First up, job cuts. Last quarter, Oracle disclosed a 2026 restructuring plan that it expected would cost the company up to $1.6 billion primarily due to “employee severance costs.” Of that $1.6 billion, Oracle has recognized about $826 million in charges against the plan—that means Oracle still had about $788 million to go. Bloomberg reported last week that Oracle was eying layoffs in the thousands to rebalance its workforce and to lean further in on its shift from an enterprise software licensing company into a cloud infrastructure provider that competes with Microsoft and Amazon.
值得关注的是，2026年初市场曾流传默沙东拟以约3000亿美金收购Revolution的传闻。虽因估值差异未达成交易，但此事未削弱市场信心，反成行业认可标志。
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加强原始创新和关键核心技术攻关。坚持技术驱动和需求拉动相结合、锻长板和补短板相结合，完善新型举国体制，推动产出更多标志性原创成果。打好关键核心技术攻坚战。强化战略前沿领域科技布局。全面提升基础研究水平。。钉钉下载对此有专业解读
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