Oracle (ORCL)

Published 2026-03-16 • by outperformingthemarket

Cloud InfrastructureAICloudInfrastructureGrowth
Original Post ↗SEC:
[All][10-K][10-Q]
Market Intel:
Yahoo Finance 📊TradingView 📈Koyfin 🎯

Thesis Summary

Oracle continues to see massive demand for AI-related cloud infrastructure, with its infrastructure revenue growing 84% and demand significantly outpacing current supply.

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Detailed Deep Dive

Oracle shares gained almost 10% in extended trading after the company posted strong results and gave an outlook that suggested there is little letup in demand for AI computing. Revenue in Oracle’s infrastructure business increased 84% to $4.9 billion in the period ended February 28, and total revenue will reach $90 billion in the fiscal year beginning in June. The company is working to deliver on massive cloud infrastructure contracts with customers like OpenAI and Meta Platforms and said the demand for cloud computing for AI training and inferencing continues to grow faster than supply.