity to power its AI software.
“We’ll be talking about this one for a long time,” said Ben Reitzes, analyst at Melius Research, about Oracle’s earnings report in a note to investors Wednesday. Reitzes called Oracle’s $455 billion backlog in demand for its AI services “staggering.”
Ellison briefly captured the title of world’s richest person because of the stock’s extraordinary gains. The stock’s jump is exceedingly rare for a company that has a massive market value.
Oracle shares hit a record high on Wednesday. Oracle’s market value gained roughly $244 billion, lifting it to roughly $922 billion. Oracle on Wednesday jumped from being the 13th-most valuable company in the S&P 500 to the 10th most-valuable, surpassing the market value of Eli Lilly (LLY), Walmart (WMT) and JPMorgan Chase (JPM).
Ellison’s wealth rose as much as $101 billion before settling at a gain of about $89 billion. Bloomberg notes Ellison’s leap in wealth is the “biggest one-day increase ever recorded” recorded by the index.
As Oracle has become a powerhouse in AI technology, it has ridden the recent tech boom that has propelled Nvidia to become the world’s most valuable company, with a valuation north of $4 trillion. Microsoft briefly joined Nvidia above the $4 trillion mark. The eight most-valuable stocks in the S&P 500 are all tech stocks with some stake in building the AI-powerd future.
“Microsoft and Oracle really aren’t software companies anymore - they are AI cloud infrastructure stocks that happen to sell software too,” said Reitzes.
As the AI boom accelerates, Oracle’s stock has risen 97% this year. Analysts at Bank of America and Citi on Wednesday raised their price targets for Oracle stock and upgraded it to “buy” from “neutral.”
Meanwhile, Tesla shares (TSLA) are down roughly 14% this year.
Musk first captured the title in 2021 and has largely held on to it for the past few years thanks in part to his various investments in Tesla and SpaceX. Over the years, Musk has briefly lost it twice, first in 2021 to LVMH CEO Bernard Arnault and in 2024 to Amazon founder Jeff Bezos.
Nevertheless, Musk has prevailed despite his various trials and tribulations. He was even give a new pay package that could be worth close to $1 trillion once Tesla hits certain milestones.
For Ellison, his road to becoming one of the world’s richest people traces back to 1977, when he dropped out of college and helped establish Oracle.
The 81-year-old multibillionaire owns 98% of the Hawaiian island of Lana’i and is credited for reviving the Indian Wells tennis tournament in California, earning it the “fifth slam” nickname.
Ellison has close ties with President Donald Trump, often appearing with him at the White House for various technology events and rewarding Oracle contracts. He’s also seen has a possible suitor for TikTok, although those plans have not come to fruition.
来源：读行品世事一点号
