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市场调查报告书
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1993244

资料中心能源概况 - Oracle：自 2019 年以来，能源使用量以 24% 的复合年增长率成长，由于可再生能源的使用，排放保持稳定，但 Stargate 专案可能会大幅增加碳足迹。

Data Center Energy Profile - Oracle: Energy Use Up 24% CAGR since 2019, Emissions Stable Thanks to Renewables, Stargate May Explode its Carbon Footprint, Though
出版日期: | 出版商: MTN Consulting, LLC | 英文 16 Pages | 订单完成后即时交付

价格

本报告是 MTN Consulting 公司「资料中心电力与连线 (DCPC)」研究模组下发布的 Oracle 企业分析概况。本概况的主要目的是分析 Oracle 在能源使用、能源效率和环境永续性方面的表现和策略。本概况基于 2025 年 10 月发布的报告《能源与永续发展追踪：Web 规模与人工智慧运算，2025》，并补充了 2026 年的资讯。

2024年，Oracle在20家网路规模公司总能耗排名第八。儘管其可再生能源利用率排名第七（88.7%），但能源强度排名第五。其范围1及范围2排放强度排名第十，但若纳入范围3，则上升至第八。范围3是一项关键指标，因为Oracle严重依赖第三方託管服务。值得注意的是，Oracle在2019年至2024年间成功实现了成长与排放的脱钩。能源消耗年均成长率为24%，而总排放年均复合成长率仅3.3%。

甲骨文是全球最大的资料中心投资者之一，因此被纳入MTN顾问公司的资料中心保护（DCPC）报告范围。 2025年，甲骨文在147个OCI区域投入了355亿美元的资本支出（CAPEX）。该公司采用轻资产模式，利用或租赁由Blue Owl Capital和DigitalBridge等合作伙伴投资建造的客製化园区的容量。这种策略使甲骨文能够将投资重点放在伺服器、GPU和网路等运算硬体上，而Equinix和Digital Realty等营运商则拥有实体基础设施。然而，甲骨文参与的大规模Stargate计划可能会显着增加其碳足迹，因为这些计划目前优先考虑的是规模而非永续性目标。

发布刊物的机构：

  • Alibaba
  • Alphabet
  • Amazon
  • Ampere
  • Apex Group
  • Apple
  • ARM
  • Baidu
  • Blackstone
  • Blue Owl Capital
  • Brookfield
  • ByteDance
  • Cognizant
  • Digital Realty
  • DigitalBridge
  • ebay
  • Equinix
  • Fujitsu
  • HPE
  • IBM
  • JD.com
  • KKR
  • Kuaishou
  • Lancium
  • Meta (FB)
  • Microsoft
  • Nebius
  • NVIDIA
  • OpenAI
  • Oracle
  • SAP
  • Softbank
  • Stargate
  • Stonepeak
  • Tencent
  • TikTok
  • TIM Brasil
  • Vantage Data Centers
  • Vodafone
  • Xiaomi
  • Yandex

目录

第一章概要

第二章：供应商须知

第三章：整体评价

第四章分析：能源与永续性

第五章：检视绿色目标的实现情况

第六章：金融与基础建设扩张

第七章 收入和资本支出（CAPEX）

第八章 资产成长与实体位置

第九章：通讯业的地位

第十章：能源消耗

第十一章 能源效率

第十二章：可再生能源战略

第十三章：碳足迹与排放

第十四章：永续发展报告的质量

第十五章 结论

第十六章附录

Product Code: DCPC-16032026-1

This is a company analysis profile of Oracle, published under MTN Consulting's "Data Center Power & Connectivity" (DCPC) research module. The profile's primary goal is to analyze Oracle's performance and strategy in the area of energy use, energy efficiency, and environmental sustainability. The profile leverages the October 2025 report, "Energy & Sustainability Tracker: Webscale & AI Compute, 2025," supplemented with 2026 information.

In 2024, Oracle ranked eighth in total energy consumption among 20 webscalers. It placed seventh in renewable energy use (88.7%) but fifth in energy intensity. Oracle ranks 10th for Scope 1 and 2 emissions intensity, rising to eighth when including Scope 3, which is a vital metric due to Oracle's heavy reliance on third-party colocation. Notably, Oracle decoupled growth from emissions between 2019 and 2024, with energy use rising 24% annually while total emissions grew at a 3.3% CAGR.

Oracle is included in MTN Consulting's DCPC coverage because it is one of the largest data center investors in the world. Oracle spent $35.5 billion in 2025 capex across 147 OCI regions. It utilizes an asset-light model, leasing capacity or occupying build-to-suit campuses financed by partners like Blue Owl Capital or DigitalBridge. This strategy focuses Oracle's spending on compute hardware - servers, GPUs, and networking - while landlords like Equinix or Digital Realty own the physical infrastructure. However, its involvement in the massive Stargate initiative threatens to significantly increase its carbon footprint, as these projects currently prioritize scale over sustainability goals.

Organizations mentioned:

  • Alibaba
  • Alphabet
  • Amazon
  • Ampere
  • Apex Group
  • Apple
  • ARM
  • Baidu
  • Blackstone
  • Blue Owl Capital
  • Brookfield
  • ByteDance
  • Cognizant
  • Digital Realty
  • DigitalBridge
  • ebay
  • Equinix
  • Fujitsu
  • HPE
  • IBM
  • JD.com
  • KKR
  • Kuaishou
  • Lancium
  • Meta (FB)
  • Microsoft
  • Nebius
  • NVIDIA
  • OpenAI
  • Oracle
  • SAP
  • Softbank
  • Stargate
  • Stonepeak
  • Tencent
  • TikTok
  • TIM Brasil
  • Vantage Data Centers
  • Vodafone
  • Xiaomi
  • Yandex

Table of Contents

1. Summary

2. Vendor takeaways

3. Overall assessment

4. Analysis: Energy & sustainability

5. Green goal progress check

6. Financial and infrastructure scaling

7. Revenues and capex

8. Asset growth & physical footprint

9. Telecom industry position

10. Energy consumption

11. Energy efficiency

12. Renewable energy strategy

13. Carbon footprint & emissions

14. Sustainability reporting quality

15. Concluding thoughts

16. Appendix

List of Figures and Tables

  • Table 1: Oracle's overall sustainability performance on 1-5 scale (5 is greenest)
  • Figure 1: Oracle YoY % growth in energy, emissions, and revenues
  • Figure 2: Growth in energy & emissions - Oracle versus global market
  • Figure 3: Oracle revenues (US$M) and YoY % growth
  • Figure 4: Oracle capex (US$M) and capex/revenue ratio
  • Figure 5: Oracle net PP&E (US$M) and YoY % growth
  • Figure 6: Oracle net PP&E (in US$M) vs. OCI live customer-facing cloud regions
  • Figure 7: Oracle revenues & market share in Telco NI, annualized
  • Figure 8: Oracle - Energy consumption in GWh and electricity's share of total (2019-24)
  • Figure 9: Oracle vs. global average: Energy intensity in MWh per $1M in revenue
  • Figure 10: Oracle - Renewable energy consumption in GWh and % total
  • Figure 11: Oracle vs. global average: Renewable energy as % total consumption
  • Figure 12: Emissions intensity in MT CO2e per $M of Net PP&E
  • Figure 13: Oracle Emissions intensity in MT CO2e per $M of revenue (vs. Global average)