South Korea

AI 인프라에 올인한 오라클, 클라우드 시장 변수로 등극

Digital Daily | Local Language | News | Sept. 15, 2025 | UndeterminedTech Development/Adoption

Oracle is rapidly emerging as a significant player in the cloud market by focusing on AI infrastructure, despite its previous reputation as a latecomer. In its fiscal 2026 first-quarter results (May–July 2025), Oracle’s cloud revenue and contract sizes surpassed market expectations. Following the announcement, Oracle's market capitalization briefly surged past $900 billion before settling in the low-$300 billion range. The company’s cloud infrastructure strategy, geared specifically toward AI demand, is generating substantial results.

A key driver of Oracle’s growth is a monumental contract with OpenAI, valued at around $300 billion (approximately 417 trillion won) over five years. This deal is the largest in the cloud industry and significantly bolstered Oracle’s remaining performance obligations to $455 billion, a 359% year-over-year increase. Oracle’s AI-specialized infrastructure integrates GPUs, storage, and networks optimized around its database technology, collaborating closely with NVIDIA to secure advanced GPUs and build cluster data centers capable of supporting comprehensive AI model training and inference.

Oracle’s open multi-cloud strategy, which allows Oracle database capabilities to operate within AWS, Microsoft Azure, and Google Cloud environments, has yielded unexpected growth. Many customers of the major cloud providers have started using Oracle DB alongside existing services, driving a more than tenfold increase in multi-cloud-related revenue year-over-year. This approach has led to the addition of new customers simultaneously adopting Oracle DB and Oracle Cloud, with projections indicating significant quarterly revenue growth from multi-cloud deployments.

To support its AI ambitions, Oracle is building hyperscale data centers worldwide, including in Texas, Europe, and Asia, increasing its total data centers to over 70. It is also involved in the U.S. government’s "Stargate" project, with some analysts suggesting Oracle benefits from political connections related to chairman Larry Ellison. While Oracle currently holds a smaller cloud market share (3–4%) compared to AWS, Azure, and Google Cloud (combined over 60%), its growth rate surpasses industry averages. However, experts caution that many new users are existing AWS, Microsoft, and Google clients renting Oracle capacity, meaning Oracle’s long-term success depends on customer diversification and ecosystem expansion. Oracle aims to reach $144 billion in revenue by 2030, with the market closely watching if it can leverage the AI infrastructure boom to reshape the cloud landscape.

[르포] "어선사고 산업 평균 14배 이상"…KOMSA "안전 인식부터 높여야"

Money Today | Local Language | News | Sept. 15, 2025 | Accidents

Fishing vessel safety inspections are being actively conducted by fisheries safety inspectors at Mokpo North Port to address high-risk conditions experienced during fishing operations. Inspectors focus on verifying the appointment of supervisors, risk assessments, safety manuals, and the functionality of life jackets and fire extinguishers. The inspections include detailed checks of hazardous tasks like pulling nets, which involve significant rope tension and risk of injury.

Inspector Jeong Jae-deok highlighted that while formal safety procedures are in place, the biggest challenge remains low safety awareness among crews. KOMSA, along with the Ministry of Oceans and Fisheries, has revamped and distributed over 30 types of safety and health manuals targeting fishing vessel crews, emphasizing readability and relevance for elderly and foreign workers. Additional materials, including fire-prevention leaflets, accident prevention manuals, and fluorescent safety signage visible at night, have been widely distributed to enhance onboard safety.

Despite these efforts, fishing remains a highly dangerous industry. Between 2020 and 2024, the annual average of fatal and missing incidents reached 93.4 cases, which is more than 14 times higher than the overall industry average. Approximately 2,000 fishing vessel accidents occur yearly, resulting in around 100 fatalities among crew members, underscoring an urgent need for continued safety awareness and preventive measures.

랜섬웨어 아키라, 소닉월 취약점 악용해 공격

ZD Net Korea | Local Language | News | Sept. 15, 2025 | Cyber Attacks and Data Loss

The Akira ransomware group has been actively exploiting a known critical access control vulnerability, CVE-2024-40766, in SonicWall network security devices to launch unauthorized attacks. This vulnerability, discovered last year, affects SonicWall's SSL VPN endpoints that have not been patched. Akira has attempted 496 ransomware attacks so far in 2025, making it one of the most dangerous groups alongside Qilin, which has 499 attacks.

SonicWall released a security patch for CVE-2024-40766 in August 2024, warning that the vulnerability allowed unauthorized access, firewall crashes, and active exploitation. The company advised users of local account-based SSL VPNs to change passwords promptly. Without password changes, attackers can manipulate multi-factor authentication (MFA) or time-based one-time password (TOTP) settings to maintain access stealthily. Akira was among the first groups to exploit this vulnerability beginning in September 2024.

Security experts emphasize the urgent need for system administrators to follow SonicWall's advisories, which include updating firmware to version 7.3.0 or later, resetting account passwords, enabling MFA, and addressing risks related to SSLVPN Default Groups. With ransomware groups continuing to target older vulnerabilities in VPN equipment, timely responses and security measures are critical to preventing further breaches.