公司比较
并排比较供应链位置、机构信号和新闻间隙评分。
VS
市值区间
超大型vs巨型
链条角色
中介vs领导者
间隙评分
N/AvsN/A
IB活动
N/AvsN/A
营收结构比较
ORCL
NVDA
简介
Oracle is the world's largest enterprise database company, now rapidly growing its cloud infrastructure business (OCI). Massive GPU cluster deals and partnerships with NVIDIA position OCI as a serious contender in AI cloud computing alongside the three hyperscalers.
成立时间
1977
员工人数
165,000+
总部
Austin, Texas, USA
营收
$62.8B
Cloud Services & License Support77%
Cloud License & On-Premise License10%
Hardware5%
Services8%
新闻缺口信号
此股票代码没有新闻缺口数据。
机构信号
此代码没有13F信号记录。
关键关系
NVDA· NVIDIA Corporation
供应商MSFT· Microsoft Corporation
竞争对手AMZN· Amazon.com (AWS)
竞争对手GOOGL· Alphabet Inc. (Google)
合作伙伴简介
NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.
成立时间
1993
员工人数
32,000+
总部
Santa Clara, California, USA
营收
$130.5B
Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%
新闻缺口信号
此股票代码没有新闻缺口数据。
机构信号
此代码没有13F信号记录。
关键关系
TSM· Taiwan Semiconductor Manufacturing Company
供应商005930.KS· Samsung Electronics
供应商000660.KS· SK Hynix
供应商MU· Micron Technology
供应商MSFT· Microsoft Corporation
客户