Orders skyrocketed by 455 billion! Is Oracle rewriting the AI cloud landscape?

On September 9, in the Eastern United States, Oracle announced its latest performance, with the astonishing growth of its cloud business dat Show More

On September 9, in the Eastern United States, Oracle announced its latest performance, with the astonishing growth of its cloud business data sparking market excitement: cloud infrastructure revenue is expected to expand from $10.3 billion to $144 billion over the next five years; remaining performance obligations soared to $455 billion, a year-on-year increase of 359%, primarily due to signing large-scale cloud contracts with top AI companies such as OpenAI, xAI, and Meta. It is reported that Oracle has reached a significant agreement worth up to $300 billion with OpenAI. Following this news, Oracle experienced an epic surge, positioning its market value among the top ten in the United States, aiming for a trillion, with its founder temporarily becoming the world's richest person. What do you think is Oracle's fair valuation? Is it still a good time to enter the market?

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牛牛課堂

Sep 10, 2025 05:02

Columns AI CREATE A NEW PROTAGONIST! With Oracle's close to 30%, what investment opportunities does this Industry have?

AI enriches myths and adds a new protagonist.
Inai Data Center Heatsink Launches Legacy Technology Starts in Spring 2 $Oracle (ORCL.US)$ With the release of Q1 report for the year 2026, despite the flat financial data, the stormy cloud business data accelerated the market heat. After the announcement of the results, Oracle's share price rose by almost 30%.
This has also caused a lot of investors to wonder,What data does Oracle's performance drive the market? How many companies are expected to benefit from the US stock market? Here's a breakdown.
What data blew up the market with this result?
Leading the market heat is Oracle's large RPO (RPO) and Fried's cloud revenue guidance.
To be specific,Oracle's contractual obligations (RPO) have increased to $455 billion,Year-on-year growth of 359%, with $317 billion added in the first quarter alone.
A key source of this growth is the company signing up to OpenAI, XAI, a series of leading AI companies, to create a key infrastructure provider for AI model training. CEO Safra Catz says Oracle has become the preferred location for AI workloads
Notably, Oracle Chief Executive Officer Safra Catz said that the company achieved a four-digit percentage of US$ in Q1 with three customers. This is a fascinating and surprising season, because...