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市場調查報告書
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1993244

資料中心能源概況 - Oracle：自 2019 年以來，能源使用量以 24% 的複合年成長率成長，由於可再生能源的使用，排放保持穩定，但 Stargate 專案可能會大幅增加碳足跡。

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 | 訂單完成後即時交付

價格

本報告是 MTN Consulting 公司「資料中心電力與連線 (DCPC)」研究模組下發布的 Oracle 企業分析概況。本概況的主要目的是分析 Oracle 在能源使用、能源效率和環境永續性方面的表現和策略。本概況基於 2025 年 10 月發布的報告「能源與永續發展追蹤：Web 規模與人工智慧運算，2025」，並補充了 2026 年的資訊。

2024年，Oracle在20家網路規模公司總能耗排名第八。儘管其可再生能源利用率排名第七（88.7%），但能源強度排名第五。其範圍1及範圍2排放強度排名第十，但若納入範圍3，則上升至第八。範圍3是一項關鍵指標，因為Oracle嚴重依賴第三方託管服務。值得注意的是，Oracle在2019年至2024年間成功實現了成長與排放的脫鉤。能源消耗年均成長率為24%，而總排放年均複合成長率僅3.3%。

甲骨文是全球最大的資料中心投資者之一，因此被納入MTN顧問公司的資料中心保護（DCPC）報告範圍。 2025年，甲骨文在147個OCI區域投入了355億美元的資本支出（CAPEX）。該公司採用輕資產模式，利用或租賃由Blue Owl Capital和DigitalBridge等合作夥伴投資建造的客製化園區的容量。這種策略使甲骨文能夠將投資重點放在伺服器、GPU和網路等運算硬體上，而Equinix和Digital Realty等營運商則擁有實體基礎設施。然而，甲骨文參與的大規模Stargate計劃可能會顯著增加其碳足跡，因為這些計劃目前優先考慮的是規模而非永續性目標。

發布刊物的機構：

  • 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

目錄

第1章概要

第2章：供應商須知

第3章：整體評價

第4章分析：能源與永續性

第5章：檢視綠色目標的實現情況

第6章：金融與基礎建設擴張

第7章 收入和資本支出（CAPEX）

第8章 資產成長與實體位置

第9章：通訊業的地位

第10章：能源消耗

第11章 能源效率

第12章：可再生能源戰略

第13章：碳足跡與排放

第14章：永續發展報告的質量

第15章 結論

第16章附錄

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)