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Orders skyrocketed by 455 billion! Is Oracle rewriting the AI cloud landscape?
牛牛課堂
joined discussion · Sep 11, 2025 19:11 ·

Erysen is one of the top super-Masks in the world! How many investment opportunities are missing in Oracle's share price rise?

Fried's growth outlook is to transform Oracle from a traditional database company into the core of AI infrastructure building and participants.
Overnight, $Oracle (ORCL.US)$ The share price surged 42% to end up 35%,The company's founder, chairman and CTO Larry Ellison also surpassed Musk to become the world's first richest.
Fried's growth outlook is to transform Oracle from a traditional database company into the core of AI infrastructure building and participants. Overnight, $Oracle (ORCL.US)$ The share price surged 42% to end up 35%,The company's founder, chairman and CTO Larry Ellison also surpassed Musk to become the world's first richest. From Oracle Achievements,WHAT SPARKED THE MARKET FRENZY WAS THE COMPANY'S MASSIVE RPO (RESIDUAL FULFILLMENT OBLIGATIONS) AND FRACTURED CLOUD REVENUE GUIDANCE.To be specific, Oracle's Total Contracting Liabilities (RPO) increased to $455 billion, up 359% year-on-year, with an additional $317 billion in the first quarter alone. Revenue from Oracle's Cloud Infrastructure Facilities (OCI) Business will grow 77% this fiscal year to $18 billion.More striking is the planning for the next four years: OCI revenue is expected to climb to $32 billion, $73 billion, $114 billion, and ultimately to $144 billion in the fifth year. And behind Oracle's love, how many companies stand to benefit? This is certainly the fault of investors. This article will be a little secret. What companies stand to benefit from Oracle's legacy? In its Q1 Earnings Reports released today, Oracle predicts that other revenues will rise within the next three years, and this growth barrier will be used by other investors in the eyes of investors...
From Oracle Achievements,WHAT SPARKED THE MARKET FRENZY WAS THE COMPANY'S MASSIVE RPO (RESIDUAL FULFILLMENT OBLIGATIONS) AND FRACTURED CLOUD REVENUE GUIDANCE.To be specific,
Oracle's Total Contracting Liabilities (RPO) increased to $455 billion, up 359% year-on-year, with an additional $317 billion in the first quarter alone.
Revenue from Oracle's Cloud Infrastructure Facilities (OCI) Business will grow 77% this fiscal year to $18 billion.More striking is the planning for the next four years: OCI revenue is expected to climb to $32 billion, $73 billion, $114 billion, and ultimately to $144 billion in the fifth year.
And behind Oracle's love, how many companies stand to benefit? This is certainly the fault of investors. This article will be a little secret.
What companies stand to benefit from Oracle's legacy?
In its Q1 Earnings Reports released today, Oracle forecast other revenue to rise within the next three years, with this weak growth track being used as a hot new NVIDIA to keep investors in the eye.
Aside from Oracle, such as Broadcom's $110 billion worth of bullion orders and NBIS's nearly $20 billion order intake from Microsoft, AI's hype is far from over.Industry Chains such as chips and optical communications will continue to depend on this strong industry trend.
Out there, according to recent reports, OpenAI has signed a joint venture to acquire Oracle worth $300 billion in the next five years. The Agreement will be implemented from 2027,The required 4.5GW power capacity is equivalent to the power output of two Hoover Dams,It is enough to supply about 4 million households with electricity.
In fact, with the rapid development of the global artificial intelligence industry,Increasing competition for electricity demand, high power consumption also drives the growth of demand in the cooling system market.Therefore,Power and cooling are also the big hidden winners in this AI feast.
Among other aspects of the Industry Chain, it can be noted such as Chip, Optical Communication Technology Upgrade, Switches, Fuel Batteries, etc.:
Fried's growth outlook is to transform Oracle from a traditional database company into the core of AI infrastructure building and participants. Overnight, $Oracle (ORCL.US)$ The share price surged 42% to end up 35%,The company's founder, chairman and CTO Larry Ellison also surpassed Musk to become the world's first richest. From Oracle Achievements,WHAT SPARKED THE MARKET FRENZY WAS THE COMPANY'S MASSIVE RPO (RESIDUAL FULFILLMENT OBLIGATIONS) AND FRACTURED CLOUD REVENUE GUIDANCE.To be specific, Oracle's Total Contracting Liabilities (RPO) increased to $455 billion, up 359% year-on-year, with an additional $317 billion in the first quarter alone. Revenue from Oracle's Cloud Infrastructure Facilities (OCI) Business will grow 77% this fiscal year to $18 billion.More striking is the planning for the next four years: OCI revenue is expected to climb to $32 billion, $73 billion, $114 billion, and ultimately to $144 billion in the fifth year. And behind Oracle's love, how many companies stand to benefit? This is certainly the fault of investors. This article will be a little secret. What companies stand to benefit from Oracle's legacy? In its Q1 Earnings Reports released today, Oracle predicts that other revenues will rise within the next three years, and this growth barrier will be used by other investors in the eyes of investors...
