Ai Platforms
Oracle Cloud May Grow Much Faster than Big 3
When it comes to AI cloud leaders, Oracle is not often mentioned, yet the company is quickly positioning itself to lead among Microsoft, Amazon and Alphabet when it comes to cloud growth over the next few years. For the upcoming fiscal year, Oracle guided for a 20-point acceleration in Cloud IaaS growth to >70%, driving a 16-point acceleration in overall Cloud growth to >40%. Supporting its long-term growth is robust RPO momentum, its recent 4.5 GW expansion with OpenAI and its $30 billion/year cloud deal starting in FY28. Below, I break down Oracle’s FY26 AI cloud acceleration, Stargate economics, and bull, base and bear case scenarios that assess if Oracle has what it takes to become the next $1 trillion AI stock.
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