Oracle Bets Big on AI With Cloud Infrastructure Expansion, Seeing Potential for Trillion-Dollar Valuation
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Oracle operates industry-leading AI data center infrastructure and is building more to meet soaring demand.
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Revenue for Oracle's Cloud Infrastructure grew 49% last quarter. AI bookings topped $80 billion, up 29%.
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Oracle aims to keep costs low via data center automation, enabling quick scaling. It has 40+ unfulfilled $1B+ AI deals waiting on infrastructure.
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AI focus plus Oracle's existing businesses could drive revenue growth above 20% annually. That could justify a $1 trillion valuation within a decade.
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Oracle stock price doesn't yet account for its AI opportunity. Shares could deliver 185% returns if Oracle joins the trillion-dollar club.