To be specific,AI chip included $NVIDIA (NVDA.US)$ , $Advanced Micro Devices (AMD.US)$ , $Broadcom (AVGO.US)$ , $Taiwan Semiconductor (TSM.US)$ ;
SwitchFollowable $Broadcom (AVGO.US)$ , $Cisco (CSCO.US)$ , $Arista Networks (ANET.US)$ , $Celestica (CLS.US)$ ;
Optocommunication Technology UpgradeIt contains $Lumentum (LITE.US)$ , $Astera Labs (ALAB.US)$ , $Credo Technology (CRDO.US)$ , $Lumen Technologies (LUMN.US)$ , $Ciena (CIEN.US)$ , $Applied Optoelectronics (AAOI.US)$ , $Coherent (COHR.US)$ , $Corning (GLW.US)$ ;
Fuel BatteryWhat is worth paying attention to $Bloom Energy (BE.US)$ The company is a major supplier of Oracle Fuel Batteries, hoping to meet Oracle Data Center expansion and decarbonization needs. Overnight growth of the company increased by 14%.
Fried's growth outlook is to transform Oracle from a traditional database company into the core of AI infrastructure building and participants. Overnight, $Oracle (ORCL.US)$ The share price surged 42% to end up 35%,The company's founder, chairman and CTO Larry Ellison also surpassed Musk to become the world's first richest. From Oracle Achievements,WHAT SPARKED THE MARKET FRENZY WAS THE COMPANY'S MASSIVE RPO (RESIDUAL FULFILLMENT OBLIGATIONS) AND FRACTURED CLOUD REVENUE GUIDANCE.To be specific, Oracle's Total Contracting Liabilities (RPO) increased to $455 billion, up 359% year-on-year, with an additional $317 billion in the first quarter alone. Revenue from Oracle's Cloud Infrastructure Facilities (OCI) Business will grow 77% this fiscal year to $18 billion.More striking is the planning for the next four years: OCI revenue is expected to climb to $32 billion, $73 billion, $114 billion, and ultimately to $144 billion in the fifth year. And behind Oracle's love, how many companies stand to benefit? This is certainly the fault of investors. This article will be a little secret. What companies stand to benefit from Oracle's legacy? In its Q1 Earnings Reports released today, Oracle predicts that other revenues will rise within the next three years, and this growth barrier will be used by other investors in the eyes of investors...
Before“NVIDIA INNOVATES TECHNOLOGY TO BUILD AI SUPER FACTORY! What companies are most likely to benefit from dive?》A detailed analysis of these companies can be viewed by interested fellow investors.
In addition, media analysis,The current biggest lever for AI data center construction is on “power” and “cooling”,NOT A GPU. Beef Steward manages these two Industry-related companies for reference by fellow investors:
Fried's growth outlook is to transform Oracle from a traditional database company into the core of AI infrastructure building and participants. Overnight, $Oracle (ORCL.US)$ The share price surged 42% to end up 35%,The company's founder, chairman and CTO Larry Ellison also surpassed Musk to become the world's first richest. From Oracle Achievements,WHAT SPARKED THE MARKET FRENZY WAS THE COMPANY'S MASSIVE RPO (RESIDUAL FULFILLMENT OBLIGATIONS) AND FRACTURED CLOUD REVENUE GUIDANCE.To be specific, Oracle's Total Contracting Liabilities (RPO) increased to $455 billion, up 359% year-on-year, with an additional $317 billion in the first quarter alone. Revenue from Oracle's Cloud Infrastructure Facilities (OCI) Business will grow 77% this fiscal year to $18 billion.More striking is the planning for the next four years: OCI revenue is expected to climb to $32 billion, $73 billion, $114 billion, and ultimately to $144 billion in the fifth year. And behind Oracle's love, how many companies stand to benefit? This is certainly the fault of investors. This article will be a little secret. What companies stand to benefit from Oracle's legacy? In its Q1 Earnings Reports released today, Oracle predicts that other revenues will rise within the next three years, and this growth barrier will be used by other investors in the eyes of investors...
