Oracle Corporation has electrified global markets with a bold forecast: its AI-powered cloud revenue is projected to reach $144 billion by fiscal 2030. CEO Safra Catz’s announcement triggered a sharp rally, with Oracle stock surging over 28% in premarket trading. The company’s transformation from a traditional database provider to a dominant force in AI infrastructure marks a pivotal moment for the tech sector—and a fresh wave of opportunity for investors.
Oracle’s Cloud Leap: From $18 Billion to $144 Billion
Oracle Cloud Infrastructure (OCI) is expected to grow 77% this fiscal year to $18 billion, with projections reaching $32 billion, $73 billion, $114 billion, and ultimately $144 billion over the next four years. This trajectory far exceeds Wall Street expectations and positions Oracle alongside Amazon Web Services and Microsoft Azure.
The surge is driven by four multibillion-dollar contracts signed in Q1 with AI leaders including OpenAI, Meta, xAI, and Nvidia. Oracle’s remaining performance obligations (RPO)—a key measure of future revenue—jumped 359% to $455 billion, with expectations to cross half a trillion dollars soon.
Strategic Partnerships and Infrastructure Expansion
Oracle is rapidly expanding its global footprint, leasing 4.5 gigawatts of computing capacity to OpenAI and building dozens of new data centers across the U.S. It has also struck deals to run OCI inside the clouds of Amazon, Alphabet, and Microsoft, with revenue from these partnerships up 1,529% in Q1.
Chairman Larry Ellison confirmed that Oracle will deliver 37 new data centers to hyperscaler partners, bringing the total to 71. The upcoming Oracle AI Database will allow clients to run large language models like ChatGPT, Gemini, and Grok directly on Oracle’s platform, unlocking vast amounts of enterprise data for AI analysis.
Market Impact and Investor Sentiment
Oracle’s stock now trades at over 33 times forward earnings, reflecting investor confidence in its capital-light, efficiency-driven model. The company raised its annual capex forecast to $35 billion—still far below the hundreds of billions being spent by competitors.
This rally has lifted broader tech sentiment, with chipmakers AMD, Nvidia, and Broadcom also posting gains. Analysts believe Oracle’s rise could trigger a revaluation of AI infrastructure providers and reshape competition in the cloud economy.
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