甲骨文股价单日暴涨超40%，创始人一度登顶全球首富。业绩增长主要依赖与OpenAI签订的3000亿美元巨额合同，未确认履约义务激增至4550亿美元。预计明年云业务收入将达180亿美元，同比增长77%。
百度2025年Q2财报显示总营收327亿元，核心业务收入263亿元。AI新业务收入首次突破100亿元，同比增长34%，成为业绩增长核心引擎。AI技术全面赋能核心业务，百度搜索实现全面革新，7月移动搜索结果页AI生成内容占比达64%。
百度2025年第二季度财报显示强劲增长，总营收327亿元，核心业务收入263亿元。AI新业务表现突出，收入突破100亿元，同比增长34%，体现百度在人工智能领域的持续投资成效。
谷歌2025Q2财报显示AI业务强劲增长：AI处理能力翻倍，月处理Token达980万亿；AI概览功能覆盖200国40种语言，月活超20亿；云业务收入同比增32%至136亿美元，年化跑率破500亿。公司上调资本支出至850亿美元强化AI基建，Gemini应用月活达4.5亿。搜索业务收入541.9亿美元同比增12%，AI功能有效提升用户体验。财报凸显谷歌在AI领域的全面领先优势。
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