To be specific,In terms of electricity:
Independent Power Producers Include $Vistra Energy (VST.US)$, $Talen Energy (TLN.US)$ ;
Electrical equipment can be watched $GE Vernova (GEV.US)$ , $Eaton (ETN.US)$ , $Bloom Energy (BE.US)$ , $SIEMENS AG (SIEGY.US)$ , $Honeywell (HON.US)$$ , $Emerson Electric (EMR.US)$ 、； $Graham (GHM.US)$
Vertically integrated utilities include $Constellation Energy (CEG.US)$, $PG&E Corp (PCG.US)$, $Dominion Resources (D.US)$, $Exelon (EXC.US)$, $Southern (SO.US)$, $Sempra Energy (SRE.US)$, $The AES Corp (AES.US)$ , $American Electric Power (AEP.US)$, $Duke Energy (DUK.US)$ , $NextEra Energy (NEE.US)$
Nuclear power includes $Oklo Inc (OKLO.US)$ , $NuScale Power (SMR.US)$, $NANO Nuclear Energy (NNE.US)$ , $BWX Technologies (BWXT.US)$.
Cooling aspect:
Refrigeration Solution Providers and Related Industry Chains Include $Vertiv Holdings (VRT.US)$ , $nVent Electric (NVT.US)$ , $Super Micro Computer (SMCI.US)$ , $Dell Technologies (DELL.US)$ , $Hewlett Packard Enterprise (HPE.US)$ , $Amazon (AMZN.US)$ , $CoreWeave (CRWV.US)$ ;
Traditional temperature/refrigeration enterprise rules include: $Trane Technologies (TT.US)$ , $Quanta Services (PWR.US)$ with $Carrier Global (CARR.US)$ .
Before《Technology Headset Hukoku Coin Code AI! These Two Industries Or Hide The Winners”Read more about the Company's Business and interested fellow investors can take note.
Finally, as the demand for high-performance computing grows, a new class of infrastructure providers is emerging to serve at the forefront of AI and reshape the cloud economy. These new cloud providers are streamlined, faster, built for GPU-intensive workloads that will drive the next wave.
yesterdayCreate a new lead character! Nearly 30% After Oracle Results, There Are Some Investment Opportunities in This Industry”One article has been rearrangedAI Cloud Infrastructure Provider,For investor reference:
Fried's growth outlook is to transform Oracle from a traditional database company into the core of AI infrastructure building and participants. Overnight, $Oracle (ORCL.US)$ The share price surged 42% to end up 35%,The company's founder, chairman and CTO Larry Ellison also surpassed Musk to become the world's first richest. From Oracle Achievements,WHAT SPARKED THE MARKET FRENZY WAS THE COMPANY'S MASSIVE RPO (RESIDUAL FULFILLMENT OBLIGATIONS) AND FRACTURED CLOUD REVENUE GUIDANCE.To be specific, Oracle's Total Contracting Liabilities (RPO) increased to $455 billion, up 359% year-on-year, with an additional $317 billion in the first quarter alone. Revenue from Oracle's Cloud Infrastructure Facilities (OCI) Business will grow 77% this fiscal year to $18 billion.More striking is the planning for the next four years: OCI revenue is expected to climb to $32 billion, $73 billion, $114 billion, and ultimately to $144 billion in the fifth year. And behind Oracle's love, how many companies stand to benefit? This is certainly the fault of investors. This article will be a little secret. What companies stand to benefit from Oracle's legacy? In its Q1 Earnings Reports released today, Oracle predicts that other revenues will rise within the next three years, and this growth barrier will be used by other investors in the eyes of investors...
whereinHyperscale Cloud Marketersranging $Alphabet-A (GOOGL.US)$ , $Microsoft (MSFT.US)$ , $Oracle (ORCL.US)$ , $Amazon (AMZN.US)$ ;
Neocloud Giants (AI New Cloud) Duo $CoreWeave (CRWV.US)$ , $NEBIUS (NBIS.US)$ ;
Emerging NeocloudsThis includes $IREN Ltd (IREN.US)$ , $Hut 8 (HUT.US)$ , $Bitdeer Technologies Group (BTDR.US)$ , $HIVE Digital Technologies (HIVE.US)$ , $WhiteFiber (WYFI.US)$ , $IBM Corp (IBM.US)$ , $Hewlett Packard Enterprise (HPE.US)$ .
As a whole, AI is not the most important new quality production force for the next 10-20 years, and AI's boom is far from over. Wells Fargo & Co agreed that the market was buoyant, but at the same time acknowledged that,As long as AI capital expenditure remains constant, the bull market will not end.
No more, the Oracle event will be displayed as a result of the implementation.Investors need to be mindful of risk: Oracle's individual clients suffer from leverage and debt pressures, OpenAI's unrealized profits, and Evaluate has long-term tracking.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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