Whalesbook
Oracle ka AI Plan: India mein Hiring Band?
Oracle ne bade ka dhandhe ke liye apne plans badal diye hain. Company ne India mein kayi engineering students ko jo jobs offer ki thi, unhein cancel kar diya hai. IIT Roorkee aur IIT Hyderabad jaise institutes ke students ko yeh message mila hai ki unke liye application developer aur server technology team mein roles ab available nahi hain. Yeh sab Oracle ke global restructuring aur cost-cutting ka hissa hai, taaki AI infrastructure mein dher sara paisa invest kiya ja sake.
AI par Dhyan, Kitna Kharcha?
Oracle ka plan hai ki is fiscal year mein woh lagbhag $50 billion sirf AI data centers aur cloud services ko expand karne mein kharch karegi. Iske saath hi, company FY26 mein restructuring par lagbhag $2.1 billion kharch karne ka andaaza laga rahi hai. Yeh sab tab ho raha hai jab tech industry mein 2025 mein hiring thodi slow rehne ki ummeed hai. Oracle ko lagta hai ki isse woh AI services ki demand ko ache se pura kar paayegi.
Analysts Kya Kehte Hain?
Itni sabhi baaton ke bawajood, market analysts abhi bhi Oracle par bharosa kar rahe hain. Unka kehna hai ki stock ko 'Buy' karna chahiye aur average price target $260 rakha hai, jo current price se 30% se bhi zyada upside dikha raha hai. Oracle ka market value around $540 billion hai aur P/E ratio lagbhag 33.5 hai.
Future Ka Tension Aur Competitors
Par yeh offer cancel karna future ke liye kuch sawal khade karta hai. Oracle par pehle bhi hiring aur pay practices ko lekar alag alag cases chalte rahe hain. Ab campus offers cancel karne se company ki image kharab ho sakti hai aur graduates naraaz ho sakte hain. Yeh move Oracle ko Microsoft aur Amazon jaise competitors se peeche chhod sakta hai, jo shayad abhi bhi broader hiring pipelines ko open rakhe hue hain. AI ke badhte daur mein, agar Oracle ne talent acquisition par dhyan nahi diya toh long-term innovation mein dikkat aa sakti hai.