In a jaw-dropping display of investor confidence, Oracle Corporation added $244 billion to its market capitalization in a single trading session—an unprecedented surge that equals the combined market value of India’s top three IT giants: Tata Consultancy Services (TCS), Infosys, and HCL Technologies. The rally was fueled by Oracle’s aggressive forecast for AI-driven cloud infrastructure growth, signaling a seismic shift in global tech valuations.
Oracle’s AI Cloud Vision: A $144 Billion Bet on the Future
Oracle’s stock soared 36% after CEO Safra Catz unveiled a roadmap projecting cloud infrastructure revenue to reach $144 billion by fiscal 2030, up from just $10.3 billion in FY25. This bullish outlook was backed by multi-billion-dollar contracts with AI leaders including OpenAI, Meta, xAI, and Nvidia.
The company’s remaining performance obligations (RPO)—a key metric for future revenue—jumped 359% to $455 billion, with expectations to cross $500 billion soon. Oracle’s transformation from a legacy database provider to a dominant AI infrastructure player has positioned it alongside Amazon Web Services, Microsoft Azure, and Google Cloud.
Market Impact: Oracle’s Rally Redefines Tech Benchmarks
The $244 billion surge in Oracle’s market cap is equivalent to the combined valuation of India’s IT trinity:
- TCS: ₹13.5 lakh crore (~$162 billion)
- Infosys: ₹6.3 lakh crore (~$76 billion)
- HCL Tech: ₹3.0 lakh crore (~$36 billion)
Together, these firms represent the backbone of India’s IT exports and global outsourcing strength. Yet Oracle’s single-day rally matched their combined value, underscoring the scale of investor optimism around AI infrastructure.
Even Reliance Industries, India’s most valued company at $212 billion, appeared smaller in comparison to Oracle’s overnight leap.
Larry Ellison’s Wealth Surge
Oracle’s co-founder and chairman Larry Ellison, who owns over 40% of the company, saw his net worth jump by $88.5 billion in a single day. He briefly overtook Elon Musk as the world’s richest person, with Bloomberg estimating his wealth at $383 billion.
This rally was the largest percentage gain for Oracle since 1992 and signals a broader revaluation of companies enabling the AI revolution.
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